Investment Week
Fund Selector Breakfast Edinburgh

Investment Week is delighted to announce the Fund Selector Breakfast Edinburgh, taking place on Tuesday 17th March 2020 at The Balmoral in Edinburgh.

Delegates attending this briefing will benefit from fantastic networking opportunities, informative Q&A sessions and valuable structured CPD hours. 

Investment Week welcomes delegates...

From the following firm types: Bank, Discretionary Wealth Managers, Family Offices, Funds of Funds/Multi-Manager, Private Banks, Research Companies, Stockbrokers

With the following job titles: Chief Investment Officer, Head of Fund Selection, Head of Investment Strategy, Head of Multi-manager, Head of Research, Investment Analyst, Investment Director, Investment Manager, Investment Research Manager

Places are complimentary for discretionary investment professionals who actively invest client money, or researchers/analysts who influence buying decisions. One attendee per company.

This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)

Time until the event

Fund Selector Breakfast Edinburgh Agenda:

08:30 - 08:45     

Registration & Breakfast

08:45 - 09:15Keynote speaker

09:20 - 09:50

Octopus Investments

Fund: FP Octopus UK Multi Cap Income


Fund: Global Dividend Champions

09:55 - 10:25


Fund: Global Dividend Champions

Octopus Investments

Fund: FP Octopus UK Multi Cap Income

10:25 - 10:35    

Refreshment Break


10:40 - 11:10    

Wellington Management

Fund: FinTech Fund

Sponsor 4

11:15 - 11:45    

Sponsor 4

Wellington Management

Fund: FinTech Fund

11:45 End of briefing


Barings: Global Dividend Champions

Equities: Seeking strong long-term returns and income growth, with a lower drawdown profile

Darryl Lucas, Global Equities – Head of Equity Income

At Barings, our Global Dividend Champions strategy utilises techniques more commonly associated with credit analysis to find highly resilient, companies which we seek to own for the long-term. Darryl Lucas, Head of Equity Income, will explain our unrelenting valuation discipline: we use a consistent and cash-flow based set of valuation techniques to safeguard against the ever-present risk of overpaying.

Octopus Investments: FP Octopus UK Multi Cap Income

A different type of income fund

Chris McVey, Fund Manager

The UK equity income sector has a long-standing problem with concentration, with just ten FTSE 100 companies accounting for around half of all UK dividends Many traditional UK equity income funds have significant weightings within these same stocks. We believe here is another approach. A way that can help reduce concentration risk, while still targeting a healthy yield. Chris will be talking about the equity income sector, what we’re seeing ahead for UK stocks more generally, and why a different approach to income can make a big difference.

Wellington Management: FinTech Fund

Financial disruption — How technology is reshaping the world of financial services

Bruce Glazer, Global Industry Analyst

The digital transformation of financial services is a multi-decade potential investment opportunity. Bruce Glazer, Portfolio Manager and Global Industry Analyst at Wellington, will explain why he believes now is the time to invest in the nascent fintech sector and how he seeks to identify the companies he believes are poised to be the future winners in financial services. Bruce, who is a partner of Wellington, leads the firm’s Global Technology Team, which is responsible for managing US$19 billion of tech assets. He has developed deep expertise and long-standing industry relationships during his 22 years covering fintech at Wellington.


For delegate queries:
Dani Warwick
Delegate Relations Manager
+44 (0)20 7484 9775
For sponsorship queries:
Natasha Buckle
Commercial Director
+44 7557 283 087