For Professional Clients Only - Not open to members of the media
We would be delighted if you would join BlackRock, J.P. Morgan Asset Management and Schroders for the next Power of 3 virtual event, taking place on Thursday 23 May from 10.00am. You will have the opportunity to hear insights from leading portfolio managers and investment specialists on a range of relevant topics for your clients.
Delegates participating in the accredited Power of 3 virtual event can claim up to 1 hour 35 minutes of CPD towards the CII / Personal Finance Society member CPD scheme*.
| 10.00am | Introduction |
| 10.05am | J.P. Morgan Asset Management presentation |
| 10.30am | Q&A with J.P. Morgan Asset Management speakers |
| 10.35am | BlackRock presentation |
| 11.00am | Q&A with BlackRock speakers |
| 11.05am | Schroders presentation |
| 11.30am | Q&A with Schroders speakers |
| 11.35am | Event Close |
Click on a company logo to find out more.
Join Ben Edwards, manager of the Blackrock Corporate Bond Fund and Blackrock Sustainable Sterling Strategic Bond Fund to discuss what to expect from bonds as major central banks prepare to embark on rate cuts as inflation converges towards targets after the post-covid spike. He will discuss topics including: which countries and segments of the government bond markets should perform best and how to navigate increasingly expensive credit markets; bonds were cheap in 2023, but so was cash - How and when should investors look to lock in attractive bond yields as cash rates look set to ease throughout 2024.
Ben Edwards, CFA, Managing Director, is a Portfolio Manager in the Sterling Bond Portfolio team within BlackRock's Global Fixed Income Group. Mr. Edwards is the lead fund manager of the BlackRock Corporate Bond Fund and co-manager of the BlackRock Sterling Strategic Bond Fund.
James is responsible for sales and relationships with the UK Wealth & Advisory community and covers London. Within this capacity he looks after Rating & fund research consultancies and Advisory consolidators. James' service with the firm dates back to 2006, including his time with Merrill Lynch Investment Managers (MLIM). Prior to his time at BlackRock he worked with the Allied Irish Bank in London and Lloyds TSB Private Banking. He is a Chartered Alternatives Investment Analyst and holds the Investment Management Certificate.
While global equity markets have enjoyed a strong run, breadth has been lacking with gains dominated by a narrow group of AI-fuelled US mega caps. Now more than ever it's important for investors to find the right balance between accessing powerful structural tailwinds, but not overpaying for growth. In this session, Amit Parmar, Investment Specialist (International Equity Group) will discuss his outlook and the positioning of our range of global equity strategies against the current market backdrop. Through this session Amit will highlight how we leverage company insights from our network of 80+ experienced in-house fundamental research analysts located around the world.
Learning objectives:
Amit Parmar, vice president, is an investment specialist within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2011, he previously worked as an analyst in the Investment Bank prior to joining the Private Bank. Amit holds a BSc in Economics from the University of Warwick.
Topic synopsis to be announced shortly
Tara joined Schroders in 2014 and is a Multi-Asset Fund Manager. She manages assets on behalf of UK pension & wealth management clients and is co-manager for the Schroder Global Multi-Asset Portfolios. Tara is also Head of the Credit Research Group within Multi-Asset Investments at Schroders. She was previously a Solutions Manager within the Risk Managed Investments team until 2018, which involved designing and constructing systematic risk management and option strategies. Tara is a CFA Charterholder and holds a degree in Natural Sciences from Cambridge University.
Oliver Becket is Head of South West, Advisory Sales at Schroders, which involves maintaining relationships and supporting Financial Advisers based in the South West of England. He joined Cazenove & Schroders in 2015 and is based in Wiltshire.
Oliver started his career in Investment Management at Henderson Global Investors and moved to Vanguard Asset Management in 2011. He then joined the DFM team at Cazenove Capital in 2015 before moving to work with Financial Advisers on the Client Group at Schroders in 2017.
For Professional Clients Only - Not open to members of the media
BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable.
For additional information on BlackRock, please visit www.blackrock.com
At J.P. Morgan Asset Management, we have over 150 years' experience managing money on behalf of clients around the world. Our global reach, with presence in more than 40 countries, brings expertise in every major asset class, including equities, bonds, property and commodities. This allows us to offer a diverse choice of strategies to meet a wide range of investor needs.
Source: J.P. Morgan Asset Management as at 20 March 2024.
For more information visit www.jpmorgan.co.uk
As a global asset and wealth manager, Schroders delivers a broad range of investments designed to meet the diverse needs of institutions, intermediaries and high net worth individuals.
For over 200 years we have built principled partnerships with our clients, putting them at the centre of everything we do. They trust us to deliver sustainable returns through times of economic prosperity and of uncertainty.
We are a global business, managed locally. Our international presence supports us in understanding the needs of our clients and delivering them the right expertise from across the business.
For more information visit www.schroders.com
If you have any questions regarding this event, please email info@thepowerof3roadshow.com.