Disclosure – Non-substantive Research
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. With this commentary, Kepler Partners LLP does not intend to influence your investment firm's behaviour.
As the world edges closer to an end to the Coronavirus crisis, better weather, and the April tax deadline, Kepler Trust Intelligence is pleased to invite you to join twenty fund managers running money across a wide range of key global regions, investment themes and strategies.
With sessions held over three days on Tuesday 2, Wednesday 3 and Thursday 4 March, we will hear from leading investment trust managers running country and region-specific portfolios, specialist portfolios including biotech and healthcare, and outcome focussed portfolios aiming to generate income, growth or capital protection.
Well-known names include European Opportunities Trust's Alexander Darwall, BlackRock's Sam Vecht, Baillie Gifford’s Douglas Brodie and the teams at Ruffer Investment Company, Mid Wynd International, BlackRock World Mining and Murray Income, but we will also hear from lesser known managers and specialists including JPMorgan Global Core Real Assets, International Biotechnology Trust and BB Healthcare.
We have twenty speakers and times confirmed already, and will announce any additional speakers in the coming weeks.
How does it work?
We will be running webinars between 9am and 5pm across each of the three days which are roughly divided into three themes; regional funds, specialist funds and outcome focussed funds.
The event will be held online using the Webex Events system and you can join by registering using the buttons below; a link will be provided allowing you to access each event via your computer or smart device. Each speaker will deliver a 30-minute presentation, with fifteen minutes at the end of each session open to questions from the audience (a webcam/microphone is not necessary as questions will be submitted via text).
You can register for as many or as few of these webinars as you like – you do not have to attend the whole day. Simply click ‘register now’ using the agenda below to be added to the list for that speaker’s presentation and you will receive an invitation with a link taking you to the page for the webinar. Access to the event is free of charge.
TUESDAY 2 MARCH
| TIME | TRUST | SPEAKER |
| 0900 | JPMorgan Japan Small Cap Growth & Income | Eiji Saito |
| 1000 | Aberdeen Standard Asia Focus | Gabriel Sacks |
| 1100 | European Opportunities Trust | Alexander Darwall |
| 1300 | Martin Currie Global Portfolio | Zehrid Osmani |
| 1400 | Barings Emerging EMEA Opportunities | Matthias Siller |
| 1500 | Majedie Investments | James de Uphaugh |
| 1600 | BlackRock Latin American | Sam Vecht & Ed Kuczma |
WEDNESDAY 3 MARCH
| TIME | TRUST | SPEAKER |
| 0900 | Standard Life Investments Property Income | Jason Baggaley |
| 1000 | Starwood European Real Estate Finance | TBC |
| 1100 | BB Healthcare Trust | Paul Major |
| 1200 | International Biotechnology Trust | Carl Harald Janson & team |
| 1300 | BlackRock World Mining | Evy Hambro & Olivia Markham |
| 1400 | Jupiter Green | Jon Wallace |
| 1500 | Allianz Technology Trust | Walter Price & Mike Seidenberg |
| 1600 | Edinburgh Worldwide Investment Trust | Douglas Brodie |
THURSDAY 4 MARCH
| TIME | TRUST | SPEAKER |
| 0900 | Mid Wynd International | Alex Illingworth |
| 1000 | BMO Managed Portfolio | Peter Hewitt |
| 1100 | Shires Income & Murray Income | Iain Pyle |
| 1200 | Ruffer Investment Company | Hamish Baillie & Duncan MacInnes |
| 1300 | ICG Enterprise Trust | Oliver Gardey |
| 1400 | JPMorgan Global Core Real Assets | Phil Waller |
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