Roland Arnold – BlackRock Smaller Companies
Roland Arnold is manager of BlackRock Smaller Companies Trust plc and a member of the UK Equity Team. Mr Arnold has been co-manager of the BlackRock UK Special Situations Fund since August 2012, and manager of Small & Mid Cap UK Equity Portfolios since 2006. Roland’s service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006.
Julian Bishop – Brunner Investment Trust
Julian joined Allianz Global Investors in November 2022. Julian has more than 25 years fund management experience. He joined AllianzGI from Tesco Pension Investment Ltd where he was an Equity Fund Manager managing a multi-billion pounds global equities portfolio. Prior to Tesco he was an Analyst and Portfolio Manager at Sarasin and Partners LLP. Before Sarasin he was a Global Consumer Analyst at Insight Investment.
Jack Caffrey – JPMorgan American
Jack, managing director, is the value portfolio manager for the JPMorgan American investment trust. Previously, Jack was a Private Bank Equity Strategist for nine years making recommendations of single stocks and broader equity solutions. Prior to joining the firm, he was an analyst and portfolio manager for private clients at a boutique investment manager, First Manhattan Company. He previously held positions as an investment banker in Weston Capital and Paine Webber.
George Curtis – TwentyFour Select Monthly Income
George joined TwentyFour in early 2015 as a member of the firm's Multi-Sector Bond team. His primary responsibilities are to help manage the firm’s Multi-Sector Bond portfolios and focuses on European Credit. He sits on the Asset Allocation Committee. Before joining TwentyFour, George worked as a Futures Trader at Marex Spectron for three years.
Charlotte Cuthbertson – MIGO Opportunities Trust
Charlotte joined AVI in July 2023 as a Fund Manager and has been co-manager of MIGO Opportunities Trust since it transitioned to AVI in late 2023. Charlotte has nine years’ experience in the finance industry, with the last 7 years specialising in investment trusts. Prior to AVI she worked at Tyndall Investment Management and Premier Miton plc, where she assisted Nick Greenwood in managing MIGO.
Jean-Hugues de Lamaze – Ecofin Global Utilities & Infrastructure
Jean-Hugues joined Ecofin in early 2008 and is the portfolio manager in charge of the Redwheel Ecofin Listed Infrastructure Strategies, including the Ecofin Global Utilities and Infrastructure Trust plc. Prior to joining Ecofin, Jean-Hugues co-founded UV Capital LLP, a utilities and infrastructure hedge fund. Before that, he worked for Goldman Sachs where he oversaw the European Utilities research team, and for Credit Suisse First Boston as head of French Research & Strategy.
Sat Duhra – Henderson Far East Income
Sat is a Portfolio Manager on the Asia ex Japan Equity Team at Janus Henderson Investors. Prior to joining Henderson in 2011, he worked as an equities analyst at Nomura and Credit Suisse. He is an associate of the Institute of Chartered Accountants of Scotland (CA) and has 25 years of financial industry experience.
Adam English – M&G Credit Income
Adam joined M&G Investments in 1999 and is a fund manager for Prudential’s Life and Annuity Funds and the M&G Credit Income Investment Trust. Adam manages investment grade and high yield portfolios across both public and private markets. Before joining M&G, Adam worked for the United Bank of Kuwait. Whilst there, he worked within the credit and high yield departments, with representation on the bank’s Credit Committee. Prior to this, he worked for Price Waterhouse.
Maggie Fanari – RIT Capital Partners
Maggie was previously Senior Managing Director, Global Group Head of High Conviction Equities at Ontario Teachers’ Pension Plan which has a global mandate to invest in public and private companies. Before joining Ontario Teachers’, Maggie worked at KPMG and Scotia Capital. Maggie served as a non-executive director on the Board of RIT Capital Partners plc from April 2019 to February 2024.
Alan Gauld – Patria Private Equity
Alan is a Senior Investment Director in the Patria Global Private Market Solutions team and Lead Portfolio Manager of Patria Private Equity Trust. He is responsible for sourcing, evaluating and executing private equity investments, including both fund investments and direct investments. Alan has a strong network and extensive experience with leading private equity managers, particularly pan-European, Nordic and Iberian General Partners. As such, Alan sits on a number of Limited Partner advisory committees across Europe.
Abby Glennie – abrdn UK Smaller Companies Growth
Abby is Deputy Head of Smaller Companies at Aberdeen. She is co-manager on UK Smaller Companies open-ended strategies and on abrdn UK Smaller Companies Growth Trust plc. Abby joined the Company in February 2013 as a member of the UK Equity Team, initially working on the UK Large Cap desk, before moving to Smaller Companies in Jan 2016. She was appointed Deputy Head of the team in early 2020. Prior to this she worked at Kames Capital (previously Aegon Asset Management) as a Graduate Trainee Investment Manager.
James Harries – STS Global Income & Growth Trust
James is the Co-Manager of the STS Global Income & Growth Trust plc. He also manages the Trojan Global Income Fund and the Trojan Ethical Global Income Fund. He has 28 years’ investment experience, and has managed global equity portfolios since 2002. Joining Troy in 2016 to establish the Trojan Global Income Fund, James was previously a Fund Manager at Newton Investment Management where he established and managed the Newton Global Income Fund. Under James’s management, the Newton Global Income fund grew to c. £4.5bn in AUM and was first in its sector over 10 years
Peter Higgins – Conkers3
Peter is a successful long-term private investor, moderator, presenter, podcaster and interviewer who places a high degree of importance on deep research, followed by patient long-term investing.
Peter is the founder and Managing Director of Conkers3 Ltd an educational investing portal, that enables the investing/corporate world an audience to showcase their insights via bespoke interviews, podcasts and events. Peter is also the brainchild of and producer of the popular podcasts and video interviews called Conkers’ Corner.
Phil Kent – GCP Infrastructure Investments
Phil joined Gravis in 2015 and serves as the CEO. Phil is actively involved in the management of Gravis' direct infrastructure and real asset investments, and has led investments across a range of energy, renewable and social infrastructure asset classes. He is a lead manager to the GCP Infrastructure Investments and GCP Asset Backed Income funds. Phil also leads the delivery of Gravis' strategic objectives, working closely alongside Gravis' shareholders and other stakeholders. He has 20-years of experience in the energy and environmental sectors having joined Gravis from Foresight Group.
Linda Lin – Baillie Gifford China Growth
Linda is the head of the China Equities Team, and a decision maker on our China Equities and China A Share strategies. She is also a member of the Long Term Global Growth Team. Linda joined Baillie Gifford in September 2014 and worked in Edinburgh until relocating to Shanghai in 2019 as head of the Investment Team. She became a partner of the firm in May 2022 and is now based in Edinburgh. Prior to joining Baillie Gifford, Linda spent four years as a global equity analyst with Aubrey Capital and two years in real estate investment in China.
Mat Masters – Caledonia Investments
Mat has served as Caledonia’s Chief Executive Officer since 2022. He joined the FTSE 250 self-managed investment trust in 2006, becoming head of the capital portfolio in 2010 and assuming leadership of the overall Public Companies strategy in 2019. A qualified accountant, Mat began his career in corporate finance, supporting companies in accessing private equity. With deep investment and international business experience, he has served on numerous private and public boards.
Baroness Helena Morrissey
Industry veteran Helena Morrissey was a global fixed income fund manager before becoming CEO of Newton Investment Management. During her 15 year tenure the firm’s AUM grew from £20bn to £50bn. Helena was chair of the Investment Association from 2014-2017. Today, she chairs three financial services companies - an insurance firm listed on the NYSE, a Jersey-based fund administration company and a pension consulting firm. She is also chair of Eton’s endowment fund and serves as the only U.K.-based director of Mckinsey Investment Office. Helena is known for her work on diversity, having founded the 30% Club in 2010. Since 2016 she has chaired the Diversity Project which aims to create a new generation of diverse talent in the investment and savings industry.
Thuy Anh Nguyen – Vietnam Enterprise Investments
Thuy Anh Nguyen was one of the first undergraduates from Vietnam to attend Oxford University where she read Economics and Management. Upon graduating she joined Credit Suisse First Boston and spent 13 years working in London and Hong Kong as a Foreign Exchange and Interest Rates Derivatives Structurer. In 2019, Thuy Anh returned to Ho Chi Minh City, Vietnam as Head of Capital Markets and Investor Relations at Novaland, one of Vietnam's leading real estate developers. Thuy Anh joined Dragon Capital in 2024 as a Product Specialist. Now based in London she acts as an on-the-ground resource for European investors in Dragon Capital's funds.
Marcus Phayre-Mudge – TR Property Investment Trust
Marcus has been managing TR Property Investment Trust since 2011 and is a partner at Thames River Capital (now part of Columbia Threadneedle Investments). Along with managing the TR Property Investment Trust, he is a co-manager of the CT Property Growth & Income Fund (which he launched in 2005) and CT Global Real Estate Securities Fund. Previously he was a fund manager at Henderson Global Investors from 1997 to 2004.
Richard Pindar – Literacy Capital
Richard is the founder of Literacy Capital plc, which was set up in 2017 and raised £54 million to invest in smaller, UK-based private companies. The fund listed in 2021 and has since grown net assets to more than £300 million. It focuses on founder or family-owned businesses, providing support to enable their continued long-term success. Literacy Capital also has a unique charitable objective, whereby it donates 0.5% of NAV annually to charities focused on improving UK literacy in children. £12 million has been donated since the fund’s creation in 2017.
Gareth Powell – Polar Capital Global Healthcare
Gareth joined Polar Capital in 2007 to set up the Healthcare team. Prior to Polar Capital, Gareth worked at Framlington, where he began his career in investment management in 1999. Soon afterwards, he joined the Healthcare Team in 2001 and helped launch the Framlington Biotech Fund, which he managed from 2004 until his departure. Gareth studied biochemistry at Oxford, during which time he worked at Yamanouchi, a leading Japanese pharmaceutical company (later to become Astellas).
Matt Ridley – Greencoat UK Wind
Matt has 22 years of investment management experience, including 16 years focused on UK wind projects. Prior to joining Schroders Greencoat, Matt was Co-Head of Investment Management at Temporis Capital, where he played a key role in raising capital and investing in a broad range of UK renewable energy projects. He began his career as a lawyer, and worked in the investment management tax practice of the US firm Debevoise & Plimpton until early 2008.
Richard Sem – Pantheon Infrastructure
Richard is Partner in Pantheon’s Global Infrastructure and Real Assets Investment Team and is a member of the Global Infrastructure and Real Assets Committee. Richard has 25 years of experience in infrastructure and real asset private equity, corporate finance and project finance at leading institutions including InfraRed Capital Partners, HSBC, ABN AMRO, and BNP Paribas. Richard’s experience spans economic, social, and greenfield development infrastructure investment across multiple sectors including transport, energy, and PPP, and world markets.
Pieter Staelens – CVC Income & Growth
Pieter Staelens is a Partner and Portfolio Manager and joined CVC in 2018. Pieter is a member of the Performing Credit team and based in London. Prior to joining CVC, he worked at Janus Henderson Investors in London where he was involved in various high yield strategies and a credit long/short strategy. Pieter is a graduate of the Université Catholique de Louvain in Belgium.
Richard Staveley – Rockwood Strategic
Richard has over 25 years’ experience of equity investment and fund management. Beginning his career at PwC, followed by Bradshaw Asset Management he became Head of UK Small Companies at Société Générale in 2001. In 2006, he co-founded River and Mercantile, launching the UK Small Company and Income funds and becoming Head of Research. In 2013, he joined Majedie to manage UK small company investments. In 2019 he joined Gresham House as fund manager for Gresham House Strategic. Gresham House Strategic became Rockwood Strategic after Harwood Capital LLP was appointed Manager in 2001 and Richard was re-appointed lead fund manager.
Rory Stokes – The European Smaller Companies Trust
Rory is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position he has held since 2015. Rory joined Henderson in 2013 as a European equity analyst. He worked for Liberum Capital Limited in small and mid-cap equity sales from 2007 and prior to that held several roles at Credit Suisse. He began his career at HOLT Value Associates as a research analyst in 2001. He has 24 years of financial industry experience.
Richard Stone – The Association of Investment Companies
Richard is the Chief Executive of the Association of Investment Companies, having joined in September 2021. Prior to that, Richard was Chief Executive of Share plc (The Share Centre platform) from 2014 to 2020 and was Finance Director from 2006 to 2013.
Issac Thong – Aberdeen Asian Income Fund
Isaac is as a Senior Investment Director in the Asian Equities team. Isaac joined Aberdeen from JP Morgan where he was Co-Manager of JPMorgan Global Emerging Markets Income Trust PLC and JPMorgan Emerging Markets Income Fund. Isaac graduated with a Bachelor of Commerce with joint honours in Finance and Economics from McGill University and is a CFA® Charterholder.
Nick Train – Finsbury Growth & Income Trust
Nick co-founded Lindsell Train Limited in 2000. He is the portfolio manager for UK equity portfolios and jointly manages Global portfolios. Nick has over 40 years’ experience in Investment Management. Before founding Lindsell Train, he was Head of Global Equities at M&G Investment Management, having joined there in 1998 as a Director. Previously he spent 17 years at GT Management which he left soon after its acquisition by Invesco. At his resignation he was a Director of GT Management (London), Investment Director of GT Unit Managers and Chief Investment Officer for Pan-Europe.
Tom Treanor – MIGO Opportunities Trust
Tom was named Co-Manager of MIGO Opportunities Trust in June 2025. He joined AVI in February 2011 and was appointed to the Board of Asset Value Investors in September 2017. He is a Portfolio Manager and Head of Research, working closely with the analyst team providing support and guidance on prospective and current investments across the portfolios. Tom has specialised in closed-end funds over the past 20 years, particularly in activist engagement. Tom worked nine years at Morningstar in closed-end fund analysis.
Colm Walsh – ICG Enterprise Trust
Colm is a Managing Director in ICG’s Private Equity Fund Investment team and is a Portfolio Manager alongside Oliver Gardey in ICG Enterprise Trust. Colm has been part of the ICG Enterprise Trust team since 2010. He has over 18 years’ experience in the private equity market, covering both the European and US buyout markets. He is a graduate in Economics from the London School of Economics and is both a Chartered Accountant and a CFA Charterholder.
