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Investors Chronicle Private Investor Seminar

Unlocking the power of investment trusts

London |
Speakers include:
John Hughman

John Hughman

FT Specialist

David  Baxter

David Baxter

Investors Chronicle

Algy Hall

Algy Hall

Investors Chronicle

Overview

There are numerous reasons why investment trusts have long been the preferred collective investment vehicle for Investors Chronicle readers - the liquidity offered by their structure, the ability for canny stockpickers to buy assets at a discount when others are unduly fearful, not to mention the wealth of exposures they offer across asset classes and geographies, often at a very low cost. As the rest of the world catches up to these benefits, our series of seminars will scan the industry to help delegates hone in on the trusts that can further improve their portfolio performance.

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fallback Add to my Calendar 03/17/2020 16:00:0003/17/2020 20:00:00falseInvestors Chronicle Private Investor SeminarThere are numerous reasons why investment trusts have long been the preferred collective investment vehicle for Investors Chronicle readers - the liquidity offered by their structure, the ability for canny stockpickers to buy assets at a discount when others are unduly fearful, not to mention the wealth of exposures they offer across asset classes and geographies, often at a very low cost. As the rest of the world catches up to these benefits, our series of seminars will scan the industry to help delegates hone in on the trusts that can further improve their portfolio performance.Investors-Chronicle-Private-Investor-Seminar39e40bdbfcfb3eecbcad551fa5b077a8MM/DD/YYYY

Chair (1)

John Hughman

John Hughman

Editor - Investors Chronicle
FT Specialist

John Hughman has been a journalist at Investors Chronicle, a leading magazine for private investors in the UK, since 2008, becoming its editor in 2012 having covered a multitude of industries. Previously, John worked as a technology analyst, first at a London stockbroker covering software before moving to a big 4 accountancy firm to develop its thought leadership programmes across the sector.  

Speakers (2)

David  Baxter

David Baxter

Deputy Personal Finance Editor
Investors Chronicle

Dave is deputy personal finance editor at Investors Chronicle. He has spent several years at the FT Group, covering funds, markets and the investment industry across different publications. 

Algy Hall

Algy Hall

Associate Editor
Investors Chronicle

Algy Hall is an Associate Editor of the Investors Chronicle. He edits the magazine's weekly tip section and writes the stock screening column. He began his career in financial journalism in 1998 writing for Investment Trust Newsletter. He assisted the founding of Citywire where he wrote about shares being traded by shrewd investors. He joined Investors Chronicle in 2006.  

Agenda - 17th Mar

  • 4:00pm
    Registration
  • 4:30pm
    Opening Remarks

    John Hughman, Editor, Investors Chronicle

  • 4:40pm
    Keynote Presentation

    Ed Kuczma, Co-manager, BlackRock Latin American Investment Trust plc

  • 5:05pm
    Screening for investment trust winners
    • The most important valuation measure for investors in investment trust shares: the Z-Score
    • Why investment trust share price momentum matters
    • An investment trust screen that brings together value and momentum
    • Trusts and sectors that look attractive now

    Algy Hall, Associate Editor, Investors Chronicle

  • 5:25pm
    Afternoon Refreshments
  • 5:50pm
    Session Reserved for ASI
  • 6:15pm
    Buy, hold or sell: evaluating your investment trust holdings
    • High share prices: value worth paying for?
    • Share price discounts, and the areas where they look less justified
    • Investment manager changes and where the opportunities might lie
    • Assessing new trusts

    David Baxter, Deputy Personal Finance Editor, Investors Chronicle

  • 7:20pm
    Q&A Panel Discussion

    Ed Kuczma, Co-manager, BlackRock Latin American Investment Trust plc
    Algy Hall, Associate Editor, Investors Chronicle
    David Baxter, Deputy Personal Finance Editor, Investors Chronicle

    Panel moderated by John Hughman, Editor, Investors Chronicle

  • 7:25pm
    Closing Remarks

    John Hughman, Editor, Investors Chronicle

Presented by (1)

Investors Chronicle has been helping investors make their money work harder for over 155 years. We are renowned for our market-beating share tips as well as comprehensive and independent coverage of the UK stock market. However, we cover more than just shares, a subscription to Investors Chronicle means that you can enjoy all of this:

■ Tips of the Week – uncover four exciting share or bond tips and a fund tip in your inbox by Friday morning

■ Weekly features on big investment themes such as emerging markets, commodities and how to boost income from your portfolio

■ Individual portfolios selected by our journalists: our 'Bargain Shares' value portfolio has beaten the market 13 times in 16 years; our 'Benchmark' momentum portfolio has made 92 per cent in five years and our 'Bearbull' income portfolio has made 196 per cent since 1999. (Past performance is not a guide to the future.)

■ Funds coverage - interviews with leading fund managers plus our in-depth research to help you find the best funds for growth and income

■ Tip updates – throughout the week on our website we publish sometimes as many as 15 – 20 updates on our past stock picks

■ Information you need to know when choosing your Sipp or Isa investments. We'll show the best ways to take advantage of tax-efficient savings vehicles

■ Economic analysis – we'll give you the bigger picture and understand the factors that affect your savings and investments

■ Trading ideas – 'The Trader' will show you with clear charts how she uses technical analysis to anticipate market moves and inform his trading strategy

■ Comprehensive companies coverage – we analyse hundreds of company results each year to help you conduct thorough research when making investment decisions

Sponsored by (1)

BlackRock

BlackRock helps investors build better financial futures. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of June 30, 2019, the firm managed approximately $6.84 trillion in assets on behalf of investors worldwide.

Venue

Bracken House
1 Friday Street
London EC4M 9BT

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Contact us

Sarah Fal
Event Content Producer
FT Specialist
Rachel Padhiar
Events Manager - Retail and Personal Finance
Financial Times
Claire Harris
Senior Marketing & Communications Manager
FT Specialist