Edinburgh Investment Forum 2019
Connecting you to deeper insights in an uncertain world
1 July - 5 July, The Principal, Edinburgh
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Edinburgh Investment Forum 2019
In a world of sharp market movements and great uncertainty, we believe connecting deeper insights and diverse perspectives is key to generating positive outcomes for our clients.
This exclusive 5-day collaborative forum provides a unique opportunity to participate in open, insightful discussions with our fund managers and investment specialists. We have designed the sessions to be interactive, covering the latest investment trends, and spanning our breadth of capabilities.
Agenda
| 09:00-09:40 | Introduction and Welcome |
| 09:40-11:00 | The investment world from 4 perspectives |
| 11:00-11:20 | Break |
| 11:20-12:00 | Building strategic and tactical asset allocation approaches |
| 12:00-12:40 | Incorporating listed alternatives in a multi asset portfolio |
| 12:40-13:30 | Lunch |
| 13:30-14:30 | Unconstrained multi-asset investing |
| 14:30-16:00 | Workshop: Constructing your own multi-asset portfolio |
| 16:00 | End of day |
| 18:30 | Dinner |
| 09:00-09:40 | Client-driven solutions |
| 09:40-10:20 | The challenges of thematic equities |
| 10:20-11:00 | What do we mean by sustainable investing? |
| 11:00-11:20 | Break |
| 11:20-12:40 | Workshop: Stock analysis in practice |
| 12:40-13:30 | Lunch |
| 13:30-14:30 | Smaller Companies – the underappreciated asset class |
| 14:30-15:15 | An overview of rule-based investing |
| 15:15-16:00 | The challenges of index construction with style tilts |
| 16:00 | End of day |
| 09:00-09:40 | Designing systematic macro investment strategies |
| 09:40-10:20 | Incorporating machine learning techniques |
| 10:20-11:00 | Opportunities in Fixed Income |
| 11:00-11:20 | Break |
| 11:20-12:40 | Workshop: Fixed income through a cycle |
| 12:40-13:30 | Lunch |
| 13:30-14:30 | Investment and innovation |
| 14:30-16:00 | Reserved for specific client meetings |
| 16:00 | End of day |
| 09:00-10:20 | Workshop: Credit stock selection |
| 10:20-11:00 | Sustainable investing in a credit context |
| 11:00-11:20 | Break |
| 11:20-12:40 | Workshop: Emerging Market Debt |
| 12:40-13:30 | Lunch |
| 13:30-14:30 | Opportunities in Real Estate |
| 14:30-16:00 | Building investment journeys for customers |
| 16:00 | End of day |
| 18:30 | Dinner |
| 09:00-10:20 | Private Markets: Enabling investors to capture the illiquidity premium and benefit from lower correlation |
| 10:20-11:00 | Workshop: Private Markets |
| 11:00-11:30 | Break |
| 11:30-12:15 | Programme summary |
| 12:15-13:30 | Lunch and end of programme |
| 13:30-16:00 | Reserved for specific client meetings |
| 16:00 | End of day |
Venue
The Edinburgh Investment Forum is a 5-day programme from 1 July to 5 July 2019. The first 4 days will be held at The Principal Edinburgh George Street hotel and the last day in the Aberdeen Standard Investments office, which is situated right next to the hotel.
1 July - 4 July
The Principal Edinburgh George Street
19-21 George St
Edinburgh
EH2 2PB
United Kingdom
+44 131 225 1251
www.phcompany.com/principal/edinburgh-george-street
5 July
Aberdeen Standard Investments
1 George Street
Edinburgh
EH2 2LL
United Kingdom
Logistics
Aberdeen Standard Investments will provide single occupancy accommodation from arrival on Sunday 30 June 2019 to departure on Friday 5 July 2019 at The Principal Edinburgh George Street.
All incidental charges such as room service, laundry, mini-bar and phone calls are the responsibility of each invitee. Please note that if any invitee wishes to extend their stay for leisure purposes, this will be at an additional cost to themselves.
The Principal Edinburgh George Street is located in the centre of Scotland's dynamic and historic capital city, and is easy to reach by air, rail or car.
The Principal Edinburgh George Street
19-21 George St
New Town
Edinburgh
EH2 2PB
United Kingdom
+44 131 225 1251
www.phcompany.com/principal/edinburgh-george-street
Arrival by Air
Edinburgh International Airport is only eight miles from The Principal Edinburgh George Street and approximately 25 minutes by car or taxi. Trams and taxi are the most convenient ground transfers.
Arrival By Car
The hotel is easily accessible by road. For detailed directions, please see the hotel website.
By train
Edinburgh Waverley Station is the nearest station and has direct services to London Kings Cross. It takes 10 minutes to walk from the station.
The attire for all working sessions is business dress. Business or casual dress may be worn for evening excursions.
Edinburgh weather in July is pleasant, as temperatures are between 10 and 16 degrees Celsius. Precipitation is high. An umbrella is a must and good clothing suitable for rain is recommended.
Traveling time of 25 mins from the hotel to the airport by taxi or 35 mins by tram should be allowed. For international flights, arriving at the airport two hours before departure time is recommended.
Travel and personal belongings insurance should be arranged by individuals attending the event.
If an UK entry visa is required, please contact us for any necessary documentation as soon as possible to ensure timely arrangement.