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Premier Miton
Multi-Asset Conference

Rudding Park, Harrogate

Tuesday 25 February 2020

08:30 - 14:45

Investing for the future

Premier Miton’s 2020 multi-asset conferences 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 carefully selected external speakers and members of Premier Miton's multi-asset investment teams, our conferences 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.

Main platform:

Keynote speech: Brexit & beyond
Investment panel
With Premier Miton Chief Investment Officer, Neil Birrell and UK and European fund managers, Benji Dawes and Thomas Brown
Life is harder now
Mark Polson, founder of the lang cat
Business update
Mike O’Shea, Premier Miton’s Chief Executive Officer
Responsible investing
Helene Winch, Premier Miton’s Head of Responsible Investing

Workshops:

5 investment workshop sessions to choose from
Covering Premier Miton’s multi-asset investment approaches:
  • Multi-manager
  • Directly invested
  • Managed index

Agenda

08:30 Arrivals, registration and light breakfast
09:00

Mike O'Shea, Chief Executive, Premier Miton

  • Business update
  • Our challenges and opportunities
  • Delivering value
  • Corporate responsibility
  • Our investment proposition
09:10

Helene Winch, Head of Responsible Investing, Premier Miton

Sustainable investing is capturing investors’ preferences for companies that make a positive impact on the environment and society. We explore how the Sustainable Development Goals (SDGs) framework is used to highlight these impacts.

09:20

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.

09:50 Workshop session
10:35 Break
11:05 Workshop session
11:50 Workshop session
12:35 Seated / reserved lunch
13:35 Investment panel with Premier Miton Chief Investment Officer, Neil Birrell and UK and European fund managers, Benji Dawes and Thomas Brown
14:05 Keynote address: Brexit & beyond
14:35 Summary
14:45 Close

Workshop sessions


A pup’s life

Simon Evan-Cook, Fund Manager, Premier Multi-Asset Funds

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.


Driving diversified returns

Neil Birrell, CIO and Fund Manager, Premier Diversified funds

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.


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.


Under the bonnet

Ian Rees, Deputy Head of Multi-Asset Funds and Head of Research

Mike Hammond, Business Development Director

Following feedback from delegates at previous Premier Miton multi-asset conferences, we are delighted to offer this workshop, analysing what’s driven and what’s driving our investment performance in the context of the team’s investment approach in meeting the key expected outcomes across our 10 multi-manager, multi-asset portfolios, including capital returns, income and risk-adjusted performance.

The workshop will cover longer term and shorter term performance analysis, portfolio construction and positioning as governed by our investment view for the challenging investment environment.


Generating an attractive yield in a low yield world

David Jane, Fund Manager; MI Miton Cautious Monthly Income Fund

With bond yields at unprecedented lows and equity markets near all-time highs, David 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.


Sustainability

We have been working with venues and suppliers to ensure we are committed to sustainability at these events. We would encourage you to join us in our commitment by selecting the digital option in your registration. You will receive an email the week prior to the event with a link to your personal agenda and any supporting literature. These will be available to view onsite on your personal device; the only printed piece you will receive will be your recyclable badge.

Venue

The conference will take place at Rudding Park, Harrogate.

Rudding Park
Rudding Lane
Harrogate
HG3 1JH
United Kingdom
01423 871350
www.ruddingpark.co.uk

Registration


The agenda allows time for three workshops from a list of five. Please select your preferences below. See the workshop sessions section for more details of each session.

Contact