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Investment Symposium

In June Vanguard will return to Manchester and London to hold its ninth Investment Symposium. The Symposium will feature Vanguard’s normal high quality thought leadership alongside insights from leading practitioners on the issues that really matter to advisers.

These events are for investment professionals only.

Event details

Date and Time Location Register How to get there
Tuesday, 3 June - 9:00am - 12.30pm Radisson Blu Edwardian
Free Trade Hall
Peter Street
Manchester
M2 5GP
Register now Directions
Wednesday 4 June – 9:00am - 12.30pm Etc Venues St Paul's
200 Aldersgate
London
EC1A 4HD
Register now Directions
Agenda
08:15 Registration and coffee
09:00

Neil Cowell, Head of Retail Sales, Vanguard Asset Management

Introduction

09:05

Dr. Peter Westaway, Head of ISG/Chief Economist, Europe, Vanguard Asset Management

What's noise and what's news in portfolio allocation decisions?

09:45

Hortense Bioy, CFA, Director of Passive Fund Research Europe, Morningstar

Are passive funds "under-rated"? How are rating agencies starting to look at index funds?

10:25 Morning coffee
11:05

Jeffrey S. Molitor, Chief Investment Officer Europe, Vanguard Asset Management

Smart Beta. Is it Smart? Is it beta?

11:45

Panel Discussion – ‘Are ETFs at a tipping point in the UK?’

Panelists: 
James King – Head of Private Client and Partner, Price Bailey
Mike Morrow - Sales & Marketing Director, Ascentric
Mike Mount – Director, International, JM Finn
Moderator: Neil Cowell, Head of Retail Sales, Vanguard Asset Management

12:25

Neil Cowell, Head of Retail Sales, Vanguard Asset Management

Closing remarks

12:30 Networking lunch
Presenter bios
peter_westaway

Dr. Peter Westaway, Head of ISG/Chief Economist, Vanguard Asset Management

Dr. Peter Westaway is Vanguard's Head of ISG/Chief Economist, and was previously Chief European Economist for Nomura International and senior research advisor for the Bank of England. He holds a PhD in Economics and an M Phil in Control Engineering & Operational Research from the University of Cambridge and a BSc in Mathematics and Economics from the University of York.


jeff-molitor

Jeffrey Molitor, Chief Investment Officer, Europe, Vanguard Asset Management

Jeffery S. Molitor is Chief Investment Officer, Europe, responsible for Vanguard's European portfolio management, risk control, research and investment strategy efforts.

He joined Vanguard in 1987 and has held a variety of senior investment roles. He holds a BA in economics and biology from Trinity College, Connecticut and an MBA from the University of Virginia. A CFA charterholder, he serves on the investment committees of three nonprofit organisations.


neil-cowell

Neil Cowell, Head of Retail Sales, Vanguard Asset Management

Neil Cowell is head of Retail Sales. He and his team have responsibility for developing and increasing Vanguard's UK distribution through IFAs, Wealth Managers and other key business partners.

Neil joined Vanguard from Standard Life where he was a member of the UK Distribution Board. He has a broad experience of distribution in both the IFA sector and the Bank & Wealth Manager sector and has held senior management roles in both areas.


Important Note: The names of the third party organizations and service provides detailed above are provided to prospective investors for reference purposes only. Vangaurd Asset Management, Limited makes no representations or warrnaties as to the suitability or appropriateness of the services they may provide, neither is it a recommendation or advice to use them. Vanguard Asset Management, Limited is not responsible for the content of any external websites accessed from www.vanguard.co.uk.

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