Quality-Growth Investor Conference

Thursday March 27, 2025

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7.30am – 8.45am

Registration & Breakfast

Opening session

8.45am – 9.00am

Fabio Cecutto – WTW
Opening Remarks

9.00am – 9.30am

David Souccar – Vontobel
Confessions of an “Unloved” International Equity Manager

9.30am – 10.00am

James Bullock – Lindsell Train
Confounding Compounding

10.00am – 10.20am

Jennifer Foster – Chilton Investment Company
Structural Growth with a Macro Kicker

10.20am – 11.00am

Morning Coffee and Networking break

Second session

11.00am – 11.20am

Alan Christensen – Fayez Sarofim & Co.
Consistent Companies in an Inconsistent World

11.20am – 11.50am

Christopher Rossbach – J. Stern & Co.
Differentiated Global Quality

11.50am – 12.20pm

Elias Erickson – Ninety One
Elite Assets, Elite Outcomes

12.20pm – 1.30pm

Lunch

Third session

1.30pm – 2.00pm

Tania Pouschine – Fithian LLC
IDEXX: A Pet Project from Head to Tail

2.00pm – 2.30pm

Angela Wu – Artisan Partners
Shopify – Shopping for Growth

2.30pm – 3.00pm

Siddharth Jain – GQG Partners
Forward-Looking Quality in Emerging Markets

3.00pm – 3.30pm

Afternoon Tea and Networking break

Final session

3.30pm – 3.50pm

James Fletcher – Ethos Investment Management
Finding Undiscovered Gems in Emerging Markets: Two Compounding Machines

3.50pm – 4.10pm

Morgan Samet – Lingotto
East meets West: Autonomous Vehicles are Ready for the Road

4.10pm – 5.00pm

James Anderson – Lingotto
Fireside Chat and Audience Q&A with Fabio Cecutto from WTW – Playing a Different (and Simpler) Game

5.00pm – 6.30pm

Please join your fellow delegates for a drinks reception

Photos of the London Quality-Growth Conference 2023