Events

QuotedData’s Weekly News Show Special: New government, new opportunities

Livestream thumbnail for 20/09/2024 at 11am.

Description

As the UK heralds a new government, we will delve into the new investment opportunities that this change will offer. Join us on YouTube live as we bring together top fund managers to debate on whether changing policies will bring about a new supportive environment for our sector.

We will look at what is currently driving markets and whether growth stocks/small caps are going to recover. Against this backdrop, James will get the panellists’ views on whether the UK will continue to be the poor relations and if managers will revisit the allocation to the UK.

Most importantly, we would like to hear your opinions and answer your questions. Join our live stream, and be part of the live Q&A with your questions at the ready. If you register in advance, we will send you a free guidebook on the day with a collection of thought pieces from our analysts on the topics covered.

Speakers

David Bird | Investment Director, Fund Manager - Octopus Renewable Infrastructure Trust

David is an investment director who joined the Octopus Energy Generation team in 2014 and works full-time on fund management for ORIT.

As well as working in the transaction team leading acquisitions and project finance debt raising in the UK, France and Ireland, David has previously led the team responsible for the management of Octopus Energy Generation’s bioenergy investments and has represented Octopus Energy Generation on a number of industry panels convened by Ofgem, the GB energy regulator.

Prior to joining the Octopus Group, David was a director at Walbrook Capital, a boutique investment manager with a particular focus on renewables. He is a chartered accountant having qualified at EY, and holds a Masters in Mathematics from Oxford University

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Neil Hermon | Portfolio Manager - Henderson Smaller Companies Trust

Neil Hermon is a Portfolio Manager on the UK Equities Team at Janus Henderson Investors, a position he has held since 2013. He joined Henderson in 2002 as head of UK smaller companies. Prior to this, he served as head of UK smaller companies for General Accident Investment Management (later to become CGU plc). He began his career at Ernst & Young as a chartered accountant.

Neil received an MA (Hons) in mathematics from Cambridge University. He is an associate member of the Society of Investment Professionals (ASIP) and has 35 years of financial industry experience.

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Georgina Brittain | Fund Manager - JPMorgan UK Small Cap Growth & Income

Georgina Brittain, managing director, is a senior portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London. Georgina joined the firm in 1995. She obtained a MA in Classics from the University of Oxford, and earned a Diploma in Law from City University, London. She is a qualified barrister.

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Duncan Ball | CEO BBGI Global Infrastructure - BBGI Global Infrastructure

Since our IPO in 2011, I have been leading BBGI Global Infrastructure, a FTSE 250 company that owns and operates a diversified portfolio of 56 core infrastructure assets in seven countries. With a net asset value of over £1 billion, we deliver attractive financial returns and sustainable value to our shareholders, partners, and communities.

As a Chartered Financial Analyst (CFA) and a certified director (ICD.D), I have extensive experience and expertise in infrastructure projects, asset management, and investment management. I am passionate about driving the strategic direction, growth, and performance of our company, while ensuring the highest standards of governance, risk management, and environmental, social, and governance (ESG) practices. I am also committed to fostering a culture of innovation, collaboration, and excellence within our team and across our industry.

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