Investor Summit Schedule

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.

08.00 - Registration and free welcome breakfast

Welcome Address
Welcome Address
09.00Porter Tun
Lord Lee
Lord LeeAuthor & InvestorHouse of Lords

Opening Keynote
The UK as a platform for Investment: The bull case for investing in the UK
09.15Porter Tun
Simon French
Simon FrenchChief Economist and Head of ResearchPanmure Liberum

09.45 - Room change

Panel
The Rise of Retail
09.55Porter Tun
Maike Currie
Maike Currie (Moderator)Investment & Pension expert
Will Fenna
Will FennaRetail Broker & Digital Wealth LeadLondon Stock Exchange Group
James Deal
James DealCo-Chief Executive OfficerRetailBook
Lord Lee
Lord LeeAuthor & InvestorHouse of Lords

Talk
The next wave of AI disruption
09.55Queen Charlotte
Alastair Unwin
Alastair UnwinDeputy Fund ManagerPolar Capital Technology Trust

Talk
How energy and mining can benefit investors in an increasingly uncertain geopolitical world
09.55Upper Sugar
Robert Crayfourd
Robert CrayfourdCo-Fund ManagerCQS Natural Resources Growth and Income PLC

10.35 - Room change

Panel
The search for income: why investment trusts have the answers
10.45Porter Tun
Annabel Brodie-Smith
Annabel Brodie-Smith (Moderator)Communications DirectorAIC
Sue Noffke
Sue NoffkeHead of UK Equities at Schroders, Portfolio ManagerSchroder Income Growth Fund
Rhys Davies
Rhys DaviesFund ManagerInvesco Bond Income Plus
David Bird
David BirdCo-Fund ManagerOctopus Renewables Infrastructure Trust

Live Recording
Twin Petes Investing Podcast: Investing strategies for winning in any market
10.45Queen Charlotte
Peter Higgins
Peter HigginsCo-Founder of the Investor SummitTwin Petes Investing Podcast
Henry Viola-Heir
Henry Viola-HeirCo-HostTwin Petes Investing Podcast

Panel
Putting the Public back in Public Markets
10.45Upper Sugar
Fahim Chowdhury
Fahim ChowdhuryManaging Director - Capital MarketsRetailBook
Tushar Singhania
Tushar SinghaniaVice President of DistributionRetailBook
Nick Dilworth
Nick DilworthManaging Director - Legal, Risk and ComplianceRetailBook

11.25 - Refreshment Break - Tea, coffee, cakes and soft drinks

Talk
Maximising Outperformance with Explosive Growth Opportunities
11.45Porter Tun
Stephen Yiu
Stephen YiuCo-Founder & Chief Investment OfficerBlue Whale Growth Fund

Talk
The shattering of global complacency
11.45Queen Charlotte
Justin Urquhart-Stewart
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
11.45Upper Sugar
Jack Kelly
Jack KellyCFOEuropean Green Transition

12.25 - Room change

Talk
Value opportunities in UK equities
12.35Porter Tun
Laura Foll
Laura FollPortfolio ManagerLaw Debenture

Panel
Investing to retire early? Here's how
12.35Queen Charlotte
Moira O'Neill
Moira O'Neill (Moderator)Freelance journalist and Financial Times Money columnist
Helen Morrissey
Helen MorrisseyHead of Retirement AnalysisHargreaves Lansdown
Craig Rickman
Craig RickmanPersonal Finance Editorinteractive investor
Malvee Vaja
Malvee VajaChartered Financial PlannerRathbones Group

Panel
The Technology Market – what’s moving, what’s shaking
12.35Upper Sugar
Neil Shah
Neil Shah (Moderator)Executive Director, Content & StrategyEdison Group
Anthony D'Alton
Anthony D'AltonSenior Director Cybersecurity expertRangeForce
Nic Brisbourne
Nic BrisbourneSenior PartnerMolten Ventures
Tim Gregory
Tim GregoryFund ManagerGoshawk Asset Management

13.15 - Lunch - Hot & cold lunch options provided (view menu)

Talk
What on Earth is going on? Making sense of today's markets
14.15Porter Tun
John Stepek
John StepekSenior Reporter & AuthorBloomberg

Talk
Financials are back, so where are the opportunities?
14.15Queen Charlotte
Nick Brind
Nick BrindFund ManagerPolar Capital Global Financials Trust

Talk
Derisking Investing for Impact in Sub-Saharan Africa
14.15Upper Sugar
Fernando Valda
Fernando ValdaChief Investment OfficerEnergise Africa

14.55 - Room change

Fireside Chat
Fireside Chat with Stephen Yiu of Blue Whale Growth Fund
15.05Porter Tun
Peter Higgins
Peter HigginsCo-Founder of the Investor SummitTwin Petes Investing Podcast
Stephen Yiu
Stephen YiuCo-Founder & Chief Investment OfficerBlue Whale Growth Fund

Panel
How do the proposed Inheritance Tax changes affect you?
15.05Queen Charlotte
Moira O'Neill
Moira O'Neill (Moderator)Freelance journalist and Financial Times Money columnist
Lindsay Cook
Lindsay CookFinancial Author & Broadcaster
Nimesh Shah
Nimesh ShahCEOBlick Rothenberg
Malvee Vaja
Malvee VajaChartered Financial PlannerRathbones Group

Panel
Immunotherapy and the Future of Oncology: Breakthroughs, Barriers, and the Road Ahead
15.05Upper Sugar
Ed Bowsher
Ed Bowsher (Moderator)Freelance Journalist and Investor
Jeremy Skillington
Jeremy SkillingtonCEOPoolbeg Pharma
Dr Brian White
Dr Brian WhiteHealthcare AnalystShore Capital
Dr Martin Kaiser
Dr Martin KaiserProfessor of Haematology, Consultant Haemato-OncologistInstitute of Cancer Research & Royal Marsden Hospital

15.45 - Refreshment Break - Tea, coffee, cakes and soft drinks

Panel
The de-equitisation of Global Markets
16.05Porter Tun
David Belle
David BelleChief Do-ErFink Money
Joe Winkley
Joe WinkleyHead of Corporate ServicesWinterflood Securities
Sarah Content
Sarah ContentPortfolio Design Specialist
Cathal Friel
Cathal FrielCo-Founder & Executive ChairmanPoolbeg Pharma plc & European Green Transition plc
Mark Wharrier
Mark WharrierUK Equities Fund Manager

Panel
Financial Education: What will it take to make Britain financially literate?
16.05Queen Charlotte
Danny Wallace
Danny Wallace (Moderator)Private Investor Networks
Patrick Tooher
Patrick TooherConsultant City EditorMail on Sunday
Tom Biltcliffe
Tom BiltcliffeFounderAgora
Robert Martin
Robert MartinChief Executive OfficerMenphys Children's Charity
Andy Lang
Andy LangGroup Managing DirectorMunny Group
Kevin Moore
Kevin MooreExecutive Director, Membership & Business DevelopmentChartered Institute for Securities & Investment (CISI)

Panel
Access to Private Equity via investment trusts
16.05Upper Sugar
Annabel Brodie-Smith
Annabel Brodie-Smith (Moderator)Communications DirectorAIC
Reg Hoare
Reg HoareManaging DirectorMHP Group
Charlotte Morris
Charlotte MorrisPartner and Co-Lead Manager of PINPantheon
James Lowe
James LoweDirectorSchroders Capital

16.45 - Room Change

Closing Keynote
How to make the UK equity market great again
16.55Porter Tun
Charles Hall
Charles HallHead of ResearchPeel Hunt

Closing Address
Closing Address
17.25Porter Tun
Sam Bell
Sam BellManaging DirectorCopia
Peter Higgins
Peter HigginsCo-Founder of the Investor SummitTwin Petes Investing Podcast
Donald Leggatt
Donald LeggattHead of IR MediaCopia

17.30 - Evening drinks reception

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.