For Professional Clients only - not for Retail use or distribution

POWER OF 3 ROADSHOW

2nd - 23rd MAY

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Welcome

Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2017 Power of 3 Spring Roadshow. Running from the 2nd - 23rd May, gain insights from investment specialists 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

A concentration of ideas that aims to deliver income to clients in a dynamic environment.

J.P. Morgan Asset Management

Using global macroeconomic trends to drive positive returns.

Schroders

Schroder Maximiser range: Targeting reliable higher income.

Venues

Belfast

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

Birmingham

Thursday 4th May
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Bristol

Tuesday 9th May
Registration and lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Cardiff

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

Exeter

Wednesday 10th May
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Glasgow

Tuesday 2nd May
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Harrogate

Wednesday 3rd May
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Horsham

Thursday 11th May
Registration and lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Knutsford

Wednesday 3rd May
Registration and lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

London

Tuesday 23rd May
Registration and lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Newcastle

Tuesday 2nd May
Registration and late lunch: 15.00 - 15.30
Presentation: 15.30 - 17.15

Newmarket

Thursday 4th May
Registration and late lunch: 14.00 - 14.30
Presentation: 14.30 - 16.15

Southampton

Thursday 11th 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

A concentration of ideas that aims to deliver income to clients in a dynamic environment

With attention on the growth of dividends globally, it is easy to forget that the domestic UK market offers a wealth of opportunities for those seeking an income from their equity investments. The UK remains one of the highest-paying and most consistent dividend markets in the world. Paying dividends is engrained in the culture of many UK businesses, which means that the market offers rich pickings for income seekers.

However, the UK market requires careful navigation. Dividends can be concentrated in certain areas, for example, and some dividend-paying companies may offer relatively little prospect of capital growth. Equally, the impact of political events brings short term volatility to the UK market, and the fund managers will discuss how they navigate this environment.

Hear BlackRock's approach to UK Income to understand how we ensure investors have the best chance of their income keeping pace with inflation, without sacrificing long-term capital growth.


Adam Avigdori

Co-Manager, BlackRock UK Income Fund

Adam Avigdori, Director and portfolio manager, is a member of BlackRock's UK Equity team in the Fundamental Equity division of BlackRock's Active Equity Group. Mr Avigdori is Co-Head of the UK Income Fund, with a sector emphasis on Consumer Goods.

Mr Avigdori's service with the firm dates back to 2001, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006.

Mr Avigdori earned a BSc (Hons) in Management Sciences from UMIST in 2001.


Jo Blackshaw

Lead product strategist, UK Equities

Jo Blackshaw, Director and Product Strategist, is a member of the UK team within the Fundamental Active Equity business of BlackRock's Active Equity Group. She is the lead product strategist for UK Equities, providing a link between the investment team and account managers. Her role encompasses business development, product strategy and client communication for the European Equity team, covering both long-only and hedge fund products.



Ms Blackshaw joined BlackRock in September 2015 from Goldman Sachs where she was the Marketing Analyst covering the Telecom, Media and Technology sectors within Global Investment Research. Ms Blackshaw's career began in 1995 where she joined SBC Warburg which subsequently became UBS. She went on to work in Investor Relations at Sky before joining Goldman Sachs in 2004

.

Ms Blackshaw earned a BA degree in modern languages from Oxford University in 1995.


Tamsyn Wesselo

Product strategist, UK Income Fund

Tamsyn Wesselo works within the Fundamental UK Equities team in BlackRock’s Alpha Strategies Group. Ms Wesselo is a product strategist for the UK Income Fund, providing a link between the investment team and account managers.



Ms Wesselo started her career with BlackRock in 2013 as a graduate analyst in the Global Consultant Relations team in London. In this role, Ms Wesselo was responsible for developing and maintaining relationships with Global and UK based investment consultants, with a focus on the Defined Contribution market.



MS Wesselo earned a BSc (Hons) degree in Economics and Management from the University of Bristol in 2013. She holds the Investment Management Certificate and is a CFA Level 3 candidate.

J.P. Morgan Presentation Synopsis

Using global macroeconomic trends to drive positive returns

In today's higher volatility, lower return environment, a traditional balanced approach is unlikely to deliver the returns that your clients have enjoyed in the past.

Hear from our Multi-Asset Solutions team as they discuss how by using a flexible approach, they aim to capitalise on macroeconomic trends to drive positive returns through different market environments. Specifically they will focus on how the JPM Global Macro Opportunities Fund can be a solution by targeting positive returns whilst managing volatility.


Mark Jackson

Client portfolio manager

Mark Jackson, is a client portfolio manager in the Multi-Asset Solutions team, based in London, responsible for marketing the range of multi-asset products to prospective new clients and across the existing client base. An employee since 2011, Mark previously worked as a client adviser in UK Fund Sales. Prior to joining J.P. Morgan Asset Management, Mark worked at Arbuthnot Latham in structured product sales and distribution. Mark obtained a B.Sc. in Economics and Finance from the University of York.


Olivia Mayell

Client portfolio manager

Olivia Mayell is a client portfolio manager in the Multi-Asset Solutions team in London. She has particular focus on macro, income, convertibles, alternatives and multi-asset portfolios. An employee since 2000, Olivia was previously a client portfolio manager for the global equity product range at J.P. Morgan Asset Management, working on the dynamic and convertible portfolios. Olivia obtained a B.Sc. in Natural Science from the University of Durham.

Schroders Presentation Synopsis

Schroder Maximiser range: Targeting reliable higher income

While financial repression shows no sign of abating anytime soon, many investors continue to seek high levels of income. In this presentation, Schroders will examine the options available to yield seeking investors and will demonstrate why equities currently provide the best foundation for targeting reliable higher income. They will look at the case for a Value approach to equity investing, within the context of delivering an attractive and sustainable yield. They will also outline how a yield enhancing Income Maximiser strategy, exchanging some of the potential upside from the market for a known income today, can benefit investors for whom high income is a priority.


Rupert Rucker

Product Manager

Rupert is Product Manager for the Maximiser funds at Schroders. Prior to this, he was Head of Product Management for Asia ex Japan Equities, based in Singapore.

He joined Schroders in May 2005 as Product Manager for the Global Emerging Markets Equity team in London. Prior to starting his investment career in 1993, Rupert was an Officer in the British Army for 15 years. He has a BA (Hons) in Classics from the University of reading.

Companies

BlackRock

About BlackRock ®

BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. At December 31, 2016, BlackRock's AUM was $5.1 trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares® (exchange-traded funds), and other pooled investment vehicles. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions®. As of December 31, 2016, the firm had approximately 13,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.

1 Based on $5.147 trillion in AUM as of 31/12/16

For more information visit www.blackrock.co.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. We strive to be a valuable partner to the adviser community and are committed to providing development and support to help you enhance your own proposition and maximise profitability in today's fast moving markets.

Source: J.P. Morgan Asset Management as at February 2017.

For more information visit www.jpmorgan.com.


Schroders

At Schroders, asset management is our only business and our goals are completely aligned with those of our clients - the creation of long-term value to assist them in meeting their future financial requirements.

We have responsibility for £397.1 billion (€465.2 billion/US$490.7 billion)* on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world, invested in a broad range of active strategies across equities, fixed income, multi-asset, alternatives and real estate.

We employ over 4100 talented people worldwide operating from 37 offices in 27 different countries across Europe, the Americas, Asia, Africa and the Middle East, close to the markets in which we invest and close to our clients.

Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.

*as at 31 December 2016

For more information visit www.schroders.co.uk.

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Contact

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