Morning session


10:15 – 10:40 | Big on Japan

Warren Buffett’s foray into Japan this year attracted worldwide attention. Nicholas Weindling of JPMorgan Japanese explains the attractions of the world’s second-largest stock market. 


emerging markets

10:45 – 11:25 | Looking east

Panel session

Home to well over half of the world’s population, Asia is just too big for equity investors to ignore. Our panel of experienced investment company managers discuss where they are looking for growth, their outlook for China and the impact of more challenging trading conditions.

Ben Durrant, Pacific Horizon Investment Trust
Gabriel Sacks, abrdn Asia Focus 
Ian Hargreaves, Invesco Asia Trust

Moderator: Annabel Brodie-Smith, AIC 

PE - Showcase 23

11:30 – 12:10 | Opening up private equity

Panel session

Many private equity investment companies trade at deep discounts to NAV despite excellent long-term records. These companies offer diversified access to an asset class that is normally off-limits to private investors. Our panel explains why private equity might deserve a place in your portfolio. 

Pascal Casavecchia, NB Private Equity Partners
Richard Hickman, HarbourVest Global Private Equity
Patrick Knechtli, abrdn Private Equity Opportunities

Moderator: Katya Gorbatiouk, London Stock Exchange Plc

Afternoon session

carlos von H

13:30 – 13:55 | Emerging opportunities

Carlos von Hardenberg of Mobius Investment Trust reveals what investments in his portfolio of emerging and frontier market companies he’s most excited about




14:00 – 14:40 | Innovation nation

Panel session

Venture capital trusts (VCTs) offer the chance to back British businesses that start off small but could make it big. They offer generous tax reliefs, such as a 30% upfront income tax break. Our panel considers how the risks and rewards of VCTs stack up.

Alexander Crawford, Calculus VCT
David Hall, British Smaller Companies VCT 
Stuart Veale, ProVen VCT

Moderator: Richard Stone, AIC 

income - showcase

14:45 – 15:25 | Where in the world?

Panel session

For investment company investors, the world is your oyster: you can invest globally, in any region or choose from a number of single country funds. But what’s the right balance between the UK and Europe, North America and Asia, developed and emerging markets? Global equity managers give their perspective.  

Julian Bishop, Brunner Investment Trust 
James Cook, JPMorgan Global Growth & Income 
Peter Ewins, The Global Smaller Companies Trust

Moderator: John Baron, Investor Chronicle columnist