AGENDA - VENTURE SUITE
Morning session
10:15 – 10:45 | Infrastructure: The backbone of your income portfolio
Philip Kent of GCP Infrastructure Investments explains the compelling income opportunity provided by infrastructure debt.
10:50 – 11:20 | Real estate rebound?
Marcus Phayre-Mudge of TR Property Investment Trust explores the opportunities and challenges in the REITs sector and whether the rebound is sustainable as rate cuts continue?
11:25 – 12:05 | High income trusts
Panel session
This panel session will look at the prospects for corporate bonds and private credit at this stage in the business cycle and how they aim to provide high sustainable yields.
Panellists:
George Curtis, TwentyFour Select Monthly Income Fund
Pieter Staelens, CVC Income & Growth
Adam English, M&G Credit Income Investment Trust
Afternoon session
13:50 – 14:20 | Time well invested
Mat Masters of Caledonia Investments discusses how the self-managed investment company targets long-term compounding real returns investing in private and public companies
14:25 – 14:55 | Staying flexible in an uncertain world
Maggie Fanari of RIT Capital Partners reflects on how her trust’s flexible approach leaves it well placed for a variety of market conditions.
15:00 – 15:40 | What's next for private equity
Panel session
Private equity trusts usually top long-term performance charts, yet today's discounts remain wide. This panel discusses what the future holds and the impact of the recent rate cuts.
Panellists:
Alan Gauld, Patria Private Equity
Richard Pindar, Literacy Capital
Colm Walsh, ICG Enterprise Trust
