AGENDA - ENTERPRISE SUITE
Morning session
Welcome and introduction - 10:00 – 10:10
10:15 – 10:45 | UK equities - are we finally getting there...?
Laura Foll of Law Debenture Corporation, Lowland Investment Company and Henderson Opportunities Trust explains why she believes the approaches used will continue to reward patient investors.
10:50 – 11:20 | The engine of global growth
Kirsty Gibson of Baillie Gifford US Growth Trust on the leading US public and private companies of tomorrow
11:25 – 12:05 | A little bit extra
Panel session
While higher interest rates have made cash savings more attractive, there is no prospect of income growth from money in the bank. This panel brings together investment trusts from a variety of sectors that offer a high income. Their managers will discuss how that income is generated and how they aim to sustain and grow it over time.
Panellists:
Roger Coyle, Fair Oaks Income
Andrew Hampson, Tufton Oceanic Assets
David Moss, CT UK High Income Trust
Richard Stone, AIC (moderator)
12:10 – 12:45 | Keynote: Navigating an ever-changing investment landscape
Craig Baker of Alliance Witan discusses the opportunities and challenges the trust faces in delivering strong and stable returns for shareholders
Afternoon session
13:50 – 14:20 | Talking tech
Michael Seidenberg of Allianz Technology Trust on why the future remains bright for the world’s best technology companies.
14:25 – 14:55 | The return of the total return kings
Ian Lance of Temple Bar Investment Trust gives his thoughts on the compelling value opportunities he finds in the UK stock market.
15:00 – 15:40 | Technology: the next big thing
Panel session
What cutting-edge technologies are set to become commonplace – and how can investors profit? Our expert panel peers into the future, looking at whether the dominance of the big US tech stocks will continue, or whether smaller innovators will take a turn to shine.
Panellists:
Kirsty Gibson, Baillie Gifford US Growth
Tim Levene, Augmentum Fintech
Michael Seidenberg, Allianz Technology Trust
Peter Higgins, Conkers3 (moderator)
15:45 – 16:20 | Keynote speaker: Justin Webb
Speaker: Justin Webb, Presenter, The Today Programme