Fund Manager Programme 2017

The Fund Manager Programme is one of our longest running and most praised series of events. It gives small and mid-size quoted company directors direct access to leading fund managers over an informal lunch.
Fund Manager Programme 2017

Getting the attention of an institutional fund manager is hard, especially outside road shows or formal meetings. Our Fund Manager Programme allows small and mid-size quoted company directors the unique opportunity to get direct access to leading small and mid-cap fund managers in an informal atmosphere over lunch, hosted by our advisor members.

How it works:

Each event begins with a networking session, lunch then follows and is chaired by a fund manager. The fund manager provides insight into what he or she looks for when making investment decisions and what companies should be focusing on to attract more investment. Company directors have the opportunity at any stage to ask questions in a ‘Chatham House rule’ environment.

Where:
In this programme we have events taking place in central London, Cambridge and Edinburgh. 

When:
The lunches are from 12:30pm - 2:30pm

Cost:
Each event is free to members and £375 + VAT for non-members.

The places available at each event are limited, so book early to avoid disappointment. As these events are popular, there is a maximum of two events per year per attendee.

Please note a cancellation fee of £50 + VAT shall be incurred if you do not cancel within 24 hours of the planned event. The Quoted Companies Alliance reserves the right to alter any part of this schedule without prior notice. Your details will be passed on to the host of the function and used only in conjunction with this event. Please let us know if you would not like this to happen.

Join the QCA and gain privileged access and discounts to all events

Tuesday 7 February - Georgina Brittain (London)

Tuesday 7 February - Georgina Brittain (London)

Georgina is a senior portfolio manager for small and mid cap funds within the J.P. Morgan Asset Management European Equity Group. She is the fund manager for the JPM Life UK Small Cap Fund, the JPM UK Smaller Companies Fund, the JPMorgan Smaller Companies Investment Trust and co-manager for the JPMorgan Mid Cap Investment Trust. She is also a co-manager for a range of European small cap funds. An employee of JP Morgan since 1995, Georgina was previously an analyst in the UK research department.

Georgina obtained an M.A. in Classics from Oxford University, and earned a Diploma in Law from City University, London. She is a qualified barrister.

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Wednesday 8 March - Judith Mackenzie and Paul Jourdan (Edinburgh)

Wednesday 8 March - Judith Mackenzie and Paul Jourdan (Edinburgh)

Judith is Partner of Downing LLP having joined Downing in October 2009. She is responsible for the Public Equity Division which predominantly focuses on Micro-Cap investments under £150m market caps. 

Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent seven years as a senior investment manager with Aberdeen Asset Management Growth Capital as co Fund Manager of the 5 Aberdeen VCTs, focusing on technology and media investments in both the public and private arenas.

Paul is an award winning fund manager, with a strong track record in small cap investment. He co-founded Amati Global Investors. In early 2005 he launched what is now Amati VCT and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010. In September 2014 Amati launched the Amati AIM IHT Portfolio Service, which Paul co-manages. He is CEO of Amati and a Director of Sistema Scotland.

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Tuesday 9 May - David Taylor (London)

Tuesday 9 May - David Taylor (London)

David is an award winning fund manager at Chelverton Asset Management, with specialist expertise investing in companies with sub-£1bn market capitalisations. He began his career as an analyst, later moving into fund management in 1987 with the Merchant Navy Officers Pension Fund.

In 1995, he moved to LGT to manage small-cap retail funds and latterly spent nearly seven years as head of UK smaller companies at HSBC Asset Management. David joined Chelverton Asset Management in January 2006 and has co-managed MI Chelverton UK Equity Income Fund and MI Chelverton UK Equity Growth since launch. He also co-manages Small Companies Dividend Trust PLC and his work on MI Chelverton UK Equity Income Fund consistently earns him a AAA Citywire Fund Manager rating.

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Tuesday 27 June - Katie Potts (Cambridge)

Tuesday 27 June - Katie Potts (Cambridge)

Katie is the lead fund manager for Herald Investment Management Ltd. She established HIML in December 1993 to manage Herald Investment Trust plc which was launched in February 1994.

She worked for five years in investment management at Baring Investment Management Limited, before joining S.G. Warburg Securities’ UK electronics research team in 1988. The team was consistently voted top team in the Extel survey of analysts in the sector, and she was voted top analyst by finance directors of electronics companies canvassed by the Treasurer magazine.

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Wednesday 20 September - Robin West (London)

Wednesday 20 September - Robin West (London)

Robin started his career at KPMG and joined Invesco Perpetual ‘first time around’ in 1995, where he spent eight years as a smaller companies fund manager. Robin went on to join Oriel Securities where he worked as a small companies analyst and subsequently Aviva Investors in 2004 before returning to Invesco in July 2014.

Robin graduated from Cambridge University with a MA in Natural Sciences. He is also an Associate of the Institute of Chartered Accountants and is a CFA Charterholder.

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Tuesday 10 October - James Thorne (London)

Tuesday 10 October - James Thorne (London)

James Thorne joined Columbia Threadneedle Investments in 2010 and is responsible for managing the Threadneedle UK Smaller Companies Fund as well as generating small cap ideas for the company’s UK portfolios. James has extensive experience of the smaller companies sector, having worked at Baring Asset Management, Hill Samuel and Abbey Life as well as private equity company 3i.

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