Fund Manager Programme 2019

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 2019

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 Leeds. 

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 7 February - Richard Hallett (Cambridge)

Thursday 7 February - Richard Hallett (Cambridge)

Richard is the Fund Manager of the Marlborough UK Multi-Cap Growth Fund. He qualified as a Chartered Accountant with Ernst & Young before joining Singer & Friedlander in 1995.

Richard, joined Canaccord Genuity in 2005 and also oversees the management of the Hargreave Hale IHT portfolio Service.

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Thursday 7 March - Georgina Brittain (London)

Thursday 7 March - Georgina Brittain (London)

Georgina Brittain, Managing Director, 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. 

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Thursday 16 May - Simon Cleaver (Leeds)

Thursday 16 May - Simon Cleaver (Leeds)

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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Tuesday 18 June - Matt Tonge (London)

Tuesday 18 June - Matt Tonge (London)

Matt Tonge is a Fund Manager at Liontrust, becoming a partner in 2011. He is responsible for execution across all the firm’s assets. In 2014 he was voted Mid-Tier trader of the year by The Trade magazine for his work in mid and small cap stocks. He joined the Economic Advantage team to help research and analyse companies across the small cap universe. 

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Wednesday 16 October - Ken Wotton (London)

Wednesday 16 October - Ken Wotton (London)

Ken is the Investment Director at Livingbridge and is responsible for managing all the quoted market investment activity on behalf of clients. He spends a significant amount of time meeting with the management teams of existing and prospective investee companies.

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Thursday 21 November - Andy Bamford (London)

Thursday 21 November - Andy Bamford (London)

Andy has a 26 year track record of investing in UK smaller companies, running large and prestigious mandates. He is a trained accountant who worked with General Accident and Edinburgh Fund Managers before joining Aberforth Partners in 2001 where he became a partner. Aberforth is a respected value investor and Andy had a successful 15 year career with the firm. Passionate about investing in small companies, Andy set up Teviot Partners in November 2016. 

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