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