Zurich Investment Conference 2024   

Investing today – a fine balancing act
Thursday, 2 May at 11.00AM
Shelbourne Hotel, Dublin

Register
Business event photo of speaker at podium with seated audience Zurich

Last year was dominated by interest rate concerns and the utter superiority of equity returns, in particular the oft referenced ‘magnificent seven’. As we move through 2024, equities continue to deliver, albeit in a less concentrated manner, and for the first time in years, bonds and cash are viable, realistic options for fund managers. But what does this mean for you and your clients? How have the active fund managers at Zurich Investments adjusted to this new investment landscape and what are they doing to ensure that they continue to deliver appropriate multi-asset returns?

Join David Warren, Chief Investment Officer and the team at Zurich Investments on the 2nd of May for our annual Investment Conference where we will delve into the factors that are driving investment markets today. Attendance at this conference (whether in-person or via a virtual link) is the best opportunity you will get to hear first-hand from the key decision makers on the management of your clients investment funds, the foundation of their retirement, investment and savings plans.

A Balancing Act

Investing actively through the market cycle

The Global Macro Outlook

Inflection points with bonds and alternatives

Critical Reviews with Trustees

The bedrock of a Master Trust

Investing for customers

Our partnership approach

Agenda

10.30am Tea/Coffee/Networking (in-person)  
11am Welcome Address  Jonathan Daly, Head of Retail Distribution and Proposition
11.05am Investing today - a fine balancing act David Warren, Chief Investment Officer
11.20am Global events continue to shape the outlook Guy Miller, Chief Market Strategist & Economist, Zurich Insurance Group
11.40am Do we really welcome more options? – The views of the Fund Managers  Damien Meade, Michael Kelly, and Philip Duggan, in discussion with Terence Deacon, Senior Manager of Distribution and CRM
12.10pm Investing and Critical Reviews with Trustees Rose Leonard, Head of Client Relations
12.25pm Our partnership approach - what does it all mean for clients? Ian Slattery, Head of Investment Solutions
12.40pm Closing views David Warren, Chief Investment Officer
1pm A light networking lunch for those attending in-person  

In-Person

If you would like to join us in the Shelbourne, please click register and select the in-person event. Places are limited so please only register if you can make it. 

Virtual

This year we will live-stream the conference - if you’d prefer to attend this, please enter your details via this link.

CPD

2 hours will be applied for participants that attend the webinar in real time (either in person or virtually).

Meet the speakers

Damien Meade

Head of North American Equities

David Warren

Chief Investment Officer

Guy Miller

Chief Market Strategist & Economist, Zurich Insurance Group

Ian Slattery

Head of Investment Solutions

Jonathan Daly

Head of Retail Distribution and Proposition

Michael Kelly

Head of European Equities

Philip Duggan

Deputy CIO and Credit Specialist

Rose Leonard

Head of Client Relations

Terence Deacon

Senior Manager of Distribution and CRM

Literature