Fund Manager Programme 2020

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 or breakfast.
Fund Manager Programme 2020

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 Manchester. 

When:
Lunch or breakfast

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.

The lunch with Victoria Stevens on 19 March is now fully booked. To be placed on the waiting list please email lydia.uthayakumar@theqca.com.

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

5 February - Lunch with Iain Staples, Schroders

5 February - Lunch with Iain Staples, Schroders

Since 2015, Iain Staples has been the co-manager of the Schroders Institutional UK Smaller Companies Fund and since 2018, the Schroder UK Dynamic Smaller Companies Fund. In 2012, he joined Schroders as a Research Analyst.

In 1999, his investment career commenced on the sell-side, working for thirteen years for organizations including Hoare Govett, Clear Capital and Altium.

He has an MA in Mathematics, Cambridge University and an MSc in Theoretical Physics, Manchester University.

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19 March - Lunch with Victoria Stevens, Liontrust

19 March - Lunch with Victoria Stevens, Liontrust

Victoria Stevens, CFA, joined Liontrust in June 2015 as a partner and fund manager. She previously worked at the growth company specialist broking and advisory firm finnCap Ltd, latterly as deputy head of corporate broking. Victoria is responsible for advising listed corporate clients on strategic issues and their communication with investors, as well as analysing investment opportunities and broking them to buy side clients. 

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19 May - Lunch with James Baker, Chelverton

More information to follow shortly.

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9 June - Lunch with Gervais Williams, Premier Miton Group (Cambridge)

9 June - Lunch with Gervais Williams, Premier Miton Group (Cambridge)

Gervais manages a number of funds that aggregate to over £1bn.  He is also Senior Executive Director at Premier Miton Group plc. Gervais’s fund management career extends over 30 years including 17 years at Gartmore. In 2011, he joined Miton Group plc where he has set up a number of new funds with Martin Turner, that in aggregate now exceed £1.5bn. He sits on a number of industry bodies including the board of The Investment Association, and is an advisor the AIM Advisory Council and the government’s Patient Capital Review.

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24 June - Breakfast with Adam McConkey, Lombard Odier

24 June - Breakfast with Adam McConkey, Lombard Odier

Adam McConkey is Portfolio Manager at Lombard Odier Asset Management (Europe) Limited and has been a Fund Manager for nearly 2 decades, 15 years of which has been dedicated to investing in UK listed smaller companies.

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20 October - Lunch with Richard Power, Octopus Investments

20 October - Lunch with Richard Power, Octopus Investments

With overall responsibility for small caps at Octopus Investments, Richard Power 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.

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18 November - Lunch with Simon Cleaver, Investec (Manchester)

18 November - Lunch with Simon Cleaver, Investec (Manchester)

Simon manages the AIM inheritance tax (IHT) portfolio plan for clients at Investec.

After starting his career with the Royal Bank of Scotland, Simon completed an MBA at Manchester Business School. Since then his experience has included venture capital with 3i Group and YFM Equity Partners, a small-cap analyst role in institutional broking with Charterhouse plc, and a number of years as a regional manager for the London Stock Exchange. During 10 years with YFM he managed AIM portfolios for the British Smaller Companies venture capital trusts, and joined Investec in 2014.

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