AGENDA - INTEGRATE SUITE

Morning session

Minesh Shah

10:15 – 10:45 | Powering ahead

Minesh Shah of The Renewables Infrastructure Group discusses the outlook for renewable energy infrastructure across the UK and mainland Europe. 

infrastructure UK

10:50 – 11:20 | Green means go

Panel Session 

Opinions may differ about whether the energy transition is going fast enough, but there’s no doubt about the direction of travel. Investment trusts are well placed to help the UK meet its 2050 net zero commitment and in this panel, we’ll find out how investors can be part of the solution and discover the long-term benefits of investing in green energy.

Panellists:
Ross Driver, Foresight Solar 
Purvi Sapre, SDCL Energy Efficiency Income 
Tom Williams, Downing Renewables & Infrastructure 

Nick Britton, AIC (moderator)

Showcase equities

11:25 – 12:05 | The path less travelled

Panel session

At previous Showcases, we’ve heard about the unprecedented value available in the UK stock market. This year, we depart from the beaten track to look at more unusual approaches to UK equities, from long/short strategies to private companies, and how they could help diversify portfolios. 

Panellists:
Lucy Walker, Aurora Investment Trust 
Dan Whitestone, BlackRock Throgmorton Trust
Stuart Widdowson, Odyssean Investment Trust

Nick Britton, AIC (moderator)

Afternoon session

richard shepherd cross - cropped

13:50 – 14:20 | Investing in UK property for income

Richard Shepherd-Cross of Custodian Property Income REIT explores the benefits of investing in UK property for income as we look ahead to a recovering market.

Showcase flexible

14:25 – 14:55 | Flexible friends

Panel session

Investment trusts in the Flexible Investment sector are able to draw on a wide range of different assets, from public and private equity to bonds, property and more esoteric investments too. This panel invites managers from the sector to explain their investment philosophies and how they seek to build robust portfolios that can deliver good returns over the long term. 

Panellists:
Dan Higgins, Majedie Investments
Jasmine Yeo, Ruffer Investment Company

Richard Stone, AIC (moderator)

Showcase india

15:00 – 15:40 | India: the world's new growth engine

Panel session

India overtook China as the world’s most populous country last year, and continues to achieve impressive rates of economic growth. In this session, managers of India-focused investment trusts discuss how long the country’s rapid economic expansion will continue, and how investors can best capture the opportunities. 

Panellists:
Ayush Abhijeet, Ashoka India Equity
Amit Mehta, JPMorgan Indian 
Gaurav Narain, India Capital Growth 
Gabriel Sacks, abrdn Asia Focus 

Annabel Brodie-Smith (moderator)