Annual Conference 2025
For professional investors only.
Can Europe overcome its challenges? When will Asia’s new industries overcome the legacy of property-driven growth? Where are the Global stocks that can ride out volatility?
Join our portfolio managers at the National Gallery as they cover these major investment topics in CPD-qualifying sessions followed by a networking lunch.
Programme
| Time | Topic |
|---|---|
| 08:30 | Registriation & refreshments |
| 09:00 | A welcome from Edward Guinness, CEO |
| 09:10 | Why Europe Deserves Your Attention – a region earning its growing equity allocations by meeting its challenges head on Will James, Portfolio Manager |
| 09:40 | Drilling into The Energy Transition - oil, gas and decarbonisation a year into the Trump administration Guinness Specialist Team |
| 10:00 | Asia Is The Future Again – how the region’s new industries can power its next stage of growth Edmund Harris, CIO |
| 10:30 | Coffee break |
| 10:50 | Ready for anything? Facing the future with resilient global equities – investing in quality companies in uncertain times Dr Ian Mortimer, Portfolio Manager |
| 11:20 | Real Assets – a critical foundation, with portfolio manager Mark Brennan. |
| 11:40 | Interactive Panel on Global Markets – with Guinness Portfolio Managers hosted by Jake Moeller, Titan Square Mile |
| 12:00 | How Britain can be Great Again - Sir Jeremy Hunt in discussion with Jonny Dymond, BBC |
| 12:40 | Concluding remarks – Edward Guinness, CEO |
| 12:45 | Networking lunch and opportunity to view Radical Harmony: Helene Kröller-Müller's Neo-Impressionists |
Keynote
Sir Jeremy Hunt
Explaining ‘How Britain can be Great Again’, the former chancellor, foreign secretary and health secretary will argue that the UK can achieve economic growth and leadership in the global challenges that investors have to consider – but rather than the gloom that dominates today’s public conversation, it will take ambition and direction.
Speakers
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.
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 Guinness Global Equity Income fund.
Jonathan Waghorn
Jonathan is portfolio 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.
Will Riley
Will is portfolio 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.
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.
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.
Highlights from our 2024 London Investor Conference
Details & Registration
| Date | Location | Address | |
|---|---|---|---|
| Tuesday 16 September | London | The National Gallery, Trafalgar Square, London WC2N 5DN |
Map
