Investment Funds Conference 2025
The flagship Annual Investment Funds Conference 2025, hosted by the London Stock Exchange in partnership with RBC Capital Markets, Herbert Smith Freehills Kramer, KPMG, Burson Buchanan, JTC, Guernsey Finance, as well as AIC, CISI, Institutional Investor, PMI and The Investor Forum.

This event will bring together leading voices from across the capital markets ecosystem to explore how the UK’s evolving regulatory and investment landscape is shaping the future of the listed investment companies sector.
Agenda
08:15 – 09:00   Registration and Breakfast

09:00 – 09:10     Welcome Remarks
Katya Gorbatiouk, Head of Investment Funds, London Stock Exchange
09:10 – 09:20     Reshaping UK Capital Markets for Growth
Julia Hoggett, CEO, London Stock Exchange
09:20 – 09:35     Keynote Speech - Investing in innovation and progress
Sir Douglas Flint CBE, Chair, Aberdeen Group plc
09:35 – 10:15     Panel I: Active asset management – what is the future for actively managed strategies within the current competitive landscape?
  • Georgina Brittain, Managing Director, J.P. Morgan Asset Management
  • Ben Conway, Chief Investment Officer & Head of Fund Management, Hawksmoor Investment Management
  • Steven Marshall, Executive Chairman, Cordiant Digital Infrastructure Management
  • Gavin Tait, CEO, Amber Infrastructure Group
Moderator: Chris Kinder, CEO, The Investor Forum
10:15 – 10:55     Panel II: Accessing new capital pools - what are the emerging opportunities arising from reforms and market developments?
  • Will Ballard, Head of Equities, Border to Coast Pensions Partnership
  • Matthew Coakes, Managing Director, Corporate Broking and European ECM, RBC Capital Markets
  • Michael Eakins, Group CIO, Phoenix Group
  • Guy Foster, Chief Strategist, RBC Brewin Dolphin
  • Tamsin Jordan, Fund Manager, SDCL Efficiency Income Trust
Moderator: Alex Beveridge, Head of Content & Private Markets EMEA, Institutional Investor
10:55 – 11:05     What’s next on the Growth Unleashed agenda?
Alderman Alastair King, Lord Mayor, City of London
11:05 – 11:35     Networking Break

11:35 – 11:50     London Stock Exchange’s innovations - Private Securities Market and Digital Market Infrastructure
  • Marcus Stuttard, Head of UK Primary Markets & AIM, London Stock Exchange
  • Darko Hajdukovic, Head of Digital Market Infrastructure, London Stock Exchange
11:50 – 12:30     Fireside Chat: Investing in the future – space, defence and energy security
  • General Sir Richard Barrons KCB CBE, Co-Chairman, Universal Defence; Reviewer, Strategic Defence Review
  • Mark Boggett, CEO & General Partner, Seraphim Space
  • David Gann CBE, Chair, UK Industrial Fusion Solutions (UKIFS); Former Chair, UK Atomic Energy Authority
  • Tom Laing-Baker LVO, Managing Director, Defence, Geopolitical Advisory and M&A, KPMG
Moderator: Helen Forrest Hall, Chief Strategy Officer, Pensions Management Institute
12:30 – 13:05     Panel III: Re-activating the investor base – what are the imperatives for boards and market infrastructure?
  • Wendy Dorey, Non-Executive Director, Schroders Channel Islands Ltd, TwentyFour Select Monthly Income Fund and Weiss Korea Opportunity Fund
  • Dan Howe, Head of Investment Trusts, Janus Henderson Investors
  • Richard Stone, CEO, The Association of Investment Companies (AIC)
  • Richard Wilson, CEO, Interactive Investor
Moderator: Henry Wilson, Head of Investment Companies, Burson Buchanan
13:05 – 13:40     Panel IV: Future-proofing for growth – how is the investment companies sector reshaping for scale, liquidity and shareholder value?
  • Nigel Farr, Corporate Partner, Herbert Smith Freehills Kramer
  • Paul Flood, Head of Mixed Asset Investments, Newton Investment Management
  • Samuel Jackson, Managing Director, M&A, RBC Capital Markets
  • Hassan Raza, Portfolio Manager, CG Asset Management
Moderator: Simon Gordon, Senior Director, Fund & Corporate Services, JTC Group
13:40 onwards   Lunch and drinks

More info about the conference here:

UK capital markets are poised to benefit from a range of reforms designed to re-assert London’s position as a top global financial centre. We have seen the biggest reform to the listing rules in a generation, anticipated changes to the secondary capital raising rules, the announced launch of the Private Securities Market for private company shares under the PISCES regulation, a further commitment of risk capital via the Mansion House Accord, as well as governance and stewardship reforms to promote long-term value creation across the investment chain.

For the listed investment companies’ sector, the reform agenda presents an opportunity to attract new capital, to scale and channel the flow of investment into strategic areas of economic activity in the UK and globally, building upon its remarkable 157-year history.

The 2025 Investment Funds Conference will discuss the topics at front of mind for industry participants.
Registration for this event is now closed