The Premier investment conferences are designed to give you a greater understanding of Premier's funds and the latest investment views and strategies of our fund managers, together with offering investment insights from highly regarded external speakers, including a highly rated independent economist and another keynote speaker to be confirmed.
The conferences are focused on investing in a changing world. Our specialist fund managers will discuss their view on the future of their asset class and how they think this will impact their investment strategy over the longer term.
|08:15||Arrivals, registration and light breakfast|
Welcome address and introduction
Mike O'Shea, Chief Executive
Neil Birrell, CIO
Darren Winder, Head of Economics and Strategy, Lazarus Research
Each of the interactive workshops will include fund manager thoughts on the future of their respective asset class, and the short and potentially long-term impact on their investment strategy
Professor Ian Goldin, Founding Director of the Oxford Martin School (2006-2016), Professor of Globalisation and Development at Oxford University.
Jon and Benji took over as co-fund managers in November 2017, having previously worked as assistant fund managers for Premier equity funds and managers of UK equity portfolios within Premier's Diversified funds. Jon and Benji will explore why and how looking to the future is a key part of their approach for idea generation, and how these ideas translate into their multi-cap portfolio of UK shares.
As manager of these global equity funds, which focus on producing a global portfolio of companies with good quality, valuation and growth characteristics, Jake will discuss why a multi-factor portfolio works and how the way the world is expected to change is altering his investment view and stock selection. Geoff Kirk, manager of Premier's covered call options strategies, will give a brief overview about how this strategy works alongside Jake's global equity portfolio to offer a 6% p.a. target yield and long term growth potential.
Alex will consider the key trends he believes are driving and are going to drive property as an asset class in the near and further future, and will explore how actively managed, liquid property securities can help investors capture long term value in the pan-European property sector.
Infrastructure is a key income producing asset class and can offer good diversification for broader income portfolios. James will consider the future for listed companies in various infrastructure sectors and regions, including emerging markets.
Paul will outline how this absolute return fund uses a highly differentiated and diversified approach to low risk investing. In particular he will focus on the fundamental opportunities within the Fund's identified investment themes, such as relative valuation and discount opportunities by describing some of the micro-strategies employed.
Income investing is staying but income investments are changing. From the changes within sectors including retail, finance, consumer goods and technology, to the change in economic power from baby boomers to generation x and the millennials, Chris will consider how a truly income focused equity investor needs to change to continue to capture long term income for clients.