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.
US Small Cap Opportunity Fund
Seeks attractive risk-adjusted returns versus the Russell 2000 Value Index over a full market cycle.
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.
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.
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
Coworth Park, Blacknest Road, Ascot, SL5 7SE
For Sat Navs use:
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.
