For institutional investors in the UK

Presentations

Thank you for attending the Janus Henderson Institutional Conference, we hope you have enjoyed it.

Please find below the presentations of the various speakers:

Outlook for 2020 – Paul O’Connor
Intech – David Schofield and Iheshan Faasee
ESG – Karen Shackleton
Alternative Risk Premia – David Elms and Alistair Sayer
Cashflow Driven Investments – Norbert Fullerton

Agenda

Tuesday 19 November

 

12:00

Registration and lunch

 

13:00

Welcome and CEO update
Dick Weil

 

13:15

Rising stars and falling angels
Our views on the latest macro and market trends

Paul O’Connor, Head of Multi-Asset

 

13:40

Is it time for a work-out?
Three fixed income portfolio managers fight it out in the ring

Jim Cielinski, Global Head of Fixed Income
Nick Maroutsos, Co-Head of Global Bonds
Andy Mulliner, Portfolio Manager
Colin Fleury, Head of Secured Credit
Wayne Fitzgibbon – Partner, Mercer

 

14:20

Innovation in China – today’s trends building tomorrow’s opportunities
Charlie Awdry, Portfolio Manager

 

 

14:30

In case of fire – use volatility
Downside protection in equity portfolios

David Schofield, President – Intech International
Iheshan Faasee, Client Portfolio Manager – Intech International

 

14:55

Coffee break

 

15:20

From ESG to Impact
The investment roadmap that makes a difference

Karen Shackleton, Senior Advisor – MJ Allenbridge and Founder, Pensions for Purpose

 

15:50

The Long and Short of it…
What’s next for alternative risk premia?

David Elms – Head of Diversified Alternatives
Alistair Sayer – Investment Director

 

16:25

Cash is King
Where next for cashflow-driven investment strategies?

Norbert Fullerton, Chief Institutional Client Strategist

 

16:50

Keynote speaker: Andrew Neil – Broadcaster

 

17:30

Final comments and close
Anil Shenoy – Head of UK Institutional

 

17:30

Jewel Tower tour followed by drinks reception and canapes