Key Benefits of attending
Peer-to-peer networking
Connect with fellow fund selectors in your region to exchange strategies and challenges.
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Tactical, intimate meetings
Gain market insights through direct conversations with leading fund managers.
CPD accredited
Claim up to 6 CPD hours towards the CII / Personal Finance Society member CPD scheme
Speakers
Speakers
Penny Mordaunt
Former Defence Secretary, UK Government
Keynote Speaker
Penny also held the role of Secretary of State for International Development, working with UN agencies and international organisations, as well as being the UK’s representative at the World Bank. In her role as Trade Minister, she brokered new trade deals, including overseeing the UK’s accession to the Comprehensive and Progressive Agreement for Trans-Pacific Partnership. She also established economic agreements with individual US states in lieu of a US deal - a move that saw her undertaking the longest tour of the US of any Minister since Churchill. She was also on the Withdrawal Agreement Joint Committee overseeing the UK’s exit from the EU. She has held other roles in local government, work, health, pensions and disability.
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Steven Swinford
Political Editor, The Times
Keynote Speaker
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Graham Short
Micro Artist
Keynote Speaker
Graham Short is the world’s number-one micro artist. The only man on the planet who can engrave, by hand, lettering smaller than a red human blood cell which can only be viewed under a powerful microscope. He has spent over half a century honing his craft, going to both physical and mental extremes to produce some of the highest-quality engravings ever seen.
Graham is now considered one of the most talented artists in the world. He says of this, “Of course I don’t believe it, but as a thick Brummie, who failed on a massive scale, leaving school at the age of 15 with no qualifications and just a girl’s bike, which I’d nicked from the bike sheds, I’m sure you’ll understand, when I say it makes me feel good to hear these compliments.”
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Workshops
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Workshops
Asset Value Investors
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Clearbridge
UK Equities: Income Today, Opportunity Tomorrow
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Representatives
UK large cap equities have long been home to dependable, dividend paying companies, with the FTSE All Share yielding over 3% in recent years.
Crucially, the opportunity extends beyond yield alone. Over the past five years, the FTSE All Share has delivered double digit annual total returns, yet the market remains consistently underestimated.
Today, UK equities combine attractive income, compelling valuations and strong fundamentals, supported by favourable conditions for long term returns.
Workshop Objectives: Delegates will examine potential prospects for the UK equities market, considering both yield and total return.
Company Profile: ClearBridge Investments is an active equity manager offering a broad range of strategies across global developed and emerging markets, local markets, and real assets. Our local market capabilities serve clients in the U.S., U.K., Canada and Australia. The firm manages more than $210 billion (as of December 31, 2025).
ClearBridge manages diversified, high-conviction portfolios through collaborative fundamental research to meet the needs of some of the world’s largest asset owners and financial intermediary platforms. We invest as long-term, risk-aware business owners and seek to deliver consistency of process and performance for our clients through market cycles. A focus on durability drives everything we do; from the business models of the companies we own, to the holding periods of our portfolios, to the stability and longevity of our investment professionals.
As Franklin Templeton’s largest equity specialist, ClearBridge operates with investment autonomy from headquarters in New York and offices in Baltimore, Calgary, Edinburgh, Fort Lauderdale, Leeds, London, Melbourne, and Sydney.
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Fidelity International
Absolute Return Global Equity: Steadiness amid rising market uncertainty
Speakers
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Representatives
Markets are facing continued geopolitical fragmentation, uneven economic growth and persistent macro volatility. Against this backdrop, Fidelity portfolio manager Matt Jones will explain how absolute return equity strategies can act as a diversifier and are expected to play an increasingly important role in the future.
Workshop Objective: To gain a clear understanding of how absolute return strategies can help investors navigate an increasingly fragmented global market.
Company Profile: Fidelity International provides investment solutions, services, and retirement expertise to over 2.91 million clients worldwide. As a privately held, purpose driven firm with a 50 year heritage, we think generationally and invest for the long term. Operating across 25+ locations with $1,055.4 billion in assets, our clients include central banks, sovereign wealth funds, corporates, financial institutions, insurers, wealth managers, and private individuals.
Our Workplace & Personal Financial Health business offers individuals, advisers, and employers access to leading investment options, third party solutions, administration services, and pension guidance. Together with our Investment Solutions & Services business, we manage $736.2 billion on behalf of clients. By combining asset management expertise with workplace and personal investing solutions, we help build stronger financial futures.
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Xtrackers by DWS
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