21 – 22 April 2026
Four Seasons Hotel, Hampshire

EVENT OVERVIEW

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

For 2026, we have evolved JIC to better reflect the challenges and opportunities facing fund selectors. JIC 2026 will continue to feature presentations on macroeconomic themes and industry trends from a range of experts and high-profile fund manager speakers from leading sponsoring groups.

However, for the first time the conference will also include power pitches and networking with some of the UK's leading boutique managers, bringing fresh perspectives and innovative ideas for generating alpha.

The new JIC 2026 format will include:

  • Keynote presentations from speakers on geopolitics and defence

  • Boardroom sessions with our sponsoring groups

  • Meetings with the UK's leading fund managers

  • Increased and more personal networking opportunities

  • Panel discussions

  • Networking gala dinner

  • Networking breakfast

  • Power pitches from boutique managers

  • Fund Dating – interactive small-group meetings between fund selectors and boutique managers

CPD
Accredited

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 21 April

08:30 Registration and check-in
09:00

Panel discussion

Tim Willasey-Wilsey, former diplomat, bestselling author and Visiting Professor at King's College London

Jonathan Shaw, former Assistant Chief Defence Staff and former senior British Army Officer

Moderator: Louise Beale, TV News Correspondent and Presenter

09:30 Sponsor panel discussion
10:05 Boardroom sessions
10:45 Coffee break
11:05 Boardroom sessions
12:25 Lunch
13:30 Boardroom sessions
14:55 Coffee break
15:15 Boardroom sessions
15:55 Fund Manager meetings
17:30 Free time
19:00 Pre-dinner drinks
19:30

Dinner with external speaker

Tess Morris-Paterson, former Head of Performance in elite sport, now an expert in human spaceflight

Wednesday 22 April

08:00 Sponsor and delegate breakfast
09:00 Sponsor panel discussion
09:30 Boutique power pitches
10:30 Coffee break
10:45 Boutique fund dating sessions
11:50 Coffee break
12:05 Boutique fund dating sessions
13:10 Lunch
14:00 Departures

** Further agenda details will be announced shortly

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 the following sponsoring groups. These sessions are held in smaller, more intimate groups to facilitate in-depth analysis and discussion.

Baillie Gifford

Pacific Fund

Roddy Snell, Investment Manager & Partner

Columbia Threadneedle Investments

Systematic Equity OEIC range

Chris Childs, Head of EMEA Systematic Factor Investments, Quantitative Investments

Janus Henderson Investors

Absolute Return Fund

Luke Newman, Portfolio Manager

M&G Investments

Emerging Market Debt

Nick Smallwood, Fund Manager

Nedgroup Investments

Global Strategic Bond Fund

David Roberts, Co-Portfolio Manager

PIMCO

Investment Grade Credit

Saurabh Sud, Portfolio Manager

BOUTIQUES

Our boutique sponsors will present concise main platform power pitches on the funds below, offering a clear overview of their strategies and opportunities. Afterwards, delegates will be invited to join smaller "fund dating" sessions with the boutiques, providing a relaxed setting to explore the funds in more detail, ask questions and continue the conversation.

WS Blue Whale Growth Fund

Stephen Yiu, Chief Investment Officer, Lead Manager

Blue Whale Capital is a London-based boutique asset management firm. Co-founded by Peter Hargreaves and Stephen Yiu, the firm is committed to delivering consistent, significant outperformance. The WS Blue Whale Growth Fund, the firm's flagship strategy, launched in September 2017. It is a long-only global equity fund, focusing on large-cap stocks in developed markets. The investment team adopts a high-conviction, valuation-driven approach to construct a concentrated portfolio of high-quality businesses.

https://bluewhale.co.uk/

Global Value Fund


Brickwood Asset Management is an independent, dedicated value equities investment boutique founded in January 2024. Brickwood's mission is to deliver superior investment performance through a well-established, transparent, repeatable investment approach. We believe in providing exceptional client experience through fostering long-term client relationships.

https://brickwoodam.com/

European Special Situations Fund

David Avigad, Partner & Portfolio Manager

Founded in 1998, Lansdowne Partners is a global investment management firm based in London. The firm manages over $11bn AUM, focused on delivering superior long-term performance and exceptional client service. Our investment teams manage a broad range of equity strategies, including daily-dealing UCITS funds, across a variety of geographic markets applying an investment approach predicated on rigorous fundamental research and deep engagement with companies. Our long-term client base is predominantly comprised of pension funds, endowments and foundations, sovereign wealth funds and wealth managers.

https://www.lansdownepartners.com/london/home/

Emerging Markets Equity

Matthew Spencer, Head of UK Retail

Orbis has been creating value for clients for more than 35 years. We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees. Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.

https://www.orbis.com/uk/institutional/home

UK Smaller Companies

Philip Rodrigs, Portfolio Manager

Raynar Portfolio Management is a privately owned boutique asset manager founded in 2020. Total AUM has recently surpassed £150m due to a combination of strong returns and a growing client base alongside the Founders who invested a significant proportion of their net worth in the funds at launch. The founding principle is performance-first: designing products to enable optimal client outcomes. Dedicated to an active approach, Philip Rodrigs helms the sector leading core WS Raynar UK Smaller Companies Fund and the high conviction Raynar Flagship Strategy. Matthew Taylor also favours UK Smaller Companies within his Enhanced multi-asset strategy.

https://www.raynarpm.com/

Global Equity Income

Nick Clay, Portfolio Manager

Redwheel is a specialist, independent investment manager with an active investment heritage built on a foundation of innovation, original thought, and high conviction. The business was established in 2000 with the ambition to create an environment in which exceptional fund managers can operate with a high degree of investment autonomy and maximise the benefits of their skills over the long-term. The eight investment teams specialise in Sustainable & Thematic Equities, Active Engagement, Emerging Markets, Value & Income and Convertible Bonds. A total of $23.6bn (as at 30 January 2026) is managed across these strategies on behalf of clients who include some of the foremost global institutions and advisors.

https://www.redwheel.com/uk/en/institutional/

Japan Equity Income

David Mitchinson, Fund Manager

Zennor is a boutique asset management firm specialising in Japanese equities. Founded in 2020, the firm combines deep local insight with a disciplined, valuation driven investment approach. Zennor’s experienced team is grounded in fundamental research with a strong emphasis on the corporate governance revolution, as Japan undergoes a significant transformation in capital discipline and shareholder returns. By focusing on high quality businesses trading below intrinsic value, Zennor seeks to deliver sustainable long term outcomes for investors.

https://zennorassetmanagement.com/

EXTERNAL SPEAKERS

Tess Morris-Paterson

Tess Morris-Paterson

Former Head of Performance in elite sport, now an expert in human spaceflight

Jonathan Shaw

Former Assistant Chief Defence Staff and former senior British Army Officer

Tim Willasey-Wilsey

Tim Willasey-Wilsey

Former diplomat, bestselling author and Visiting Professor at King's College London

Louise Beale - Moderator

Louise Beale

TV News Correspondent and Presenter and Founder of Marmalade Communications

REGISTER

If you have received an invitation and would like to register for JIC 2026, please complete the form below. We will then confirm your registration by email. As this is an invitation-only event, if you haven't received one please contact wai-ling.lam@mipagency.com.

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Accommodation

Do you require accommodation for the night prior to the conference, on Monday 20 April? We will be hosting informal drinks for any early arrivals.

Do you require accommodation for Tuesday 21 April?

Boutique fund dating sessions

All delegates will attend four boutique fund dating sessions on Wednesday afternoon. Please select your top three preferences below.

Read about the boutiques Click here.
Please select a session session.
Please select a boardroom session.
Please select a boardroom session.

Your contact details (name, company and email address) will be shared with the sponsoring groups, who may email you for an event related follow-up after the conference.

If you do not wish to be contacted by any of the sponsoring groups following the event please email jic@mipagency.com.

VENUE

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

View on Goole Maps

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