Investment trust roadshow

Published on 4 February 2020
Investment trust roadshow 2020

About

The Investment Trust Roadshow by the financial publisher, Portfolio Adviser, features four of the leading investment companies giving their views on markets, how they are managing their portfolios through uncertain times and the longer-term outlook, all delivered in an interactive way, allowing delegates to quiz the speakers. The roadshow will visit six UK locations to discuss engaging topics such as ‘why closed-end funds suit volatile investment times’ and is supported by Edison Group, Baillie Gifford, Franklin Templeton, JPMorgan and Schroders.

Register here

The event is free to attend, with limited capacity.

Agenda

Date and venues:

  • 4 February – Waldorf Astoria, Edinburgh
  • 5 February – Rudding Park Hotel, Harrogate
  • 6 February – Radisson Blu Edwardian, Manchester
  • 11 February – The Hyatt Regency, Birmingham
  • 12 February – Hotel du Vin, Bristol
  • 13 February – The May Fair, London

Daily:

  • 8:45am – Registration and breakfast
  • 9:30am – Host welcome
  • 9:40am – Presentation one
  • 10:15am – Presentation two
  • 10:50am – Coffee and client networking break
  • 11:05am – Presentation three
  • 11:40am – Presentation four
  • 12:15pm – Panel discussion
  • 12:35pm – Networking lunch (London only)

investment trust roadshow banner

Speakers

Edison Group

  • Sarah Godfrey, director, investment companies research

Baillie Gifford

  • Jon Henry, client service manager

Franklin Templeton

  • Nicole Vettise, institutional portfolio manager
  • Andrew Ness (Edinburgh), portfolio manager
JPMorgan

  • Philip Waller, lead EMEA alternatives investment specialist

Schroders

  • Matt Bennison (Edinburgh), portfolio manager
  • Jeff O’Dwyer (Harrogate), investment manager
  • Masaki Taketsume (Manchester), fund manager
  • Nick Montgomery (Birmingham, investment manager
  • Jean Roche (Bristol), fund manager
  • James Agar (London), fund manager

Register here

The event is free to attend, with limited capacity.

Supported by

JPM Ballie-Gifford Edison Franklin-Templeton schroders
JPMorgan Baillie Gifford Edison Group Franklin Templeton Schroders

Summary

Event: Investment Trust Roadshow
Date: 4–13 February 2020
Location: Edinburgh, Harrogate, Manchester, Birmingham, Bristol, London
Hosted by: Lawrence Gosling, Editorial director, What Investment
About: The Investment Trust Roadshow features four leading investment companies giving their views on markets, how they are managing their portfolios in uncertain times and the longer-term outlook, all delivered in an interactive way that allows delegates to quiz the speakers.

For more information please email Shadé Bull at shade.bull@lastwordmedia.com.

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