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The Ideal Portfolio - Income

In this seminar, we looked at real life reader income portfolios and gave lessons on the good and the bad. Insight and comment were provided by speakers from J.P. Morgan Asset Management and Societe Generale.

Please view the videos and presentation slides taken from our speakers at the seminar to see what was discussed on the day. Please note our editorial speaker videos and presentations are password protected so that our paying delegates have priority. All the videos and presentations will be made available one month after the seminar date.

Welcome/Introduction

John Hughman, Editor, Investors Chronicle

John Hughman joined Investors Chronicle in 2008 as associate editor, with a focus on technology and consumer stocks. Since then he’s launched the magazine’s award-winning blog, the Chronic Investor, and led the development of mobile products before becoming editor in 2012.

European Investment Trust (Income Shares)

Alexander Fitzalan Howard, Fund Manager, J.P. Morgan Asset Management

Alexander Fitzalan Howard is a portfolio manager within the J.P. Morgan Asset Management European Equity Group managing both institutional and retail products. An employee since 1986, Alexander was previously an investment manager with J.P. Morgan Asset Management North American Portfolios Group, most recently running the desk. Before this, Alexander was involved in the development of the Czechoslovakia Investment Corporation Inc., and responsible for the establishment of the first Czech domestic mutual funds managed by Investicni Banka and administered by Save & Prosper. Prior to this, he assisted in the fund management of the Save & Prosper financial sector unit trusts and was responsible for analytical coverage of the financial and media sectors. Alexander obtained a BA (Hons) in Modern History from Oxford University.

Click here for Alexander's presentation slides

Income investing: when and how

Dominic Picarda, Market Tactics Editor, Investors Chronicle

Dominic Picarda is Associate Editor of the Investors Chronicle, where he heads up coverage of tactical asset allocation. He is a CFA charter holder and also holds the Chartered Market Technician qualification.

Click here for Dominic's presentation slides

Achieving income through Exchange Traded Products

Fayaz Badouraly, Listed Product Sales, Societe Generale

Fayaz Badouraly is responsible for managing the range of LSE-listed products at Societe Generale. He joined Societe Generale’s Paris headquarters in 2010 to cover private banks and wealth managers’ needs for listed products. A year later, Fayaz joined the UK team with a wider scope of clients (from retail investors to fund managers). Prior to that, Fayaz worked in the private banking industry in New York.

Click here for Fayaz's presentation slides

Investors Chronicle readers’ income portfolios – the good and the bad

Moira O’Neill, Personal Finance Editor, Investors Chronicle

Moira O’Neill has been a finance journalist for 16 years and is the Harold Wincott Personal Finance Journalist of the Year for 2012. After reading Classics at Cambridge University, she worked for a variety of financial magazines and newspapers before joining Investors Chronicle as Personal Finance Editor in 2008.

Click here for Moira's presentation slides

Panel and Q&A

Moderator:

John Hughman, Editor, Investors Chronicle

Panellists:

-Alexander Fitzalan Howard, Fund Manager, J.P. Morgan Asset Management

-Dominic Picarda, Market Tactics Editor, Investors Chronicle

-Fayaz Badouraly, Listed Product Sales, Societe Generale

-Moira O’Neill, Personal Finance Editor, Investors Chronicle

-Colin Low, Managing Director, Kingsfleet Wealth

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By IC Events team,
02 June 2014

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