Programme List - Channel Islands Investment Summit 2017


08:30 – 09:00

Registration and welcome address by Investment Week

09:00 – 13:05

Boardroom sessions with 5 leading fund houses, including:

- BMO Global Asset Management

- First Trust Global Portfolios

- Morgan Stanley Investment Management

- SVM Asset Management

13:05 – 14:00

Lunch and close of conference

*Programme is subject to change

Session Information



BMO Global Asset Management

Marcus Phayre-Mudge, Fund Manager
Fund: F&C Property Growth & Income


Property: Solving the liquidity puzzle

Property is a valid diversifier, with income driving good long-term return prospects.  Post the 2016 Brexit vote, portfolio managers and investors have shunned the asset class.  We believe this is due to poorly constructed products and lack of price transparency – the regulator appears to agree. There is a different way! F&C Property Growth & Income Fund was purpose built in 2005 to behave differently; to provide liquidity, an attractive yield, no cash drag and improve return prospects.  Join Marcus Phayre-Mudge to hear his views across the asset class and how this blended approach can provide the answers to your property puzzle.



First Trust Global Portfolios


Morgan Stanley Investment Management

Alistair Cordon Lloyd, Portfolio Specialist for the Global Quality and Global Franchise Strategies
Fund: Morgan Stanley Global brands Equilty Income


Income, The Right Way, Morgan Stanley Investment Funds, Global Brands Equity Income

Alistair will discuss the Morgan Stanley Global Brands Equity Income fund, an extension of Global Brands, a concentrated equity strategy which seeks to provide investors with sustainable income alongside long-term compounding of capital and relative downside protection.


SVM Asset Management