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 |
| 08:45 |
Welcome address and introduction
Mike O'Shea, Chief Executive |
| 09:00 |
Investment overview
Neil Birrell, CIO |
| 09:10 |
Keynote address
Darren Winder, Head of Economics and Strategy, Lazarus Research |
| 09:40 |
Workshops
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 |
| 10:30 | Break |
| 11:00 | Workshops continued |
| 11:50 | Workshops continued |
| 12:40 |
Keynote address
Professor Ian Goldin, Founding Director of the Oxford Martin School (2006-2016), Professor of Globalisation and Development at Oxford University. |
| 13:10 | Buffet lunch |
Chief Executive
Premier Asset Management
CIO and Fund Manager
Head of Economics and Strategy, Lazarus Research
Professor of Globalisation and Development, Oxford University
Premier UK Growth Fund
Premier UK Growth Fund
Premier Optimum Income Fund, Premier Global Optimum Income Fund
Premier Global Alpha Growth Fund, Premier Global Optimum Income Fund
Premier Pan European Property Share Fund
Premier Global Infrastructure Income Fund
Premier Defensive Growth Fund
Premier Income Fund & Premier Monthly Income Fund
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.
The conference will take place at The Ned, London.
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info@premierfunds.co.uk
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Professor Ian Goldin was the founding Director of the Oxford Martin School from September 2006 to September 2016. He is currently Professor of Globalisation and Development and the Director of the Oxford Martin Programme on Technological and Economic Change. He is a Senior Fellow at the Oxford Martin School and a Professorial Fellow at the University's Balliol College. Professor Goldin initiated and was Vice-Chair of the Oxford Martin Commission for Future Generations, which brought together 19 international leaders from government, business, academia, media and civil society to address the growing short-term preoccupations of modern politics and business, and identify ways of overcoming today's gridlock in key international negotiations.
Previously, he was Vice President of the World Bank (2003-2006), CEO of the Development Bank of Southern Africa (1996-2001), an adviser to President Nelson Mandela, and FD for South Africa's Olympic Bid. He was Principal Economist at the European Bank for Reconstruction and Development, and Program Director at the OECD Development Centre. Additionally, Ian is a prolific author with titles including Divided Nations: Why global governance is failing and what we can do about it (2013), The Butterfly Defect: How globalization creates systematic risks, and what to do about it (2014), and The Age of Discovery: Navigating the Risks and Rewards of Our New Renaissance (2016).
Darren is Head of Economics and Strategy at Lazarus Research and started his career at The Bank of England in 1988 where he spent five years working within the International and UK Economics divisions. In 1993 Darren joined SG Warburg/UBS becoming their Chief UK Economist in 1994 and was appointed Head of UK Economics and Equity Strategy in 2000. In 2006 Darren joined Cazenove as Head of Economics and Strategy. Following the takeover of Cazenove by JP Morgan in 2010, Darren joined Oriel Securities as Head of Economics and Strategy, leaving in 2013 to run the Economics & Strategy business within Lazarus Research, an independent research provider. Darren produces extensive analysis of the UK economy and the UK equity market.
Mike was appointed Chief Executive of Premier in 2005 and has overseen the company's development into a highly focused and fast-growing investment management business. Mike is also on the main Board of the Investment Association.
Neil is Premier's Chief Investment Officer and fund manager of the Premier Diversified Fund & Premier Diversified Income Fund. He joined the company in 2013 from Elcot Capital, where he was part of the team responsible for managing multi strategy investments. Neil was previously Chief Investment Officer of Framlington Investment Management.
Benji Dawes joined Premier Asset Management's UK equity team in 2014 and manages the Premier UK Growth Fund with co-fund manager, Jon Hudson. Prior to this, he trained as an Equity Analyst with City Financial, where he was later appointed Assistant Fund Manager of two UK equity portfolios.
Jon Hudson joined Premier Asset Management in 2007 to provide equity research to Premier's UK equity team. Jon manages the Premier UK Growth Fund with co-fund manager, Benji Dawes.
Paul joined Premier Asset Management in 2005 and has been managing low risk mandates for over a decade. Paul is head of the team managing the Premier Defensive Growth Fund.
Alex joined Premier as fund manager of the Premier Pan European Property Share Fund in June 2005 and has over 20 years of investment management experience in real estate securities. Alex previously worked as a property fund manager at Aberdeen Asset Management.
Chris joined Premier in November 2010 to manage UK income funds and has over 20 years of investment management experience. Previously, he was Director of UK Income Funds at Threadneedle Investments. Chris started his career with Robson Rhodes and has also worked for Charterhouse Tilney and Legg Mason as an investment manager.
Geoff Kirk joined Premier in July 2017 to become co-manager of the Premier Optimum Income Fund and also co-manages the Premier Global Optimum Income Fund, launched September 2018. Geoff joined from Schroders where he was a fund manager in the Structured Fund Management team and part of the team responsible for managing enhanced income funds. Previously, Geoff was a senior portfolio analyst at State Street Global Advisers. He is a CFA Charterholder.
Jake Robbins joined Premier Asset Management in 2011 and is the fund manager of the Premier Global Alpha Growth Fund and co-manager of the Premier Global Optimum Income Fund. Jake joined Premier from Investec Asset Management where he was the fund manager of the Investec Global Dynamic Fund. Jake previously worked at Rothschild Asset Management and Insight Investment.
James joined Premier Asset Management in 2012 and is the fund manager of the Premier Global Infrastructure Income Fund and Premier Global Infrastructure Trust. James joined Premier from Utilico, where he spent 14 years specialising in the global utilities, transportation infrastructure and renewable energy sectors. James is also a chartered accountant and barrister.