North America Client Symposium

Event 1 | October 15, 2020
Event 2 | November 10, 2020 

October 15

Join us at 10:00am (All times are in ET) 
Times, topics and presenters may be subject to change

Click here for copies of the presentations and relevant Thought Leadership


10:00 – 10:05

Welcome and Introduction 
Phil Middleton, Head of Institutional Distribution, North America 

10:05 – 10:15

Global transformation – investing today for tomorrow’s world
David Docherty, Investment Director, Thematics 

10:15 – 10:30

Navigating the climate hurricane
Simon Webber, Portfolio Manager, Global & International Equities

10:30 – 10:45

The structural shift in the global energy system
Mark Lacey, Head of Global Resource Equities, Global Thematics 

10:45 – 11:00

The health of healthcare innovation 
John Bowler, Portfolio Manager, Multi-Regional Equities

11:00 – 11:15

What does ‘stakeholder capitalism’ mean for shareholders?
Katherine Davidson, Lead Portfolio Manager, Global Sustainable Growth

11:15 – 11:20

Event conclusion
Phil Middleton, Head of Institutional Distribution, North America 

November 10

Join us at 1:00pm (All times are in ET)
Times, topics and presenters may be subject to change

Click here for copies of the presentations and relevant Thought Leadership


1:00 – 1:05

Welcome and Introduction 
Jennifer Horne, Head of Relationship Management

1:05 – 1:25

Through the CIO Lens
Johanna Kyrklund, Global Head of Multi-Asset Investments and Group CIO

1:25 – 1:45

Value: Neglected, not broken
David Philpotts, Head of Strategy, Quantitative Equities Products (QEP) 

1:45 – 2:05 

Harnessing EM opportunity from the bottom up  
Tom Wilson, Head of Emerging Market Equities

2:05 – 2:25

Are we in a permanent (fixed income) bizarro world?
Andy Chorlton, Head of Fixed Income
Lisa Hornby, Head of US Multi-Sector Fixed Income

2:25 – 2:30

Event conclusion
Jennifer Horne, Head of Relationship Management

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