Please note that this event is open to professional or institutional investors only. Not suitable for a retail audience.

Welcome

As we progress into the new economic era, the certainties of the established global order are visibly breaking down, with a growing geopolitical and macro disconnect between countries and increasingly hard-to-predict divergence within markets and asset classes. An opportune time, we think, to take stock and explore what it all means for investors.

Topics covered include:

  • Getting ready for the new world disorder — In this opening session, we'll analyse the structural features of today's unstable backdrop and identify key implications for risk assets.
  • Rotations and reallocations: rethinking equities — We'll examine what to expect next in this rollercoaster year for equity markets and discuss how best to realign portfolios.
  • Interactive breakout sessions with our portfolio managers — Exploring how they are positioning for success in the face of persistent uncertainty across fixed income, equities and alternative assets.

CPD accreditation

This event is eligible for four hours of continuing professional development (CPD).

Agenda*

TUESDAY, 7 OCTOBER

08:30

Registration and light breakfast

09:00

Welcome

09:05

Plenary session 1 | Are you ready for the new world disorder?

09:45

Plenary session 2 | Rotations and reallocations: rethinking equities

10:25 Coffee break
10:45 Breakout sessions
11:30 Breakout sessions
12:15

Plenary session 3 | Unique perspectives: Insights from the CFO of Reckitt Benckiser and Wayne Drayton, GIA

13:00 Networking lunch
14:00 Event close

* Agenda subject to change

Breakout sessions

US equity investing: market weight, equal weight or active weight?

Market efficiency and high levels of concentration mean traditional active managers have had a tough time beating the US S&P 500. In this session, we examine an alternative approach to large-cap equity investing. This approach may offer greater potential for success by enabling higher active convictions rooted in a focus on quality and growth and a deep understanding of today's more volatile macroeconomic cycle.

Fixed income reimagined for today's volatility

Fixed income's critical role of providing a risk ballast in portfolios is more important than ever, but market volatility has made it commensurately harder to achieve stable returns. We explore a differentiated approach to fixed income investing that focuses on identifying positive price return potential for every bond in the portfolio, while dynamically mitigating downside risk from a total return perspective. The resulting long-only portfolio — built up bond by bond — offers the potential to dampen volatility and generate attractive absolute risk-adjusted returns, complementing traditional single-sector and strategic bond funds.

We have a power problem — a critical juncture for infrastructure

There is an urgent need for more investment in overstretched or decaying infrastructure to meet the growing demand for power fuelled by the energy transition, the AI revolution and the need for greater self-sufficiency. We believe infrastructure has the potential to provide investors with diversification to broad equity markets, as well as an attractive long-term return opportunity. In this session, we explore how to build balanced long-term exposure to this structural trend.

Reengineering portfolios for more resilient alpha generation

In this breakout session, we focus on the challenges of constructing and managing portfolios in an environment that combines heightened volatility with opportunities for alpha generation. Key questions that we will address include how to think about: downside protection, differences in regional versus global capital allocation, as well as relative exposures to beta versus targeting alpha in different markets. Solutions to these questions will point to constructs across traditional long only equity, extension strategies and hedged approaches, based on investors' specific objectives.

Speakers

Natasha Brook-Walters

Senior Managing Director, Partner, and Head of Wellington Solutions
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Stacey Willoughby

Manager, EMEA PR & Communications
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Plenary sessions

MODERATOR

John Mullins

Investment Director
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MODERATOR

Luke Stellini

Head of Solutions Product Management
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John Butler

Macro Strategist
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Andrew Heiskell

Equity Strategist
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Wayne Drayton

Global Industry Analyst
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Shannon Eisenhardt

CFO, Reckitt
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Breakout sessions

MODERATOR

Paul Skinner

Investment Director
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Tim Manning

Equity Portfolio Manager
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Connor Fitzgerald

Fixed Income Portfolio Manager
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Tom Levering

Equity Portfolio Manager
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Gregg Thomas

Platform Lead
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Megan Galligan

Research Associate
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2024 highlights

Take a look at the highlights from last year's EMEA Investment Forum.

Insights

Contact

Should you need any further information, please contact emea_events@wellington.com.


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Venue

The event will take place at:

BAFTA 195 Piccadilly
St James's, London, W1J 9LN

The closest tube stations are Piccadilly Circus and Green Park.

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