AGENDA - SYNERGY SUITE
Morning session
10:15 – 10:45 | Going on the offensive
Robert Naylor of Achilles Investment Company reveals how he aims to unlock value from deeply discounted investment trusts.
10:50 – 11:20 | Building resilient returns
Panel session
From road and rail to renewable energy and data centres, infrastructure is essential to all of us but is it an essential investment as well? Our panel will make the case for including the asset class in a well balanced portfolio.
Panellists
Steve Cook, Sequoia Economic Infrastructure Income
Jamie Hossain, International Public Partnerships
11:25 – 12:05 | What next for property?
Panel session
This panel discuss the outlook for REITs, and how they can thrive in an environment of persistently higher interest rates.
Panellists:
Bradley Biggins, Schroder Real Estate
Michael Carey, Living REIT
Richard Shepherd-Cross, Custodian Property Income REIT
Afternoon session
13:50 – 14:20 | Micro caps under the microscope
Speaker info coming soon
14:25 – 14:55 | Brighter prospects
Cassie Herlihy of Henderson Smaller Companies on whether we can expect a turnaround in the UK Smaller Companies sector.
15:00 – 15:40 | Getting bigger in Japan
Panel Session
Our panel discusses the driving forces behind Japan’s record-breaking stock market run. Can the good times continue for the world’s fourth largest economy?
Panellists:
Matthew Brett, Baillie Gifford Japan Trust
Masaki Taketsume, Schroder Japan Trust
Theo Wyld, CC Japan Income & Growth Trust
