2022 virtual conference for Professional, Private or Institutional Investors only

Welcome

To achieve results above the ordinary, you need to think Beyond the Obvious. Our virtual investment conference dares to be different by exploring compelling investment themes from an alternative angle. Hosted by Lucy Hockings, news presenter and host of 'Live With Lucy Hockings', globally renowned commentators join some of GAM's talented portfolio managers to share their views and engage in some thought-provoking discussions.

We would be delighted if you can join us virtually on 15 March at 9.00am GMT.

This event qualifies for 2.5 hours of endorsed CPD.

On-demand content

A recording of the event is now available for you to watch at your convenience via the button below.

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On-demand content

Agenda 15 March

Agenda subject to change
Time Description
9am Welcome
Lucy Hockings and Jeremy Roberts
9.05am Keynote: The World Economy: The Day After
Stephane Garelli
9.25am Ukraine update
Paul McNamara
9.30am The GAM story and the importance of sustainability and impact investing
Peter Sanderson and Stephanie Maier
9.35am Decarbonisation - The decade for delivery
Stephanie Maier and Stephanie Pfeifer
9.45am Sustainability at GAM - thinking beyond the obvious
9.50am Break
10.00am Keynote: The Futurist – visions of the future
Thomas Frey
10.20am Disruption - Innovate or get left behind
Mark Hawtin and David Baszucki, CEO Roblox
10.35am Disruption – Innovate or get left behind
Mark Hawtin and Alesia Haas, CFO Coinbase
10.50am Break
11.00am China – AI superpowers
Wendy Chen and Dr Kai-Fu Lee
11.10am China: A consumer market with multiple drivers
Jian Shi Cortesi and Swetha Ramachandran
11.20am Five reasons to invest in emerging market equities
Tim Love
11.25am Active solutions in an uncertain world
Paul McNamara, Adrian Owens, Gregoire Mivelaz, John Seo and Thomas Mansley
11.35am Macroeconomics, the energy transition and a changing investment environment
Niall Gallagher and James Aitken
11.45am Income when all around is evolving
Adrian Gosden
11.55am CEO reflection
Peter Sanderson
12.00pm Close
Lucy Hockings and Jeremy Roberts

External speakers

Lucy Hockings

Host of Live With Lucy Hockings

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Stephane Garelli

Professor Emeritus of World Competitiveness, University of Lausanne

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Stephanie Pfeifer

CEO of the Institutional Investors Group on Climate Change (IIGCC)

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Thomas Frey

Senior Futurist at the DaVinci Institute

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David Baszucki

CEO of Roblox Corporation

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Alesia Haas

CFO Coinbase

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Dr. Kai-Fu Lee

Chairman and CEO of Sinovation Ventures

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James Aitken

Founder Aitken Advisors

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Speakers

Jeremy Roberts

Global Head of Distribution

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Jill Barber

Global Head of Institutional Solutions

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Peter Sanderson

Group Chief Executive Officer

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Stephanie Maier

Global Head of Sustainable and Impact Investment

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Romain Miginiac

Fund Manager & Head of Research, Atlanticomnium S.A.

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Mark Hawtin

Investment Director & Head of Global Growth Equity team

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Swetha Ramachandran

Investment Manager, Luxury Equities

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Wendy Chen

Senior Investment Analyst, Disruptive Growth Equities

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Jian Shi Cortesi

Investment Director, Asia & China Growth Equities

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Michael Biggs

Investment Manager, Emerging Markets Fixed Income

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Adrian Owens

Investment Director, Global Macro & Currency Fixed Income

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Gregoire Mivelaz

Fund Manager, Atlanticomnium S.A.

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John Seo

Co-founder & Managing Director of Fermat Capital

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Thomas Mansley

Investment Director, Asset Backed Fixed Income

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Niall Gallagher

Investment Director, European Equities

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Adrian Gosden

Investment Director, UK Equities

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