Headlinemoney Investment & Pensions Masterclass
Thursday 14 November 2024
On Thursday 14 November 2024, Headlinemoney is hosting an Investment and Pensions Masterclass. This specialist event is aimed at financial journalists, allowing them to engage with industry experts, as they give a round-up of four developing areas across investments and pensions.
Includes Q&As, networking and lunch.
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- FREE, full day event featuring sessions presented by industry spokespeople
- Key event to improve technical understanding and update background knowledge
- Opportunity to meet and network with experts and PR contacts from multiple companies
- Explore upcoming issues for the sector and new story angles
- Ideal for journalists looking for a deeper dive into specialist investment and pensions areas, including:
- The retirement income market
- Investments and financial markets
- Fixed income
- Thematic investing
Speakers & topics
Fixed Income – understanding the asset class
Speaker: Christie Goncalves, Assistant Fund Manager, Fixed Income, Rathbones Asset Management
This session aims to demystify an asset class which is often seen as more complex, with a start from the basics, explaining what a bond is, why they are issued, who issues them and how the price/yield relationship works. It will also look to explain maturity and how inflation and interest rates impact the asset class. It will look at different types of bonds (corporate, government etc) and the roles they play.
The retirement income market
Speaker: Andrew Tully, Technical Services Director, Nucleus
This session will cover planning and advice as people move towards retirement, the options in retirement including drawdown, UFPLS and annuity, tax planning and the pension tax rules. There will be a look at sustainability of retirement income and interaction with other savings/income and death benefits and passing pensions to family.
Investments and financial markets
Speaker: Lindsay James, Investment Strategist, Quilter Investors
The session will give a broad overview of financial markets, starting with their significance in the global economy and the distinction between economies and markets. It will cover major asset classes like stocks, bonds, commodities, and forex, as well as investment vehicles such as funds, investment trusts, ETFs, and trackers, highlighting the role of multi-asset funds and managed portfolio services.
Navigating change: three drivers for long-term investment positioning
Speakers: Pat Sanderson, Head of UK Client Group and Sabrina Denis, Senior Portfolio Strategist, Janus Henderson Investors
This session will provide an overview of the UK landscape for active asset managers and the challenges and opportunities this presents followed by an overview of the macroeconomic drivers that are likely to shape markets in the coming decade.
Date: Thursday 14 November 2024
Venue: Instinctif Partners, 65 Gresham Street, London EC2V 7NQ
Time: 8:45am - 2.45pm (Full agenda - sessions subject to change)
Limited space - book today!
Places are limited and are allocated on a first-come, first-served basis. Book your place today!
This event is free for journalists, places go fast. Not for you? Tell a colleague.
For further information, please contact:
Claire Beard
Head of Content & Strategy
claire.desilva@headlinemoney.co.uk
Michael Cleghorn
Content Manager
michael.cleghorn@headlinemoney.co.uk
