Friday 21 May, 9.00am for 9.30am
FundsNetwork Investment Forum,
The Brewery London, EC1
It may be hard to believe, but Fidelity have really managed to secure all of the following fund managers to speak at this year's Fidelity FundsNetwork™ Investment Forum, in May:
Richard Woolnough - M&G
Adrian Frost - Artemis
Sanjeev Shah - Fidelity
John Chatfeild-Roberts - Jupiter
Ian Henderson - JP Morgan
Robin Geffen - Neptune
Celebrating long-term success
As Fidelity FundsNetwork marks its ten year anniversary this year, they wanted to focus on managers and funds that – like FundsNetwork – have been among the industry's leading lights for many years. I'm sure you'll agree that it's an exceptional assembly of talent and if you join them you'll hear how they have continued to deliver strong relative returns over an extended period.
What's more, chairing the presentations and discussion panels will be the ever-sharp and erudite Lawrence Lever, who last year celebrated his own ten year anniversary as founder of Citywire.
13th April - 22nd April
The 2010 Investment Roadshow
J.P. Morgan Asset Management, Schroders and BlackRock are joining forces to bring you another informative Investment Roadshow. It will be a chance to hear an Investment Specialist from each fund house discussing where to find opportunities in 2010.
Topics include:
J.P.Morgan Asset Management - JPM Cautious Total Return - active yet defensive
Schroders - Finding value and income in the UK equity market
BlackRock - Global Emerging Markets - the world's growth engine
21st January, 13.00 - 14.30 pm
January Fund Manager Lunch at JP Morgan Asset Management, 10 Aldermanbury, London, EC2V 7RF
Simon is attending a round table session providing an opportunity to hear from the managers at close quarters and put any questions he has to them directly.
Speakers will include:
Stuart Connell - Co-Manager JPM Natural Resources Fund. Stuart, who has been co-managing the Natural Resources fund with Ian Henderson for the past 3 years, will share his view on what 2010 has in store for commodity markets, and how the fund is positioned as we enter a new decade. JPM Natural Resources is the 4th best performing fund over the last decade returning 416%. The fund has returned 116% over the last 12 months (as at 31 Dec 09).
Mark Harris - Head of Multi-Manager Henderson New Star. Mark, who joined Henderson following the acquisition of New Star, will look at the year that was 2009 from a macro and market perspective. Then turning to the year ahead looking at the Risk and Opportunities. Mark will also examine many investor’s concerns surrounding a potential market correction in early 2010 and how his portfolios are positioned given his views.
25th and 29th January
Fidelity's Investment Forum 2010
Simon will be attending this roadshow which will provide frank views and opinions on today's fast-moving markets from our leading portfolio managers. He is expecting a broad range of insights on the key investment areas he focuses on.
www.fidelity.co.uk
11th and 12th May
ELITE, The Investment Summit for Advisers
Simon has been personally invited to this very prestigious investment advisor event in Newport, Gwent. This inspirational event will give valuable insight into the general advancement of the financial services industry and its clients wellbeing. There will be opportunities to discuss issues with fund managers and investment professionals. With the addition of some fascinating and inspiring external speakers.
www.elitecelticmanor.co.uk

July 2008
Simon's 3 peaks
Three peaks all conquered in under 24 hours - what a great experience and thoroughly recommended to anyone up for a challenge. Oh how I wish I had trained!
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