Agenda
Location: The Elvetham Hotel, Hartley Wintney, Hampshire
Thursday 4th April | ||
18:30 | Pre-dinner drinks - The Morning Room | |
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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 |