THE TRUST
BREAKFAST

Tuesday 04 June

08:30 – 11:30

Janus Henderson Investors, 201 Bishopsgate, London, EC2M 3AE

Register
Columbia Threadneedle Janus Henderson Schroders

Welcome

Join Columbia Threadneedle Investments, Janus Henderson and Schroders for a morning of insights and networking at The Trust Breakfast held at 201 Bishopsgate, London on Tuesday 04 June 2024.

This year, we're pleased to be joined by Gavin Trodd, Investment Companies Research Associate, Numis to provide a review of the investment company sector and outlook for the year ahead.

Agenda

08:30 - 09:00 Registration and breakfast
09:00 - 09:30 Intro presentation - Gavin Trodd
09:30 - 10:15 PANEL - The 'Undateables': unloved UK assets poised for a makeover
  • Nick Montgomery, Schroder Real Estate Investment Trust
  • Julian Cane, CT UK Capital & Income Investment Trust
  • Indriatti van Hien, ACA, CFA, The Henderson Smaller Companies Investment Trust
10:15 - 10:30 Coffee break
10:30 - 11:15 PANEL - Going for growth: investing today in the leading companies of tomorrow
  • Jean Roche, Schroder UK Mid Cap Fund plc
  • Hamish Mair, CT Private Equity Trust
  • Ollie Beckett, The European Smaller Companies Trust
11:15 Close

Host

Gavin Trodd
Investment Companies Research Associate, Numis

Gavin is an Investment Company analyst at Deutsche Numis for, having joined from PwC in 2021. At PwC, Gavin worked in both the Valuations and Forensic Accounting teams. At Deutsche Numis, he focusses on the conventional Equity Investment Companies, Listed Private Equity and Other Alternatives. Gavin graduated from Henley Business School in 2016 with a First Class Honours in Accounting & Finance.

Speakers

Columbia Threadneedle

Julian Cane
Portfolio Manager, CT UK Capital & Income Investment Trust

Julian Cane is a Director and Fund Manager in the UK Equities team. He joined Columbia Threadneedle through the acquisition of BMO GAM (EMEA) in 2021, having previously been with BMO (and its predecessor companies) since 1993. He became the Fund Manager for the F&C Income Growth Investment Trust in 1997, which subsequently became the CT UK Capital and Income Investment Trust, the role which he still fulfils today. Prior to joining the group, he worked for Mitsubishi Bank in Corporate Finance and Treasury. Julian has an MA degree in Economics from the University of Cambridge and passed the examinations of the Institute of Investment Management and Research before it merged with the CFA Society.

Hamish Mair
Portfolio Manager, CT Private Equity Trust

Hamish has 34 years of investment experience of which 30 years are in private equity. He has been head of the private equity team since inception and is lead manager of the CT Private Equity Trust PLC. Hamish was a Director of Martin Currie Investment Management between 1996 and 2005. His prior responsibilities at Martin Currie included small companies and Far Eastern equities. He started his career as an investment analyst with Robert Fleming Asset Management in 1988. Hamish is a graduate of Aberdeen University and Edinburgh University.


Janus Henderson

Ollie Beckett
Portfolio Manager, The European Smaller Companies Trust PLC

Ollie Beckett is a Portfolio Manager on the European Equities Team at Janus Henderson Investors. Ollie first joined Henderson as an assistant portfolio manager for European equities upon the firm's merger with AMP Asset Management in 1998 and was named fund manager in 1999. He moved to the Global Technology Team in 2000. He left Henderson in 2003 to pursue other interests before returning to his current role with the firm in 2005. Ollie received a BA degree (Hons) in economics and government from the University of Manchester. He has 29 years of financial industry experience.

Indriatti van Hien, ACA, CFA
Portfolio Manager, The Henderson Smaller Companies Investment Trust plc

Indriatti van Hien is a Portfolio Manager on the UK Equities Team at Janus Henderson Investors, a position she has held since 2016. Indriatti joined Henderson in 2011 as a UK equity analyst. Prior to Henderson, she was with PricewaterhouseCoopers, where she qualified as a chartered accountant. Indriatti graduated with a BA degree (Hons) in modern history and economics from Oxford University. She is a Chartered Accountant (ICAEW) and holds the Chartered Financial Analyst designation and the Investment Management Certificate (IMC). She has 17 years of financial industry experience.


Schroders

Nick Montgomery
Portfolio Manager, Schroder Real Estate Investment Trust

Nick joined Schroders Capital in January 2012 and is Head of UK Real Estate. Nick is fund manager for Schroder Real Estate Investment Trust. He is a member of the Global Direct Investment Committee and the Indirect Investment Committee, and is a board member of Schroder Real Estate Investment Management Limited.

Prior to joining Schroders, Nick was Head of UK Commercial Funds at Invista Real Estate. Nick began his investment career at LaSalle Investment Management and has 22 years real estate experience.

Jean Roche
Portfolio Manager, Schroder UK Mid Cap Fund plc

Jean joined Schroders in 2016 and became Fund Manager of Schroder UK Mid Cap Fund plc in February 2021, having been Co-Fund Manager since September 2016. Jean's investment career started in 1999 after graduating with a BA in Mathematics and French and an MSc in Financial and Industrial Mathematics. Previously, she worked at Morgan Stanley and Panmure Gordon, before moving to Hargreave Hale in 2013 as a fund manager. Jean is a CFA Charterholder.

Form unable to load...

Please refresh the page to view the form. If you are having trouble registering, please email us on events@thetrustbreakfast.com.

Register

Valid first name is required.
Valid last name is required.
Please enter a valid email address.
Please enter a company name.
Please enter a Job title.
Can you be communicated to by the fund houses that you are not already an existing client of?

By registering for this event you are agreeing for your information to be shared with the sponsoring groups of this event in accordance with their respective privacy policies.
Columbia Threadneedle  |  Janus Henderson  |  Schroders

Venue

Janus Henderson Investors
201 Bishopsgate,
London,
EC2M 3AE

Open in Google maps