Agenda

08:30 – 09:00

Registration

09:00 – 09:40

Great Global Restructuring: capital, currencies and geopolitics

As global fragmentation reshapes capital flows and investment dynamics, investors need to rethink allocation in a world where capital is increasingly strategic.

09:40 – 10:20

AI in investing: turning insight into edge across equities and fixed income

AI is reshaping how investment teams generate insight across both equities and fixed income. This session will move beyond the hype to explore how AI is being applied in practice - enhancing research, informing trading decisions and uncovering opportunities across asset classes - and where it is delivering a genuine edge for investors today.

10:20 – 10:45

The role of Active Today

As mega IPOs return at unprecedented scale, we examine how active investors can cut through hype to identify real opportunity

10:45 – 11:00

Break

11:00 – 11:35

Breakout Discussion 1

11:40 – 12:15

Breakout Discussion 2

12:20 – 13:10

Keynote Speaker

Sir Jeremy Hunt, Former UK Chancellor of the Exchequer

13:10 – 13:15

Closing Remarks

13:15 – 14:00

Lunch