Harrogate Investment Conference & R Awards

Rudding Park, Harrogate

Wednesday 15 November 2023

Overview

Date
Friday 10 January 2025
Time
11:15 AM - 11:00 PM
CPD
3.5 hours
Does change equal opportunity?

Elevate your financial insight at the RSMR Harrogate Investment Conference & R Awards 2023...

With a backdrop of market turbulence, Harrogate 2023 represents an opportunity to upgrade your understanding of markets and develop your strategic decision making. 

Our prestigious Harrogate conference is a comprehensive day of invaluable content from 21 esteemed fund groups providing you with: 

  • Access to real-time Insights on markets and trends from industry titans
  • Multifaceted debates and individual presentations moderated by Dominic O’Connell 
  • A relaxed evening of indulgence in a stunning environment
  • R Awards presentation to winning fund groups, an accolade debated by the full RSMR investment team

Our guest speaker is Alastair Campbell - his career has been built on his outstanding ability to communicate and overcome adversity. He’s a proven expert in both political commentary and interpersonal communication and has a profound grasp of what makes a great leader.  

FREE to advisers and qualifies for 3.5+ hours of structured CPD

'I always enjoy the RSMR conference, it’s very well organised and a great opportunity to network with my peers.'

'‘All speakers in the Better Business Virtual Panel provided their views in a clear, informative and interesting way’'

Agenda

11.15am Registration and coffee
11.45am Welcome from Ken Rayner, CEO
12:00pm 3 x 15 mins presentations
1.15pm Lunch
2.10pm 3 x 15 mins presentations
2:55pm Panel debate 2
3.25pm Break
3.45pm 3 x 15 mins presentations
4.30pm Panel debate 3
5:00 - 5:10pm Closing comments from Ken Rayner, CEO
6:45pm Pre-dinner drinks
7:15pm Overview from Geoff Mills, Director
7:30pm Dinner
9:00pm Guest Speaker Alistair Campbell
9:45pm R Awards presentation
11:00pm Close

Speakers

Our speakers will cover every major asset class and region, giving you a comprehensive overview of the latest news in the world's major markets.

Dominic O'Connell | Moderator
Moderator
Dominic O'Connell
Moderator
Alex Funk
Guest Speaker
Alex Funk
Schroder Investment Solutions
Andrzej Pioch | Legal & General Investment Management
Andrzej Pioch
Fund Manager - Legal & General Investment Management
Ariel Bezalel
Ariel Bezalel
Jupiter
Ben Russon
Ben Russon
Franklin Templeton
Jason Borbora-Sheen | Ninety One
Jason Borbora-Sheen
Portfolio Manager - Ninety One
John Bailer | Newton Investment Management
John Bailer
Deputy Head of Equity Income, Portfolio Manager, Newton Investment Management
Julian Cook | T. Rowe Price
Julian Cook
Portfolio Specialist - T. Rowe Price
Keith Balmer
Keith Balmer
Portfolio Manager - Columbia Threadneedle Investments
Kris Atkinson
Kris Atkinson
Portfolio Manager – Fidelity
Lewis Aubrey-Johnson | Invesco
Lewis Aubrey-Johnson
Head of Fixed Income Products, Invesco
Luke Barrs
Luke Barrs
Head of the Fundamental Equity Client Portfolio Management - Goldman Sachs Asset Management
Mike Fox | Royal London Asset Management
Mike Fox
Royal London Asset Management
Nicholas Ware
Nicholas Ware
Portfolio Manager - Janus Henderson,
Nick Shenton | Artemis
Nick Shenton
Fund Manager, UK Income - Artemis
Nicolas Trindade | AXA Investment Managers
Nicolas Trindade
Senior Portfolio Manager - AXA Investment Managers
Philip Scott | Baillie Gifford
Philip Scott
Investment Specialist, Baillie Gifford
Richard Woolnough | M&G
Richard Woolnough
M&G
Robert Lancastle | J O Hambro Capital Management
Robert Lancastle
J O Hambro Capital Management, Senior Fund Manager
Thomas Hanson | Aegon Asset Management
Thomas Hanson
Aegon Asset Management, Head of Europe High Yield

Venue & Accommodation

Venue

The conference will take place at Rudding Park Hotel, Harrogate:
Rudding Park Hotel, Rudding Lane, Follifoot, Harrogate HG3 1JH.

Accommodation

15th November Ribston rooms £200 bed and breakfast, Follifoot rooms £282 bed and breakfast.

To book – please email reservationsmanagement@ruddingpark.com and quote group reservation 566007.

We are also holding a small amount of Ribston rooms for the night prior to the conference £200 bb.

Early booking is highly recommended as the hotel will be extremely busy that night.

Please contact paula@pyramidnorth.co.uk if you would like an alternative hotel.

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About RSMR

We've been helping advice businesses deliver better investment outcomes for their clients since 2004.

RSMR facilitates straightforward, binary outcomes for advisers and their clients by providing impartial, forward looking, qualitative research using a rigorous, methodical and proven research process.

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