Premier Miton’s 2020 multi-asset seminars are designed to give you investment insights to help you plan for the future.
You and your clients face an ever-broadening range of challenges, including regulatory demands, economic, investment and political uncertainty, and increasing focus on the cost and the need to demonstrate value delivered.
Through sessions featuring members of Premier Miton's multi-asset investment teams and an external speaker, our seminars are designed to make you better informed about the investment landscape and how Premier Miton's new no-cost digital portal plus information and support, can help your business and clients.
Mark Polson, Founder, the lang cat and Mike Hammond, Business Development Director, Premier Miton
Neil Birrell, CIO and Fund Manager, Premier Miton
Wayne Nutland, Head of Managed Index Solutions
Anthony Rayner, Fund Manager; MI Miton Cautious Monthly Income Fund
Simon Evan-Cook, Fund Manager
08:30 | Arrivals, registration and light breakfast |
09:00 |
Welcome address and introduction Mike Hammond, Business Development Director, Premier Miton |
09:05 |
Responsible investing; Helene Winch, Head of Responsible Investing, Premier Miton |
09:10 |
Life is harder now Mark Polson, Founder, the lang cat Mike Hammond, Business Development Director, Premier Miton In this session, Mark will look at how firms have changed their investment propositions over the last year based on fresh research, and look at the regulatory direction of travel for firms as they get used to operating in the new regulatory environment. It will be more fun than it sounds. |
09:40 |
Driving diversified returns Neil Birrell, CIO and Fund Manager Premier Miton's five Diversified funds are actively managed multi-asset portfolios of direct holdings in company shares and bonds together with alternative investments, including property. Neil will discuss what has driven investment returns, the team’s current investment outlook, opportunities in different asset classes, managing risk and return in an expected low return and high volatility environment, and current portfolio positioning. |
10:10 | Break |
10:30 |
New multi-asset fund focus: Premier Miton’s Managed Index Solutions Wayne Nutland, Head of Managed Index Solutions This session will cover an introduction to Premier Miton’s new low cost multi-asset solution, the Premier Managed Index Balanced Fund. The fund will be actively managed across asset classes, using index-tracking investments. Wayne was previously the Senior Fund Manager and Head of Discretionary for the UK multi-asset team at HSBC Global Asset Management and is a highly experienced managed index multi-asset portfolio manager. He will discuss the role and value of active management in building managed index, multi-asset portfolios, and will examine and analyse the range of traditional and non-traditional beta allocation investments available, making this type of low cost multi-asset solution a compelling investment proposition. |
11:00 |
Generating an attractive yield in a low yield world Anthony Rayner, Fund Manager; MI Miton Cautious Monthly Income Fund With bond yields at unprecedented lows and equity markets near all-time highs, Anthony will explain how he generates an attractive and sustainable yield for income seeking investors in an ultra-low interest rate environment, from a diversified multi-asset portfolio with a cautious investment approach. |
11:30 |
A pup’s life Simon Evan-Cook, Fund Manager Simon Evan-Cook takes a look at what investments have worked well over the last decade, and what might work well over the next. In doing so, he questions what risks are being built into clients’ portfolios, and what damage these might cause in the coming years. |
12:00 | Summary |
12:10 | Buffet lunch |
The conference will take place at Sandy Park Conference Centre, Exeter.
Sandy Park Way01483 306090
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