Retirement Money Show Webinar
Growth
11.00 - 12.45
11.00
Introductions
11.05
Markets and economics update
Laith Khalaf, Head of Investment Analysis - AJ Bell
11.25
Investing globally for the long-term
Andrew Bell, CEO - Witan Investment Trust
11.45
Investment opportunities within the UK smaller companies sector
Jonathan Brown, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust
Robin West, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust
12.05
Brunner Investment Trust
Christian Schneider, Lead Portfolio Manager - Brunner Investment Trust
12.25
Session one Q&A
Laith Khalaf, Head of Investment Analysis - AJ Bell
Christian Schneider, Lead Portfolio Manager - Brunner Investment Trust
Jonathan Brown, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust
Robin West, Fund Manager - Invesco Perpetual UK Smaller Companies Investment Trust
Andrew Bell, CEO - Witan Investment Trust
12.45
End of webinar
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Income
15.00 - 16.45
15.00
Introductions
15.05
The LDI pensions ‘crisis’ – what happened and was anyone’s retirement pot really under threat?
Tom Selby, Head of Retirement Policy - AJ Bell
15.25
Income investing in a changing world: the SAINTS approach
James Dow, Co-Manager of The Scottish American Investment Company - SAINTS Scottish American Investment Company
15.45
Actively managed, diversified, higher income
Nick Montgomery, Head of UK Real Estate Investment - Schroder Real Estate Investment Trust (SREI)
16.05
Income diversity in an inflationary environment
Mike Kerley, Portfolio Manager - Henderson Far East Income Investment Trust (HFEL)
16.25
Session two Q&A
Tom Selby, Head of Retirement Policy - AJ Bell
Mike Kerley, Portfolio Manager - Henderson Far East Income Investment Trust (HFEL)
James Dow, Co-Manager of The Scottish American Investment Company - SAINTS Scottish American Investment Company
Nick Montgomery, Head of UK Real Estate Investment - Schroder Real Estate Investment Trust (SREI)
16.45
End of webinar
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