For Professional Clients only - not for Retail use or distribution

POWER OF 3 ROADSHOW

12th - 28th NOVEMBER

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Welcome

Join BlackRock, J.P. Morgan Asset Management and Schroders for the 2019 Power of 3 Autumn Roadshow. Running from 12th - 28th November, gain insights from portfolio managers and 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, lunch or afternoon tea during the first 30 minutes of registration.

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

Topics

BlackRock

UK Special Situations

Learning objectives:

  • Provide an overview of the characteristics that we believe make an exciting growth company, capable of compounding returns over time and seeing its market cap multiply several times over
  • Explain why we believe the UK small and mid-cap universe is an attractive hunting ground for dynamic businesses that are able to thrive regardless of the macroeconomic environment
  • Describe how an all-cap fund with a bias towards small and medium sized companies can enable active managers to find exciting emerging companies before the market realises their true potential

J.P. Morgan Asset Management

Multi-asset investing in late cycle

Learning objectives:

  • Understand how the income landscape is evolving and why flexibility is key in the search for yield
  • Learn how a macro-driven fund can complement traditional assets by generating positive returns in diverse market environments
  • Discuss current investment insights and opportunities

Schroders

Fixed Income

Learning objectives:

  • To have a good understanding of how best to utilise flexibility and capture compelling investment opportunities across UK and global credit
  • The benefits of Sterling Investment Grade in an overall portfolio allocation
  • Overall fund positioning in the Schroder Sterling Corporate Bond Fund including a detailed review of high conviction issuer exposures

Venues

Belfast

Thursday 28th November
Registration and light lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Birmingham

Thursday 14th November
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Bristol

Tuesday 19th November
Registration and light lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Exeter

Tuesday 19th November
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Glasgow

Tuesday 12th November
Registration and breakfast: 8.30 - 9.00
Presentation: 9.00 - 10.45

Harrogate

Wednesday 13th November
Registration and light lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Horsham

Wednesday 20th November
Registration and light lunch: 13.30 - 14.00
Presentation: 14.00 - 15.45

Knutsford

Wednesday 13th November
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

London

Wednesday 27th November
Registration and afternoon tea: 15.00 - 15.30
Presentation: 15.30 - 17.15

Newmarket

Wednesday 27th November
Registration and breakfast: 08.30 - 09.00
Presentation: 09.00 - 10.45

Southampton

Wednesday 20th November
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

UK Special Situations

Every investor loves a story about that share that they once owned that went up more than 10 times since they bought it. When looking at a list of companies in the FTSE 100 there are a number of shares that have increased by this amount over time. But the reality is that when investors are thinking about what could be the next “10 bagger” the hunting ground is unlikely to be the FTSE 100. This is because the real hotbed for the types of emerging companies that are able to generate superior rates of growth and see their share prices multiply several times over is not amongst large sleepy businesses, it’s further down the market cap spectrum in the small & mid-cap universe.

The UK Special Situations Fund is an all-cap fund with a small & mid-cap bias. Throughout the life of the Fund our small & mid-cap holdings have been a phenomenal source of alpha, however the true differentiator of this fund is our ability to run the winners, investing in business when they are much smaller and continuing to hold as they grow into the large cap stars of tomorrow.

Learning Objectives:

  • Provide an overview of the characteristics that we believe make an exciting growth company, capable of compounding returns over time and seeing its market cap multiply several times over
  • Explain why we believe the UK small and mid-cap universe is an attractive hunting ground for dynamic businesses that are able to thrive regardless of the macroeconomic environment
  • Describe how an all-cap fund with a bias towards small and medium sized companies can enable active managers to find exciting emerging companies before the market realises their true potential

Roland Arnold

CFA, Director and Portfolio Manager

Roland Arnold, CFA, Director and Portfolio Manager, is a member of the UK Equity Team within the Fundamental Equity Division of BlackRock's Active Equity Group. Mr Arnold has been co-manager of the BlackRock UK Special Situations Fund since August 2012, Blackrock UK Smaller Companies fund since March 2015, and co-manager of the Blackrock Smaller Companies Investment Trust since April 2018. Mr Arnold has been managing Small & Mid Cap UK Equity Portfolios since 2006. Mr Arnold is also responsible for the analysis of the UK cyclicals.

Mr Arnold's service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining MLIM in 2000, Mr Arnold worked at a UK retail bank as a performance and credit analyst.

Mr Arnold earned a BA(Hons) in Economics and Management from Leeds University in 1998.


J.P. Morgan Asset Management Presentation Synopsis

Multi-asset investing in late cycle

Market volatility has increased, creating challenges and opportunities for investors. To maintain resilience and even take advantage of different market environments, diversification and flexibility are essential to any investment toolkit. Please join Nicola Rawlinson and Mark Jackson to understand how these tools are used in portfolios that seek to deliver income and growth for clients through varying market environments.

Learning Objectives:

  • Understand how the income landscape is evolving and why flexibility is key in the search for yield
  • Learn how a macro-driven fund can complement traditional assets by generating positive returns in diverse market environments
  • Discuss current investment insights and opportunities

Nicola Rawlinson

Investment Specialist, Multi-Asset Solutions team

Nicola Rawlinson, is an investment specialist in the Multi-Asset Solutions team, based in London. Nicola is responsible for marketing the range of diversified multi-asset strategies, including macro-thematic, traditional balanced and outcome oriented, to prospective clients and across the existing client base. An employee since 2008, Nicola previously worked in investment writing. Nicola obtained a B.A. in Italian and Spanish from the University of Bristol.



Mark Jackson

Investment Specialist, Multi-Asset Solutions team

Mark Jackson, is an investment specialist in the Multi-Asset Solutions team, based in London. Mark is responsible for delivering the full range of multi-asset capabilities, including income, macro-thematic, risk managed and traditional balanced solutions, to prospective clients and across the existing client base internationally. An employee since 2011, Mark previously worked as a client adviser in the UK Funds business. Prior to joining J.P. Morgan Asset Management, Mark worked at Arbuthnot Latham in the manufacture and distribution of structured products. Mark obtained a B.Sc. in Economics and Finance from the University of York.

Schroders Presentation Synopsis

Fixed Income

As one of the longest economic expansions on record is drawing to a close and asset prices test new highs – investors should focus on protecting clients’ capital. It is time to re-consider Sterling Investment Grade - a low credit risk and liquid asset class. Using a bottom-up approach, Schroder Sterling Corporate bond focuses on unloved credit improvement stories, where the margin of safety and return potential is high. Given our fund size we remain nimble enough to take advantage of opportunities across a wide range of issuers instead of focusing on investing in the largest issuers of debt within the market Despite the fund’s and the market’s strong performance, we still find ample investment opportunities, which enables us to offer almost 4% income in the context of a high grade credit portfolio. We will present our approach to credit and some of our most promising investment ideas during the presentation

Learning Objectives:

  • To have a good understanding of how best to utilise flexibility and capture compelling investment opportunities across UK and global credit
  • The benefits of Sterling Investment Grade in an overall portfolio allocation
  • Overall fund positioning in the Schroder Sterling Corporate Bond Fund including a detailed review of high conviction issuer exposures

Jonathan Golan

Fund Manager

Jonathan Golan is a Fund Manager at Schroders, which involves helping manage the European Credit Fixed Income strategy. He joined Schroders in 2013 and is based in London.

Jonathan was Fixed Income Analyst at Schroders from 2013 to 2015, responsible for European Credit Fixed Income.

Qualifications: MSc in Financial Economics from Oxford University; BA in Economics from The Hebrew University.



Sriram Reddy

Investment Director

Sriram Reddy is an Investment Director at Schroders, focused on European and Global credit strategies. He joined Schroders in 2018 and is based in London.

Sriram was a Fixed Income Product Strategist at BlackRock from 2005 to 2018, which involved acting as a link between our portfolio management teams and clients focusing on commercialising our global fixed income platform. In addition, Sriram worked as an investment strategist within the BlackRock Investment Institute.

Sriram has also been published in Brain and Development and the Journal of Child Neurology for research focused on Rett's syndrome.

Qualifications: BA in Economics from Johns Hopkins University.

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 June 30, 2019, the firm managed approximately $6.84 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

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Contact

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