23 – 24 April 2024

Four Seasons Hotel, Hampshire

Event Overview

As one of the leading conferences in asset management for over 19 years, JIC is an essential calendar fixture for key fund selectors and researchers, who gather at the Four Seasons Hampshire for two days of insightful presentations. Over the course of the event, we delve deeply into a wide range of macroeconomic matters, industry themes and fund specifics. JIC features high-profile fund manager speakers from the 12 sponsoring groups alongside a plethora of fascinating external speakers.


Tuesday 23 April
08:30 Registration and check-in
09:00 Welcome
09:05 External speaker
Sir Richard Shirreff, Formerly NATO’s 4 Star Deputy Supreme Allied Commander Europe, bestselling author and Co-Founder of Strategia Worldwide
09:30 External speaker
Leslie Vinjamuri, Director of the US and Americas Programme, Chatham House
10:00 Boardroom sessions
10:40 Coffee break
11:00 Boardroom sessions
12:30 Panel discussion: Global elections
13:10 Lunch
14:00 Boardroom sessions
15:25 Coffee break
15:40 Boardroom sessions
16:20 Free time
19:00 Pre-dinner drinks
19:30 Dinner with external speaker
Ann Daniels, Polar Explorer
Wednesday 24 April
08:00 Morning fringe session with external speaker
Matthew Goodwin, Professor of Politics at Rutherford College, University of Kent
08:30 Coffee break
08:45 Boardroom sessions
10:55 Coffee break
11:10 Boardroom sessions
13:20 Lunch with external speaker
Daniel Hulme, CEO, Satalia and Chief AI Officer, WPP
14:30 Close


Delegates participate in a 40-minute boardroom presentation with a senior fund manager speaker from each sponsoring group. These sessions are held in smaller, more intimate groups to facilitate in-depth analysis and discussion.


Artemis SmartGARP Global Emerging Markets Equity Fund

Raheel Altaf, Fund Manager

AXA Investment Managers

Exploiting attractive opportunities across the global short-dated bond market

Nicolas Trindade, Senior Portfolio Manager

Baillie Gifford

The Monks Investment Trust PLC

Spencer Adair, Investment Manager and Partner

BNY Mellon Investment Management

Have we beaten inflation? The outlook for rates and the markets

Shamik Dhar, Chief Economist

Capital Group

The ongoing evolution of emerging market debt

Robert Burgess, Fixed Income Portfolio Manager and Research Director

Fidelity International

Examining the case for European equities

Marcel Stötzel, Portfolio Manager

Janus Henderson Investors

UK Responsible Income Fund

Andrew Jones, Portfolio Manager

Jupiter Asset Management

The case for UK equity income

Adrian Gosden, Investment Manager

M&G Investments

US equities can continue to provide strong returns

John Weavers, Fund Manager

Ninety One

A purist quality approach to US equities

Paul Vincent, Portfolio Manager


Navigating Global Opportunities in Fixed Income

Andrew Balls, Chief Investment Officer, Global Fixed Income and Ryan Blute, Head of EMEA Global Wealth Management


Emerging Markets Value Investing

Vera German and Juan Torres Rodriguez

Panel Discussion

Global elections

Politics are set to dominate the world in 2024 as almost half the global population heads to the polls in 64 different countries. The impact of these elections will be felt not only by voters, but also by investors. At JIC, hear from our panel of senior representatives from sponsoring groups as they discuss the investment implications of this unprecedented political upheaval.


  • Ryan Blute, Head of EMEA Global Wealth Management, PIMCO
  • Toby Gibb, Head of Investment Solutions, Artemis
  • Adrian Gosden, Investment Manager, UK Equities, Jupiter Asset Management
  • Anna Stupnytska, Global Macro Economist, Fidelity International
  • Moderator: Scott Spencer, Investment Manager, formerly of Columbia Threadneedle Multi Manager

External speakers

At JIC, the main platform focuses on thought leadership, with the majority of content delivered by external speakers. In 2024, we are looking forward to hearing from the following speakers:

Sir Richard Shirreff had a 37-year career in the British Army, and commanded soldiers on operations at every level from platoon to division. This has included combat in the Gulf War of 1991 as a tank squadron leader and again in Iraq as a divisional commander, together with other operations in Northern Ireland, Kosovo and Bosnia. In addition he had extensive staff experience at brigade, Army HQ and in the Ministry of Defence. He commanded NATO’s Allied Rapid Reaction Corps and his final military assignment was NATO’s 4 Star Deputy Supreme Allied Commander Europe.

In February 2016 he co-founded Strategia Worldwide Ltd, a global risk advisory company, which has since built up a sizeable portfolio of clients across different industrial sectors. Also in 2016 his novel entitled 2017: War With Russia, was published and became a bestseller. It has been translated into eight languages.

Dr Leslie Vinjamuri is a leading commentator on the US global role, international order and geopolitics. She is currently leading a project on the US role in a Global Recovery and on the Future of Internationalism, with a focus on the US relationship with China and its implications for international and regional order.

She is the Director of the US and the Americas programme and Dean of the Queen Elizabeth II Academy for Leadership in International Affairs at Chatham House. She is also Deputy Chair of the Marshall Aid Commemoration Commission, a member of the Council on Foreign Relations, and on the Advisory Board of LSE IDEAS.

Leslie has written extensively on US politics, foreign policy and transatlantic relations, and is co-editor of Anchoring the World. She is a frequent commentator for leading news outlets including the BBC, CNN and Bloomberg.

Polar Explorer Ann Daniels is a world record holder and one of Britain’s leading explorers. Starting out as a mother of young triplets and without any outdoor experience, pure hard work and belief led her to being selected from over 200 more experienced women to take part in her first North Pole expedition. From these humble beginnings, she went on to conquer the South Pole and in 2002, along with her team mate Caroline Hamilton became the first and only women in history to ski to the North and South Poles as part of all women teams. Experiencing temperatures as low as -50C and dealing with various encounters with Polar bears, she has sledge-hauled over 2000 miles, in the most inhospitable environments in the world, completing over 10 polar expeditions and surviving over 400 days on the ice. As a Polar guide and ice leader of the high profile scientific Catlin Arctic surveys she is living proof that good leadership, teamwork and believing in yourself does make a difference.

Daniel Hulme is an expert in Artificial Intelligence and investor in Emerging Technologies. He's the CEO of Satalia, an award-winning company that provides AI products and solutions for global companies such as Tesco and PwC. Satalia joined the world's largest marketing company in 2021, WPP, where Daniel is now the Chief AI Officer.

Passionate about how technology can be used to govern organisations and bring positive social impact, Daniel discusses AI, ethics, metaverse, emerging technology, innovation, decentralization and organisational design. He is a serial speaker for Google and TEDx, holds an international Kauffman Global Entrepreneur Scholarship, and is a faculty member of Singularity University. He has advisory and executive positions across companies and governments, and actively promotes purposeful entrepreneurship and technology innovation across the globe.

Matt Goodwin is an academic, bestselling author, pollster, and speaker known for his research on: politics, populism, elections, voting, public opinion, Brexit, Europe, academic freedom and more. He is Professor of Politics at Rutherford College, University of Kent, recently served as Senior Visiting Fellow at the Royal Institute of International Affairs, at Chatham House, Senior Fellow with the UK In a Changing Europe, Senior Fellow at the Legatum Institute, and Senior Advisor to the UK Education Committee. In 2022, Matt was appointed Social Mobility Commissioner.

The author of six books, he wrote the No.2 Sunday Times bestseller Values, Voice and Virtue: The New British Politics, and the Sunday Times bestseller, National Populism: The Revolt Against Liberal Democracy, which was translated into multiple languages and listed among the Financial Times and Times Literary Supplement as one of the books of the year.

Louise Beale has over a decade of experience in journalism and is currently a leading news presenter for Channel 5. She anchored her own show on Bloomberg Television in London, interviewing Europe's business leaders, politicians and analysts. She has also covered major news stories as a correspondent for Sky News and Channel 4 News - among them Brexit, the European debt crisis and the terrorist attacks in Paris, London and Manchester. Louise has also worked extensively on radio for ITN, Classic FM, Magic FM and Monocle 24.

Additionally, Louise co-founded Middle Table with her Channel 5 co-workers, and now works with leading figures in business and politics to help them bring impact to their communication.


Four Seasons Hotel Hampshire, Dogmersfield Park, Chalky Lane, Dogmersfield, Hampshire RG27 8TD

View on Google maps

The hotel is around 50 minutes’ train from London Waterloo to Fleet and transfers can be provided.


Registration is now closed