AGENDA

More sessions to follow

8:30 AM - 9:15 AM
Breakfast and networking
 
 
9:15 AM - 9:25 AM
Welcome and introduction to the main themes of the summit
Andrew Van Sickle
Andrew Van Sickle, Editor, MoneyWeek
9:25 AM - 10:00 AM
In conversation with: Peter Frankopan
Peter Frankopan
Peter Frankopan, Professor of Global History at Oxford University, Director of the Oxford Centre for Byzantine Research
10:00 AM - 10:40 AM
Panel: Challenges of the new era
Dominic Scriven OBE Jasmine Yeo
Dominic Scriven OBE, Founder & Chairman, Dragon Capital
Jasmine Yeo, Fund Manager, Ruffer
10:40 AM - 11:10 AM
Coffee break: Manager Q&A with Janus Henderson Investment Trusts
Rory Stokes
Rory Stokes, Fund Manager, European Smaller Companies Trust (ESCT), Janus Henderson
11:10 AM - 11:35 AM
The investment implications of AI
Richard Clode
Richard Clode, Fund Manager, Bankers Investment Trust (BNKR), Janus Henderson
11:35 AM - 12:00 PM
A global approach to income
Martin Connaghan
Martin Connaghan, Co-Manager, Murray International Trust (MYI), Aberdeen
12:00 PM - 12:25 PM
Defence and cybersecurity
Tom Bailey
Tom Bailey, Head of Research, HANetf
12:25 PM - 12:45 PM
Session to be confirmed
 
 
12:45 PM - 1:45 PM
Lunch and networking
 
 
1:45 PM - 2:30 PM
Panel: What Burnham's budget means for your money
Kalpana Fitzpatrick Emma Moriarty
Kalpana Fitzpatrick, Digital Editor, MoneyWeek
Emma Moriarty, Portfolio Manager, Capital Gearing Trust (CGT), CG Asset Management
2:30 PM - 2:55 PM
UK value investing in an era of change
 
Ian Lance, Portfolio Manager, Temple Bar Investment Trust (TMPL), Redwheel
2:55 PM - 3:15 PM
Driving change in investment trusts
 
Tom Treanor, Portfolio Manager, MIGO Opportunities Trust (MIGO), AVI
Charlotte Cuthertson, Portfolio Manager, MIGO Opportunities Trust (MIGO), AVI
3:15 PM - 3:45 PM
Coffee break: Manager Q&A with Aberdeen
 
 
3:45 PM - 4:10 PM
Backing the high-growth scale-ups of the future
Shane Gallwey
Shane Gallwey, CEO, Guinness Ventures
4:10 PM - 4:35 PM
Session to be confirmed
 
 
4:35 PM - 5:10 PM
Panel: Investing for future generations
 
 
5:10 PM - 5:15 PM
Closing remarks
Andrew Van Sickle
Andrew Van Sickle, Editor, MoneyWeek
5:15 PM - 7:00 PM
Networking drinks reception