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, Editor, MoneyWeek |
9:25 AM - 10:00 AM In conversation with: 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, 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, Fund Manager, European Smaller Companies Trust (ESCT), Janus Henderson |
11:10 AM - 11:35 AM The investment implications of AI Richard Clode, Fund Manager, Bankers Investment Trust (BNKR), Janus Henderson |
11:35 AM - 12:00 PM A global approach to income Martin Connaghan, Co-Manager, Murray International Trust (MYI), Aberdeen |
12:00 PM - 12:25 PM Defence and cybersecurity 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, 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, 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, Editor, MoneyWeek |
5:15 PM - 7:00 PM Networking drinks reception |