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QuotedData’s Investment Trust Forum 2023: Solutions to the discount problem facing the trust sector

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Description

A panel discussion on the solutions to the discount problem facing the trust sector.

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Speakers

Bernard Moody | abrdn

Bernard Moody is an Investment Director at abrdn with over 20 years’ experience of listed investment companies having managed funds with remits encompassing global equites, emerging markets and listed private capital.

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Ben Newell | Investec

Ben Newell is an Analyst on the Investment Companies team at Investec and leads on the coverage of the Alternatives. He qualified as a Chartered Accountant at PwC and joined the team (then at Canaccord Genuity) in 2014.

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Matthew Read | QuotedData

Matthew graduated in economics from the University of York in 1995 and, following a period working in the Insurance broking industry, gained his MSc in Finance from Cass Business School in 2000. Mathew has considerable experience in analysing closed end funds; first of all for Quantec Ltd, as part of his MSc studies, and then at Teather and Greenwood where Matthew produced daily statistics and weekly recommendations on investment trusts while providing analytical support to the corporate finance, institutional sales and market making functions. In 2002, Matthew made the shift to writing sponsored research, initially at Hardman & Co and then at Edison from 2008, where the client base expanded from just two funds to over 50 during his tenure. He is a CFA charterholder.

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James Carthew | QuotedData

James started his career at M&G in 1984 where he wrote research on a wide variety of UK companies and managed a number of UK equity funds as well as M&G’s Fund of Investment Trusts. From 2001-2010 he managed Advance UK Trust PLC, a global fund of funds that promoted good corporate governance within the closed-end fund industry. James has been a non-executive director of several companies. He writes articles on the closed-end fund industry for various publications, including a regular column in Citywire, and sits on the judging panel for the Investment Company of the Year Awards. James also sits on the Marten & Co board.

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Ticket Price

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