JIC 2025

EVENT OVERVIEW

As one of the leading conferences in asset management for over 20 years, JIC is an essential calendar fixture for key fund selectors and researchers, who gather at the Four Seasons Hotel in Hampshire for two days of insightful presentations and networking.

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.

JIC 2025 took place on Tuesday 29 and Wednesday 30 April.

In my opinion, the JIC continues to be the pinnacle of investment seminars in all areas, providing access to thought provoking external speakers, presentations from high-quality fund managers, without neglecting the benefits of networking opportunities. Last, but certainly not least, an amazing organising team.

Thank you all for such an excellent conference. My favourite of the year! Great location, very good line ups and immaculate service.

Excellent overall — good diverse range of breakouts, good platform speakers and panel discussion plus dinner/networking.

Very good external speakers, different views and observations from fund managers, wonderfully organised and just top notch.

AGENDA

Tuesday 29 April

08:30	Registration and check-in
09:00	Welcome
09:05	External speaker Sir Grant Shapps, formerly the Secretary of State for Defence
09:30	External speaker Julia Ebner, Leader of the Violent Extremism Lab, Centre for the Study of Social Cohesion, University of Oxford
10:00	Boardroom sessions
10:40	Coffee break
11:00	Boardroom sessions
12:30	Main platform panel discussion
13:00	Lunch
14:00	Boardroom sessions
15:25	Coffee break
15:40	Boardroom sessions
16:25	Fireside chat with external speaker Andrew Heyn, formerly the British Consul-General to Hong Kong and British Ambassador to Myanmar
17:00	Free time
19:00	Pre-dinner drinks
19:30	Dinner with external speaker Tim Bradshaw, Founder and Director of Sandstone Communications

Wednesday 30 April

08:30	Boardroom sessions
10:40	Coffee break
11:00	Boardroom sessions
13:10	Lunch
14:00	Close

Thanks for a great couple of days. Well organised and interesting speakers

BOARDROOMS

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

Allspring

Unconstrained Bond Strategies

Michael Schueller, Senior Portfolio Manager

Artemis

US Smaller Companies Fund

Cormac Weldon, Head of US Equities

AXA Investment Managers

Global Technology

Matthew Ward and James Dowey, Portfolio Managers, AXA Framlington Global Technology Fund

Baillie Gifford

Scottish Mortgage Trust

Claire Shaw, Investment Specialist Director

BNY Investments

Active Global Credit

Adam Whiteley, Head of Global Credit, Insight Investment

Carmignac

Global Equity Compounders

Obe Ejikeme, Fund Manager

Janus Henderson Investors

Global Smaller Companies Fund

Nick Sheridan, Portfolio Manager

Jupiter Asset Management

Global Value Fund

Brian McCormick, Investment Manager, Value Equities

M&G Investments

Asian Equities

David Perrett, Co-Head of Asian Equities

Ninety One

Global Total Return Credit Fund

Darpan Harar, Portfolio Manager

PIMCO

Emerging Markets Opportunity

Yacov Arnopolin, Managing Director and Portfolio Manager

Vanguard

Active Fixed Income

Ales Koutny, Head of International Rates

PANEL DISCUSSION

We are pleased to announce the return of our main platform panel discussion, taking place at 12:30 on Tuesday 29 April.

Overview

If 2024 was the year of elections, 2025 is proving to be the year of consequences, as new – and returning – leaders continue to make their mark alongside other longstanding regimes. Against this evolving backdrop, our panel of senior representatives from sponsoring groups will assess the impact on financial markets and the outlook for risk assets.

Panellists

Andrew Chorlton, Chief Investment Officer, Fixed Income, M&G Investments

Shaan Raithatha, Senior Economist and Strategist, Investment Strategy Group, Vanguard

Michael Schueller, Senior Portfolio Manager, Plus Fixed Income, Allspring Global Investments

Kevin Thozet, Member of the Investment Committee and Head of Product, Carmignac

Moderator: Katrina Lloyd, Editor-in-Chief of Investment Week, Professional Adviser and Cover

EXTERNAL SPEAKERS

Tim Bradshaw

Founder and Director of Sandstone Communications

Julia Ebner

Leader of the Violent Extremism Lab, Centre for the Study of Social Cohesion, University of Oxford

Sir Grant Shapps

Formerly the Secretary of State for Defence

Andrew Heyn

Formerly the British Consul-General to Hong Kong and British Ambassador to Myanmar

Louise Beale

TV News Correspondent and Presenter and Founder of Marmalade Communications