Come and discover elite ideas from some of the industry’s most specialised minds.
Full Agenda
24th February
8:30-9:00
Arrival and Registration
9:00-13.00
Presentations
13.00-14.00
Lunch and Departure
Content & Speakers
Our partnering groups and expert speakers are:
Baker Steel
Gold and Precious Metals
The SVS Baker Steel Gold & Precious Metals Fund’s (“the Fund”) investment objective is to achieve capital growth over the long-term from a portfolio consisting primarily of listed gold and precious metals equities. The investment strategy has a strong emphasis on identifying value and stock-picking by Baker Steel’s proven investment team, with a concentrated portfolio and focus on producers.
Director of Market Strategy
Cosmo Sturge
Baker Steel Capital Managers
He joined the firm in 2010 and became a partner in the business in 2017. Cosmo is responsible for the coordination of the firm’s marketing and investor relations activities, alongside market and sector research for use in investor communications. Prior to joining Baker Steel he worked as a Research Analyst at Independent Strategy Limited, a London-based consultancy focused on macroeconomic and financial markets research. Cosmo holds the Investment Management Certificate (IMC), a BA in Economics, Politics and Philosophy from the University of Exeter and an MSc in European Political Economy from the London School of Economics.
Gravis
Clean Energy Income Fund
The TM Gravis Clean Energy Income Fund invests in a diversified portfolio of equites listed in developed markets operating in the clean energy sector, and whose primary activity involves the generation, development, and operation of clean energy infrastructure. The Fund aims to deliver a dividend yield of 4.5% p.a. with the potential for capital growth over time.
Fund Manager
Will Argent
Gravis
Will is responsible for the oversight of the TM Gravis UK Infrastructure Income Fund and TM Gravis Clean Energy Income Fund. Will joined Gravis in 2017, having spent 12 years working as an equity analyst and portfolio manager within the private client wealth management industry. Will has significant experience investing in global capital markets and he maintains a specialist focus on the listed infrastructure and real asset sectors. Will graduated with a degree in Mathematics from the University of Exeter. He has passed all three levels of the CFA Program and was awarded the CFA charter in 2009.
Nomura Asset Management
Indian Equities
Indian equity markets experienced their worst relative performance this century in 2025, yet maintained their remarkable streak of 10 consecutive years of positive local currency returns. This presentation explores the ongoing "tugs of war" that defined 2025 and will continue to shape Indian markets in 2026.
Head of Investment Asia Pacific ex Japan
Vipul Mehta
Nomura Asset Management
Vipul Mehta has over 15 years of investment experience and has been at Nomura since 2004.
Essential Infrastructure: Unlocking Opportunity in the Global Transition
Redwheel Ecofin Listed Infrastructure Strategy
Essential infrastructure assets deliver predictable, inflation-protected income through regulated utilities, transportation networks, and environmental services. Historic valuation discounts create compelling entry points as electrification, aging infrastructure, and AI-driven demand trigger unprecedented capex cycles.
Portfolio Manager
Jean-Hugues de Lamaze
Redwheel
To achieve a high and secure dividend yield on its portfolio and to realise long-term growth in the capital value of its net assets for the benefit of investors while taking care to preserve capital.
EDR Capital
US Small Cap
Director of Distribution & Portfolio Specialist
Gordan Lasic
Reinhart Partners
Gordan Lasic joined the firm in 2016 as Portfolio Specialist and Consultant Relations and was promoted to Director of Distribution in 2023. Prior to that, he held Institutional Equity Sales and Equity Research roles at Robert W. Baird. Mr. Lasic holds a BS in Finance and International Business and MBA from Marquette University.
Thornburg Investment Management
Global Opportunities
Portfolio Manager and Managing Director
Miguel Oleaga
Thornburg
Miguel Oleaga is portfolio manager for Thornburg Investment Management. He joined the firm in 2014 as an equity research analyst, was promoted to associate portfolio manager in 2017, and was named portfolio manager in 2018. Miguel holds a BS in business administration (finance and management specialties) from the University of Massachusetts. Prior to his joining Thornburg, Miguel worked at Putnam Investments, conducting equity analysis supporting growth, value, and dividend-focused mandates. He held a series of positions of increasing responsibility at Putnam beginning in 2004.
Location
The Eight Club, 1 Change Alley, London EC3V 3ND, EC3V 3ND
For Sat Navs use: EC3V 3ND
Frequently asked questions
We’ve addressed some frequently asked questions below to help clarify any details you may need. If you have any additional inquiries or require further assistance, please don’t hesitate to reach out to Sam, who will be more than happy to assist you with any specific concerns or queries.
Is there a cost to attend the event?
There is no cost for delegate attendees
Contact us
To register or for information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events, or the website please contact Sam Harris on the details below.
