Where senior fund selectors and leading asset managers connect, debate and explore pertinent investment insights.
Taking place on Thursday 12th and Friday 13th November at the beautiful Coworth Park, situated between Ascot and Virginia Water, the Wealth Forum Autumn will bring together investment experts from 10 leading asset managers. Each fund manager will speak on a different sector, giving attendees a well-rounded insight into the market as a whole.
Agenda
Day 1 - Thursday 12th November
9:00 - 10:00
Arrival and registration
10:00 - 10:50
Welcome and Keynote
10:50 - 11:00
Coffee and refreshment break
11:00 - 13:00
Fund manager workshops
13:00 - 14:00
Lunch
14:00 - 15:20
Fund manager workshops
15:20 - 15:35
Coffee and refreshment break
15:35 - 16:50
Fund manager workshops
16:50 - 19:00
Check-in and free time
19:00 - 21:00
Dinner and Fire side chat with Brian Blessed
Day 2- Friday 13th November
7:45 - 10:00
Breakfast
10:00 - 12:00
Fund manager workshops
12:00 - 1:00
Lunch and departure
Content & Speakers
Guests will hear from 10 expert fund manager speakers from a range of leading asset managers. All are experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.
Opening Keynote
Seismic Shifts: Rotate don't retreat
The investment landscape is undergoing a profound regime shift. Fiscal expansion, higher structural inflation and rapid technological disruption are reshaping the foundations of markets. Traditional assumptions around diversification and the role of government bonds are being challenged, while AI has the potential to drive a powerful productivity boom alongside significant economic and market disruption. For investors, this is not an environment to rely on yesterday's playbook. As well as exploring some of the detail in the themes above, Johnny will argue why success will increasingly depend on active decision-making, selective risk-taking and identifying the potential opportunities created by this rapidly changing world.
Investment Director - Equities and Multi Asset
Johnny Hughes
M&G Investments
Johnny Hughes joined M&G in January 2024 with more than 20 years’ financial markets experience. He worked for a decade at investment bank Merrill Lynch before joining UBS to run their global equity and multi-asset sales teams. He also led the content distribution team. Johnny has an MA in Land Economy from the University of Cambridge and an MBA from Imperial College, London.
Fixed Income markets and global short duration opportunities
Senior Portfolio Manager
Nicolas Trindade
BNP Paribas Asset Management
Subordinated financial bonds: unlocking the yield pick-up across a fundamentally strong universe
Tikehau Subordinated Financials Fund
Benjamin Pesquier will present Tikehau SubFin Fund, a flagship fund of Tikehau Capital. He will explain what makes subordinated financials a distinct segment within the broader fixed-income universe and share how a conviction-driven, flexible and non-benchmarked approach has driven long-term value for investors. Benjamin will highlight how the fund's dual mandate of performance generation and volatility management has given a strong risk/return profile to the fund, thanks to its active management across the entire capital structure of banks and insurance companies. Finally, Benjamin will highlight the strategic advantages of diversifying beyond core markets to capture attractive investment opportunities namely across Central, Eastern, and Southern Europe.
Lead Portfolio Manager
Benjamin Pesquier
Tikehau Capital
Benjamin Pesquier is the lead Portfolio Manager of Tikehau SubFin fund, Tikehau Capital’s strategy dedicated to European subordinated financials. Benjamin has over a decade of experience in the industry, out of which 9 years spent at Tikehau Capital. He first joined the firm as a credit research analyst within the Credit Research team covering financial institutions and contributing to the identification of investment opportunities across the asset class. Leveraging his deep expertise in the financials universe, he was appointed Portfolio Manager of Tikehau SubFin Fund in 2021. Benjamin holds a degree with a major in finance from NEOMA Business School and is a CFA charterholder.
Best Styles Global Equity strategies
Systematic Investing
Director, Portfolio manager
Erik Mulder
Allianz Global Investors
Connecting the World: Capturing Infrastructure’s Next Growth Cycle
Global Listed Infrastructure
As the world invests trillions in energy security, AI-enabled digital networks, transportation and the transition to a lower-carbon economy, infrastructure companies stand at the heart of some of the most powerful investment themes of the next decade. Yet despite its essential role in the global economy, listed infrastructure remains significantly under-owned relative to traditional equity allocations. Offering exposure to unique assets, durable cash flows and lower sensitivity to broader market cycles, infrastructure has the potential to enhance portfolio diversification while capturing long-term structural growth opportunities. Join us as we examine why global infrastructure may represent one of the most compelling and underappreciated opportunities in today's market, combining growth, resilience and diversification in a single asset class.
Senior Investment Director
Donal Reynolds
Aberdeen Investments
Donal is a Senior Investment Director responsible for managing the Global Infrastructure funds. Donal joined the company in 2006 as an Investment Process Analyst. In 2010, he transferred to US equities in Boston as Vice President. In 2014, he was promoted to Senior Vice President, Global Equities. Prior to this Donal worked for a number of firms, including BIL-Dexia, ING, JP Morgan and Aegon. Donal graduated with an MA in Chinese Studies and a BSC in Management. Additionally, he holds the Investment Management Certificate and is a CFA Charterholder.
Global Equities
Investment Director
John Lamb
Capital Group
John Lamb is an investment specialist at Capital Group. He has 10 years of industry experience and has been with Capital Group for seven years. Prior to joining Capital, John worked as a strategic product management associate at BlackRock. He holds a bachelor's degree in economics and management from the University of Oxford. He also holds the Chartered Financial Analyst® designation. John is based in London.
US Small Cap Opportunity Fund
The Small Cap Revival
Head of Small Cap Team and Portfolio Manager
Bill Hench
First Eagle Investments
Bill Hench is head of the Small Cap team and portfolio manager of the Small Cap strategy. Prior to joining First Eagle in April 2021, Bill was portfolio manager of the Small Cap Opportunistic Value strategy at Royce Investment Partners, where he worked for 18 years. Before that, he spent 10 years in the institutional equity business in Boston and New York, most recently with JP Morgan. He began his professional career as a CPA with Coopers and Lybrand. Bill earned a bachelor's degree from Adelphi University.
Fixed Income
Fixed Income Fund Manager
Bryn Jones
Rathbones
Bryn is the head of fixed income for Rathbones and is lead manager on the Rathbone Ethical Bond Fund and the Rathbone Strategic Bond Fund. He joined Rathbones in November 2004 from Merrill Lynch, where he managed $2 billion of fixed income assets.
Global Systematic Equity
Systematic Equity is our macro‑aware, style‑agnostic approach to global equities, where human judgement and systematic precision work together.
Fund Managers
Mike Willans and Bimal Patel
Keyridge Asset Management
Pacific Horizon Investment Trust
Investment Manager
Ben Durrant
Baillie Gifford
Ben is an investment manager in the Emerging Markets Equity Team. He has been deputy manager of the Pacific Fund since 2021 and became deputy manager of Pacific Horizon Investment Trust in 2023. He joined Baillie Gifford in 2017, and has also worked in our UK, Global Discovery and Private Companies equity teams. Prior to joining the firm, he worked for RBS in their Group Strategy and Corporate Finance Team. Ben is a Chartered Accountant and a CFA Charterholder, and graduated BSc (Hons) in mathematics from the University of Edinburgh in 2012.
Global Value Equities
James will present Mondrian's current perspective on global equity markets and assess the opportunity set for value-oriented investors. With recent market leadership heavily influenced by the enthusiasm surrounding artificial intelligence, Mondrian believes selectivity and valuation discipline remain essential. James will explain how the team seeks companies with durable, cash-generative business models whose long-term prospects are not fully reflected in their valuations, while maintaining a strong focus on downside risk.
Senior Portfolio Manager, Partner
James Francken
Mondrian Investment Partners
Mr. Francken joined Mondrian’s Global Equity team in 2009 and is a member of the Global Equity Strategy Committee. His research focus area is primarily the USA, as well as sector specializations in Healthcare, Materials, Communication Services, Energy and Utilities. Previously, he worked for Investec Asset Management. He holds an MBA in Finance from London Business School and is a graduate of Exeter College, Oxford University and Emmanuel College, Cambridge University. He is a CFA Charterholder and a is member of the CFA Institute and the CFA Society of the UK.
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
Coworth Park, Blacknest Road, Ascot, SL5 7SE
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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
Is accommodation included?
Accommodation for delegates is provided for the night of Thursday, ensuring a comfortable stay during the event. For those traveling from farther distances, we are also offering the option to stay on Wednesday night to allow for a more relaxed arrival. Please let us know if you would like to take advantage of this additional night’s stay, and we will be happy to arrange it for you.
Is there any transport to the event included?
The venue is easily accessible from both Virginia Water and Ascot railway stations, with convenient shuttle services available for delegates. To ensure smooth transportation, please inform Sam of your expected arrival time, and she will be happy to assist in coordinating your shuttle or provide any additional support you may need.
Contact us
To register as a delegate or information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
