Thames Valley Specialist Regional Roadshow | Accumulation & Investment | 2023

Specialist learning & an invaluable networking opportunity! 

We've taken member feedback on board and are making some exciting changes to our specialist roadshows this year. You can expect:

  • a friendlier feel, with more of a workshop style (say goodbye to 'death by PowerPoint')
  • a more engaging approach, encouraging you to interact and learn from other delegates
  • a real sense that this is your community of specialist practice for accumulation and investment advice.

Throughout the event the focus will be firmly on topical and insightful updates specific to investment. These can enhance the quality of advice you provide to your clients. As well as counting towards your CPD requirements, the conference offers a great opportunity for networking and exchanging ideas with your peers during the coffee and lunch breaks.

Join us as we explore the latest thinking around accumulation and investment advice, while providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.


08:45 - 09:30 Registration

09:30 - 09:35 Chair Introduction

09:35 - 09:50 Word Cloud Activity

  1. Discuss topical issues with professional peers
  2. Learn from hearing and sharing experiences with the wider group 

09:50 - 10:25 The role of alternative assets in diversifying portfolios

The last 18 months have certainly proved challenging, with the tentative pandemic recovery derailed by geopolitical events, record breaking levels of inflation and a cost of living crisis. Because of this, investor preferences are changing, with concerns such as the search for income and how investments can have a positive impact on the world. But how do clients meet their objectives in the current climate? Alternative asset classes can provide stability through diversification, helping to achieve the attractive and dependable returns investors are seeking. Throughout this session, TIME Investments will explore the benefits of investing in certain types or alternatives.

Learning objectives: 

By the end of this session, you will be able to: 

• Understand the important roles diversification can play in clients’ portfolios 

• Identify the attractive characteristics of certain alternative asset classes 

• Recognise how alternative assets can add value for different investment priorities 

Speaker: Amy Rumsby, TIME Investments

10:25 - 11:00 From the shadows to the spotlight: the decade for Emerging Markets is here

Our session is going to cover the long-term bull case for investing in emerging market equities and why investing here should have a cornerstone place in your portfolio. We will cover a brief history of why returns in the past were disappointing and why all the signs point towards the future being rewarding for the patient investor. There is only a finite time to generate wealth: EM/ Asia has a significant place within that goal and we think the near term can provide an attractive entry point.

Learning Outcomes

  • Role of active fund management and why M&G believe passive shouldn’t be the default in Emerging Markets
  • Demographic miracles: what to look for and what not to look for
  • Corporate behaviour: making sure you are investing with dependable, return

Speaker: George Rolls,

11:00 - 11:20 Conversations Over Coffee

Refuel and build up your professional network

11:20 - 11:55 ChatGPT and CGT: Two existential threats to Advisers

Recent startling developments in artificial intelligence raise profound questions about the future of humanity. Whilst technological progress opens doors to exciting new opportunities, it can also bring transformational change to well established industries. Will these advanced algorithms replace the work done by Advisers and Asset Manager, or reinforce the benefits of active human ingenuity? Meanwhile, something less ‘science fiction’ is a more clear and present danger for Advisers: the new lower allowance for Capital Gains Tax. Could this harm the decision-making processes of non-unitised MPS models and DFM portfolios, ultimately to the detriment of the long term compounding of clients' savings? In this presentation, George Fox (Investment Manager, Jupiter Merlin team) will explain why the solution is unitised, actively managed portfolios which combine the best of the human brain with algorithmic processes whilst protecting clients' assets from the impairment of long-term gains through taxation.

Learning objectives

From this presentation attendees will

  • Gain a better understanding of the use of algorithms in investment processes and the wider investment world.
  • Appreciate the advantages of Unitised portfolios versus non-unitised portfolios
  • Be able to explain why multi-manager funds will continue to play a role in client’s portfolios

Speaker: George Fox,

11:55 - 12:30 Balancing the Blend

2022 was a difficult year in the industry – bonds didn’t diversify stocks and many multi-asset funds didn’t diversify one another. If one lesson was learnt off the back of this, it was that name diversification does not equal fundamental diversification. In this presentation, we highlight the importance of true fundamental diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation phase.

By the end of this session, attendees will be able to: 

  • Distinguish between name diversification and true fundamental diversification  

  • Articulate the benefits of blending funds with different styles, including in decumulation 

  • Explain the benefits of regular rebalancing 

Speaker: James Amy, Orbis

12:30 - 13:10 Lunch and Learn

Grab yourself some lunch whilst speaking with our subject matter experts

13:10 - 13:25 Word Cloud Activity

13:25 - 14:00 Incremental gains not stamp collecting – Fixed Income investing in 2023 and beyond

After a difficult 2022 bonds are back in favour and providing attractive risk adjusted returns for investors. So, what’s next and what role can fixed income play in a portfolio? In this presentation we will provide a refresher on the key terms referred to by fixed income managers, describe how an active bond manager can exploit opportunities and manage risk across the sovereign and credit yield curves and explore some current fixed income hot topics including: The outlook for Inflation and interest rates. What the yield curve is telling us about the prospects for recession. Quantitative tightening and the Treasury General Account.

Learning objectives: 

  • Describe the key basic terms referred to in Fixed Income investment. 

  • Explain how fixed income can be actively manged to enhance returns and manage risk. 

  • Summarise the key challenges and opportunities within the current fixed income market. 

Speaker: Lloyd Harris,

14:00 - 14:35 Managing low-cost portfolios in new regime

Chris Ellis Thomas is part of a team responsible for developing, assembling and managing investment solutions involving multiple strategies and asset classes within the EMEA Wealth Solutions team within Multi-Asset Strategies & Solutions (MASS). Chris focuses on UK wealth model clients, Thematic investment strategies and large outsourced investment mandates. Chris is co-portfolio manager on the BGF Multi-Theme Equity Fund and lead strategist/CIO on the MyMap and 1895 (Rabobank) fund ranges.

Learning Objectives: 

  • Understand the current market conditions and assess the opportunities that it presents 

  • What’s shaping the new market regime, the impact of high rates and changing correlations 

  • Considerations for portfolio construction and methods of managing the volatility 

Speaker: Liam Davis, Blackrock

14:35 - 14:40 Chairs Close


CPD CII Scheme
PFS Accredited 4h 0min

This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.


Amy Rumsby

TIME Investments

George Rolls

George Fox

James Amy


Lloyd Harris

Liam Davis



Reading FC Conference & Events

Select Car Leasing Stadium, Reading RG2 0FL

Partners in professionalism


Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.

Yes. If the conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.

You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.

It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society events team at and we can check your records. 

At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service soon. 

Please note that you MUST sign in at the conference for all sessions you attend for the events team to validate your attendance. 

You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.

If you are unable to download your CPD Certificate after 48 hours, please email to clarify this.

Please click here to view the schedule of forthcoming events and what CPD sessions will be covered. 

For general information and links about the CPD process, please click here.

To log-in and view your CPD records, please click here.

If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.

We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).

Please email the event team at after the conference and we will send you the presentation slides. 

The dress code is business attire.

Whilst restrictions have now been lifted we would ask you to not attend events if you have any COVID symptoms. 

Please click here for up to date NHS information 

Whilst social distancing is not a government recommendation, we will be limiting capacity at events, to allow additional space around the venue.  Please book now to secure your place, these will be available on a first come, first served basis. 

We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at