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: Geopolitics, Innovation and Returns
After delivering their strongest performance since 2017, Emerging Markets are re-entering the spotlight. Beneath recent volatility and geopolitical tensions, structural forces are reshaping the asset class: innovation in Asia, commodity tailwinds in Latin America, improving fundamentals, resilient earnings growth and meaningful valuation discounts versus developed markets. But how sustainable is this recovery and how should investors navigate through the geopolitical uncertainty? Xavier Hovasse, Head of Emerging Equities and Fund Manager of Carmignac Portfolio Emergents, will share his latest insights on EM and where the most compelling opportunities lie. He will explain why a sustainable, quality portfolio — anchored in strong balance sheets, earnings visibility and valuation discipline — is essential to navigating volatility and capturing opportunities.
Portfolio Manager, Head of Emerging Equities
Xavier Hovasse
Carmignac
Xavier Hovasse is a Fund Manager and Head of Emerging Equities at Carmignac. He joined the firm in 2008 as an analyst specialized in Latin America, and was appointed Fund Manager in 2011. Prior to that, he spent nine years at BNP Paribas Asset Management as an analyst and Manager of Emerging and Global equities. He graduated from ESCP-EAP Paris and is a CFA Charter holder since 2004.
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
As geopolitics reshapes bond market dynamics, delivering consistent outcomes has become more challenging. In this session, seasoned global bond investor, Alex Ralph, explores: How a disciplined strategy focused on incremental gains offers stability, The role of global flexibility in creating a genuine diversifier to risk assets, And what lies ahead for rates and credit.
Senior Fund Manager
Alexandra Ralph
Nedgroup Investments
Alex Ralph, Co-Portfolio Manager of the Nedgroup Investments Global Strategic Bond fund, is a fixed‑income investor with over 20 years’ industry experience. Formerly a partner at Artemis Investment Management, she helped establish the bond desk, launched the Artemis Strategic Bond Fund in 2005, and later led the Artemis High Income Fund, overseeing £3 billion in credit. She holds a BSc in Economics from the London School of Economics and is a CFA Charterholder. In 2023, Alex joined Nedgroup Investments to set up Palomar, a fixed‑income boutique.
Looking beyond the US Market
Current market conditions create a misleading sense of safety in the US. Elevated valuations and heavy concentration in mega-cap technology stocks mask underlying risks, and history suggests that starting from today’s valuation levels has typically led to only low single-digit returns over the following decade. In contrast, many markets outside of the US are trading at significant discounts— many nearly 60% cheaper than the US—with currencies that also appear undervalued. While the risks in these markets are more visible, the starting valuations offer a more attractive risk-reward profile. When weighing the risks, investing the majority of your portfolio in the US and avoiding other markets may in fact pose the greater long-term danger. Broader global exposure improves diversification and can reduce portfolio volatility. In addition, lower analyst coverage and market inefficiencies create opportunities for active managers to identify overlooked compounders and generate alpha. Join Matthew Spencer, as he explains how Orbis has been uncovering opportunities globally for decades and why many of today’s opportunities are outside the 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
There is an urgent and growing need for investment in overstretched or aging infrastructure to meet the surging demand for power driven by the energy transition, the rise of artificial intelligence, and the push for greater national self-sufficiency. As governments and private sectors mobilise capital to modernise grids, transport networks, and digital infrastructure, investors have a unique opportunity to participate in a multi-decade structural trend. We believe infrastructure can offer meaningful diversification from traditional equity markets, along with the potential for attractive long-term returns. Its defensive characteristics, inflation-linked cash flows, and exposure to essential services make it a compelling addition to portfolios, particularly in uncertain macro environments. In this session, we’ll explore how to build balanced, long-term exposure to listed infrastructure across geographies and sectors.
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.
