Thursday 16 June 2022
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14:00 BST | 15:00 CEST | 09:00 EDT | 10:00 UYT
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Virtual Event
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For professional and qualified investors. Only for use outside of the US or with US financial professionals servicing non-US persons. Marketing Communication. Not for onward distribution.
Janus Henderson Investors is delighted to invite you to the Invested in Connecting Equities Forum taking place on Thursday 16 June 2022.
2022 has been challenging for markets so far with investors attempting to price in risks surrounding inflationary pressures and central bank hawkishness, the war in Ukraine, and ongoing pandemic-related supply chain issues. This, combined with a rising focus on ESG factors, has left many investors reconsidering their asset allocations.
How will these pressures evolve and what will the impact be on equities throughout the rest of the year? Janus Henderson’s Invested in Connecting Equities Forum offers an opportunity for delegates to engage with equity sector specialists on where they see key opportunities, risks and themes, and why they believe there are reasons for optimism in the longer term.
We are also pleased to offer live simultaneous translations in German and Spanish.
AGENDA
This forum is being hosted by Lucy Hockings, News Presenter and Host of Live with Lucy Hockings.
14:00 | Welcome |
Ignacio De La Maza, Head of EMEA Intermediary & LatAm |
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14:05 | European Equities – will investors ‘care’ about company valuations once again – the price paid for a stream of cash flow |
John Bennett, Director of European Equities |
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14:35 | Panel Discussion: Navigating the US Equity Markets |
Jonathan Coleman, Portfolio Manager |
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15:05 | Resourcing a more Sustainable World |
Tal Lomnitzer, Senior Investment Manager |
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15:15 | Panel Discussion: Transforming Tomorrow's World |
Hamish Chamberlayne, Head of Global Sustainable Equities |
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15:50 | Century of Biotech: Capitalizing on the biomedical Revolution |
Andy Acker, Portfolio Manager, Healthcare Sector Ld |
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16:00 | Event Close |
Portfolio Manager, Technology Equities
Portfolio Manager, Healthcare Sector Ld
Co-Head of Property Equities
Head of EMEA Intermediary & LatAm
Client Portfolio Manager
Director of European Equities
Head of EMEA Portfolio Construction and Strategy
Portfolio Manager
Senior Investment Manager
News Presenter and Host of Live with Lucy Hockings