Franklin Templeton
UK Investment Conference

Tuesday, 6 February 2024
The May Fair Hotel, London

Register now

This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.


Please join us at the Franklin Templeton UK Investment Conference, taking place on 6 February 2024 at the May Fair Hotel, London. Our first since the successful integration of Legg Mason.

You can tailor-make your day by selecting four breakouts from our line-up. This features fund managers from traditional equity and fixed income solutions to ETFs and alts and was built with our UK clients in mind.

Nimble where it matters, Franklin Templeton is a totally different business today. Managing around US$1.5 trillion, our network of investment managers are all backed by our global infrastructure. Register today and say 'hello progress'.


Time Session
09:00 Light breakfast and registration
09:30 Introduction
Martyn Gilbey - UK Country Head
09:35 Macro overview
Kim Catechis - Investment Strategist, Franklin Templeton Investment Institute
10:05 Panel discussion hosted by Kim Catechis
Michael Browne - Global Head of Investment Strategy, Martin Currie
Annabel Rudebeck - Head of Non-US Credit, Western Asset
Shane Hurst - Managing Director, ClearBridge Investments
10:40 Coffee break
11:00 Breakout session 1
11:40 Breakout session 2
12:15 Lunch
13:00 Main platform presentation

India: a multi-decade investment opportunity
Robert Crossley - Head of Industry Advisory Services
Murali Yerram - Vice President, Portfolio Advisory Services
Sophie Andrews - Business Development Director, UK Strategic Partnerships
13:40 Breakout session 3
14:20 Breakout session 4
15:00 A conversation with Ed Balls
hosted by Martyn Gilbey, Senior Director & UK Country Head
15:40 Closing remarks
Harry Reeves - Head of Sales – UK Wholesale
15:45 Networking drinks

Breakout sessions

Select four from the following breakouts


The Extra.Ordinary story of Infrastructure - transforming the world we live in

FTF ClearBridge Global Infrastructure Income Fund

Shane Hurst

Infrastructure companies are Ordinary companies making an extraordinary impact on society. Hear why the powerful forces of De-carbonisation, De-globalisation and Digitalisation are driving multi decade growth in infrastructure companies. Infrastructure as an asset class could offer diversification, defence against inflation and rising interest rates - learn how it can fit into your portfolios.

Changing the narrative in UK large cap

FTF Martin Currie UK Equity Income Fund

Ben Russon & Jo Rands

After a period on the side lines, UK large cap investors are once again enjoying fortune as macroeconomic drivers play into the hands of the asset class's unique characteristics. Hear the reasons why portfolio managers Ben Russon and Jo Rands are excited for the prospects from here, and why UK large caps remain a natural hunting ground for equity income.

Long term thematic opportunities within three mega trends

FTF Martin Currie Global Long Term Unconstrained Fund

Zehrid Osmani

Zehrid Osmani, Head of the GLTU Equities team at Martin Currie, explains where the team sees interesting quality growth thematic opportunities within our three mega trends.

Invest in quality US companies with established and growing dividends; both timely and timeless

FTF ClearBridge US Equity Income Fund

Mike Clarfeld

The market's strong performance in 2023, coupled with high valuations and a potentially restrained capital appreciation outlook for 2024, underscores the importance of strategic investment choices. Mike Clarfeld's insights will shed light on the dynamic aspects of dividend portfolios, underscoring the value of a diversified portfolio of high-quality dividend compounders and their enduring value over time.

Emerging markets remain the world's growth engine

Templeton Emerging Markets Investment Trust

Andrew Ness

The IMF projected that emerging market economies would generate 65% of global growth. Against this backdrop, their youthful and digital-savvy populations are creative massive opportunities for innovation across a number of globally relevant sectors.

Decarbonisation - the case for using avoided emissions

Templeton Global Climate Change Fund

Craig Cameron

Craig Cameron explores the rationale for investing in companies tackling climate change and why this decade will see significant industry disruption. He discusses how investors can benefit from these trends, and why the concept of avoided emissions should be considered when constructing a portfolio with positive environmental impact.

The under-appreciated asset class: accessing the opportunity set in U.S. small caps

FTGF Royce US Small Cap Opportunity Fund

Jim Stoeffel

U.S. Small Caps have lagged their Large Cap cousins in recent years, resulting in historically low absolute and relative valuations. Yet the current macroeconomic backdrop, including a potential turning point in monetary policy, stronger earnings as well as powerful secular tailwinds such as the re-shoring under way across various sectors of the U.S. economy could herald a much stronger period for the asset class.

Investing In US equities for a sustainable future

FTGF ClearBridge US Equity Sustainability Leaders Fund

Mary Jane McQuillen, Head of ESG and Portfolio Manager

With a focus on attractive fundamentals and sustainable practices Mary Jane McQuillen explores sustainable opportunities in the US Equity Market. While navigating the evolving economic landscape, she explores how potential positive catalysts like cooling inflation and a Fed pivot, may underscore opportunities through an integrated fundamental investment process. Discover the insights driving a forward-looking investment strategy for a sustainable future.

Reasons to believe in UK SMid

FTF Martin Currie UK Mid Cap Fund and FTF Martin Currie UK Smaller Companies Fund

Richard Bullas & Dan Green

Investors overwhelmed by negative headlines run the risk of missing out on opportunities within UK small and mid caps. When markets are driven by indiscriminate selling pressure, portfolio managers Richard Bullas and Dan Green believe that this broadens the scope for a rebound among stocks that retain their fundamental attractiveness. Richard and Dan will discuss the reasons to believe in UK small and mid caps and where they are finding opportunities.

Growth in the New Japan

FTF Martin Currie Japan Equity Fund

Reiko Mito

In their first 12 months managing the FTF Martin Currie Japan Equity Fund, Reiko Mito and Paul Danes have navigated an historic period in the region - a rapidly evolving economic climate has seen the return of inflation, central bank tightening and other emergent stimuli for the 'New Japan'. Reiko will discuss the highs and lows of their year and how they are interpreting the 'New Japan' philosophy going forward.

Alternatives and ETFs

Why are Green bonds important - especially now?

Franklin Sustainable Euro Green Bonds UCITS ETF

David Zahn

The last year has been tough for the whole fixed income universe - green, social and sustainability bonds were no exception. David Zahn, lead portfolio manager, will make the case for green bonds and why this could be an interesting moment to start adding longer-duration securities, such as sustainable bonds, to investor portfolios.

Building the case for diversifying returns with alternatives

Franklin K2 Athena Risk Premia UCITS Fund

Paul Fraynt

How liquid uncorrelated strategies can help you navigate the economic cycle. Systematic strategies offer disciplined approach to return harvesting across assets.

Fixed Income

Bonds are Back - The Return of Value in Fixed Income

FTF Brandywine Global Income Optimiser Fund

William Vaughan

Global central banks are walking the tightrope of financial stability on one side and bringing inflation under control on the other. Will Vaughan will walk you through the global macro environment and illustrate where Brandywine Global see both value and opportunities within global fixed income.

Back to boring?

FTGF Western Asset Short Duration Blue Chip Bond Fund

Catherine Matthews

After years of low yields and tight spreads, investment-grade credit repriced meaningfully in 2022. Yet with danger still lurking around every corner, where are the best opportunities for conservative investors within corporate credit?

External Speaker

Ed Balls

Writer, broadcaster, and former Economic Secretary to the Treasury

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Annabel Rudebeck

Head of Non-US Credit

Western Asset

Read Bio
Ben Russon, CFA

Co-Head, UK Equities (Large Cap)

Martin Currie

Read Bio
Catherine L. Matthews

Product Specialist

Western Asset Management Company Limited

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Craig Cameron, CFA®

Portfolio Manager

Templeton Global Equity Group

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Dan Green, CFA®

Vice President, Portfolio Manager - UK Equity

Martin Currie

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David Zahn, CFA, FRM

Head of Sustainable Investment & Europe, Fixed Income

Franklin Templeton Fixed Income

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Jim Stoeffel

Portfolio Manager, Principal

Franklin Templeton

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Jo Rands

Portfolio Manager & Research Analyst

Martin Currie

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Kim Catechis

Investment Strategist

Franklin Templeton Institute

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Mary Jane McQuillen

Head of ESG and Portfolio Manager

ClearBridge Investments

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Michael Browne

Global Head of Investment Strategy and Oversight

Martin Currie

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Michael Clarfeld, CFA®

Managing Director, Portfolio Manager

ClearBridge Investments

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Murali Yerram

Vice President, Portfolio Advisory Services

Franklin Templeton

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Paul Fraynt

Head of Direct Trading and Quantitative Investment Strategies

K2 Investment Research Management

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Reiko Mito

Head of Japan Strategy and Research

Martin Currie

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Richard Bullas

Co-Head, UK Equities (Small & Mid-Cap)

Martin Currie

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Robert Crossley

Head of Industry Advisory Services

Franklin Templeton

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Shane Hurst

Managing Director

ClearBridge Investments

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Sophie Andrews

Business Development Director, UK Strategic Partnerships

Franklin Templeton

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William Vaughan

Associate Portfolio Manager & Senior Research Analyst

Brandywine Global

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Zehrid Osmani

Head of Global Long-Term Unconstrained

Martin Currie

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Andrew Ness

Portfolio Manager

Franklin Templeton

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The conference will take place at:

May Fair Hotel London
Stratton Street

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We are currently oversubscribed

For more information or to be added to the waiting list, please email: