The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
Taking place on Thursday the 26th and Friday the 27th of June at the beautiful Coworth Park, situated between Ascot and Virginia Water, the Forum will bring together investment experts from 10 top asset managers, including Allspring, Carmignac, Janus Henderson, Pimco, Premier and Redwheel.
Each Fund Manager will speak on a different sector, giving attendees a well-rounded insight into the market as a whole. The event also features keynotes from top economists and an after dinner speaker.
Wealth Forum Agenda
Day 1 - Thursday 26th June
7:45 - 9:00
Arrival and registration
9:00 - 10:10
Welcome and Panel
10:10 - 10:25
Coffee and refreshment break
10:25 - 12:20
Fund manager workshops
12:20 - 13:40
Lunch
13:40 - 14:55
Fund manager workshops
14:55 - 15:15
Coffee and refreshment break
15:15 - 16:25
Fund manager workshops
16:25 - 19:00
Check-in and free time
19:00 - 21:00
Dinner and keynote from Phil Tufnell
Day 2 - Friday 27th June
7:45 - 9:00
Breakfast
9:00 - 9:45
Welcome and Panel
10:00 - 12:00
Fund manager workshops
12:00 - 1:00
Lunch and departure
Content & Speakers
The complete list of speakers, along with their detailed profiles and presentation topics, will be revealed in the upcoming days. Stay tuned for an exciting lineup of experts, thought leaders, and industry innovators who will be sharing their insights and knowledge at the event.
Credit Opportunities
Best ideas across investment grade and high yield
Portfolio Manager
Saurabh Sud
Pimco
Mr. Sud is an executive vice president and portfolio manager in the London office. He oversees European public corporate credit portfolios, including investment grade and leveraged finance, and is a senior member of PIMCO’s multi-sector and global investment grade credit portfolio management teams.
PM Tellworth UK Select
Long/ short market neutral fund
Fund Manager
John Warren
Premier Miton
Aims to delivering returns through pure alpha generation – market neutral, long/short equity fund that aims to be both factor and style neutral.
Asia
Best of Asia & Asia Equity Income
Chief Investment Officer
Edmund Harriss
Guinness Global Investors
Head of Asian & Emerging Market investments
Emerging Market Debt Total Return
Principal
Chief Investment Officer
Damien Buchet
Principal Asset Management
Our strategy seeks to capture 90% or more of the market upside with 50% of market volatility and less than 50% of downside participation.
Global Small Caps
Janus Henderson
Portfolio Manager on the Global Smaller Companies and European Equities Teams
Nick Sheridan
Janus Henderson
Nick Sheridan is a Portfolio Manager on the Global Smaller Companies and European Equities Teams at Janus Henderson Investors, a position he has held since 2009. Nick joined Henderson in 2009 as part of the acquisition of New Star, where he was a portfolio manager for two years. Before New Star, he was a director of European equities at Tilney for six years. He began his fund management career at BWD Rensburg in 1990 and entered the industry as a buy-side analyst at Ashton Tod McLaren in 1986.
Global Equites
Mike Willans Head of Equities & Bimal Patel
Canada Life Asset Management
Mike joined Canada Life Asset Management in October 1999. He became Head of International Equities in March 2010 and was appointed Head of Equities in May 2018.
European Leaders
Portfolio Manager
Mark Denham
Carmignac
A high-conviction, bottom-up European Ex-UK Equity strategy. An investment process seeking profitable companies with attractive long-term prospects, built on robust fundamentals and strong business models. A high-conviction, low turnover, concentrated portfolio designed to maximise long-term alpha generation
Beyond Boundaries: The Power of Unconstrained Bond Strategies
Allspring Global Income Fund
Senior Portfolio Manager and the Head of the Plus Fixed Income Team
Janet Riling
Allspring Global Investments
Janet Rilling is a Senior Portfolio Manager and the Head of the Plus Fixed Income team at Allspring Global Investments. In this capacity, she has oversight and portfolio management responsibilities for separate accounts, mutual funds, and commingled vehicles across a range of strategies. Janet joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). She joined WFAM from Strong Capital Management. Prior to joining WFAM, she was a high-yield and investment-grade credit research analyst and a portfolio manager. Janet began her investment industry career in 1990 as an auditor with Coopers & Lybrand, specializing in the manufacturing and financial services industries. She earned a bachelor’s degree in accounting and finance and a master’s degree in finance from the University of Wisconsin, Madison. Janet is a certified public accountant and has earned the right to use the Chartered Financial Analyst® (CFA®) designation.
Chairman
Editor
Julian Marr
Wealthwise
Location
Coworth Park, Blacknest Road, Ascot, SL5 7SE
For Sat Navs use: SL5 7SE
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 future sponsorship, please contact:
