Invested in Connecting
Equities Forum

Thursday 16 June 2022
14:00 BST | 15:00 CEST | 09:00 EDT | 10:00 UYT
Virtual Event

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

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
Nick Sheridan, Portfolio Manager
Moderated by Richard Brown, Client Portfolio Manager

14:35 Panel Discussion: Navigating the US Equity Markets
 

Jonathan Coleman, Portfolio Manager
Nick Schommer, Portfolio Manager

Moderated by Jennifer Nichols, Client Portfolio Manager

15:05 Resourcing a more Sustainable World
 

Tal Lomnitzer, Senior Investment Manager

15:15 Panel Discussion: Transforming Tomorrow's World
 

Hamish Chamberlayne, Head of Global Sustainable Equities
Alison Porter, Portfolio Manager, Technology Equities
Guy Barnard, Co-Head of Property Equities
Moderated by Matt Bullock, Head of EMEA Portfolio Construction and Strategy

15:50 Century of Biotech: Capitalizing on the biomedical Revolution
 

Andy Acker, Portfolio Manager, Healthcare Sector Ld

16:00 Event Close

 

Featured Speakers:

Alison Porter

Portfolio Manager, Technology Equities

Andy Acker

Portfolio Manager, Healthcare Sector Ld

Guy Barnard

Co-Head of Property Equities

Hamish Chamberlayne

Head of Global Sustainable Equities

 

 

Ignacio De La Maza

Head of EMEA Intermediary & LatAm

Jennifer Nichols

Client Portfolio Manager

John Bennett

Director of European Equities

Jonathan Coleman

Portfolio Manager

 

 

 

Matt Bullock

Head of EMEA Portfolio Construction and Strategy

Nick Schommer

Portfolio Manager

 

 

 

Nick Sheridan

Portfolio Manager

Richard Brown

Client Portfolio Manager

 

 

 

Tal Lomnitzer

Senior Investment Manager

Lucy Hockings

News Presenter and Host of Live with Lucy Hockings

 

 

 

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