Be part of the debate at York's leading investment conference for senior fund selectors.
The Wealth Forum North, taking place on Thursday 14th and Friday 15th May at the beautiful Grand Hotel, York, brings together investment experts from 10 leading asset managers with fund selectors, buyers and researchers for a day and a half of insightful presentations and in-depth discussions. There will be plenty of opportunity to network and the event qualifies for structured CPD hours.
Agenda- Full agenda coming soon
Day 1: Thursday 14th May
8:00-9:00
Arrival and Registration
17:00
Departure for day guests and check-in
19:00- 20:30
Dinner and Keynote
Day 2: Friday 15th May
9:00- 11:00
Presentations
11:00- 12:00
Coffee and departure
Content & Speakers
More speaker details and topics will be announced shortly.
Opening Keynote
Where does the UK now fit - in the global economy and client portfolios?
Partner and Head of Downing Fund Managers
Judith MacKenzie
Downing
Global Equity Absolute Alpha
An alternative view on Global Equities
Managing Director
Ben Stapley
J.P. Morgan Asset Managemen
Ben Stapley, Managing Director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. He is a member of the Style investment team, with a particular focus on growth and long/short mandates. An employee since 2002, Ben joined the firm as a graduate trainee. He holds a BA degree in Economics and is a CFA charterholder.
Emerging Markets
Fund Manager
Naomi Waistell
Carmignac
Naomi joined Carmignac in 2025 as a Fund Manager in the Emerging Equities team. She began her career in asset management in 2007 in London. In 2010, she joined Newton Investment Management in London where she held the position of Fund Manager for a decade. Prior to joining Carmignac, Naomi was a Senior Fund Manager at Polar Capital specialising in Global Emerging Markets. Naomi is a CFA Charterholder and holds an MBA from the University of Cambridge.
Global Value
Co-manager
Shane Kelly
M&G Investments
Active Credit
Nicolas will present on the Outlook for fixed income markets and opportunities within global short duration
Senior Portfolio Manager
Nicolas Trindade
BNP Paribas
Nicolas TRINDADE joined AXA IM in 2006 and is a Senior Portfolio Manager within the Active Sterling Credit team. Nicolas is the lead Portfolio Manager of the AXA Sterling Credit Short Duration Bond Fund, AXA Global Short Duration Bond Fund and AXA WF Global Credit Bonds. He holds an MSc in Diplomacy and International Strategy from the LSE as well as a Master’s Degree in IT Engineering from Telecom SudParis. Nicolas is a CFA Charterholder.
The case for hybrid property
Investing in listed securities in traditional, renewable energy, social and digital infrastructure.
Fund Manager
Andrew Gill
TIME Investments
Andrew Gill has 9 years’ experience investing and researching in REITs and listed infrastructure and 13 years in financial services. Andrew joined TIME in October 2022 and is a Co-Fund Manager for TIME:Property Long Income & Growth and TIME:UK Infrastructure Income. Previously, Andrew was a sell-side Equity Research Analyst at Jefferies for over 7 years primarily covering European listed real estate and REITs.
Keyridge North America Fund
Mike Willians and Bimal Patel
Keyridge Asset Management
UK Dynamic Equity
Lead Investment Manager, UK Dynamic Equity
Alex Saavides
Jupiter
Alex spent 21 years at J O Hambro Capital Management, where he was Senior Fund Manager of the JOHCM UK Dynamic Fund, a strategy which he developed and launched in 2008. Alex spent his early investment career at three independent UK stockbroking firms. He is a Fellow of the CISI and holds a BA in Politics from the University of Nottingham.
Global Equity Income
Redwheel Global Equity Income Strategy
To provide a combination of income and long term capital growth by investing primarily in a portfolio of global companies.
Portfolio Manager
Nick Clay
Redwheel
Nick joined Redwheel in 2020 and leads the Global Equity Income team. He hopes to create a successful, enduring philosophy and process within a team where all are treated equally. Nick feels that Redwheel’s ownership structure and perpetual partnership are the ideal surroundings to increase the chance of successfully achieving this ambition.
Global Strategic Bond fund
Senior Fund Manager
Alexandra Ralph
Nedgroup Investments
Global ex US
Director & Head of UK Retail
Matthew Spencer
Orbis Investments
Matthew Spencer, Head of UK Retail, has been with Orbis since 2008 and has had a broad range of client-facing roles and responsibilities within the firm, most recently as leading the investment counsellor team which is responsible for servicing institutional clients and investment consultants globally. He previously worked as an investment analyst at Axis Specialty Limited and in the audit practice at PricewaterhouseCoopers. Matthew has a Bachelor of Accounting (Stellenbosch University) and is a Chartered Accountant and Chartered Financial Analyst.
Wellington Enduring Infrastructure Assets Fund
We have a power problem – a critical juncture for infrastructure
Actively managed fund, seeking long-term total returns by primarily investing in equity securities issued by companies globally that own long-lived physical assets such as those in utility, transportation, energy, data infrastructure, real estate and industrial sectors and which are believed to possess a competitive advantage, and exhibit low levels of earnings volatility. Although the Fund is not constructed relative to a benchmark, the FTSE Global Core Infrastructure 50/50 Index (Net) can serve as a proxy for the broad global infrastructure public equity market and is shown for contextual purposes.
Megan Galligan
Wellington Management
As a member of the Energy and Utilities Team, Megan specializes in European utilities and North American small and mid-cap utilities. She conducts fundamental analysis on companies in these sectors and makes buy/sell recommendations to portfolio managers based on his findings and market conditions.
Event Host
Location
The Grand Hotel, York, YO1 6GD
For Sat Navs use: YO1 6GD
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 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.
