Morning session
10:15 – 10:40 | Sustainable returns
The world is transitioning to a more sustainable economy. This process cuts across traditional sectors, meaning that identifying its winners and losers can be a powerful investment tool. Join Jon Forster from Impax Environmental Markets to explore how opportunities in environmental markets continue to evolve.
10:45 – 11:25 | Opportunities in biotech
In conversation
While biotech stocks have had a difficult couple of years, innovation in the sector continues apace. The meeting of biotech and AI, in particular, creates exciting opportunities for drug discovery. Elisabeth Scott, AIC discusses these opportunities with Marek Poszepczynski from International Biotechnology Trust
11:30 – 12:10 | Can you do well by doing good?
Panel session
This panel brings together investment companies from across the ‘ESG’ spectrum – focusing on environmental, social or governance issues. We’ll examine whether it’s possible to combine attractive financial returns with genuine impact, and how to avoid becoming a victim of greenwashing.
Panellists:
Joe Bauernfreund, AVI Global Trust
Hermina Popa, Schroder BSC Social Impact
Chris Tanner, JLEN Environmental Assets Group
Moderator: Elisabeth Scott, AIC
Afternoon session
13:30 – 13:55 | It’s all about the dividends
Gervais Williams of Diverse Income Trust explains why it pays to fish for income beyond the obvious dividend stalwarts
14:00 – 14:40 | Infrastructure - Built to last
Panel session
Infrastructure is everywhere – the transport systems, water and energy networks and essential services that we all rely on. It’s also a major investment company sector, with assets of £15 billion. Our panel explains why it’s worth investors’ attention.
Panellists:
Chris Morgan, International Public Partnerships
Edward Hunt, HICL Infrastructure
Steve Cook, Sequoia Economic Infrastructure Income
Moderator: Nick Britton, AIC
14:45 – 15:25 | Hot property
Panel session
Investment companies are a natural vehicle for property, as they don’t have to sell assets when investors sell their shares. Our panel of property managers looks at the appeal of the asset class and debates whether you should be putting your money into shops, offices or warehouses, in the UK or overseas.
Panellists:
Laura Elkin, AEW UK REIT
Ian Brown, Tritax Big Box REIT
Richard Kirby, Balanced Commercial Property
Moderator: Nick Britton, AIC
