Investment Week US Investment Focus 2008

08.30 – 09.30

Registration

09.30 – 09.35

Opening remarks

09.35 – 10.10

Keynote
US Politics, Policy & Geo-policy

Presented by
Dr. Philippa Malmgren
President
Canonbury Group

10.10 – 10.45

US Equities: Emerging from the abyss
The current environment is as challenging as it’s ever been. Even pessimists have been surprised by the global nature and size of the financial systems’ problems.
What is an investor to do?
A whole host of uncertainties make navigating this crisis extremely complicated: the scale, the unexpected connectedness, the duration, the unprecedented v olatility…
We aim to discuss these many uncertainties and examine businesses that, we believe, will be able to weather this crisis and currently offer exceptional value to long-term investors.

Richard Bernstein
Lead Fund Manager
Brown Advisory

10.45 – 11.20

What does the US Election mean for stocks, bonds and commodities into 2009 and beyond
James Abate will be looking forward into 2009 outlining how tactical asset allocation is re-emerging in US investment portfolios. With the US having been the first major economy to cut interest rates earlier in 2008, James will outline the case for US recovery and the possibility of the US stock market leading the US economy out of this severe downturn. As a specialist in large-cap growth style equity management, James will outline the case for this group of stocks in particular for the next few years.

James Abate
Fund Manager
PSigma Asset Management

11.20 – 11.40

Coffee break and networking

11.40 – 12.15

Investment strategies: Lessons from past stock market cycles
This presentation will give a brief history of bubbles and themes. It will focus on seeking the signals of market inflection points as well as looking into style and sector rotations during stock market cycles. The session will conclude with the search for new leadership.

Peter Kaye
Fund Manager
Dalton Strategic Partnership LLP – Melchior Funds

12.15 – 12.50

Where is the US heading for 2009 – 2012?

13.00 – 14.00

Lunch