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QuotedData’s Investment Trust Forum 2023

QuotedData's Investment Trust Forum 2023


We are pleased to announce that we will be hosting a one-day investment trust conference for professional and private investors.

If you are a professional investor, you can secure your in-person ticket HERE

If you are a private investor, you can secure your livestream ticket HERE

The QuotedData Investment Trust Forum provides a chance for professional investors to engage in person with investment trust managers, and each other, as they share their views on key investment themes and strategies.

Why attend?

  • We will discuss the most pressing issues in the investment trust market
  • Meet managers and listen their fund presentations (spin off rooms available for more personable meetings)
  • Panels on the most interesting investment trends and opportunities
  • Industry networking
  • Enhance your learning (with structured CPD certificates)
  • Q&A

For professional investors, the conference will be taking place in the City of London on Thursday 5th October 2023. Full address and timings will be sent you upon confirming a ticket. For private investors, the conference will be taking place via livestream.

We will be hosting a series of themed panel discussions and talks throughout the day where investment company experts will provide their thoughts on relevant topics and discussion themes. Agenda can be found on the schedule tab above, and below:

Breakfast, lunch and refreshments will be served all day.


Professional Investor Ticket (in-person attendance only) – £100 FREE Tickets: Secure Your Ticket

Private Investor Ticket (via livestream) – £25 FREE Tickets: Secure Your Ticket

Limited tickets available, but a certain number will be reserved to subscribers. Any other questions or cancelations email us.

DISCLAIMER – We will notify you if you have the incorrect ticket. In the situation any payment is required, if you attend the event or not, this is to be settled 30 days from the issued invoice, the payment date. Interest will be charged at 10% per month for late payments. On occasions we offer an alternative solution, this will lapse prior to the payment date.

Schedule Overview

Date Number of Sessions First Session Starts Last Session Ends
Thursday 5th 2023 15 08:15 AM 05:00 PM

Schedule Details

Day Time Session Details
Day 1 08:15 AM09:00 AM

Attendee Check-in/Badge Pick-up

Day 1 09:00 AM09:15 AM

Opening comments | James Carthew - QuotedData

Day 1 09:15 AM09:30 AM

Keynote speaker | David Stevenson - Financial Times

Day 1 09:30 AM10:15 AM

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

Day 1 10:15 AM10:45 AM


Day 1 10:45 AM11:30 AM

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

Day 1 11:30 AM12:15 PM

Presentation: keystone positive change | Catherine Flockhart - Baillie Gifford

Day 1 12:15 PM01:15 PM


Day 1 01:15 PM02:00 PM

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

Day 1 02:00 PM02:45 PM

Sustainable investing | Ross Grier - NextEnergy Capital | Richard Hulf - HydrogenOne Capital | Matthew Read - QuotedData | Richard Lum - VH Global Sustainable Energy Opportunities

Day 1 02:45 PM03:30 PM

Company Presentation Opportunity | Nick Brind - Polar Capital Global Financials

Day 1 03:30 PM04:00 PM


Day 1 04:00 PM04:45 PM

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

Day 1 04:45 PM05:00 PM

Closing remarks | Edward Marten - QuotedData

Day 1 05:00 PM05:00 PM


Ticket Price
Professional Investor Ticket (in-person attendance) FREE Tickets Still Available (Normal Cost £100).
Private Investor Ticket (via livestream) FREE Tickets Still Available (Normal Cost £25).

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