08.30 – 09.10

Registration & Breakfast

09.10 – 09.15

Introduction & Welcome by Investment Week

09.15 – 09.40

Plenary - Coupland Cardiff Asset Management

Boardroom 1

Boardroom 2

09.45 – 10.15



10.20 – 10.50



10.50 – 11.10

Coffee Break

11.15 – 11.45


Principal Global Investors 

11.50 – 12.20

Principal Global Investors



Lunch & Close of Conference

Coupland Cardiff Asset Management 

Andrew Draycott - Portfolio Manager, Coupland Cardiff Asset Management LLP

Fund: CC Indian Subcontinent Fund IE00BG7PPL55

Capturing Growth in the Indian Subcontinent

The Indian economy is forecasted to be the world's third largest by 2030. Growth, we believe, that will be driven by the domestic market. Andrew Draycott will discuss why CCAM have recently launched a strategy focused on a concentrated group of well-managed companies poised to benefit, not only from fast growth in one of the youngest populations globally, but also from a rejuvenated government undertaking radical reform. With penetration levels in many sectors very low, these companies look poised for a period of exciting growth.


Aneeka Gupta - Associate Director, Research WisdomTree

Fund: WisdomTree Artificial Intelligence UCITS ETF

Defining the scope of Artificial Intelligence (AI) and how to capture the investment opportunity

AI is an interesting and exciting area of technology. It has the potential to change how industries operate and how consumers live their lives. With seemingly limitless possibilities, investment and adoption in AI is on the rise across all industries.
Whilst AI no doubt offers compelling investment potential, identifying companies that demonstrate a meaningful and pronounced relationship with AI is matter of contention. Seeking to tackle this matter, WisdomTree partnered with NASDAQ and the Consumer Technology Association (CTA) to develop a bespoke index that is focussed on defining and respecting the purity of this theme.


Richard 'Dickie' Hodges - Head of Unconstrained Fixed at Nomura Asset Management

Fund: Nomura Global Dynamic Bond Fund

Attractive Returns from Fixed Income

Traditional, benchmark-relative strategies today lock in both unappealing returns and the potential for volatility. Richard "Dickie" Hodges describes the opportunities that his "unconstrained" style can access and how he manages the risk of Nomura's Global Dynamic Bond Fund whilst targeting attractive returns and income.


Andrew Acheson - Co-Portfolio Manager, Amundi Pioneer Asset Management 

Fund: Amundi Funds Pioneer US Equity Fundamental Growth 

Finding US equity growth in a late cycle environment

Amundi's US Fundamental Growth strategy, launched in 2007, is a focused portfolio comprising of high quality growth stocks that generate long-term returns by minimising losses and delivering outsized protection in market drawdowns. The fund's investment process identifies businesses that possess high returns on growth capital, with sustainable competitive advantages built through capitalising on secular growth opportunities at compelling valuations. Andrew Acheson is one of the fund managers, with over 25 years of experience managing US equities, and he will detail how the portfolio is well positioned to navigate the later stages of the economic cycle while continuing to deliver a compelling return profile to investors.

Principal Global Investors 

Joseph J. Urciuoli - Managing Director and Head of Research

Fund: Preferred Securities Fund

Return, income, and diversification The case for preferred and capital securities in a low rate environment.

Global markets continue to be unsettled amid rising concerns over Fed policy, ongoing US-China trade tensions, geopolitical events as well as mixed macroeconomic data. In this session, Joe Urciuoli from Spectrum Asset Management - a Principal Global Investors boutique who have over 30 years' experience managing preferred and junior subordinated capital securities - will share his thoughts on navigating the current environment. He will outline his thoughts on credit and the opportunities his team are finding in preferred and capital securities markets. Joe will discuss the sectors of the market that Spectrum are finding attractive and how they balance the desire for a higher yield while maintaining a high-quality investment grade portfolio.