2024 Glasgow Investor Conference
For professional investors only.
For insights into the major themes driving equities, join our fund managers for our Glasgow Investor Conference.
Bringing a range of expertise, the investment team will cover AI and global equities, key questions in the energy sector, manufacturing investment opportunities in Asia.
Register today for a rewarding half-day of investment ideas and expert opinion.
Agenda
| Time | Topic |
|---|---|
| 08:30 | Registration & croissants |
| 09:00 | Welcome address |
| 09:15 | Power Dynamics – answering the key questions for investors in oil, gas and sustainable energy |
| 09:50 | Asia’s Manufacturing Miracle – investment opportunities in the growing technical mastery in China and beyond |
| 10:25 | Coffee break |
| 10:45 | Artificial Intelligence, Real Returns – how investors can benefit from the theme but avoid the hype |
| 11:20 | Accessing Venture Capital – the opportunities and pitfalls of venture investing in the UK |
| 11:45 | Panel debate on global markets |
| 12:15 | Buffet lunch and networking |
| 13:15 | Event close |
Speakers
Harry Fife
Harry is a sales manager with responsibility for clients in the North of England, Scotland and Northern Ireland. Prior to joining Guinness, Harry worked as a client services executive at Polar Capital.Harry graduated from Newcastle University with a degree in Business Management. He holds the IMC and the CFA Certificate in ESG Investing.
Jonathan Waghorn
Jonathan is portfolio manager of the Guinness Sustainable Energy Fund and the Guinness Global Energy Fund. Jonathan has 20 years’ experience in the energy sector. He was a Shell drilling engineer in the Dutch North Sea and worked as an energy consultant with Wood Mackenzie before becoming co-head of Goldman Sachs energy equity research in 2000. He joined Investec as co-manager on the Investec Global Energy Fund in 2008 and joined Guinness Global Investors in 2013.
Mark Hammonds
Mark is portfolio manager on the Guinness Asian Equity Income strategy and Guinness Emerging Markets Equity Income Fund. Prior to joining Guinness, Mark worked at Ernst & Young, where he qualified as a Chartered Accountant.
Dr Ian Mortimer
Ian is portfolio manager on the Guinness Global Equity Income strategy and the Guinness Global Innovators strategy. Prior to Guinness, Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford in 2006. Along with Matthew Page, Ian founded the investment philosophy behind the Guinness Global Equity Income fund.
Will Clark
Will is responsible for managing and growing our relationships with intermediaries including IFAs, Wealth Managers and Private Banks across the UK. Prior to joining Guinness, Will has previously worked at Mariana Capital, The Ingenious Group, Barclays Wealth and UBS Wealth. Will holds a B.A (Hons) degree in Philosophy and Economics from the University of Southampton.
Highlights from our 2024 London Investor Conference
Details & Registration
| Date | Location | Address | |
|---|---|---|---|
| Thursday 7 November | Glasgow | Radisson Blu Hotel, 301 Argyle St, Glasgow, G2 8DL |
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