Global Equity Forum

24 May 2022

14:00 – 16:50   |   Royal Institution, London

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Welcome

The Global Equity Forum will bring together four respected global equity managers, all investing differently across the Growth, Quality, Value, Income and Small Cap spectrum, to share their unique perspectives on a diverse sector that continues to attract both interest and inflows. Each manager will focus on their particular investment proposition and their thoughts on how best to generate alpha. This will be followed by a panel discussion moderated by TV anchor Natasha Kaplinsky, looking at the year ahead and beyond. The event will conclude with a networking drinks reception.

According to the Investment Association, this has been the best-selling individual sector for the last four calendar years – join us to uncover the potential.

This event is CPD accredited. Further details will be provided in due course.

Agenda

14:00 – 14:20
Registration and refreshments
14:20 – 14:25

Welcome

Natasha Kaplinsky, TV Broadcaster

14:25 – 14:45

Finding optimism amongst uncertainty

Hugh Sergeant
Head of Value and Recovery Strategies, River and Mercantile

Synopsis
14:45 – 15:05

Less stuff, more dividends: Why income matters for global investors

Ben Peters
Fund Manager, Global Income Fund and Co-Founder, Evenlode

Synopsis
15:05 – 15:25

The case for Global Small & MidCap

George Cooke
Fund Manager, Global Select Fund and Head of Fund Management, Montanaro

Synopsis
15:25 – 15:40

Break

15:40 – 16:00

The value of behavioural analysis

Mick Dillon
Portfolio Manager, Global Leaders Strategy, Brown Advisory

Synopsis
16:00 – 16:40

Panel discussion

Moderated by Natasha Kaplinsky

16:40 – 16:50

Closing remarks

16:50 – 18:00

Drinks reception

Speakers

Hugh Sergeant

Head of Value and Recovery Strategies, River and Mercantile

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Ben Peters

Fund Manager, Global Income Fund and Co-Founder, Evenlode

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George Cooke

Fund Manager, Global Select Fund and Head of Fund Management, Montanaro

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Mick Dillon

Portfolio Manager, Global Leaders Strategy, Brown Advisory

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Moderator

Natasha Kaplinsky

TV Broadcaster

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Location

The event will take place at the Royal Institution, London

The Royal Institution of Great Britain
21 Albemarle Street
London
W1S 4BS
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Registration

This event is intended for the intermediary community: advisors, fund selectors, wealth managers, fund researchers and other professional investors. It is not appropriate for investors.

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