Investment Training Conference

Thursday 23rd & Friday 24th April 2020
The Balmoral Hotel, Edinburgh

  • Artemis
  • Baillie Gifford
  • BNY Mellon
  • Columbia Threadneedle
  • Comgest
  • Evenlode Investment Management
  • Impax
  • J.P. Morgan
  • Lindsell Train
  • Man GLG
  • Merian
  • Morgan Stanley
  • Ninety One

Welcome

The regular Brewin Investment Training Conferences are hosted by a range of leading asset managers. The aim is to update Brewin Dolphin wealth managers on a broad array of funds and asset classes, sharing the latest thinking from some of the brightest brains in the industry. These events are educational and qualify for structured CPD points. They are invitation only. If you have received an invitation and would like to attend, please register below. Please contact brewindolphin@mipagency.com for further information.

The Brewin Investment Training Conference will take place on 23rd and 24th April 2020 at the Balmoral Hotel, Edinburgh.

The agenda will comprise a mix of main platform presentations and smaller, more intimate boardroom sessions. All presentations will be educational in nature and there will be plenty of time for questions.

A selection of buy-list managers will present on a broad range of topics, giving insights into world economies and markets. As usual, we will ensure there is little (if any) overlap in content.

View photos and feedback from last year's training conference.

The conference will again take place at The Balmoral Hotel, Edinburgh, EH2 2EQ. The Balmoral Hotel is conveniently located in central Edinburgh, just a few minutes' walk from the train station and a 30 minutes' drive from Edinburgh airport.

Register for the event here.

Event Info

The Brewin Investment Training Conference will take place on Thursday 23rd & Friday 24th April 2020 at The Balmoral Hotel, Edinburgh.

Once again, we will bring together a host of fascinating buy-list managers who will share their views on a range of funds and asset classes. All presentations will qualify for structured CPD points.

Some of the UK's best-known managers will discuss their views on markets and funds in both main platform and boardroom sessions. Our own research team will also present on our latest asset allocation policy. All presentations will have a strong educational bias.

Whilst we have a very packed agenda, we have incorporated time for you to network with fund managers and your peers from Brewin Dolphin over lunches and dinner. We also look forward to welcoming another high-profile external speaker over dinner.

AGENDA

The agenda is a mix of main platform sessions and smaller boardroom sessions. We ask that all delegates please ensure they attend all sessions.


Time Description
10.30am Arrivals and registration
11.00am Brewin Dolphin welcome address – Guy Foster
11.15am Main platform presentation 1 - Man GLG
11.45am Main platform presentation 2 - Impax
12.15am Main platform presentation 3 - Comgest
12.45pm Lunch
1.45pm Boardroom session 1 - (Artemis, Columbia Threadneedle Investments, Morgan Stanley, Ninety One)
2.30pm Boardroom session 2 - (Artemis, Columbia Threadneedle Investments, Morgan Stanley, Ninety One)
3.15pm Break
3.30pm Boardroom session 3 - (Artemis, Columbia Threadneedle Investments, Morgan Stanley, Ninety One)
4.15pm Boardroom session 4 - (Artemis, Columbia Threadneedle Investments, Morgan Stanley, Ninety One)
5.00pm Free time
7.30pm Drinks and black-tie dinner with external speaker

Agenda subject to change

Time Description
8.15am Coffee
8.30am Main platform presentation 4 - Brewin Dolphin
9.00am Main platform presentation 5 - Evenlode Investment Management
9.30am Move to breakout sessions
9.45am Boardroom session 5 - (Baillie Gifford, J.P. Morgan Asset Management, Merian Global Investors, BNY Mellon Investment Management)
10.30am Boardroom session 6 - (Baillie Gifford, J.P. Morgan Asset Management, Merian Global Investors, BNY Mellon Investment Management)
11.15am Break
11.30am Boardroom session 7 - (Baillie Gifford, J.P. Morgan Asset Management, Merian Global Investors, BNY Mellon Investment Management)
12.15pm Boardroom session 8 - (Baillie Gifford, J.P. Morgan Asset Management, Merian Global Investors, BNY Mellon Investment Management)
1.00pm Main platform presentation 6 – Lindsell Train
1.30pm Buffet lunch
2.30pm Departures

Agenda subject to change

Speakers

We are lucky to have secured some of the best and most well-known managers in the industry. These seasoned investment professionals will share insights into their funds and the latest thinking in their respective sectors.


Cormac Weldon

Artemis

Artemis US Smaller Companies


Praveen Kumar

Baillie Gifford

Baillie Gifford Shin Nippon PLC


David Hooker

BNY Mellon Investment Management

Insight UK Government All Maturities Bond Fund


Dave Dudding and Benjamin Moore

Columbia Threadneedle Investments

Threadneedle European Select


Laure Négiar

Comgest

Comgest Growth World


Hugh Yarrow

Evenlode Investment Management

Evenlode Income and Global Income


Bruce Jenkyn-Jones

Impax

Impax Environmental Markets


Fiona Harris

J.P. Morgan Asset Management

JPM US Equity Income


Nick Train

Lindsell Train

LF Lindsell Train UK Equity Fund


Henry Dixon

Man GLG

Man GLG Undervalued Assets and Man GLG UK Income


Daniel Nickols

Merian Global Investors

Merian UK Smaller Companies


Krace Zhou

Morgan Stanley

Morgan Stanley Asia Opportunity


Jason Borbora-Sheen

Ninety One

Investec Diversified Income


External Speakers

Matthew Syed

Writer, journalist and broadcaster

Matthew Syed is an author and highly acclaimed speaker in the field of high performance. He has written six best-selling books on the subject of mindset and high performance – Bounce, Black Box Thinking, Rebel Ideas, The Greatest – and has worked with many leading organisations to build a mindset of continuous improvement. He is also a multi-award-winning journalist for The Times and a regular contributor to television and radio. In his previous career, Matthew was the England table tennis number one for almost a decade.

In his most recent best-seller – Rebel Ideas: The Power of Diverse Thinking - Matthew argues that individual intelligence is no longer enough to solve today’s complex problems; to truly succeed we must harness the power of 'cognitive diversity'. Rebel Ideas uncovers the best-kept secrets of the world's most successful teams, bringing insights from psychology, anthropology and data science, whilst drawing on a dazzling range of intriguing case-studies.

Matthew is also co-founder of Matthew Syed Consulting (MSC); the company has worked with an impressive portfolio of clients to build growth mindset cultures and drive higher performance in individuals, teams and organisations.




Photos & Feedback from last year’s training conference

Venue

The Balmoral Hotel, Edinburgh

The Balmoral is conveniently located in central Edinburgh, just a few minutes' walk from the train station. Edinburgh airport is around 30 minutes' drive.

The Balmoral
1 Princes St
Edinburgh
EH2 2EQ
View on Google maps

Register

If you have received an invitation, please enter your details below to register.



The allocated space for your office location is at capacity, please email brewindolphin@mipagency.com with your query


Please select your attendance as determined by your respective office heads:

The allocated dinner & accommodation spaces for your office location is at capacity, please email brewindolphin@mipagency.com with your query

The allocated dinner & accommodation spaces for your office location is at capacity, please email brewindolphin@mipagency.com with your query