19 May agenda

Welcome and introduction, Defaqto 10:00-10:05
CPD Learning session 1 10:05 – 10:35

The pension issues arising from the March 2023 budget changes
Presented by Claire Trott, Divisional Director – Retirement and Holistic Planning, Technical Connection
Learning objectives
Understand the Autumn Statement and Budget Changes
Understand the planning opportunities because of these changes
Understand the way in which TFC will be dealt with and then implications of protections

CPD Learning session 2 10:35 – 11:00

How Defaqto looks at Investment options for Income, presented by Patrick Norwood CFA, Investment Consultant, Defaqto
Learning objectives:
Explain the investment options available for income
Summarise the income options available to advisers

5 minute break 11:00-11:05

CPD Learning session 3 11:05 – 11:35

The return of yield & what it means for multi-asset income portfolios, presented by Conor Hamilton, Investment Solutions, Director, UBS Asset Management
Learning objectives:
Gain an understanding of the macroeconomic environment
Risks and opportunities ahead
Introduction to the UBS Global Diversified Income Fund

CPD Learning session 4 11:35 – 12:05

Four seasons in one day, presented by Paul Flood, Portfolio Manager, BNY Mellon
2022 was a year that many may wish to forget with enough “once in 200 year” events to last a millennia. Investing has many parallels with the weather in that each day can look much like the previous until the summer sun is abruptly betrayed by the storms of Autumn. Many market forecasters and all-weather strategies were left looking embarrassingly wrong in 2022, betrayed by models that relied on historical data sets being a reliable predictor of the future, including the traditional 60/40 portfolio. At the risk of looking like Michael Fish in the 1980’s, Newton discusses what we should expect for the future and how we should prepare for the unexpected?

Learning Objectives:
Identify the drivers of UK inflation
Summarise the implication for fixed income
Describe the outlook for equities
Define other asset classes to complement a
multi-asset portfolio

5 minute break 12:05-12:10

CPD Learning session 5 12:10 – 12:40

Strategies and Assets in Wealth Preservation
Presented by Mike Pinggera, Head of Multi-Strategy, Sanlam Investments
Learning objectives
Describe the importance of portfolio diversification in delivering desired outcomes and controlling risk
Identify how to assess valuations in asset pricing and the value of exploiting undervalued stock for investors
Understand optimal investment terms and the importance of patience to investors

CPD Learning session 6 12:40 – 13:10

Fat, Old and Rich
Presented by Ben Funnell, Head of Investment Solutions, CCLA
Learning objectives 
Describe how key long-term macro trends should frame our thinking regarding where the best investment opportunities are
Which companies are likely to benefit from the current macro environment
What investors should expect going forward and what can be done about it

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