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 European Equity Group, Charles Stanley Pan Asset and Kingsfleet Wealth.
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.
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.
■ JP Morgan Claverhouse Investment Trust
William Meadon, Managing Director, J.P. Morgan Asset Management European Equity Group
William Meadon, managing director, is head of the Core team in the J.P. Morgan Asset Management European Equity Group. An employee since 1996, William was previously head of UK specialist pension funds at Newton Investment Management Ltd, responsible for pension funds and the Newton Higher Income Fund. Before this, he was a balanced pension fund manager, and manager of the Schroder Income Fund, with Schroder Investment Management. Prior to Schroders, William was articled to Peat Marwick (now part of KPMG). William obtained a BA (Hons) in Economics from the University of Nottingham and is a qualified Chartered Accountant.
Click here for William’s presentation slides
■ Investment Trust growth portfolio update
John Baron, Investment Trust Columnist, Investors Chronicle
John Baron has used investment trusts in both a private and professional capacity for over 30 years. On leaving the army, he entered the City as a fund manager running a range of portfolios for private clients and charities. He was a Director of Henderson Private Clients and then a Director of Rothschild Asset Management, having been approached to run their private client core UK equity portfolio. He is best known to readers of Investors Chronicle magazine for having successfully run two live investment trust portfolios as measured by their appropriate benchmarks. He also speaks at investment seminars and has recently published a book - 'Financial Times Guide to Investment: Unlocking the City's Best Kept Secret'. On entering politics, Mr Baron has sat on the other side of the fence helping charities monitor their fund managers. He remains a member of the Chartered Institute for Securities and Investment.
Click here for John's presentation slides
■ Constructing a growth portfolio using exchange traded funds, and asset allocation when using passives
Christopher Aldous, Managing Director, Charles Stanley Pan Asset
After reading Business Studies and French at De Montford University, Christopher Aldous first entered the world of wealth management when he joined Cazenove in 1981. He became a Director of Barclays de Zoete Wedd in 1987, managing large institutional accounts and worked in London, Paris and Sydney before joining UBS as an Executive Director in 1993. In 1998, he joined Robertson Stephens as a Managing Director where he established and ran their European equity sales and research department. In 2001, he broke away from the mainstream and co-founded Absolute Fund Management where he was Chief Executive, whilst also managing a low volatility fund of hedge funds designed for high net worth, family office and charity investors.
Click here for Christopher’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
John Hughman, Editor, Investors Chronicle
-William Meadon, Managaing Director, J.P. Morgan Asset Management European Equity Group
-Christopher Aldous, Managing Director, Charles Stanley Pan Asset
-John Baron, Investment Trust Columnist, Investors Chronicle
-Moira O’Neill, Personal Finance Editor, Investors Chronicle
-Colin Low, Chartered Financial Planner, Kingsfleet Wealth