In our first of four seminars on investment trusts, on Tuesday 26 March, we took a look at the difference between the approaches of the big global trusts, plus a look at different global investing strategies, for example large companies vs. smaller companies.
Please view the videos of and presentations from our speakers at the seminar to see what was discussed on the day. Please note that our editorial presentations 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.
■ Investors Chronicle, John Hughman, Editor, Investors Chronicle
Welcome and introduction
■ 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.
Overview of global growth sector
■ John Baron, Investment Trust Columnist, Investors Chronicle
Building global growth into your portfolio
■ Jeroen Huysinga, Fund Manager, JPMorgan Overseas Investment Trust
Jeroen Huysinga, Managing Director, is a portfolio manager in the Global Equities Team at J.P. Morgan Asset Management, and manager of the JPMorgan Overseas Investment Trust. An employee of the company since 1997, he previously spent two years at Lombard Odier (UK) Ltd., where he was a Japanese equity portfolio manager. Prior to this, he held positions with the British Steel pension fund as a UK analyst and latterly a Japanese equity portfolio manager, after beginning his career at Lloyds Bank. Jeroen obtained a BA in Economics and International Studies from the University of Warwick. Jeroen is an associate of the Institute of Investment Management and Research.
■ Moira O'Neill, Personal Finance Editor, Investors Chronicle
Opportunities in global growth investment trusts: the best options from among investment trusts that invest on a global basis
■ Peter Ewins, Fund Manager, F&C Global Smaller Companies Investment Trust
Fund manager investment strategy briefing
■ Panel and Q&A
- Annabel Brodie-Smith, Communications Director, Association of Investment Companies
- Peter Ewins, Fund Manager, F&C Global Smaller Companies
- John Hughman, Editor, Investors Chronicle
- Moira O'Neill, Personal Finance Editor, Investors Chronicle
- Peter Walls, Fund Manager, Unicorn Mastertrust