Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
As the lockdown which has ground the world to a halt gradually begins to ease, Kepler Trust Intelligence is pleased to invite you to join some of the UK’s best known fund managers for a series of webinars considering the ‘world after COVID-19’ over three days in June.
As we take stock of the damage, and ask where opportunities may lie in the future, the Kepler Trust Intelligence Virtual Summit aims to provide access for investors to the most informed opinions and outlooks from managers running billions of pounds for UK investors including Bruce Stout (Murray International), Hamish Baillie and Duncan MacInnes (Ruffer), Mike Seidenberg and Walter Price (Allianz Technology Trust) and many more.
With fund managers joining us from the San Fransisco, Birmingham Alabama, Singapore, London and Edinburgh our aim is to deliver over three days a complete 'round the world' overview for investors seeking to make sense of the devastating impact of COVID-19 and to protect and grow their wealth in a rapidly changing world.
On day one we will hear from fund managers offering exposure to core strategies including value, growth, equity income and alternative income and defensive multi-asset ‘absolute return’. On day two we will hear about the opportunities that sector specialists see in smaller companies, technology, commodities and developing markets. Our final day sees fund managers running mainstream equity portfolios give us their view on the outlook for the world’s best known companies in each of the key regions of the globe.
How does it work?
We will be running webinars on Monday, Tuesday and Wednesday 1st - 3rd June.
The event will be held online using the Webex events system and you can join by registering clicking here or on the links below. A link will be emailed to you allowing you to access each event via your computer or smart device. Each speaker will deliver a 30-minute presentation, with fifteen minutes at the end of each session open to questions from the audience (a webcam/microphone is not necessary as questions can be submitted in writing via the Webex system).
You can register for as many or as few of these webinars as you like – you do not have to attend the whole day. Simply click ‘register now’ using the agenda below to be added to the list for that speaker’s presentation and you will receive an invitation with a link taking you to the page for the webinar.
Access to the event is free of charge.
MONDAY 1 JUNE | CORE STRATEGIES
|Murray International||Bruce Stout|
|Mid Wynd International||Simon Edelsten|
|Ruffer Investment Company||Hamish Baillie & Duncan MacInnes|
|Scottish American IT||James Dow|
|JPMorgan Global Core Real Assets||Philip Waller|
TUESDAY 2 JUNE | SECTOR SPECIALISTS
|BlackRock Smaller Companies||Roland Arnold|
|BlackRock Energy & Resources||Tom Holl & Mark Hume|
|Ashoka India Equity||Ramesh Mantri|
|Allianz Technology Trust||Mike Seidenberg & Walter Price|
WEDNESDAY 3 JUNE | OUTLOOK FOR THE WORLD’S MAJOR REGIONS
|Aberdeen Asian Income||Yoojeong Oh|
|Henderson Eurotrust||Jamie Ross|
|AVI Japan Opportunity||Joe Bauernfreund|
|JPMorgan Claverhouse Investment Trust||William Meadon|
|Vulcan Value Partners/Alliance Trust||C.T. Fitzpatrick|
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