Date: 15 May 2018
Time: 08:00 - 12:15
31 Gresham Street, London, EC2V 7QA
With global and UK dividends at an all-time high, using equities as a primary driver for income has never been more popular. But just how robust are these equity income strategies and how might investors look to diversify income yields from holding risky equity assets?
The Dividend Debate, hosted by David Stevenson (FT, IW and MW) and Lawrence Gosling (IW and now WhatInvestment) looked to analyse and critically examine all the key debates surrounding dividends. Media partners for the event included What Investment, ETF Stream and MoneyWeek. Both David and Lawrence also built on their decades long connections to both the City and the advisory community to build a diverse audience.
When? 15th May 2018
The address? 31 Gresham Street, London, EC2V 7QA
Kick off time? 8.30am
The event is free for investors with a focus on research desks at wealth advisers, IFAs/financial planners and high net worth individuals.
The Big Call is a new debate-based initiative for professional investors and advisers as well as experienced private investors looking to explore key themes within portfolio strategies using a more analytical approach. Each session will focus on a key thematic (the robustness of dividends or fixed income diversification, for instance) and explore all the systematic ideas designed to implement that thematic – moving across both active and passive fund management strategies.
The initial debate will focus on the Dividend Debate.
08:30 - Registration & Coffee
09:00 - The Big Picture on dividends : a strategic overview and a dive into UK dividend payouts
Discussion with Andrew Lapthorne from Societe General and Mark Baker from Link Asset Services on their UK Dividend Monitor
09:40 - Large cap equity income investing in the UK and Globally: Surging dividends – fragile balance sheets?
Discussion with Matthew Page from Guinness Asset Management and Mark Peden from Kames Capital
10:15 - Mid and small cap investing – Safety in (smaller) size?
Discussion with Gervais Williams of Miton and David Horner from Chelverton AM
10:45 - Emerging markets: the new frontier – Where to look and what to be look out for?
Edward Lam from Somerset Capital
11:00 - Coffee break
11:20 - Smart Beta and Dividends – Quantitative strategies for capturing dividends The right index and the right ETF – can passive strategies deliver enhanced income?
Discussion with Andrew Innes from S&P Dow Jones Indices, Anthony Kruger of BlackRock iShares, Chanchal Sammader from Lyxor and Amanda Rebello, CFA from DWS
11:35 - Structuring enhanced income – Can options based strategies generate a robust enhanced income?
Discussion with Morgane Delledonne from BMO and Chris Taylor from Tempo SPs
12:00 - Alternative routes to income – Using real assets, property and infrastructure to build income
David Conlon from Gravis and Duncan Owen from Schroders