Fund Manager Programme 2018

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 2018

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 and Cambridge. 

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 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

Thursday 1 February - David Taylor (London)

Thursday 1 February - 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 6 March - Georgina Brittain (London)

Tuesday 6 March - 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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Thursday 10 May - Andy Brough (London)

Thursday 10 May - Andy Brough (London)

An Economics graduate from Manchester and a Schroder Investment Management fund manager with more than 20 years’ investment experience behind him, Andy Brough co-heads the Schroder pan-European small and mid-cap equity team. Andy runs unit trusts, including the Schroder UK Mid 250 fund, and a number of specialist institutional mandates for Schroders.

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Wednesday 20 June - Paul Marriage (London)

Wednesday 20 June - Paul Marriage (London)

Paul launched Tellworth Investments in October 2017. He joined Cazenove Capital in 2005 and became Head of UK Dynamic at Schroders in 2013 after the acquisition of Cazenove. Prior to this, Paul was Head of UK Small Cap investments at Insight Investments and an analyst at GH Asset Management. He has over 20 years of investment experience.

Paul graduated from University College, Oxford University with a degree in Modern History.

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Tuesday 30 October - Sid Chand Lall (Cambridge)

Tuesday 30 October - Sid Chand Lall (Cambridge)

Sid Chand Lall from Hargreave Hale is the lead Fund Manager of the Marlborough Multi Cap Income Fund. He designed and launched the product in June 2011, achieved top decile performance in years 1 and 2, and grew the fund to £1bn by December 2014. Sid has a AAA Fund Manager rating from Citywire as of August 2014, 5 star fund rating by Morningstar as of July 2014, and 5 crown rating from FE Trustnet as of February 2015. He also gained the award for excellence, Dow Jones Financial News 40 under 40 Rising Stars of the Asset Management Industry, institutional asset management Europe 2015.

Sid graduated from Edinburgh University with a masters in Economics. 

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Tuesday 27 November - Richard Power (London)

Tuesday 27 November - Richard Power (London)

With overall responsibility for small caps at Octopus Investments, Richard has over 20 years’ experience of smaller company investing. Lead manager of CFIC Octopus UK Micro Cap Growth fund, he also oversees the investment process of the team. Prior to joining Octopus, he managed investments at Duncan Lawrie and Close Finsbury.

Richard graduated from Exeter University with a degree in Economics and Politics.

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