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QuotedData’s Investment Trust Forum 2023

QuotedData's Investment Trust Forum 2023

Welcome to the videos from the Investment Trust Forum 2023.

The conference was for investment analysts, research committees and portfolio managers from all the major asset management groups, banks, stockbrokers, wealth managers and IFA networks and offered presentations and panel discussions on a range of topics.

We were pleased to have panel sponsorship from Witan Investment Trust. We were also delighted to welcome David Stevenson, columnist at The Financial Times who was this year’s Keynote Speaker.

To view any of the videos from the Investment Trust Forum 2023, please click through the links in the agenda below:


OPENING COMMENTS | James Carthew – QuotedData

KEYNOTE SPEAKER | David Stevenson – The Financial Times

PANEL DISCUSSION | The future of growth investing:
Laura Foll – Janus Henderson Investors
Richard Watts – Chrysalis Investments
Peter Hewitt – Columbia Threadneedle
James Carthew – QuotedData

PANEL DISCUSSION | Private equity – spotting the companies of tomorrow:
James Hart – Witan Investment Trust
Ralf Gruss – Apax Partners
Steven Tredget – Oakley Capital
James Carthew – QuotedData

PRESENTATION | Keystone positive change:
Catherine Flockhart – Baillie Gifford

PANEL DISCUSSION | Solutions to the discount problem facing the trust sector:
Bernard Moody – abrdn
Ben Newell – Investec
Matthew Read – QuotedData
James Carthew – QuotedData

PANEL DISCUSSION | Sustainable investing:
Ross Grier – NextEnergy Capital
Richard Hulf – HydrogenOne Capital
Matthew Read – QuotedData
Richard Lum – VH Global Sustainable Energy Opportunities

PRESENTATION | Nick Brind – Polar Capital Global Financials

PANEL DISCUSSION | Active ETFs and LTAFs – a solution to wide investment trust discounts?:
Tom Eckett – ETF Stream
James Carthew – QuotedData
James Lowe – Schroders
Nik Bienkowski – HANetf

CLOSING REMARKS | Edward Marten – QuotedData


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