Invitation

Thank you to everyone who joined us for the Janus Henderson Invested in Connecting Virtual Forum on Tuesday 22 – Thursday 24 September 2020. We hope you found the event both informative and engaging.

If you were unable to join, there is still time to register to watch back on all the live sessions as well as any of the on-demand videos recorded with our portfolio managers, up until 22 October 2020.

The Virtual Forum connected our clients, sales teams and investment managers together on one platform, allowing them to share insights, perspectives and knowledge through thematic presentations, market outlooks and live debates.

With a focus on ESG, our investment managers explained how they are incorporating and actively using ESG analysis within their processes, and how responsible investing has become a top priority in asset management.

Please view below for the full agenda of content available to you and to register to access the online platform.

We look forward to welcoming you to another Janus Henderson Virtual Event soon.

Agenda Day 1: Equities

Tuesday 22 September

 

13:00 BST

Event Commences Day 1
The online platform is open

 

13:30 BST

Equities Market Outlook
Alex Crooke, Co-Head of Equities - EMEA & Asia Pac

 

14:00 BST

Disruption and ESG – The Tech Team debate
Alison Porter, Graeme Clark & Richard Clode
Portfolio Managers - Global Technology

 

14:30 BST

Short break

 

14:50 BST

The Importance of ESG in Today’s World – Panel debate
Portfolio managers include:
Andy Acker - Global Life Sciences
Denny Fish - Technology and Innovation
Guy Barnard - Global Property Equities
Hamish Chamberlayne - Global Sustainable Equities

 

15:30 BST

Live sessions conclude for Day 1

Speakers: Day 1

Co-Head of Equities – EMEA and Asia Pacific | Portfolio Manager

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Portfolio Manager

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Portfolio Manager

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Portfolio Manager

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Portfolio Manager

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Portfolio Manager | Research Analyst

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Portfolio Manager



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Head of Global Sustainable Equity | Portfolio Manager


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Co-Head of Global Property Equities | Portfolio Manager

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Director of European Equities | Portfolio Manager

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Portfolio Manager

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Agenda Day 2: Alternatives

Wednesday 23 September

 

13:00 BST

Event Commences Day 2
The online platform is open

 

13:30 BST

An Interview with Luke Newman
Luke Newman, Portfolio Manager - UK Absolute Return

 

14:00 BST

Global Multi Strategy Panel Debate
David Elms, Portfolio Manager, Head of Diversified Alternatives
Steve Cain, Portfolio Manager – Global Multi Strategy
Alistair Sayer, Client Portfolio Manager - Global Multi Strategy

 

14:30 BST

Short break

 

14:50 BST

Incorporating ESG from both sides of the coin – Balanced Team Q&A
Jeremiah Buckley, Marc Pinto, Greg Wilensky, Michael Keough
Portfolio Managers - Balanced

 

15:20 BST

Live sessions conclude for Day 2

Speakers: Day 2

Portfolio Manager

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Portfolio Manager

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Portfolio Manager

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Portfolio Manager

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Portfolio Manager


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Head of Diversified Alternatives | Fund Manager

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Portfolio Manager, Diversified Alternatives

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Portfolio Manager


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Client Portfolio Manager

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Agenda Day 3: Fixed Income

Thursday 24 September

 

13:00 BST

Event Commences Day 3
The online platform is open

 

13:30 BST

Fixed Income Market Outlook
Jim Cielinski, Global Head of Fixed Income

 

14:00 BST

Fireside chat with John and Jenna
John Pattullo and Jenna Barnard
Co-Heads of Strategic Fixed Income

 

14:20 BST

Short break

 

14:40 BST

Fireside chat with Seth and Tom
Seth Meyer and Tom Ross
Portfolio Managers – Global High Yield / Multi Sector Income

 

15:00 BST

ARFI – The Big Debate
Nick Maroutsos, Jason England and Matt Argent
Portfolio and Investment Managers - Absolute Return Income

 

15:30 BST

Live sessions conclude for the Virtual Forum Event

Speakers: Day 3

Global Head of Fixed Income



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Co-Head of Strategic Fixed Income | Portfolio Manager


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Co-Head of Strategic Fixed Income | Portfolio Manager

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Portfolio Manager


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Portfolio Manager


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Co-Head of Global Bonds | Portfolio Manager

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Portfolio Manager

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Client Portfolio Manager

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Portfolio Manager

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On demand content

From 22 September (13:00 BST) until 22 October 2020, the platform will be open for you to access on-demand content at any time. All live agenda sessions will be available on-demand approximately 24 hour after they have streamed, whilst the below Portfolio Manager presentations will be available for you at any time.

Global Technology presented by Richard Clode

Global Life Sciences presented by Andy Acker

Technology and Innovation presented by Denny Fish

Global Property Equities presented by Guy Barnard

Global Sustainable Equities presented by Hamish Chamberlayne

US Concentrated Growth presented by Doug Rao

Continental European and Pan European Equities presented by John Bennett

Global Equities presented by Gordon Mackay

UK Large Cap Absolute Return Equity presented by Luke Newman

Multi Strategy presented by David Elms

Balanced presented by Jeremiah Buckley

Global Equity Market Neutral presented by Steve Johnstone

Strategic Fixed Income presented by Jenna Barnard

Multi Sector Credit presented by Seth Meyer

Global / European High Yield presented by Tom Ross

Absolute Return Income presented by Nick Maroutsos

European Investment Grade presented by Tim Winstone

Register

Please fill in your details to register your attendance at Janus Henderson Invested in Connecting Virtual Forum



Important information

This document is intended solely for the use of professionals, defined as Eligible Counterparties or Professional Clients, and is not for general public distribution.

The opinions and views expressed are as of the date published and are subject to change without notice. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation to buy, sell or hold any security, investment strategy or market sector. No forecasts can be guaranteed. Opinions and examples are meant as an illustration of broader themes and are not an indication of trading intent. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. Janus Henderson Group plc through its subsidiaries may manage investment products with a financial interest in securities mentioned herein and any comments should not be construed as a reflection on the past or future profitability. there is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. Past performance is not guarantee of future results. Investing involves risk, including the possible loss of principal fluctuation of value. Actively managed portfolios may fail to produce the intended results. No investment strategy can ensure a profit or eliminate the risk of loss.

We may record telephone calls for our mutual protection, to improve customer service and for regulatory record keeping purposes.

Janus Henderson Investors is the name under which investment products and services are provided by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), AlphaGen Capital Limited (reg. no. 962757), Henderson Equity Partners Limited (reg. no.2606646), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier).

Janus Henderson, Janus, Henderson, Perkins, Intech, Alphagen, VelocityShares, Knowledge Shared, Knowledge. Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

Argentina Investors:

This document includes a private invitation to invest in securities. It is addressed only to you on an individual, exclusive, and confidential basis, and its unauthorised copying, disclosure, or transfer by any means whatsoever is absolutely and strictly forbidden. Janus Henderson Investors will not provide any kind of advice or clarification, or accept any offer or commitment to invested in securities herein referred to from persons other than the intended recipient. The offer herein contained is not a public offering, and as such it is not and will not be registered with, or authorised by, the applicable enforcement authority. The information contained herein has been compiled by Janus Henderson Investors, who assumes the sole responsibility for the accuracy of the data herein disclosed.

Chile Investors:

“ESTA OFERTA PRIVADA SE INICIA EL DÍA [INITIAL DATE OF THE OFFER] Y SE ACOGE A LAS DISPOSICIONES DE LA NORMA DE CARÁCTER GENERAL Nº 336 DE LA SUPERINTENDENCIA DE VALORES Y SEGUROS, HOY COMISIÓN PARA EL MERCADO FINANCIERO. ESTA OFERTA VERSA SOBRE VALORES NO INSCRITOS EN EL REGISTRO DE VALORES O EN EL REGISTRO DE VALORES EXTRANJEROS QUE LLEVA LA COMISIÓN PARA EL MERCADO FINANCIERO, POR LO QUE TALES VALORES NO ESTÁN SUJETOS A LA FISCALIZACIÓN DE ÉSTA; POR TRATAR DE VALORES NO INSCRITOS NO EXISTE LA OBLIGACIÓN POR PARTE DEL EMISOR DE ENTREGAR EN CHILE INFORMACIÓN PÚBLICA RESPECTO DE LOS VALORES SOBRE LOS QUE VERSA ESTA OFERTA; ESTOS VALORES NO PODRÁN SER OBJETO DE OFERTA PÚBLICA MIENTRAS NO SEAN INSCRITOS EN EL REGISTRO DE VALORES CORRESPONDIENTE.” An English translation of this wording is as follows (please note, however, that the Spanish version must be used in documentation): “This private offer commences on [initial date of the offer] and it avails itself of the General Regulation No. 336 of the Superintendence of Securities and Insurances (currently the Financial Markets Commission). This offer relates to securities not registered with the Securities Registry or the Registry of Foreign Securities of the Financial Markets Commission, and therefore such securities are not subject to oversight by the latter; Being unregistered securities, there is no obligation on the issuer to provide public information in Chile regarding such securities; and These securities may not be subject to a public offer until they are registered in the corresponding Securities Registry.”

To Uruguayan Private Placement Distributors and/or Financial Institutions upon request.

We make reference to the Private Placement Agreement and/or your request of information, in regard to Janus Henderson Strategies. This email and the content within it, is for the purposes of covering the agreement established and/or your request, to supply updated information . This communication and the information contained is intended solely for professional use, and is addressed to you in a determined and direct manner, and not for further distribution. Is the responsibility of any persons distributing, advising, canalizing and/or investing, to comply with all applicable laws and regulations of any jurisdiction the above mentioned takes place.

Nothing in this email or the content within it shall constitute a communication to acquire, sell or exchange securities and does not imply an authorization for the distribution to any person by any means of the Strategies/Instruments mentioned or referred to in this email or the content within it (except as provided in the respective private placement agreement, if applicable), or any other information, which should be subject to Janus Henderson prior consent. In such regards, this email does not constitute an invitation or offer to contract, to which Janus Henderson will not be obliged.

In any case, the Strategies/Instruments mentioned or referred to on the email and the content within shall not be offered or distributed to the public in Uruguay, and/or by any means or circumstances which would constitute a public offering or distribution under Uruguayan laws and regulations.

To Colombia Investors:

This document does not constitute a public offer in the Republic of Colombia. The offer of the Strategy/Instrument is addressed to less than one hundred specifically identified investors. The Strategy/Instrument may not be promoted or marketed in Colombia or to Colombian residents, unless such promotion and marketing is made in compliance with Decree 2555 of 2010 and other applicable rules and regulations related to the promotion of foreign funds in Colombia. The distribution of this document and the offering of Strategies/Instruments may be restricted in certain jurisdictions. The information contained in this document is for general guidance only, and it is the responsibility of any person or persons in possession of this document to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. Prospective applicants should inform themselves of any applicable legal requirements, exchange control regulations and applicable taxes in the countries of their respective citizenship, residence or domicile.

For institutional investors in Peru:

The Strategy/Instrument is being placed by means of a private offer. SMV has not reviewed the information provided to the investor. This communication and any accompanying information (the “Materials”) are intended solely for informational purposes and do not constitute (and should not be interpreted to constitute) the offering, selling, or conducting of business with respect to such securities, products or services in the jurisdiction of the addressee (this “Jurisdiction”), or the conducting of any brokerage, investment advisory, banking or other similarly regulated activities (“Financial Activities”) in this Jurisdiction. Neither Janus Henderson, nor the securities, products and services described herein, are registered (or intended to be registered) in this Jurisdiction. Furthermore, neither Janus Henderson or the securities, products, services or activities described herein, are regulated or supervised by any governmental or similar authority in this Jurisdiction. The Materials are private, confidential and are sent by Janus Henderson only for the exclusive use of the addressee, who declares that it qualifies as an Institutional Investor in accordance with the laws and regulations of private offer of securities in this Jurisdiction. The Materials must not be publicly distributed and any use of the Materials by anyone other than the addressee is not authorized. The addressee is required to comply with all applicable laws in this Jurisdiction, including, without limitation, tax laws and exchange control regulations, if any.

For any other investor in Peru:

The Strategy/Instrument is being placed by means of a private offer. SMV has not reviewed the information provided to the investor. This communication and any accompanying information (the “Materials”) are intended solely for informational purposes and do not constitute (and should not be interpreted to constitute) the offering, selling, or conducting of business with respect to such securities, products or services in the jurisdiction of the addressee (this “Jurisdiction”), or the conducting of any brokerage, investment advisory, banking or other similarly regulated activities (“Financial Activities”) in this Jurisdiction. Neither Janus Henderson, nor the securities, products and services described herein, are registered (or intended to be registered) in this Jurisdiction. Furthermore, neither Janus Henderson or the securities, products, services or activities described herein, are regulated or supervised by any governmental or similar authority in this Jurisdiction. The Materials are private, confidential and are sent by Janus Henderson only for the exclusive use of the addressee. The Materials must not be publicly distributed and any use of the Materials by anyone other than the addressee is not authorized. The addressee is required to comply with all applicable laws in this Jurisdiction, including, without limitation, tax laws and exchange control regulations, if any.

For qualified investors only in Israel:

This document has not been approved by the Israel Securities Authority and will only be distributed to Israeli residents in a manner that will not constitute "an offer to the public" under sections 15 and 15a of the Israel Securities Law, 5728-1968 ("the Securities Law") or section 25 of the Joint Investment Trusts Law, 5754-1994 ("the Joint Investment Trusts Law "), as applicable. The Products are being offered to a limited number of investors (35 investors or fewer during any given 12 month period) and/or those categories of investors listed in the First Addendum ("the Addendum") to the Securities Law, ("Sophisticated Investors") namely joint investment funds or mutual trust funds, provident funds, insurance companies, banking corporations (purchasing Products for themselves or for clients who are Sophisticated Investors), portfolio managers (purchasing Products for themselves or for clients who are Sophisticated Investors), investment advisors or investment marketers (purchasing Products for themselves), members of the Tel-Aviv Stock Exchange (purchasing Products for themselves or for clients who are Sophisticated Investors), underwriters (purchasing Products for themselves), venture capital funds engaging mainly in the capital market, an entity which is wholly-owned by Sophisticated Investors, corporations, (other than formed for the specific purpose of an acquisition pursuant to an offer), with a shareholders equity in excess of NIS 50 million, and individuals investing for their own account, in respect of which at least one of the following applies: the total value of their cash, deposits, financial assets (as defined in the Investment Advice Law) and securities traded on a stock exchange licensed under the Securities Law (together, “Liquid Assets”) exceeds NIS 8 million (approximately US$2.1 million); their level of income over each of the preceding two years exceeds NIS 1.2 million (approximately US$300,000), or the level of income of their "family unit" exceeds NIS 1.8 million (approximately US$470,000); or the aggregate value of all their Liquid Assets exceeds NIS 5 million (approximately US$1.3 million) and their level of income over each of the preceding two years exceeds NIS 600,000 (approximately US$160,000), or the level of income of their "family unit" exceeds NIS 900,000 (approximately US$240,000); each as defined in the said Addendum, as amended from time to time, and who in each case have provided written confirmation that they qualify as Sophisticated Investors, and that they are aware of the consequences of such designation and agree thereto; in all cases under circumstances that will fall within the private placement or other exemptions of the Joint Investment Trusts Law, the Securities Law and any applicable guidelines, pronouncements or rulings issued from time to time by the Israel Securities Authority. This document may not be reproduced or used for any other purpose, nor be furnished to any other person other than those to whom copies have been sent. Any offeree who purchases a Product is purchasing such Product for its own benefit and account and not with the aim or intention of distributing or offering such Product to other parties (other than, in the case of an offeree which is a Sophisticated Investor by virtue of it being a banking corporation, portfolio manager or member of the Tel-Aviv Stock Exchange, as defined in the Addendum, where such offeree is purchasing Product for another party which is a Sophisticated Investor). Nothing in this document should be considered investment advice or investment marketing as defined in the Regulation of Investment Counselling, Investment Marketing and Portfolio Management Law, 5755-1995. Investors are encouraged to seek competent investment counselling from a locally licensed investment counsel prior to making the investment. As a prerequisite to the receipt of a copy of this document a recipient may be required by the issuer to provide confirmation that it is a Sophisticated Investor purchasing products for its own account or, where applicable, for other Sophisticated Investors.

Qatar:

This email is only being offered to a limited number of investors who are willing and able to conduct an independent investigation of the risks involved in an investment in such strategies. The document does not constitute an offer to the public and is for the use only of the named addressee and should not be given or shown to any other person (other than employees, agents or consultants in connection with the addressee’s consideration thereof). The fund has not been and will not be registered with the Qatar Central Bank or under any laws of the State of Qatar. No transaction will be concluded in your jurisdiction and any inquiries regarding the strategies should be made to Janus Henderson Investors.

Bahrain:

This email has not been approved by the Central Bank of Bahrain which takes no responsibility for its contents. No offer to the public to purchase the strategy will be made in the Kingdom of Bahrain and this document is intended to be read by the addressee only and must not be passed to, issued to, or shown to the public generally.

FOR UNITED ARAB EMIRATES:

This email, and the information contained herein, does not constitute, and is not intended to constitute, a public offer of securities in the United Arab Emirates and accordingly should not be construed as such. The strategies are only being offered to a limited number of investors in the UAE who (a) are willing and able to conduct an independent investigation of the risks involved in an investment in such strategies, and (b) upon their specific request. The strategies have not been approved by or licensed or registered with the UAE Central Bank, the Securities and Commodities Authority or any other relevant licensing authorities or governmental agencies in the UAE. The document is for the use of the named addressee only, who has specifically requested it without a promotion effected by Janus Henderson Investors, its promoters or the distributors of its units, and should not be given or shown to any other person (other than employees, agents or consultants in connection with the addressee's consideration thereof). No transaction will be concluded in the UAE and any enquiries regarding the strategies should be made to Janus Henderson Investors.

Kuwait:

This email is not for general circulation to the public in Kuwait. The Strategies have not been licensed for offering in Kuwait by the Kuwait Capital Markets Authority or any other relevant Kuwaiti government agency. The offering of the Strategies in Kuwait on the basis of a private placement or public offering is, therefore, restricted in accordance with Law No. 7 of 2010 and the bylaws thereto (as amended). No private or public offering of the Strategies is being made in Kuwait, and no agreement relating to the sale of the Strategy will be concluded in Kuwait. No marketing or solicitation or inducement activities are being used to offer or market the Strategies in Kuwait.

South Africa:

This document is not intended and does not constitute an offer, invitation, or solicitation by any person to members of the public to invest in the Strategy. This document is not an offer in terms of Chapter 4 of the Companies Act, 2008. Accordingly, this document does not, nor is it intended to, constitute a prospectus prepared and registered under the Companies Act.