AGENDA - SYNERGY SUITE
Morning session
10:15 – 10:45 | Playing the discount game
Charlotte Cuthbertson and Tom Treanor from MIGO Opportunities Trust talk about the extraordinary value to be found in investment trusts and how they aim to convert that into strong performance.
10:50 – 11:20 | Eastern promise
In conversation
This 'in conversation' session between Thuy Anh Nguyen of Vietnam Enterprise Investments Ltd (VEIL) and Nick Britton of AIC will explore the investment opportunities offered by Vietnam, and where UK investors should invest for the best long-term returns.
11:25 – 12:05 | Build your wealth with infrastructure
Panel session
Infrastructure trusts may be trading at deep discounts, but they are also paying some of the highest dividends around, often contracted and inflation linked. The panel session will discuss the challenges and opportunities faced by this sector.
Panellists:
Jean Hugues de Lamaze, Ecofin Global Utilities & Infrastructure Trust
Richard Sem, Pantheon Infrastructure
Philip Kent, GCP Infrastructure Investments
Afternoon session
13:50 – 14:20 | Biotech and the future of medicine
In Conversation
Global healthcare trusts offer diversified access to one of the most exciting sectors. Yet returns have been hampered by inflation and trade tensions. Gareth Powell of Polar Capital Global Healthcare Trust will talk with Richard Stone from AIC about how his trust is navigating these challenges.
14:25 – 14:55 | European small caps thinking big
Rory Stokes of The European Smaller Companies Trust explains why European small caps deserve a place in your portfolio.
15:00 – 15:40 | International income
Panel Session
In this session, panellists will discuss the rich income opportunities available outside the UK and how their trusts aim to provide attractive and dependable dividends.
Panellists:
Sat Duhra, Henderson Far East Income
Richard Sennitt, Schroder Oriental Income
Isaac Thong, Aberdeen Asian Income Fund
