Agenda
Location: The Elvetham Hotel, Hartley Wintney, Hampshire
| Thursday 4th April | ||
| 18:30 | Pre-dinner drinks - The Morning Room | |
|---|---|---|
| 19:30 | Welcome - The Library | Clive Waller - Chairman |
| Dinner | ||
| After Dinner Speaker | David Fergurson, CEO, Nucleus | |
| Friday 5th April - The Library | ||
| 08:30 | Welcome | Clive Waller - Chairman |
| 08:35 | A case for investment trusts - funds for the informed investor | Piers Currie, Partner, Warhorse Partners |
| 09:05 | Discussion | |
| 09:20 | ESG: A Wealth Manager Perspective | Tim Cockerill, Investment Director, Rowan Dartington |
| 9:50 | Discussion | |
| 10:05 | Coffee | |
| 10:30 | Who cares wins in the brave world ESG | Gillian Lofts, Leader of UK Wealth & Asset Managements Business, EY |
| 11:00 | Rating sustainability | Hortense Bioy, Director of Passive Strategies and Sustainability Research, Morningstar |
| 11:30 | Discussion | |
| 12:00 | Are funds still relevant? | Michael Ohanessian, CEO, Praemium |
| 12:30 | Discussion | |
| 13:15 | Lunch |