2025 Edinburgh Investor Conference
For professional investors only.
What will 2025 bring investors? As political winds change but the battle against inflation continues, join our fund managers for a series of professional investor conferences.
Register today for a rewarding half-day of investment ideas and expert opinion.
Agenda
| Time | Topic |
|---|---|
| 08:30 | Registration & breakfast |
| 09:00 | Welcome address |
| 09:10 | Why Europe deserves your attention – a region earning its growing equity allocations by meeting its challenges head on |
| 09:40 | Real assets: a critical foundation – a new strategy for a hard-to-replicate role in investor portfolios |
| 10:10 | Asia is the future again – how the region’s new industries can power its next stage of growth |
| 10:35 | Coffee break |
| 10:50 | Ready for anything? – investing in companies that can weather the changing winds of politics, trade and inflation |
| 11:20 | Accessing venture capital – the opportunities and pitfalls of venture investing in the UK |
| 11:40 | Round table discussions |
| 12:15 | Buffet lunch and event close |
Speakers
*Speakers subject to change
Will James
Will is portfolio manager on the Guinness European Equity Income and Guinness Pan-European Equity Income strategies. Prior to joining Guinness, Will was manager of the Premier Miton European Equity Income Fund. He began his investment career at Adam Investment Management where he managed the CF Adam Worldwide Fund. In 2009 he launched the Standard Life Investments Europe ex-UK Equity Income Fund. Will graduated from Edinburgh University with a Master’s degree in French and Business. He is a CFA Charterholder, holds the Securities Institute Diploma and has passed the CFA Certificate in ESG Investing.
Mark Brennan
Mark is portfolio manager on the Guinness Global Real Assets strategy. Prior to Guinness, Mark was manager of the FP Foresight UK Infrastructure Income Fund, the FP Foresight Global Real Infrastructure Fund, and the FP Foresight Sustainable Real Estate Securities Fund. Previously, he worked at Standard Life Investments as an investment analyst and at the UK Green Investment Bank. Mark graduated from Edinburgh University with an MA Hons degree in Politics.
Valerie Huang
Valerie is an investment analyst for the Asia & Emerging Markets team. Prior to Guinness, Valerie worked as a Research Analyst at Ardevora Asset Management, covering both long and short ideas across all regions. Valerie graduated from University College, London, with a Master’s degree in Mathematics and Statistics, and is a CFA charterholder.
Sagar Thanki
Sagar is portfolio manager on the Guinness Global Quality Mid Cap, and an analyst on the Guinness Global Equity Income & Guinness Global Innovators strategies. Prior to joining Guinness, Sagar worked at Bloomberg as an equity specialist, within Financial Analytics and Sales. Sagar graduated from Selwyn College, University of Cambridge, with a Master’s degree in Economics. He is a CFA Charterholder and has a Diploma in Investment Management, having passed the IMC Certificate and CFA Certificate in ESG Investing.
Will Clark
Will is responsible for managing and growing our relationships 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. Will holds a B.A (Hons) degree in Philosophy and Economics from the University of Southampton.
Highlights from our 2024 London Investor Conference
Details & Registration
| Date | Location | Address | |
|---|---|---|---|
| Thursday 6 November | Edinburgh | The Caledonian Edinburgh, Princes St, EH1 2AB |
Map
