Jupiter investment conference 2021
Tuesday, 15 September 2021
9:30am – 5:00pm
Jupiter investment conference 2021
Wednesday, 15 September 2021
9.30am – 5.30pm
Claridge’s, Brook Street, London W1K 4HR
The warmest of welcomes
All of us at Jupiter are hugely excited to welcome you to our 2021 investment conference, which will be one of our very first ‘in-person’ events since the start of the pandemic. We’ve arranged a great line-up of speakers, and the day has been organised expressly to give guests ample opportunities to interact with our investment experts – please see below for the full agenda and, needless to say, don’t hesitate to contact us if you have any questions. We can’t wait to see you there!
Agenda
Please click on the down arrows to view more information on each session.
We will be delighted to catch up with you after such a long time over a light breakfast.
Andrew Formica, CEO
Welcoming guests after a prolonged and challenging period for everyone, CEO Andrew Formica will provide an update on some of Jupiter’s key initiatives, from exciting innovations that have been delivered despite the pandemic, to major developments in the field of sustainable investment, as well as the firm’s commitment to achieving net-zero emissions across its full range of investments and operations.
Ariel Bezalel, Head of Fixed Income
Ned Naylor-Leyland, Head of Monetary Metals
Talib Sheikh, Head of Multi-asset
Moderated by: Katharine Dryer, Deputy CIO
The big debate: where (and what) next for macro, markets and money?
Reflecting Jupiter’s long heritage as ‘a house with no house view,’ Ariel Bezalel, Head of Fixed Income, Ned Naylor-Leyland, Head of Monetary Metals, and Talib Sheikh, Head of Multi-asset will debate some of the most pressing topics facing investors as the world looks forward to life beyond the pandemic, from the outlook for inflation and the implications thereof for key asset classes, to intrinsic challenges facing the global financial system. In a discussion moderated by Deputy CIO, Katharine Dryer, the panellists will set out their thoughts on how the investment landscape might evolve in the years ahead, before taking live questions from the audience.
Tristram Stuart, author, campaigner and expert on the environmental and social impacts of food.
His books, The Bloodless Revolution: a cultural history of vegetarianism from 1600 to the present (2006), and Waste: Uncovering the Global Food Scandal (2009), have been described as “a genuinely revelatory contribution to the history of human ideas” (The Times) and have been translated into several languages. His TED talk has been watched over 1.6 million times.
The environmental organisation he founded, Feedback, works to regenerate nature by transforming our food system. He is also the founder of Toast Ale, which upcycles unsold fresh bread into award-winning craft beer. 100% of Toast’s distributable profits go to Feedback and other aligned charities worldwide. After three years of operations, Toast saved more than one million slices of bread from going to waste.
Tristram is an official UN Champion of SDG 12.3 to halve food waste by 2030. He won the international environmental award in 2011, The Sophie Prize. He is an Ashoka Fellow, a National Geographic Emerging Explorer and a World Economic Forum Young Global Leader.
Abbie Llewellyn-Waters, Head of Sustainable Investing
Rhys Petheram, Head of Environmental Solutions
Jon Wallace, Fund Manager, Environmental Solutions
Moderated by: Edward Bonham Carter, Director of Stewardship and Corporate Responsibility
Sustainable investing: the active advantage
Abbie Llewellyn-Waters, Head of Sustainable Investing, Rhys Petheram, Head of Environmental Solutions, and Jon Wallace, Fund Manager, Environmental Solutions, will join Edward Bonham Carter, Director of Stewardship and Corporate Responsibility to discuss the topic of sustainable investment. The discussion will cover active management, authenticity and opportunities throughout the capital structure. The floor will subsequently be opened to a live audience question and answer session.
Lunch and learn: How data analysis helps drive investment sustainability and the pursuit of alpha
Join Sam Livingstone, head of data science, for an informal discussion and Q&A over lunch, hosted by CIO Stephen Pearson. Sam will share his insights on how data science is applied across multiple Jupiter strategies.
Jason Pidcock, Head of Strategy, Asian Income
Dan Carter, Fund Manager, Global Equities
Mark Heslop, Head of European Equities
Brinton Johns, Co-founder and Investor, NZS Capital
Harry Richards, Fund Manager, Fixed Income
Mark Nash, Absolute Return Fixed Income Head of Strategy
In this “showcase” session, a selection of our fund managers will share their thinking on various asset class-specific topics.
Asian Income: A golden age for Asian dividends?
After a highly speculative period fuelled by lockdowns and extremely loose monetary and fiscal policy, investors seem to have returned their focus to reasonably valued companies that have the ability, and willingness, to pay dividends after having covered the cost of investing for the future. The Asia Pacific region offers plenty of these kinds of opportunities, but as always, it’s crucial to be aware of the risks associated with any investment decisions. Jason Pidcock, Head of Strategy, Asian Income, will explain how he manages these significant risks – from environmental risks, to potential government interference and possible stagflation – as well as where he’s currently finding the best opportunities in the region.
No Better Place in the World
You might think of Japan as a paragon of efficiency, but the country’s equity market decidedly is not. In fact, argues Dan Carter, portfolio manager of the Jupiter Japan Income Fund, Japan is home to the world’s least efficient major equity market. Dan will explore the reasons for this and why it means that Japan is the ideal place to be an active fund manager.
European equities: new opportunities in the old world
Mark Heslop, Head of European Equities will shine a light on opportunities to invest across the market capitalisation spectrum in world-leading European businesses, with tested track records and business models that can withstand and even prosper in challenging market environments. The art for active investors, as Mark will explain, is to identify these sometimes-under-appreciated franchises and patiently allow the businesses to compound shareholder value.
Learning from ants and bees:
Businesses and investors must adapt and innovate if they are to thrive in a world dominated by disruption. Brinton Johns, co-founder of NZS Capital, will discuss what we can learn from ants and bees, why businesses must be able to benefit customers, employees, society, and the environment, and why it’s important to build resilience and optionality in a portfolio.
Corporate bonds: time to take credit?
With credit spreads touching historic lows, there have been times through the latter stages of the pandemic when investors could be forgiven a pause for thought on whether to allocate to corporate bonds. Harry Richards, Fund Manager, Fixed Income, will discuss opportunities, risks and the importance of a dynamic approach to portfolio management.
Fixed Income: absolute return – the answer to an absolute headache?
Predicting patterns of inflation –not to mention their timing, or how policymakers will react – is notoriously difficult. This, as Mark Nash, Absolute Return Fixed Income Head of Strategy will argue, is why investors might be wise to consider a highly flexible approach to fixed income mandates, with the ability not only to allocate dynamically to the various sub-asset classes in the global bond universe, express uncorrelated relative value investments, and even outright negative views when the time is right.
Dan Nickols, Richard Watts, and Tim Service, Jupiter’s UK Small- and Mid-cap Equities team
Moderated by: Stephen Pearson, CIO
Making UK equity exposure meaningful
UK equities as an overall asset class have had a bumpy ride in recent years, leading some investors to turn their backs on domestic stocks. In conversation with Stephen Pearson, CIO, Dan Nickols, Richard Watts, and Tim Service of Jupiter’s UK Small- and Mid-cap Equities team will explore some of the investment opportunities presented by the UK’s myriad small- and medium-sized businesses, including both quoted and unquoted companies, while sharing insights into the diverse approaches active managers can take to seeking alpha in the asset class, and catering for different risk appetites. A live audience question and answer session will follow the discussion.
Baroness Susan Greenfield, Neuroscientist, Author and CEO/Founder of Neuro-Bio Limited
Agenda subject to change
Speakers
Venue
Claridge’s, Brook Street, London W1K 4HR
Contact
For any inquiries, please contact +44 20 3817 1585 or email us at [email protected]
Register now
The investment conference is now full, however, if you would like to express your interest and join a waitlist, please email [email protected]