8th October 2025
The Future of Investment Trusts
Please join us for an exclusive event designed for the next generation of wealth managers.
The Future of Investment Trusts brings together industry experts, portfolio managers and long-standing investors for an in-depth review of this dynamic sector.
The afternoon will feature panel discussions, live Q&A, as well as networking drinks with our speakers and professionals from across the investment trust and wealth management industries.
Hosted at Peel Hunt’s offices in Broadgate on Tuesday, November 4 at 2:00pm, the event is free of charge. Attendees will also be able to count participation as part of their CPD hours.
Agenda:
14:00 Arrival & refreshments
14:15 The Investment Trust Value Proposition
James Carthew of Quoted Data will lead a discussion with industry experts, exploring their unique features such as gearing, discounts and independent boards, as well as the latest developments in the industry. Featured speakers:
- Emma Bird Winterflood
- Nick Britton The AIC
- Anthony Leatham Peel Hunt
- Andrew Lister Lazard Asset Management
15:00 Coffee break
15:15 Investment Themes in Focus
James Carthew of Quoted Data speaks to a panel of portfolio managers about their trusts, how they identify opportunities, as well as what’s shaping markets today. Featured speakers:
- Matthew Brett, Baillie Gifford Japan
- Fotis Chatzimichalakis, Impax Environmental Markets
- Gabriel Sacks, Aberdeen Asia Focus
- Indriatti Van Hien, Henderson Smaller Companies