Conference Schedule
Discover our full-day programme packed with expert insights, thought-provoking discussions, and plenty of networking opportunities.
Investor Summit 2025 features a carefully curated agenda designed to give you maximum value in one action-packed day. After the opening keynote, you'll be able to choose from three distinct content tracks, each focusing on a key investment theme. Whether you want to dive into emerging trends, explore detailed case studies, or sharpen your practical skills, our flexible schedule lets you tailor your experience to your interests.
Blue Whale Capital are the Platinum Sponsor of Investor Summit 2025.
Welcome Address
Welcome Address
Lord LeeAuthor & InvestorHouse of Lords
Opening Keynote
The UK as a platform for Investment: The bull case for investing in the UK
Simon FrenchChief Economist and Head of ResearchPanmure Liberum
Panel
The Rise of Retail
Maike Currie (Moderator)Investment & Pension expert
Will FennaRetail Broker & Digital Wealth LeadLondon Stock Exchange Group
James DealCo-Chief Executive OfficerRetailBook
Lord LeeAuthor & InvestorHouse of Lords
Talk
The next wave of AI disruption
Alastair UnwinDeputy Fund ManagerPolar Capital Technology Trust
Talk
How energy and mining can benefit investors in an increasingly uncertain geopolitical world
Robert CrayfourdCo-Fund ManagerCQS Natural Resources Growth and Income PLC
Panel
The search for income: why investment trusts have the answers
Annabel Brodie-Smith (Moderator)Communications DirectorAIC
Sue NoffkeHead of UK Equities at Schroders, Portfolio ManagerSchroder Income Growth Fund
Rhys DaviesFund ManagerInvesco Bond Income Plus
David BirdCo-Fund ManagerOctopus Renewables Infrastructure Trust
Live Recording
Twin Petes Investing Podcast: Investing strategies for winning in any market
Peter HigginsCo-Founder of the Investor SummitTwin Petes Investing Podcast
Henry Viola-HeirCo-HostTwin Petes Investing Podcast
Panel
Putting the Public back in Public Markets
Fahim ChowdhuryManaging Director - Capital MarketsRetailBook
Tushar SinghaniaVice President of DistributionRetailBook
Nick DilworthManaging Director - Legal, Risk and ComplianceRetailBook
Talk
Maximising Outperformance with Explosive Growth Opportunities
Stephen YiuCo-Founder & Chief Investment OfficerBlue Whale Growth Fund
Talk
The shattering of global complacency
Justin Urquhart-StewartEconomic commentator, co-founder of Seven Investment Management. Chairman of RegionallyRegionally
Talk
Rare earths in Europe, and EGT’s M&A strategy to grow by acquiring revenue generating companies
Jack KellyCFOEuropean Green Transition
Talk
Value opportunities in UK equities
Laura FollPortfolio ManagerLaw Debenture
Panel
Investing to retire early? Here's how
Moira O'Neill (Moderator)Freelance journalist and Financial Times Money columnist
Helen MorrisseyHead of Retirement AnalysisHargreaves Lansdown
Craig RickmanPersonal Finance Editorinteractive investor
Malvee VajaChartered Financial PlannerRathbones Group
Panel
The Technology Market – what’s moving, what’s shaking
Neil Shah (Moderator)Executive Director, Content & StrategyEdison Group
Anthony D'AltonSenior Director Cybersecurity expertRangeForce
Nic BrisbourneSenior PartnerMolten Ventures
Tim GregoryFund ManagerGoshawk Asset Management
Talk
A financial journalist's perspective on Trump, geopolitics and the markets
John StepekSenior Reporter & AuthorBloomberg
Talk
Financials are back, so where are the opportunities?
Nick BrindFund ManagerPolar Capital Global Financials Trust
Talk
Derisking Investing for Impact in Sub-Saharan Africa
Fernando ValdaChief Investment OfficerEnergise Africa
Fireside Chat
Fireside Chat with Stephen Yiu of Blue Whale Growth Fund
Peter HigginsCo-Founder of the Investor SummitTwin Petes Investing Podcast
Stephen YiuCo-Founder & Chief Investment OfficerBlue Whale Growth Fund
Panel
How do the proposed Inheritance Tax changes affect you?
Moira O'Neill (Moderator)Freelance journalist and Financial Times Money columnist
Lindsay CookFinancial Author & Broadcaster
Nimesh ShahCEOBlick Rothenberg
Malvee VajaChartered Financial PlannerRathbones Group
Panel
Immunotherapy and the Future of Oncology: Breakthroughs, Barriers, and the Road Ahead
Ed Bowsher (Moderator)Freelance Journalist and Investor
Jeremy SkillingtonCEOPoolbeg Pharma
Dr Brian WhiteHealthcare AnalystShore Capital
Dr Martin KaiserProfessor of Haematology, Consultant Haemato-OncologistInstitute of Cancer Research & Royal Marsden Hospital
Panel
The de-equitisation of Global Markets
David BelleChief Do-ErFink Money
Joe WinkleyHead of Corporate ServicesWinterflood Securities
Sarah ContentPortfolio Design Specialist
Cathal FrielCo-Founder & Executive ChairmanPoolbeg Pharma plc & European Green Transition plc
Mark WharrierUK Equities Fund Manager
Panel
Financial Education: What will it take to make Britain financially literate?
Danny Wallace (Moderator)Private Investor Networks
Patrick TooherConsultant City EditorMail on Sunday
Tom BiltcliffeFounderAgora
Robert MartinChief Executive OfficerMenphys Children's Charity
Andy LangGroup Managing DirectorMunny Group
Kevin MooreExecutive Director, Membership & Business DevelopmentChartered Institute for Securities & Investment (CISI)
Panel
Access to Private Equity via investment trusts
Annabel Brodie-Smith (Moderator)Communications DirectorAIC
Reg HoareManaging DirectorMHP Group
Charlotte MorrisPartner and Co-Lead Manager of PINPantheon
James LoweDirectorSchroders Capital
Closing Keynote
How to make the UK equity market great again
Charles HallHead of ResearchPeel Hunt
Closing Address
Closing Address
Sam BellManaging DirectorCopia
Peter HigginsCo-Founder of the Investor SummitTwin Petes Investing Podcast
Donald LeggattHead of IR MediaCopia
Ready to join us at Investor Summit 2025?
Secure your place at the UK's premier event for private investors and finance professionals. Early bird tickets are available now.