Speakers and topics

Gold rush 2.0: mastering today's precious metals mining sector

What is the current supply and demand dynamic for gold and precious metals, and what can be expected? When it comes to these commodities, investors typically focus on physical gold, while mining companies remain underrepresented. Is this gold rush different?

Senior product specialist, liquid real assets
DWS

Jens is a senior product specialist for Liquid Real Assets (LRA) at DWS. DWS has a long-standing track record in managing LRA across the full spectrum, including listed REITs, infrastructure securities and commodities with more than $28bn in assets under management.

Wholesale coverage
DWS

The case for an allocation to diversified alternatives: why now, and how can an investor access the asset class? 

SVS RM Defensive Capital Fund

How to diversify portfolios in a world of trade wars, tariffs and expensive stocks (and beat inflation). Alternatives fit the bill, but how do you navigate an asset class that may be unfamiliar?


Fund manager
RM Funds

Niall has been lead portfolio manager for the SVS RM Defensive Capital Fund since 2019, having previously been co-manager from 2016. He has more than 25 years of experience as an analyst and fund manager on both on the sell-side and buy side at various firms, including JPMorgan, Deutsche Bank and Nevsky Capital.

Head of distribution
RM Funds

Why property now: the case for hybrid in an evolving landscape

Historically, property funds have offered attractive long-term returns and lower volatility compared to other asset classes. However, the illiquidity of the underlying assets can pose challenges for certain investors. By combining direct property investments with listed securities, there is an opportunity to achieve attractive returns with an enhanced liquidity profile. This modern approach addresses the illiquidity issue while maintaining the benefits of property investments.

Head of real estate
TIME Investments

Roger is head of real estate and co-fund manager for TIME Investment’s property funds, including TIME: Property Long Income & Growth, and has been at the company for more than 10 years. He has almost 20 years’ experience in fund management, finance and commercial property. Previously, he was an assistant director at Close Brothers tax efficient and property funds division, with responsibilities across a number of commercial property funds.

Funds business development manager
TIME Investments
Funds business development manager
TIME Investments