Conference programme

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Investment Week July Markets Forum
Thursday, 9th July 2009 at The Mayfair, London

12:15 - 13.10 Registration & Lunch

13:10 – 13:15 Chairman’s welcome

Lawrence Gosling, Editorial Director, Investment Week

13:15 – 13:30 The future of fund platforms post RDR

David Dalton-Brown, Executive Director, Head of Fidelity FundsNetwork

13:30 – 13:50 The new "R" word is recovery... but what will it look like?

Tom Walker, Director, Martin Currie, North America

Domestically, America is still finding the going tough, but further afield, it is engaging more positively with the world outside its borders. Investors today have an outstanding opportunity to make long-term gains in equities – and North America is home to a disproportionate number of the global market’s long-term winners.

Tom Walker will discuss why, despite the obvious pressures on the world's most developed economies, North America remains the ‘go to’ destination for global investors.

13:50 – 14:10 Thematic investing through global megatrends

Gertjan van der Geer, Senior Investment Manager, Pictet Funds

Focusing on Agriculture, Pictet's presentation will take a closer look at this Global Theme and demonstrate its excellent long term growth potential. We will explore areas such as supply and demand dynamics, population growth, climate change and regulation and identify the key investment opportunities within this innovative asset class

14:10 – 14:30 European equities

Alex Darwall, Director, Jupiter Asset Management Ltd

Alex will discuss some of the problems that Western economies face and the policy responses in Europe. After a positive presentation on the prospects for parts of the global economy the fund manager will look at the compelling growth opportunities offered to investors by Europe and companies and explain why they are global leaders and how they can remain so

14:35 – 14:50 Coffee Break

15:00 – 15:30 Seminar 1*

15:35 – 16:05 Seminar 2*

16:10 – 16:40 Seminar 3*

16:40 – 16:55 Coffee Break

16:55 – 17:15 The hunt for sustainable income from equities

Chris Wright, Senior Investment Manager, Premier Asset Management

UK dividend income is forecast to fall, possibly quite dramatically, plus the income that will be available in the UK is likely to be concentrated in fewer stocks, increasing risk. Europe has a far higher number of high yield companies spread over a greater range of sectors, and income in both UK and Europe can be enhanced using a systematic call writing strategy. In this session, we look at how using a Pan-European approach with call writing creates a high equity yield portfolio with lower risk, and potentially higher growth.

17:15 – 17:35 TBC

Dirk Enderlein, Senior Portfolio Manager RCM, Allianz Global Investors

17:35 – 17:55 Change

Rt Hon Lord Young of Graffham

Lord Young will speak about his experience of serving in Margaret Thatcher’s Government and the economic conditions of the time. He will then turn his attention to the current political landscape and the work of The Prince’s Trust in tackling youth disadvantage. Finally, Lord Young will talk about the fund management industry and how it has united to support The Prince’s Trust.
he Right Honourable the Lord Young of Graffham

* Seminars 1 to 3 from 15:00 to 16:40 will be formed of up to four concurrent sessions to minimise the number of attendees in each room and therefore maximise the opportunities for delegate participation.

How each of these seminar sessions will be structured

Seminar 1	Jupiter Asset Management Ltd	Pictet Funds	Martin Currie	Premier Asset Management
Seminar 2	Allianz Global Investors	Jupiter Asset Management Ltd	Pictet Funds
Seminar 3	Martin Currie	Premier Asset Management	Allianz Global Investors

Topics of each sponsor’s session

Allianz Global Investors	BRIC Michael Konstantinov, Allianz Global Investors
Jupiter	Income investing in Europe Malcolm Millar, Fund Manager, Jupiter European Equities Team Malcolm will discuss the potential for investors to harvest a high and rising level of income from European equities. The presentation will also explore the diversity of business types in continental Europe and their global reach.
Martin Currie	Eastern promise – experience counts Jason McCay, Director, Asia, Martin Currie Corporate Asia is emerging from the crisis in much better shape than its Western counterparts, offering investors tremendous potential for returns over the next few years. Having comparatively little exposure to the credit crisis, with healthy balance sheets and low debt, Asian companies are on a stronger footing than those in developed markets. Jason McCay will discuss how Asian companies are well placed to lead the way in these difficult times.
Pictet Funds	Themes of the future - timber Gabriel Micheli, Investment Manager, Pictet Funds Focusing on the global theme of Timber, Pictet's Fund Manager Gabriel Micheli will present ideas and investment opportunities across the entire Timber value chain. The presentation will explore the oldest material used by mankind and identify the areas of potential growth such as biofuels, renewable energy sources and also look at environmental considerations. Timber is used from construction to furniture, packaging and paper, it offers investors excellent and diverse investment opportunities in a sector which promises to be the strategic resource for the 21st century and beyond.
Premier Asset Management	The Hunt for Sustainable Income from Equities Chris Wright, Senior Fund Manager, Premier Asset Management For decades, the UK has been part of the wider European community and yet we still think in a vacuum when it comes to generating income. Its taken a generation to shop for cars outside of just what is manufactured in Britain and perhaps it will take another generation to start investing for income across the channel too! Chris Wright thinks the forecast for income and income growth looks so poor in the UK, that serious investors with a priority for safe and growing income, will have to look further afield. Its time to think pan-European rather than just UK. The potential looks more attractive and safer through diversification. As well as fishing in a lake rather than a pond, we also have to use all the tools available to us rather than ignoring market developments and the opportunities available