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2023 Investor Conferences

For insights into 2023's uncertain markets and ideas for 2024, join us for a series of professional investor conferences.

Bringing a range of expertise, the investment team will cover Global Equities, Energy & the energy transition, how to understand China, and developments in the tax-advantaged space.

Register today for a rewarding half-day of investment ideas and expert opinion at five congenial locations.

Conference venues

Date Venue  
Tuesday 21 November Harrogate, Rudding Park, HG3 Register
Wednesday 22 November *Newmarket, Jockey Club Rooms, CB8 Register

 

*Please click here for the revised Newmarket Agenda

Agenda

 

Time Topic
08:30  Registration, coffee & croissants
09:00  Welcome address
09:10 Global Equities, dividends, and inflation
09:45 The energy transition and how investors can benefit
10:20  Coffee break
10:40 The China conundrum
11:15 Guinness Ventures: update on tax-advantaged growth-stage investments
11:45  Panel debate on global markets
12:30 Buffet lunch and networking
13:30 Event close

 

*Please click here for the revised Newmarket Agenda

Programme

How Global Equity Income can help investors in an inflationary environment

We will be analysing the benefits of Global Equity Income in an investment portfolio. As central banks' battle against inflation continues, investors face future rate volatility and moderating economic growth. The managers will discuss the economic backdrop for this hiking cycle, inflation drivers and expectations, and the potential implications for equity investors navigating interest rate risk.

 

Guinness Ventures: update on tax-advantaged growth-stage investments

The Guinness Ventures team will give an update on the investment environment and the range of products we offer in the tax-advantaged space. With over 10 years' experience of unlocking potential in growth-stage companies from EIS and AIM to the newly-launched Guinness VCT, the team will highlight opportunities and developments in the sector.

The energy transition and how investors can benefit

The world is transitioning to a sustainable energy system, driven by economics, security of supply concerns and climate change. During the presentation we will cover:

  • What the energy transition looks like and why it is occurring

  • The likely path for oil & gas markets

  • The outlook for renewable energy & energy efficiency

  • How we invest in these themes

 

The China conundrum

The story has been one of a bursting property bubble that will bring China to its knees. But is that really true? And for investors, could the lurid headlines have created an entry point into the economic dynamism that China offers in major areas such as EVs, semiconductors, 5G tech and renewable energy? These are the areas for which the government is aiming to free up capital by its deliberate shrinking of the property sector. Our presentation will offer a framework for an informed opinion on the risks and opportunities in China.

 

London Conference - 26th September

Speakers

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Ed Guinness


Edward Guinness

Edward is Chief Executive of Guinness Global Investors and a fund manager in the Guinness EIS Team.  Prior to joining Guinness, Edward worked from 2002 as a merger arbitrage analyst for the Arbitrage Associates Fund at the Tiedemann Investment Group in New York. In 1998 he joined HSBC Investment Bank, where he worked in the Corporate Finance Department in the Energy & Utilities Team and in the Telecoms & Technology Team.

 

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Jonathan Waghorn


Jonathan Waghorn

Jonathan is co-manager of the Guinness Sustainable Energy Fund and the Guinness Global Energy Fund. Jonathan has 20 years’ experience in the energy sector. He was a Shell drilling engineer in the Dutch North Sea and worked as an energy consultant with Wood Mackenzie before becoming co-head of Goldman Sachs energy equity research in 2000. He joined Investec as co-manager on the Investec Global Energy Fund in 2008 and joined Guinness Global Investors in 2013.

 

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Mark Hammonds


Mark Hammonds

Mark is co-manager on the Guinness Asian Equity Income strategy. Prior to joining Guinness, Mark worked at Ernst & Young, where he qualified as a Chartered Accountant.


 

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Dr Ian Mortimer


Dr Ian Mortimer

Ian is portfolio manager on the Guinness Global Equity Income strategy and the Guinness Global Innovators strategy. Prior to Guinness, Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford in 2006. Along with Matthew Page, Ian founded the investment philosophy behind the fund.


 

 

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Will Riley


Will Riley

Will is co-manager of the Guinness Global Energy Fund, Guinness Sustainable Energy Fund and the Guinness Global Money Managers Fund. Prior to joining Guinness, Will was employed by PricewaterhouseCoopers for six years, first in the London Middle Market Assurance Team, then as a valuation specialist in the Valuation & Strategy division.

 


 

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Will Clark


Will Clark

Will is managing and growing Guinness Ventures with intermediaries including IFAs, Wealth Managers and Private Banks across the UK. Prior to joining Guinness, Will has previously worked at Mariana Capital, The Ingenious Group, Barclays Wealth and UBS Wealth.

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Matt Page


Matthew Page

Matthew is co-manager on the Guinness Global Equity Income Fund and the Guinness Global Innovators Fund. Prior to Guinness, Matthew joined Goldman Sachs on the graduate scheme in 2004 working in Foreign Exchange and Fixed Income. Along with Ian Mortimer, Matthew founded the investment philosophy behind the Guinness Global Equity Income Fund.

 

 

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Edmund Harriss


Edmund Harriss

Edmund is head of Asian & Emerging Market investments, serves as a director on the board of Guinness Global Investors and is Chief Investment Officer. Edmund has managed the Guinness Asian Equity Income strategy since its inception in 2013.


 

 


 

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Sharukh Malik


Sharukh Malik

Sharukh is co-manager of the Guinness Greater China Fund. Proficient in Mandarin, Sharukh has led the firm's expansion into the China A share market.

Contact

If you have any questions regarding this event, please email conference@guinnessgi.com