For Professional Clients only - not for Retail use or distribution

POWER OF 3 ROADSHOW

30th APRIL - 16th MAY

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Welcome

Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2019 Power of 3 Spring Roadshow. Running from 30th April - 16th May, gain insights from portfolio managers on a range of relevant topics for your clients.

Each event runs for 2 hours and 15 minutes and will include an informal breakfast or lunch during the first 30 minutes of registration.

The events are CII accredited for up to 1.5 hours of structured learning and meet the CII member CPD scheme standards*.

Topics

BlackRock

Diamonds in the rough: why you don’t need to be bullish Europe to buy European Equities

Learning Objectives:

  • Provide an overview of headwinds that have faced European Equities
  • Explain why a high conviction, stock focused approach can improve outcomes in this market
  • Describe how we construct market views based on earnings and cash flows, not macroeconomics

J.P. Morgan Asset Management

Natural Resources – Opportunity Rocks

Learning Objectives:

  • Provide an overview of the current backdrop to both the mining and energy sectors
  • Explain why investors should not overlook natural resources companies as investment and why now is an opportune time to be invested
  • Describe the supply and demand outlook for the mining and energy sectors and the implications for companies

Schroders

Asian Income

Learning Objectives:

  • How Asia will fare in a less global world.
  • The case for investing in income in Asia.
  • How Asia can complement your existing income portfolio.

Venues

Belfast

Thursday 16th May
Registration and light lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Birmingham

Thursday 2nd May
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Bristol

Wednesday 8th May
Registration and light lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Exeter

Wednesday 8th May
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Glasgow

Tuesday 30th April
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Harrogate

Wednesday 1st May
Registration and light lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Knutsford

Wednesday 1st May
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

London

Thursday 9th May
Registration and afternoon tea: 14.00 - 14.30
Presentation: 14.30 - 16.15

Newmarket

Thursday 2nd May
Registration and light lunch: 14.00 - 14.30
Presentation: 14.30 - 16.15

Southampton

Thursday 9th May
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Speakers

Click on a company logo to find out more.

BlackRock Presentation Synopsis

Diamonds in the rough: why you don’t need to be bullish Europe to buy European Equities

Running a high conviction portfolio looking to identify best in class businesses listed in Europe, we will discuss the long-term winners we see in the region and why you don’t need to be bullish on European equities to be excited about the opportunity set present.

Learning Objectives:

  • Provide an overview of headwinds that have faced European Equities
  • Explain why a high conviction, stock focused approach can improve outcomes in this market
  • Describe how we construct market views based on earnings and cash flows, not macroeconomics

Stefan Gries

CFA, Director and Portfolio Manager, Fundamental European Equity Team

Stefan Gries, CFA, Director and Portfolio Manager, is a member of the European Equity team within the Fundamental Equity division of BlackRock's Active Equity Group. He is co-manager on the European Absolute return (long/short) portfolios and Europe ex UK long-only portfolios.
Prior to joining BlackRock in 2008, Mr Gries spent 2 years at Scottish Widows Investment Partnership where he completed a 2 year graduate program. Since joining BlackRock, he has worked both as a portfolio manager and as an analyst covering, at various times, energy, pharmaceuticals, insurance, consumer and business services on behalf of the European Equity team.
Mr Gries earned an MA in Economics & Spanish from the University of St. Andrews in 2005.



Giles Rothbarth

CFA, Director and Portfolio Manager, Fundamental European Equity Team

Giles Rothbarth, CFA, Director and ortfolio manager, is a member of the European Equity team within the Fundamental Equity division of BlackRock's Active Equities Platform. He is co-portfolio manager for the BFM Continental European Fund, the BFM European Dynamic Fund and the BGF Continental European Flexible Fund.
Mr Rothbarth joined BlackRock on the graduate programme in 2010, after graduating with an MA (Hons) degree in Philosophy, Politics & Economics from The University of Oxford.

J.P. Morgan Asset Management Presentation Synopsis

Natural Resources – Opportunity Rocks

Neil Gregson and Chris Korpan will give their views on investing in natural resources companies and why now is an attractive time to be looking at an allocation to the sector. They will examine how investors could benefit from the current backdrop of depressed levels of capital expenditure and why this dynamic would provide a more favourable supply and demand dynamic for investors.

Learning Objectives:

  • Provide an overview of the current backdrop to both the mining and energy sectors
  • Explain why investors should not overlook natural resources companies as investment and why now is an opportune time to be invested
  • Describe the supply and demand outlook for the mining and energy sectors and the implications for companies

Chris Korpan

Executive Director, is a Global Sector Specialist in the J.P. Morgan Asset Management International Equity Group

Chris Korpan, Executive Director, is a global sector specialist in the J.P. Morgan Asset Management International Equity Group – Global Specialist Team, based in London. An employee since 2010, he specializes in Natural Resources, within the materials sector. Before joining J.P. Morgan, he worked as a business analyst at Lundin Mining Corporation and as a geologist at Bema Gold Corporation. Christopher obtained an MSc in Metals and Energy Finance from Imperial College London and a BSc Geology (Hons) from Edinburgh University, and is a CFA charterholder.



Neil Gregson

Neil Gregson, Managing Director, is a Portfolio Manager in the J.P. Morgan Asset Management International Equity Group

Neil Gregson, Managing Director, is a Portfolio Manager in the J.P. Morgan Asset Management International Equity Group – Global Specialist Team, based in London, and is a member of the team responsible for global natural resources mandates. Neil joined the team in September 2010 from CQS Asset Management where he was a Senior Portfolio Manager and Head of the Long-Only Business, with particular focus on the natural resources sector. Prior to this, Neil was the head of Emerging Markets at Credit Suisse Asset Management where he managed gold and resource equity funds. Neil began his career holding various positions at mining and resource companies, including a role as a mining investment analyst at South African company Gold Fields. He is a qualified mining engineer and holds a BSc in Mining Engineering from Nottingham University.

Schroders Presentation Synopsis

Asian Income

Matthew and Richard will discuss a number of topics that are important in Asia currently including how Asia will fair in a less global world and provide an update on the case for investing in income in the region

Learning Objectives:

  • How Asia will fare in a less global world.
  • The case for investing in income in Asia.
  • How Asia can complement your existing income portfolio.

Richard Sennitt

Fund Manager, Pacific Equities and Global Small Cap Equities

Richard Sennitt is a Fund Manager, Pacific Equities and Global Small Cap Equities at Schroders, which involves acting as a fund manager for Pacific Equity and Global Small Cap Equity accounts, based in London. He joined Schroders in 1993 and is based in London.

Qualifications: ASIP; BA from Oxford University.



Matthew Dobbs

Head Global Small Companies/Specialist Asia

Matthew Dobbs is Head Global Small Companies/Specialist Asia at Schroders, which involves running a range of specialist equity portfolios and funds. He joined Schroders in 1981 and is based in London.

Companies

BlackRock

BlackRock helps investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals.
Source: BlackRock. Based on $5.98 trillion in AUM as of 31/12/18.

For more information visit www.blackrock.com/uk


J.P. Morgan Asset Management

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 February 2019.

For more information visit www.jpmorgan.com


Schroders

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfill their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £449.4 billion (€508.2 billion/$593.3 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 4,900 people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Explore our interactive timeline to see how we’ve been shaping financial futures since our very beginnings.

*as at 30 June 2018

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Contact

If you have any questions regarding this event, please email info@thepowerof3roadshow.com.