AGENDA:

UK Equities Panel: Sustaining Success in an Unloved Equity Market
^{Moderated by Charles Hall, Head of Research at Peel Hunt}

^{Hear from two of the most successful UK equity managers of the past 10 years, Hugh Yarrow (Evenlode Income) and James Baker (Chelverton UK Equity Growth). This panel will be chaired by Charles Hall who has been actively involved in advocating for UK Equities. In a potentially broad ranging discussion, it will include how to continue to generate strong returns from the UK market and benefits of continuing to allocate to UK equities.}

Guest Speaker: James Kerr

^{James Kerr is the author of ‘Legacy’, the international bestseller, which analyses the unique culture of the world’s most successful sporting team, the All Blacks. Using examples from his work with sport, the military and business, he argues that winning teams employ the same basic ideas; a relentless focus on excellence, a commitment to a collective cause, individual autonomy, trust initiative and accountability, candid communication, underpinned by a culture in which ‘leaders create leaders’. He has advised US and UK Special Forces, Formula 1 teams, America’s Cup crews, Premier League football managers, Olympic Performance Directors – as well as corporations ranging from Google to PayPal, McKinsey to Dyson, HSBC to Roche, Red Bull to Unilever, Shell to Boeing.} 

Boutique Leaders Panel: Celebrating Boutiques
^{Moderated by Dani Hristova, Chief Executive of the Independent Investment Management Initiative (IIMI)}

^{This panel session of Boutique Fund Manager Leaders, Alastair Rae, Rob Harris and James Salter, will delve into the challenges and opportunities for boutique fund managers. Topics could include the importance generating alpha, succession planning, capacity, building a diverse client base, asset-raising and the important role that boutiques play as a valuable alternative to the giants of the investment industry.}