Income & Yield Strategy Briefing 2018

Income & Yield Strategy Briefing
– Wednesday 20th June 2018
– Covent Garden Hotel, 10 Monmouth Street, London WC2H 9HB
– Breakfast/morning event (08:15 – 11:15)

Delegate registration: https://income-yield-2018.eventbrite.co.uk

The event will cover a range of themes exploring the various ETF building blocks available to portfolio managers constructing income-oriented strategies. Our expert speakers will analyse income-producing opportunities within equities, fixed income and alternatives, and across different geographies.

The event will also explore issues such as rising rates, inflation, dividend risk, market volatility and currency fluctuations, and demonstrate how products can be combined to deliver robust income solutions that fulfil clients’ cash-flow needs in an evolving interest-rate environment.

Agenda

08.15 – 09:00

Registration and networking (Fortune Room)

 

09.00 – 09.05

Welcome introduction

Simon Smith, MD, ETF Strategy

09.05 – 09.30

Morningstar
In search of sustainable equity income: a forward-looking approach to dividend indexing
– Dividends deliver: Examining the contribution dividends make to total returns
– Identifying high quality companies with strong financial health and ability to sustain above average payouts
– Applying the “Economic Moat” principle and calculating “Distance to Default”

Colin Rogers,
Director, Indexes (EMEA),
Morningstar

09.30 – 09.55

BMO Global Asset Management
Global corporate bonds: Keep calm and carry on
– How changes in the treasury yield curve affect corporate debt markets
– The characteristics of high yield debt: equity-like returns with lower volatility
– Duration management in a rising interest rate environment; the role of long-dated bonds to generate superior returns

Morgane Delledonne,
ETF Investment Strategist, Systematic Strategies (EMEA),
BMO Global Asset Management

09.55 – 10.20

WisdomTree 
AT1 CoCo Bonds: An Alternative to European High Yield
– What are AT1 CoCo Bonds?
– Why Invest in AT1 CoCos?
– How do AT1 CoCos fit in bond portfolios?
– The benefits of a broad, diversified approach to AT1 CoCos investing

Nick Leung,
Associate Director, Research
WisdomTree 

10.20 – 10.45

First Trust Global Portfolios
A time-tested, rules-based approach to equity income
– A history of dividend investing
– The factors that drive success or failure; focus on “plowback”
– The importance of buying companies, not dividends

Gregg Guerin,
Senior Product Specialist,
First Trust Global Portfolios

10.45 – 11.15

Networking (Fortune Room)

 

Venue 
The event will be held in the state-of-the-art screening room at the Covent Garden Hotel, with breakfast and networking in the adjacent ‘Fortune Room’. Covent Garden, Leicester Square and Tottenham Court Road underground stations are all within easy walking distance, as is Charing Cross overground.

Target audience
The event is aimed at investment professionals including portfolio managers, investment advisers, wealth planners and fund analysts from DFMs, multi-managers, family offices, private banks, private client wealth managers, stock brokers and IFAs.

The event is free to attend and is aimed at investment professionals including portfolio managers, investment advisers, research analysts and strategists at multi-managers, family offices, DFMs, private banks, private client wealth managers, stockbrokers and IFA groups. Participation is subject to approval.

Delegate registration: https://income-yield-2018.eventbrite.co.uk

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