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 brought together investment experts from 10 top asset managers, including Allspring, Carmignac, Janus Henderson, Pimco, Premier and Redwheel.
Each Fund Manager spoke on a different sector, giving attendees a well-rounded insight into the market as a whole. The event featured keynotes from top economists and an after dinner speaker.
See the event in action:
Wealth Forum Agenda
Day 1 - Thursday 26th June
7:45 - 10:00
Arrival and registration
10:00 - 11:00
Welcome and Keynote by Justin Urquhart Stewart
11:00- 11:30
Coffee and refreshment break
11:30- 12:40
Fund manager workshops
12:40- 14:00
Lunch
14:00-15:45
Fund manager workshops
15:45-16:35
Coffee and refreshment break
16:35-17:45
Fund manager workshops
17:45-19:00
Check-in and free time
19:00 - 21:00
Dinner and keynote from Phil Tufnell
Day 2 - Friday 27th June
7:45 - 10:00
Breakfast
10:00-11:55
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.
Opening Speaker
Market Update
Partner and co founder of Seven Investment Management
Justin Urquhart Stewart
WCM Select Global Growth
Natixis Investment managers
Select Global Growth is an all-cap (>$1 billion market cap) growth portfolio that invests in ~30-50 companies globally. The portfolio is built with the goal of meaningful long-term excess returns over benchmarks.
Portfolio Manager & Co-CEO
Paul Black
WCM Invest
Paul joined WCM in 1989; his primary responsibility is portfolio management for our global, fundamental growth strategies. Since the start of his investment career in 1983, Paul's experience includes positions as Portfolio Manager with Wells Fargo Private Banking Group, and with Bank of America.
Ecofin Listed Infrastructure Strategy
Portfolio Manager
Jean-Hugues de Lamaze
Ecofin Listed Infrastructure Strategy
Jean-Hugues joined Ecofin in early 2008 and is the portfolio manager in charge of the Ecofin Sustainable Listed Infrastructure strategy.
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 Finisterre
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 Smaller Companies: A sea of opportunity
Global Small Caps
In their discussion, Janus Henderson Investors will highlight the investment opportunity set for listed smaller cap equities which they believe have a number of catalyst working in their favour. They will share their unique, robust and repeatable approach to idea generation, stock selection and portfolio construction, that maximises the specialist local knowledge they possess across key geographical small cap regions
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
Head of Equities
Mike Willans, with 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, Plus Fixed Income
Jens Vanbrabant, CFA
Allspring Global Investments
Jens Vanbrabant is a senior portfolio manager and leads European high yield for the Plus Fixed Income team at Allspring Global Investments. In this capacity, he has oversight and portfolio management responsibilities for separate accounts and commingled vehicles across a range of strategies. He joined Allspring from its predecessor firm, Wells Fargo Asset Management (WFAM). Jens served as a portfolio manager responsible for the team’s corporate investment-grade and high-yield credit risk before becoming a lead portfolio manager of WFAM Credit Europe’s multi-asset credit portfolios, which included significant allocations to loans and high yield. Jens was previously at J.P. Morgan, where he was a credit research analyst responsible for the firm’s industrials loan exposure in the Credit Portfolio Group. He began his investment industry career in 1999. Jens earned a master’s of laws degree from King's College London and a law degree from University of Leuven in Belgium. He has earned the right to use the Chartered Financial Analyst® (CFA®) designation and is a member of CFA Society U.K.
After Dinner Guest
Fireside Chat
Cricket Legend
Phil Tufnell
Ex-England spinner, BBC & TV commentator & Former Question of Sport Skipper.
Chairman
Editorial director
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:
