Investor Summit 2025 Interviews

#POLB  #Jeremy Skillington #Poolbeg #Oncology #Immunotherapy #InvestorSummit #AIM

Aim-listed Poolbeg Pharma #POLB pulled together an authoritative panel to discuss the outlook for a significant pharma sector – cancer immunotherapy. 

Poolbeg CEO Jeremy Skillington was joined at the Investor Summit by Dr Martin Kaiser, Professor of Haematology, and Consultant Haemato-Oncologist at the Institute of Cancer Research/Royal Marsden Hospital, and Dr Brian White, an experienced healthcare analyst from Shore Capital. 

Copia’s Donald Leggatt caught up with Jeremy after the panel discussion and began the interview by asking him to put cancer immunotherapy treatment in context.

View the full panel discussion here: https://youtu.be/T_P0NDVx5BM

Jeremy Skillington, Poolbeg Pharma CEO summarises POLB 001 benefits for cancer  immunotherapy

#StephenYiu #PeterHargreaves #GlobalEquties #BlueWhale #Conviction #Uber #Defence #Investing 

Stephen Yiu is well known for his bold high conviction stock picking approach, and the Blue Whale Growth Fund which he Co-founded with Peter Hargreaves nine years ago is always one to track.

Stephen, CIO and Lead Fund Manager at Blue Whale Growth Fund, appeared twice at the inaugural Investment Summit, once when he talked delegates through his high conviction portfolio of 25 to 30 stocks, and again when Peter Higgins conducted a ‘Fireside Chat’ with Stephen to bring out a different side of one of the UK’s more high profile investors.

Donald Leggatt interviewed Stephen Yiu after the Summit and asked him to talk us through his presentation, investment style, and specifically why he is selling defence stocks and buying Uber.

https://bluewhale.co.uk

Blue Whale Growth Fund Co-founder Stephen Yiu talks ‘maximising outperformance’ at Investor Summit

Following the inaugural Investor Summit, the Copia team remains invigorated by the amazing content and conversations we enjoyed.

It was fantastic to see over 300 investors, company leaders, and market professionals come together to discuss the future of UK markets and key investment trends: AI and technology, value investing, Private Equity and retail enfranchisement to name a few.

City legend Charles Hall, Head of Research at Peel Hunt, was our Closing Keynote speaker, and he spoke with passion about the steps he believes the UK’s decision makers need to take to make the UK equity market great again.

Copia’s Donald Leggatt caught up with Charles Hall at the Investor Summit and asked him to outline the UK Market’s problems – and the solutions.

Charles Hall, Head of Research at Peel Hunt gives his strong views on the UK equities market

#SimonFrench #Times #PanmureLiberum #Economics #UKEquities #investorsummit 

Simon French, Chief Economist at Panmure Liberum, is well known for his incisive data-driven commentary on UK equities and the economy. He takes a moderate ‘cup half full’ approach, which is perhaps why he has also been a guest Economics columnist at The Times for over a decade.

He tells things as he sees them, and when he joined us at the inaugural Investor Summit as our opening Keynote speaker, he came to make the bull case for the UK equities market.

Simon believes the UK economy is doing moderately well when compared with G7 peers and is performing mainly in the middle of the pack, dragged down by a few major systemic outliers, such as energy pricing.  

To see more of what he thought we are good at in the UK, and how policy and regulations could be changed to improve the lot of both professional and retail investors in the UK markets, please view Donald Leggatt’s interview with Simon here.

Renowned Panmure Liberum economist Simon French makes the bull case for UK equities

#InvestmentTrusts #UKEquities #LawDeb #LauraFoll #JanusHenderson 

What started off as an aspiration became a very enjoyable new style of conference as the Investor Summit took place in the City of London.

Since then, the Copia team has remained buzzing, buoyed by stunning data-driven content and hugely enjoyable conversations.

The buzz comes from hearing top quality speakers like Laura Foll, Portfolio Manager at Law Debenture, the FTSE 250-listed Investment Trust.    

For those who don’t already know Laura and her informative, incisive analysis, we can highly recommend her. She is very much her own person and can make the complex simple and understandable. 

Donald Leggatt interviewed Laura Foll after her Main Stage presentation, and she explained why Law Deb have outperformed their benchmark and hold around 150 stocks in their UK-based portfolio.

Laura Foll, Co-portfolio Manager, Law Debenture talks outperformance at the Investor Summit

#SchroderIncomeGrowthFund #Dividends #InvestmentTrusts #UKEquities #Schroders  #SueNoffke #AIC 

Schroders is one of the UK’s leading investment houses, and it was a real pleasure to meet and interview Sue Noffke after she appeared on Annabel Brodie-Smith’s ‘Investing for Income Growth with Investment Trusts’ panel at the Investor Summit.

Sue is Head of UK Equities at Schroders where she manages £6 billion worth of assets. She also manages the Schroder Income Growth Fund, an Investment Trust and one of the AIC’s Dividend Hero’s, having paid out an increasing dividend for the last 29 years.

The AIC’s Annabel Brodie-Smith pulled together and expertly moderated a fantastic group of Fund Managers for the Summit – Sue, Rhys Davies, Fund Manager, Invesco Bond Income Plus and David Bird, Co-Fund Manager, Octopus Renewables Infrastructure Trust.

The full length panel video will be available shortly. Until then here is Sue Noffke giving Donald Leggatt a brief summary of her Schroder Income Growth Fund – which has a fairly focused portfolio of 45 holdings, three quarters in large UK stocks, one quarter in smaller and more growth orientated ones, all with good dividend and growth potential.

Sue Noffke explains how the Schroder Income Growth Fund has increased dividends for 29 years

#AIC #Association SchroderIncomeGrowthFund #Dividends #InvestmentTrusts #UKEquities #Schroders  #SueNoffke

When we launched the Investor Summit 2025, one of the first people to agree to support us was Annabel Brodie-Smith, Head of Communications at the Association of Investment Companies, or AIC. And the panel she pulled together and expertly moderated was intended to showcase the different types of dividend income which Investment Trusts can deliver.

Annabel’s outstanding Investor Summit panel was titled: ‘The search for income: why investment trusts have the answers’. Her panel included: Sue Noffke, Schroder Income Growth Fund and Head of UK Equities at Schroder, Rhys Davies, Fund Manager at Invesco Bond Income Plus and David Bird, Co-Fund Manager at Octopus Renewables Infrastructure Trust. 

Taking an average, Annabel says Investment Trusts have been up 176% over the last 10 years, which is a reasonable rate of return, and they currently trade at an average 13% discount to the value of their underlying assets. Annabel sees that discount to NAV as a buying opportunity. 

Copia’s Donald Leggatt interviews Annabel Brodie-Smith.

The AIC’s Annabel Brodie-Smith is one of the best-known names in Investment Trusts: here’s why

#MoiraO’Neill #TaxPlanning #RetiringEarly #IHT #BlickRothenberg #HargreavesLansdown #interactiveinvestor #Rathbones

We held the inaugural Investor Summit on 13th of August in the City of London. When curating the conference content it was important to us to provide our Private  Investor/Professional audience not just with the most up to date investment thinking, but to broaden the summit to include some authoritative and independent financial planning and Inheritance Tax advice.
 
We recruited the fabulous freelance financial journalist and FT Money columnist Moira O’Neill for the task, and together we created a panel to delve into the Inheritance Tax changes lined up for 2027: ‘How do the proposed Inheritance Tax changes affect you?’

Our panel included Nimesh Shah, CEO, Blick Rothenberg, a leading tax advisory firm, Malvee Vaja, a financial planner from Rathbones Group and Lindsay Cook, a highly experienced personal finance journalist. 

Many investors aim to accumulate sufficient wealth to retire early, so our second panel focused on: ‘Investing to Retire Early’. Our excellent panel included Helen Morrisey, Head of Retirement Analysis at Hargreaves Landsdown, Malvee Vaja again, and Craig Rickman, Personal Finance Editor at interactive investor.

Many thanks to all our panel participants for sparing the time and delivering such high-quality  independent advice. 

Copia’s Donald Leggatt conducts a short interview with Moira O’Neill, who summarises  the tax advice and financial planning tips which the panel gave from the stage, and to the many who queued for individual advice afterwards. The full-length panel discussion videos will be edited and released soon.

Investor Summit Green Room

Jeremy Skillington, Poolbeg Pharma CEO summarises POLB 001 benefits for cancer immunotherapy

Investor Summit 2025 Interviews8 episodes

Blue Whale Growth Fund Co-founder Stephen Yiu talks ‘maximising outperformance’ at Investor Summit

Charles Hall, Head of Research at Peel Hunt gives his strong views on the UK equities market

Renowned Panmure Liberum economist Simon French makes the bull case for UK equities

Financial journalist Moira O’Neill brought financial planning and Inheritance Tax tips to the Summit

The AIC’s Annabel Brodie-Smith is one of the best-known names in Investment Trusts: here’s why

Sue Noffke explains how the Schroder Income Growth Fund has increased dividends for 29 years

Laura Foll, Co-portfolio Manager, Law Debenture talks outperformance at the Investor Summit

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Jeremy Skillington, Poolbeg Pharma CEO summarises POLB 001 benefits for cancer immunotherapy

Investor Summit 2025 Interviews8 episodes

Blue Whale Growth Fund Co-founder Stephen Yiu talks ‘maximising outperformance’ at Investor Summit

Charles Hall, Head of Research at Peel Hunt gives his strong views on the UK equities market

Renowned Panmure Liberum economist Simon French makes the bull case for UK equities

Financial journalist Moira O’Neill brought financial planning and Inheritance Tax tips to the Summit

The AIC’s Annabel Brodie-Smith is one of the best-known names in Investment Trusts: here’s why

Sue Noffke explains how the Schroder Income Growth Fund has increased dividends for 29 years

Laura Foll, Co-portfolio Manager, Law Debenture talks outperformance at the Investor Summit

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