Agenda

12:00: Arrival & Lunch

12:45: Welcome & introduction

David Harris, Director, Head of Strategic Partnerships

12:55: Active management: advisory perspective

Matthew Beesley, CEO
Piers Hillier, CIO

13:20: Macroeconomic opportunities for active managers

Ariel Bezalel, Investment Manager, Fixed Income

13:40: Panel discussion: Where is the value?

Brian McCormick, Investment Manager, Global Value Equities
Adrian Gosden, Investment Manager, UK Equity Income
Hilary Blandy, Investment Manager, Fixed Income
James McDermottroe, Fund Manager

14:10: Coffee break

Section Two

14:30: Jupiter Merlin Select Reimagined

David Lewis, Co-Lead Investment Manager, Jupiter Merlin
Amanda Sillars, Investment Manager & ESG Investment Director, Jupiter Merlin

15:00: Panel discussion: Opportunity in disruption

William de Gale, Co-Founder & Lead Portfolio Manager, BlueBox Asset Management
Anne-Christine Farstad, Portfolio Manager, MFS Investment Management
Adam Darling, Investment Manager, Fixed Income, Jupiter Asset Management

15:30: Panel discussion: AI in practice

Host: Alison Hollingshead, Chief Technology Officer, Jupiter Asset Management

Anna Bratton, GTM Leadership, Anthropic
Davinder Kang, Director, Deloitte
George Fox, Investment Manager, Jupiter Merlin
Alex Donohue, Head of AI and Automation, Jupiter Asset Management

16:00: Coffee break

Section Three

16:20: Geopolitics & geostrategy

Alastair Irvine, Investment Director, Jupiter Merlin

16:40: Fireside chat

Terry Smith, Chief Executive & Chief Investment Officer, Fundsmith
John Chatfield-Roberts, Co-Lead Investment Manager, Jupiter Merlin

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