- NEXT EVENT - 2025 date to be announced soon - Novotel London West
At the London Investor Show, Novotel London West
Friday, 1st November 2024; Venue: The Auditorium
Time: 1.30pm – 3.30pm (with a 15 minute break at 2.40pm)
Welcome to the Investment Trust Forum – a dedicated 2-hour session designed to give you as much information as you need about whether to consider adding investment trusts to your portfolio.
Hosted by Richard Stone, Chief Executive of the Association of Investment Companies, and joined by Toby Finden-Crofts, CEO of Research in Finance, the Investment Trust Forum offers investors the chance to hear from renowned fund managers, take part in a panel discussion about global investment opportunities and to learn more about how to access investment trusts.
Reasons to attend
Investment trusts offer a cheap and reliable way to invest in a wide variety of exciting assets, from stocks and shares to space technology, commercial property, clean energy infrastructure and private equity. With discounts still historically wide, now could be an ideal time to snap up some bargain trusts to add some zing to your portfolio.
- Diversify your holdings
- Gain exposure to investments you couldn’t access on your own
- Benefit from a steadily growing income
Investment trusts are renowned for their ability to generate a reliable and growing income over the long term. They have the ability to retain income generated in good years to pay out in leaner ones. They can even boost dividend payments from capital profits, helping to smooth out payments to investors and making them a vital resource for income seekers. Some of our member trusts have provided a growing income for more than 50 consecutive years. For details, see the Dividend Heroes section of the AIC website. [https://www.theaic.co.uk/income-finder/dividend-heroes].
Hear from these speakers at the Investment Trust Forum
PROGRAMME
1.30pm – 1.40pm
Open and Welcome Remarks
Richard Stone, Chief Executive, Association of Investment Companies
- Introduction to investment trusts
- Why should you consider adding an investment trust to your portfolio?
1.40pm – 2.05pm
PANEL: Where do the opportunities lie for investors? – a panel discussion on growth sectors including Biotechnology, AI, and renewable energy
Join Toby Finden-Crofts, CEO of Research in Finance and James Henderson of Law Debenture, present research showing where professional investors are seeking growth and discusses these sectors with the panel.
2.10pm
Meet the Fund Manager(s)
Learn more about how investment trust fund managers select stocks and evaluate opportunities and risks
Hosted by Richard Stone, Chief Executive, Association of Investment Companies. Hear from George Barrow from Polar Capital Global Financials Trust, and Jack Featherby from J.P. Morgan to find out more about their funds’ investment objectives and how they meet them.
2.40pm BREAK (15 minutes: coffee, visit exhibition floor)
2.55pm
Panel Session
“Which asset classes can investors easily access through investment trusts?”
Chaired by Richard Stone, Chief Executive, Association of Investment Companies
Panel: Abbie Hines-Lloyd, Researcher from Research in Finance
3.25pm
Close and Q&A
Richard Stone and Toby Finden-Crofts (3.30 pm official end time with 15 minutes
overflow time allocated)
END.
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