2025 AGENDA

Join us for a day packed with insightful discussion and networking opportunities. The delegate package includes breakfast, lunch and post-summit networking drinks.

Below is an outline of the agenda with more announcements coming soon...

9:00 AM - 9:30 AM

Continental selection with fresh juice, tea and coffee.

 
9:30 AM - 9:40 AM
 
Andrew VanSickle
9:40 AM - 10:25 AM
 
 
10:25 AM - 11:10 AM

Yesterday’s winners are unlikely to be the top performers in this new world. Investors need to consider which assets can prosper in volatile times. Our multi-asset experts will discuss strategies for building portfolios that can balance safety with growth, and how to hedge against risks from inflation to war.

Sebastian Lyon Charles Morris Jasmine Yeo Frank Ducomble
11:10 AM - 11:30 AM

Sweet and savoury snacks with soft drinks, tea and coffee.

 
11:30 AM - 11:55 AM

Vietnam has become one of Asia’s greatest economic successes and one of the most compelling long-term stories in emerging markets. Rapid development and industrialisation is driving GDP growth of 7% per year. How will a country that has built much of its success on trade adapt to this new environment?
 

Dominic Scriven
11:55 AM - 12:20 PM

Corporate governance reforms are shaking up the Japanese stock market. The country has almost 4,000 listed companies, including many under-researched and over-capitalised small-caps that trade at low valuations. This offers a compelling opportunity for activist investors that can push management teams to create more value for shareholders.
 

Nicola Takada Wood
12:20 PM - 12:45 PM
 
 
12:45 PM - 1:45 PM

Choice of hot and cold food selection.

 
1:45 PM - 2:10 PM
 
 
2:10 PM - 2:40 PM

The British economy is struggling to gain momentum, while politics goes from bad to worse. Many companies trade on depressed valuations, making them prime targets for overseas buyers. What can be done to stop the market shrinking into irrelevance? Where can investors find the best bargains while waiting for a revival?
 

Laura Foll John Stepek
2:40 PM - 3:05 PM

The number of listed companies has shrunk drastically over the past two decades, while private markets have expanded even more rapidly. Accessing unlisted companies is crucial for investors who want to tap into the full range of growth opportunities.
 

Charlotte Morris
3:05 PM - 3:25 PM

Sweet and savoury snacks with soft drinks, tea and coffee.

 
3:25 PM - 4:10 PM

The economic era that has just ended was extremely favourable to global corporations. Large businesses have consistently outperformed smaller stocks for almost two decades. Will a more fragmented world with greater trade barriers pose major challenges to many multinationals? Are smaller stocks now poised for a strong comeback?
 

Simon Barnard Martin Connaghan
4:10 PM - 4:40 PM
 
 
4:40 PM - 5:00 PM

When MoneyWeek launched in November 2000, the world was very different. Over the next 25 years, we have seen vast advances in technology, the rise of China, radical and reckless monetary policy, a global pandemic and more. MoneyWeek’s founding editor Merryn Somerset Webb looks back at what we have learned.

Merryn Somerset Webb
5:00 PM - 6:00 PM

An opportunity to connect with fellow investors.