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Specialist Investment Trusts

Specialist Investment Trusts

Our last of four seminars on investment trusts, on Tuesday 29 October, included insight from our acclaimed journalists and comment from industry experts on the key areas and considerations when investing in investment trusts. We discussed some of the funds holding weird and sometimes wonderful assets whose prospects are not wedded to those of the major indices.

Please view the videos and presentations taken from our speakers at the seminar to see what was discussed on the day. Please note that our editorial speaker videos are password protected so that our paying delegates have priority. All of the videos will be made available to everyone in one month's time.





Welcome and introduction

Investors Chronicle, John Hughman, Editor, Investors Chronicle



Overview of specialist investment trusts sector

Annabel Brodie-Smith, Communications Director, Association of Investment Companies

Annabel Brodie-Smith is Communications Director at The Association of Investment Companies (AIC). Her role is varied but focuses on communicating the uses and benefits of investment companies to the media, opinion formers and private investors and she is responsible for the AIC's publications. Ms Brodie-Smith is managing the AIC's response to the Retail Distribution Review and the AIC have trained over 1,400 financial advisers in the last eighteen months. Ms Brodie-Smith is on the board of pfeg (the Personal Finance Education Group), the registered charity whose goal is to promote and facilitate the education of all UK school pupils about financial matters. After obtaining a B.A in Geography from LSE/King's College, and an M.A from Syracuse University in the New York, Annabel went on to obtain a postgraduate diploma in public and media relations from the University of Wales. She then spent a year at Hill & Knowlton, where her work included working on the winning Athens 2004 Olympic bid, before joining the AIC in November 1997.



Download Annabel Brodie-Smith's presentation (PDF, 483KB)


Building specialist trusts into your portfolio

John Baron, Investment Trust Columnist, Investors Chronicle



Download John Baron's presentation (PDF, 59.3KB)


Fund manager investment strategy briefing

Neil King, Partner, Infrastructure, 3i Investments Plc

Neil King joined 3i in 2005 as a Partner in its infrastructure team. His main role since joining the business has been to oversee new investment opportunities across the team and he played a leading role in the acquisitions of Eversholt Rail, Elenia, Anglian Water and the PFI portfolio. He was also heavily involved in the IPO of 3i Infrastructure Plc on the London Stock Exchange. Mr King has over 20 years experience in the infrastructure market and has led the funding of a large number of transactions across a broad range of different sectors, including utilities, midstream energy, toll roads, rail, power, waste and public private partnerships. Mr King was previously at Innisfree, the leading independent PFI investment fund, and also spent 15 years in infrastructure banking, including five years running the London team at WestLB. He has a BSc in Mathematics from Durham University.



Download Neil King's presentation (PDF, 750KB)


Fund manager investment strategy briefing

Francesco Conte, European Smaller Companies Fund Manager, J.P. Morgan Asset Management

Francesco Conte is a senior portfolio manager for European smaller companies funds within the J.P. Morgan Asset Management European Equity Group. An employee since 1998, Mr Conte was previously the lead analyst in the Italian equities team at Schroder Securities. Prior to this, he worked at Ermgassen & Co., a specialist M&A boutique specialising in cross-border alliances.

Mr Conte obtained a BSc in Economics & Development from the London School of Economics.



Download Francesco Conte's presentation (PDF, 506KB)


Opportunities in specialist investment trusts

Moira O'Neill, Personal Finance Editor, Investors Chronicle



Download Moira O'Neill's presentation (PDF, 323 KB)


Opportunities private equity investment trusts

Leonora Walters, Deputy Personal Finance Editor, Investors Chronicle



Download Leonora Walters' presentation (PDF, 261KB)


Panel and Q&A

- John Hughman, Editor, Investors Chronicle

- Annabel Brodie-Smith, Communications Director, Association of Investment Companies

- John Baron, Investment Trusts Columnist, Investors Chronicle

- Moira O’Neill, Personal Finance Editor, Investors Chronicle

- Leonora Walters, Deputy Personal Finance Editor, Investors Chronicle

- Peter Walls, Fund Manager, Unicorn Mastertrust



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By Investors Chronicle,
06 November 2013

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