The Wealth Forum, Scotland, Edinburgh: A premium event for top fund selectors in Scotland
Taking place on Tuesday the 9th of September the Balmoral hotel in Edinburgh, the Forum will bring together investment experts from 5 top asset managers.
Each Fund Manager will speak on a different sector, giving attendees a well-rounded insight into the market as a whole.
The event will also include a networking breakfast and lunch.
Agenda
9th September
8:30-9:00
Arrival and breakfast
9:00-9:10
Welcome and Introduction
9:10-12:00
Presentations
12:00-13:00
Lunch
13:00
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.
Fixed Income
Fund manager & Head of Fixed Income
Lloyd Harris
Premier Miton
Lloyd Harris joined Premier Miton in August 2020. He was previously at Merian Global Investors (2012-2020), where he was manager of the Merian Corporate Bond Fund and co-manager of the Merian Financials Contingent Capital Fund. He has also worked at Cutwater Asset Management (2007-2011), initially as an asset-backed CP/MTN trader, then as a European financials credit analyst, and before this, he worked in structured capital markets at Deutsche Bank (2002-2007).
European Equities
Fundamental Equities
Aurelien Favre
Zadig Asset Management
Unconstrained Bonds
Senior Fixed Income Portfolio Manager
Jamie Niven
Candriam
Jamie Niven has been a senior portfolio manager and an integral part of the team running Candriam Bonds Total Return since 2018. He is a member of the Fixed Income Steering Group. Prior to that he was a portfolio manager within Aberdeen’s solutions division where he was the lead manager for c£3.5bn of assets as well as responsible for the tactical asset allocation for a c£16bn book of business for one of the firm’s key clients. Jamie holds an MA in Economics from the University of Edinburgh as well as being a CFA charterholder.
Redwheel Global Equity Income Strategy
Portfolio Manager
Nick Clay
Redwheel
European Leaders strategy
Senior Product Specialist
Gilles Cozma
Carmignac
Gilles joined Carmignac in 2022 as a Senior Thematic Specialist. He started his career in 2006 at Pictet Asset Management on their thematic funds before moving to Skandia Investment Group in 2007 as a fund analyst covering both long only and alternative equity funds. In 2015 he joined Franklin Templeton’s Multi-Asset team as senior research analyst where he set up their London manager research function and was responsible for selection and allocation across EM Equities, Japanese Equities and niche products. In 2017 he moved to Schroders’ product strategy team to work with the investment and distribution teams to build out the investment management activity. Gilles graduated from ISG Business School in Paris and holds an MBA from IE Business School in Madrid. He is also a CAIA charterholder.
TBC
Location
The Balmoral Hotel, 1 Princes St, Edinburgh EH2 2EQ, EH2 2EQ
For Sat Navs use: EH2 2EQ
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 future sponsorship, please contact:
