Volatility Investing

Friday, 23 April 2027

London Volatility Investing Event

Venue

UBS AG London Branch, UBS AG, 5 Broadgate, London, EC2M 2QS

The agenda

  1. 8:30am – 9:30am

    Registration and Breakfast

  2. 9:30am – 9:40am

    Welcome Remarks

    • Richard HaworthPortfolio Manager, 36 South Capital Advisors
    • Louise SchröderHead of Client Coverage, 36 South Capital Advisors
  3. 9:40am – 10:00am

    AI Investment Agents - A New Frontier?

    • George Adcock RodriguezHead of Trading & Deputy Portfolio Manager, 36 South Capital Advisors
  4. 10:00am – 10:45am

    Manager Panel Discussion - Maximising opportunity in volatility markets: how to best take advantage of and position for volatility dislocations

    Managers:

    • Alexandre RyoHead of Alternative & Risk Mitigation Strategies, Ellipsis AM
    • Dr Lester CoyleChief Investment Officer, III Capital Management
    • Ryan McRandalCEO & CIO, Light Arc Capital Management

    Moderator:

    • Matthew RileyInstitutional Sales EMEA, Eurex
  5. 10:45am – 11:15am

    Coffee Break

  6. 11:15am – 11:55am

    Back To The Old Drawing Board: First Principles And The Art Of Investing Through Crises

    • Grant WilliamsCo-founder of Real Vision and renowned for his incisive views on macro, markets and investing
  7. 11:55am – 12:55pm

    Allocator Panel Discussion - Breaking Silos: Debating Convexity in a Total Portfolio World

    Allocators:

    • Gordon NicholsonSVP & Portfolio Manager, Franklin Templeton Investment Solutions
    • Jack ColliniPortfolio Manager, RBC Wealth Management
    • Khalisa ValaniPrincipal, OPTrust
    • Manoj SoniChief Investment Officer, Capricorn Private Investments

    Moderator:

    • Jack de la FargueChief Investment Officer, 36 South Capital Advisors
  8. 12:55pm – 1:55pm

    Lunch Break

  9. 1:55pm – 2:55pm

    Key Note Speaker

    • Tim MarshallBestselling author of Prisoners of Geography: Ten Maps That Tell You Everything You Need to Know About Global Politics
  10. 2:55pm – 3:55pm

    Manager Panel Discussion - Maximising convexity: How to structure protection efficiently?

    Managers:

    • Daniel StonePrincipal & Portfolio Manager, Ionic Capital Management
    • David DredgeChief Investment Officer, Convex Strategies
    • Neale JacksonPortfolio Manager, 36 South Capital Advisors
    • Patrick KazleyPresident & Head of Solutions, One River Asset Management

    Moderator:

    • Nick SmithIndex Options Sales, Nasdaq
  11. 3:55pm – 4:00pm

    Closing Remarks

    • Jerry HaworthPartner & Co-founder, 36 South Capital Advisors
  12. 4:00pm

    Drinks and Networking