7.30am-8.45am
Registration & Breakfast
Moderated by Fabio Cecutto from WTW
8.45am – 9.00am
Fabio Cecutto – WTWIntroduction
Tom Slater – Baillie Gifford and The Scottish Mortgage Investment TrustAI & The New Growth Epoch
9.30am – 10.00am
Mark Baribeau – Jennison Innovation Driving Scalable Growth
10.00am – 10.30am
Mark Yockey – Artisan PartnersResilient Investment Themes in a Volatile World
10.30am – 10.50am
Hugh Yarrow – Evenlode Investment PartnersHidden Champions of the UK Market
10.50am – 11.30am
Morning Coffee Break
Moderated by Lucy Walker from AM Insights
11.30am – 12.00pm
Ramiz Chelat – Vontobel Asset ManagementAI Might Change the World – But Where Can Investors Find Quality-Growth Beyond AI?
12.00pm – 12.20pm
Aled Smith – GIB Asset ManagementPresentation Title TBC
12.20pm – 12.40pm
Iain Fulton – Amova Asset ManagementOptimism & Cynicism in an Age of Populism & Disruption
12.40pm – 1.00pm
Steven D. Bleiberg – TD Global Investment SolutionsFocus on Profitability, Not Profits
1.00pm – 2.00pm
Lunch break
2.00pm – 2.10pm
Charity Speaker
2.10pm – 2.55pm
James Anderson – Lingotto Investment ManagementFireside Chat and Audience Q&A with Fabio Cecutto: “Re-thinking Growth”
2.55pm – 3.25pm
James Bullock – Lindsell TrainThe Slippery Treadmill
3.25pm – 3.45pm
Stephanie Niven – Ninety OnePresentation Title TBC
3.45pm – 4.30pm
Carson Block – Muddy Waters CapitalFireside Chat and Audience Q&A with Costas Mourselas: “It’s All Fun and Games Until…AI”
4.30pm-6.00pm
Please join your fellow delegates for a drinks reception with canapés