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Guinness Global Investors on the Road

For professional investors
12 October - London, The Waldorf Hilton, WC2B
18 October - Cheshire, The Mere Resort, Knutsford
19 October - Birmingham, The Belfry Hotel & Resort
20 October - Harrogate, Rudding Park, Follifoot

Each event qualifies for up to 4 hours of CPD.

Please confirm your attendance by clicking the register button below.

Agenda

 

08:30  Registration, coffee & croissants
09:00  Welcome address from Edward Guinness, CEO, GGI
09:15  How global equity income can help investors in an inflationary environment
10:00  The energy transition and how investors can benefit
10:45  Coffee break
11:05 Investing in Asia: how, and why now
11:50  Panel debate - global markets
12:30 Buffet lunch and networking
14:00 Event close

 

Please confirm your attendance by clicking the register button below.

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 strive to tame inflation by raising rates, concerns mount over 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.

 

The energy transition and how investors can benefit

The world is transitioning to a sustainable energy system, driven by economics as much as by climate change. During the presentation Will/Jonathan 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

 

Investing in Asia: how, and why now

Asia has powerful attractions for investors. Higher wages and increasing wealth create an investment opportunity, but with the growth comes volatility. Getting an Asia portfolio right requires a focus not just on good stories, but on stable, cash-generative businesses at attractive valuations. With Asian equities looking good value, we will lay out a robust approach to accessing the growth and income on offer.

 

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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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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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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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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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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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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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.

 

Contact

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

Please confirm your attendance by clicking the register button below.