Welcome and introduction, 10:00-10:05, Andy Parsons, Insight Manager Funds and DFM, Defaqto

CPD Learning session 1 10:05-10:30
Andy will take advisers through the upcoming 2024 trends and challenges, as well as the a review of 2023. Part 1, presented by Andy Parsons, Insight Manager Funds and DFM, Defaqto.
Learnign objectives:
Reviewing the changes and challenges for advisers during 2023

CPD Learning session 2 10:30 – 10:55
Living longer… and prospering, presented by Lucie Majstrova, Product Specialist, Baillie Gifford.
The purpose of this session is to explore options for building a robust retirement income. We will emphasise the importance of focusing on income growth to counteract the impact of inflation on retirees’ lifestyle. And we will explain how to build an investment strategy that allows them to balance between maximising income today and growing it over time.
Learning objectives:
Assess the options available to those approaching retirement today
Explain the benefits of focusing on long-term income growth, as opposed to short-term yield
Demonstrate how to use a multi asset approach to deliver income that can keep pace with inflation

CPD Learning session 3 10:55 – 11:20
The Macro Perspective as Bottom-Up Investors, presented by James Mee CFA, Co Head of Multi-asset Strategies, and Peter Stewart, Strategic Account Manager, Waverton
James will examine the opportunities we are seeing across global bond, equity and alternatives markets from our perspective as active and direct investors. 
In the post-Covid world of higher inflation and interest rates, we strongly believe active management will add value. Indeed, the market dislocation caused by the 'Magnificent 7' affords us opportunities to buy high-quality companies at a very realistic valuation that offer strong risk adjusted returns on a three-to-five-year time horizon. Higher discount rates make stock selection far more important, and we are now coming into a period where companies are going to need to start refinancing at much higher rates. This will be one of the factors that will sort out the wheat from the chaff.
Learning objectives:
To understand the outlook for interest rates and inflation
To understand the benefits of company engagement and bottom up analysis when constructing multi-asset portfolios
To understand the outlook for investment markets in 2024 and beyond

Joint Q&A with Waverton and Baillie Gifford 11:20 - 11:30
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Welcome and introduction, 10:00-10:05, Andy Parsons, Insight Manager Funds and DFM, Defaqto

CPD Learning session 1 10:05-10:30CPD
Sustainability Disclosure Requirements (SDR) –
the changing landscape - Part 2, presented by Mike Turner, Investment Analyst Funds & DFM, Defaqto.
Mike will take advisers through the upcoming changing landscape for SDR. We will look at how Asset management firms will look to incorporate the SDR guidelines and labelling into their respective and relevant investment propositions.
Learning objectives:
Explain what SDR is
Understand the FCA’s rationale for deploying SDR
Describe the new sustainability labels
Understand how SDR will be rolled out

CPD Learning session 2 10:30 – 10:55
Managing MPS in 2024, presented by James Klempster, Deputy Head of Multi-Asset, Liontrust 
There has been a significant increase in flows into managed portfolio services (MPS) solutions and an expansion in the number available for advisers and their clients. In this presentation, James Klempster, Deputy Head of the Liontrust Multi-Asset investment team, will examine the reasons for this growth and the process that advisers can use to choose between the array of MPS providers. James will also discuss the benefits of using MPS solutions and how they can help to meet advisers’ consumer duty requirements
Learning objectives:
The recent trends in the MPS market
Why it is important to have a modern Investment solution to meet Consumer Duty requirements
The importance of a robust and repeatable process within an MPS solution

CPD Learning session 3 10:55 – 11:20
Adapt to flourish in 2024, presented by David Lewis, Investment Manager, Jupiter Asset Management
Advice firms continue to get their available time squeezed on all sides, reducing the valuable face time spent with clients. Meanwhile, the Capital Gains Tax allowance is being slashed again in 2024. Part of the solution to both these problems could be a unitised portfolio. In this session, David Lewis will present on the current market backdrop and explain why unitised multi-manager strategies can play an important role in client’s portfolios.
Learning objectives:
Understand the opportunities being presented by asset markets in 2024
Appreciate the advantages of unitised portfolios versus non-unitised solutions
Explain why multi-manager strategies can play an important role in client's portfolios    

Joint Q&A with Jupiter Asset Management and Liontrust 11:20 - 11:30
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