Investment conference
Join us for a day of thought-provoking discussions, networking opportunities and clear actions to navigate our evolving investment landscape.
Turning turbulence into tailwinds
2024 is the election year with over 60 countries going to the polls. As well as being a barometer for democracy, we may see geopolitics reshape global trade and economies, creating new risks but also creating new investment opportunities.
During our conference, we will explore what might change in the coming years and how agile investors can best position portfolios and then look further forward and see whether this (new?) cohort of political leaders amends the longer-term investment thesis.
Keynote speakers
Charles Myers
Founder and chairman of Signum Global Advisers. Charles Myers will be speaking about the impact of the US election on investment markets. He has over 25 years of US political and electoral experience advising candidates including Hillary Clinton and Joe Biden. He also has 30 years of experience in global financial markets.
Tim Marshall
Renowned journalist and bestselling author. Prepare to have your thinking challenged with his talk: From geopolitics to astropolitics: What’s trending - the underlying currents of international affairs. Tim was the Diplomatic Editor and foreign correspondent for Sky News. Since then, he has been focussing his attention on why nation states exist, the nature of borders and how the physical, cultural and political characteristics have come to define the world. More recently, he is exploring the politics of space and how that might impact our future down here on Earth.
Our agenda feeds the curious:
- Geopolitical instability: Understand the implications on investment decisions and strategies to mitigate portfolio impact: view from the East - Yanmei Xie, Geopolitics Analyst, GaveKal Research
- Transition resource and materials: Myths, realities and how to future proof climate supply chains - Sophie Lu, Global Head of Heavy Industry Decarbonisation, Climate Transition, HSBC
- Reimagining your portfolio: Purposefully investing your assets in a changing world - Steve Hodder, Partner, LCP
- Are private markets adjusting to a world of higher-for-longer global rates? - Jenny Harbord, Head of Real Assets, LCP and David Crofts, Advisor, Mubadala Investment Company
The day will end with an afternoon reception to give you the opportunity to network with peers and industry experts.
Who should attend?
Investment decision-makers and thinkers from pension funds, sovereign funds, charities, endowments, wealth managers and insurers from the UK and beyond.
Timings
Registration and breakfast
Conference starts
Afternoon reception
Conference ends