For Professional Clients only - not for Retail use or distribution

Power of 3 Virtual Event

19 May 2020 | 10.00AM

Welcome

Join BlackRock, J.P. Morgan Asset Management and Schroders on 19 May for the 2020 Power of 3 Virtual Event. Gain insights from portfolio managers and investment specialists on a range of relevant topics for your clients.

The webinar runs for 1 hour and 45 minutes, each group will present once and we will have a Q&A session at the end of the presentations. The webinar is CII accredited for up to 1.5 hours of structured learning and meets the CII member CPD scheme requirements*.

Agenda

10.00am Introduction
10.05am BlackRock
The fundamentals of absolute equity investing, Stefan Gries
10.30am Q&A
10.35am J.P Morgan Asset Management
Global dividends: Delivering income without sacrificing future growth, Sam Witherow
11.00am Q&A
11.05am Schroders
Global Cities, real estate investing in a Covid-19 world, Tom Walker
11.30am Q&A
11.35am Close

Topics

BlackRock

European Absolute Return


J.P. Morgan Asset Management

Global Equity Income Fund


Schroders

Global Cities Real Estate

Speakers

Click on a company logo to find out more.

BlackRock Presentation Synopsis

The fundamentals of absolute equity investing

In a heterogenous sector which has delivered a large spread of outcomes, Stefan will discuss his experience of running equity long/short absolute return portfolios through the investment cycle. He will describe how a fundamental approach focused on simple stock picking, long and short, can help reduce volatility and beta and assist with drawdown management in a portfolio. Stefan is co-manager of the Blackrock European Absolute Alpha Fund which offers a compelling track record of absolute performance across varying market environments.

Learning objectives:

  • Explain how a flexible absolute return fund focusing on capital protection can benefit a broader portfolio
  • Describe how fundamental insights can help identify long-term winners and cut through the noise
  • Provide an approach on how to short for alpha, not just to hedge risk

Stefan Gries, CFA

Director and Portfolio Manager

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 manager of pan-European flexible portfolios and 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.

J.P. Morgan Asset Management Presentation Synopsis

Global dividends: Delivering income without sacrificing future growth

Against a backdrop of attractive corporate profitability but heightened macroeconomic uncertainty, companies around the world have increasingly been favouring shareholder returns over capital investment. Please join Sam Witherow, portfolio manager of the JPM Global Equity Income Fund, to understand how a global approach to dividend investing can capture the best of these opportunities, balancing attractive income today with sustainable future growth.

Learning objectives:

  • Understand why a global approach to dividend investing is key in the search for yield
  • Learn how a global equity income fund can be constructed to deliver an attractive, growing dividend yield across a broad range of companies
  • Discuss current investment insights and opportunities

Sam Witherow

Portfolio Manager, Global Equity Income Fund

Sam Witherow, Executive Director, is a portfolio manager in the International Equity Group, based in London. Sam is responsible for co-managing the Global Dividend portfolio. An employee since 2008, he was previously a global sector specialist responsible for covering the global energy sector. Sam obtained a BSc (Hons) in Economics and Politics from the University of Bristol and is a CFA charterholder.

Schroders Presentation Synopsis

Global Cities, real estate investing in a Covid-19 world

All areas of real estate are being affected by Covid-19, structural changes are now being dramatically accelerated. It is crucial to understand which real estate sub sectors will emerge from this stronger and those locations and assets which will be materially weaker.

Learning objectives:

  • Impact of Covid 19 on real estate
  • Which sub sectors are most impacted
  • Benefits of diversification

Tom Walker

Co-Head of Global Real Estate Securities

Tom Walker is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of the Schroder Global Cities Real Estate, Schroder ISF Global Property Securities, Schroder Global Real Estate Securities Income and Schroder ISF Asia Pacific Property Securities. The total AUM is approximately £1.1bn GBP. He joined Schroders in 2014 and is based in London. Tom was a Deputy Head of Global Listed Real Estate at AMP Capital from 2005 to 2014, which involved being responsible for investment, team management and client relationships. He was in the Valuation, Funds Management, Advisory departments at Jones Lang LaSalle from 1999 to 2005, located in both London and Sydney. Qualifications: Graduate Diploma in Real Estate from London South Bank University; MRICS; BA in Politics from University of Newcastle Upon Tyne.

Companies


BlackRock

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, our clients turn to us for the solutions they need when planning for their most important goals. As of 31 March 2020, the firm managed approximately $6.47 trillion in assets on behalf of investors worldwide.

For more information visit www.blackrock.com


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 31 July 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 £421.4 billion (€469.5 billion/$536.7 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 over 5,000 people across 32 countries 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 31 July 2019

For more information visit www.schroders.com

Webinar Details

A recording of the Power of 3 Virtual Event is available to watch on-demand below:

Contact

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