Concentrated – good use of research time
Andrew Phillips, Balkerne Asset Management

Investment Company Forum 2016

The Investment Company Forum brings buyers and analysts together to discuss the key issues impacting the closed-ended sector.

It is an exciting time for investment companies. Big name launches have made the headlines recently, while pensions freedoms are creating opportunities for more esoteric vehicles to thrive in the income space.

There has also been renewed debate this year about the role of company boards and the management of closed-ended vehicles, including the use of discount control mechanisms.

Meanwhile, we should not forget that trust managers, like their open-ended counterparts, are investing in turbulent markets, with a number of headwinds on the horizon.

This conference will allow delegates to hear from managers about how they are trying to protect their investors in this volatile environment, as well as take advantage of buying opportunities.

Our morning event, which ends with lunch and networking, has been exclusively designed for the industry's most important decision makers and will include six plenary sessions and a prominent keynote speaker.

  • Investment Company Forum 2015
  • Investment Company Forum 2015
  • Investment Company Forum 2015
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