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Investors Chronicle Private Investor Seminar

Unlocking the power of investment trusts

London |
Speakers include:
John Hughman

John Hughman

FT Specialist

Algy Hall

Algy Hall

Investors Chronicle

David  Baxter

David Baxter

Investors Chronicle

Overview

Investors Chronicle Private Investor Seminar, originally scheduled for 17 March at Financial Times, London, has been postponed to 26 November. If you are happy for your ticket to be transferred to 26 November then no further action needs to be taken. However, if you would like a refund please email icevents@ft.com, and your refund will be processed and in your account within 10 working days. 

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 19:50:00falseInvestors Chronicle Private Investor SeminarInvestors Chronicle Private Investor Seminar, originally scheduled for 17 March at Financial Times, London, has been postponed to 26 November. If you are happy for your ticket to be transferred to 26 November then no further action needs to be taken. However, if you would like a refund please email icevents@ft.com, and your refund will be processed and in your account within 10 working days. OVERVIEWThere 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)

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.  

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. 

Agenda - 17th Mar

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

    John Hughman, Editor, Investors Chronicle

  • 4:40pm
    Keynote Presentation

     

  • 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

  • 5:30pm
    Session Reserved for Schroders

    Jeff O’Dwyer, Fund Manager, Schroders

  • 5:55pm
    Evening Refreshments
  • 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

  • 6:40pm
    The opportunity in emerging and frontier markets
    • Why emerging and frontier markets now? Long term fundamentals vs short term noise
    • Why active management? Inefficiencies and capturing them
    • Why an investment trust? Structural advantages and attractive valuations
    • How we aim to capture the opportunity

     

  • 7:05pm
    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
    Andrew Lister, Manager of Aberdeen Emerging Markets Investment Company Limited, Aberdeen Standard Investments
    Jeff O’Dwyer, Fund Manager, Schroders

    Panel moderated by John Hughman, Editor, Investors Chronicle

  • 7:45pm
    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 (3)

BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. 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 31 December 2019, the firm managed approximately $7.43 trillion in assets on behalf of investors worldwide.

Standard Life Aberdeen plc is one of the world’s largest investment companies, created in 2017 from the merger of Standard Life plc and Aberdeen Asset Management PLC. Operating under the brand Aberdeen Standard Investments, the investment arm manages £525.7bn of assets (as at 30 June 2019). We have a significant global presence and the scale and expertise to help clients meet their investment goals.

As a leading global asset manager, Aberdeen Standard Investments is dedicated to creating long-term value for our clients. The investment needs of our clients are at the heart of what we do. We offer a comprehensive range of investment solutions, as well as the very highest level of service and support.

Schroders is a world-class asset manager operating from 34 locations across Europe, the Americas, Asia, the Middle East and Africa. We manage investments for institutions and individuals to help them meet their financial goals and prepare for the future. We actively manage investment solutions to help build future prosperity for our clients. Our 42 investment teams actively manage investments across a range of asset classes. Our approach allows us to channel our insights into the right outcomes for our clients.

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