Description
The Investment Trust Forum took place on 19th June 2025 from 9am–11am, designed to inform and elevate your investment game.
QuotedData’s Investment Trust Forum 2025 brought investors face-to-face with some of the UK’s leading fund managers in an interactive, high-energy virtual conference — open to all retail investors and completely free to attend.
Each session included a company presentation from a featured fund manager, followed by a live discussion with our expert host — offering insight into market dynamics, fund strategies, performance updates, and what was on the horizon.
Viewers had the chance to ask questions live.
Our analysts responded to questions in real time during the broadcast, making it a fully interactive experience tailored to each viewer. Whether attendees were building their first portfolio or refining a seasoned strategy, this was a valuable opportunity to learn directly from the professionals managing some of the most respected investment trusts in the UK.
Those who registered were notified with the latest updates and when we went live.
Speakers
- Charlie Wright | Investment Manager, Foresight Environmental Infrastructure
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Charlie joined Foresight Group in 2017 and is a Director in the London office where he focuses on managing and deploying capital in energy transition and environmental infrastructure. He has recently joined the senior management team responsible for FGEN and has over 17 years’ experience in the infrastructure and renewables sector as an equity investor, a project director and an adviser. He has overseen and managed circa £700m of investment across various sectors and geographies over the last few years.
Before joining Foresight, Charlie was an Investment Manager at John Laing for three years, specialising in European renewable generation investments. Prior to this, he began his career at KPMG in 2006, where he worked in the infrastructure and renewables advisory practice, providing strategic advisory services to both private and public sector clients.
Charlie holds a BA in History from Exeter University as well as an ICAEW & CISI Diploma in Corporate Finance.
More - Seb Petit | Investment Specialist, Scottish American Investment Company
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Seb joined Baillie Gifford in 2020 as a Client Director attached to our Global Income Growth strategy. He has worked in the asset management industry for 18 years, first as an equity research analyst for Barclays and Fidelity International, then as a product specialist for Fidelity and Artemis Fund Managers. Seb graduated from EDHEC (France) with a BSc in Finance and from Columbia Business School (USA) with an MBA. He is a CFA Charterholder.
More - James Cook | Portfolio Manager, JPMorgan Global Growth & Income
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James Cook, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. An employee since 2007, James joined the firm as a graduate trainee. He was previously a research analyst and also assisted with managing the strategic beta strategies. He holds a BSc (Hons) in Economics from University College, London and is a CFA charterholder.
More - Minesh Shah | Managing Director, Fund Management, The Renewables Infrastructure Group
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Minesh leads the day-to-day management of TRIG, the LSE-listed renewables investment company co-managed by InfraRed Capital Partners.
Minesh’s experience at InfraRed includes investing across the renewable energy and core infrastructure equity markets, in greenfield and brownfield sectors.
More - Craig Baker | Alliance Witan
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Craig Baker leads the portfolio management team for Alliance Witan, a FTSE 100 global equity multi-manager investment trust managed by WTW.
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