MASTER INVESTOR SHOW 2025

09:50

Show Opening

09:55 – 10:20

Panel Discussion

Talk Title: Quantum Investing: The Next Leap in Finance

11:20 – 11:45

The Mercantile Investment Trust plc

Talk Title: The Mercantile Investment Trust: opportunities for extraordinary growth

11:50 – 12:30

Jim Mellon

Talk Title: Jim Mellon in conversation with Wilfred Frost

13:50 – 14:15

JPMorgan American Investment Trust plc (JAM)

Talk Title: Can the US continue to shine bright?

14:20 – 14:45

Columbia Threadneedle Investments

Paul Niven, Head of Multi-Asset Solutions and Fund Manager of the FTSE100 listed F&C Investment Trust will outline his approach to management of the F&C investment portfolio, including a perspective on opportunities in global equities and private equity. He will also discuss the founding principles, many of which remain relevant today, which have enabled F&C to serve shareholders since 1868.

16:25 – 16:50

Quantinuum

16:50 – 16:55

Closing Remarks and ‘MIS 2025 Treasure Hunt’ Prize Draw

10:55-11:25

QuotedData Panel Discussion

Talk Title: Investment strategies – what works?
We’ll look at the past and then offer insight into a few strategies for the future. Absolute return, growth, value and income with CG Asset Management’s Chris Clothier, Polar Capital’s Nick Brind, Blackrock’s Daniel Whitestone and QuotedData’s Edward Marten.

09:30 – 09:50

Vietnam Enterprise Investments Ltd (VEIL)

10:25 – 10:45

J.P. Morgan Asset Management Panel Session

10:50 – 11:10

Polar Capital

Talk Title: The investment opportunity in healthcare in an uncertain world
The fundamental story for the sector is very robust but political headwinds have caused a dislocation in healthcare stocks. Gareth Powell, Head of the Polar Capital Healthcare team, will explain that this offers a rare opportunity for investors and that the tailwinds for the sector should ultimately outweigh any negative concerns.

12:35 – 12:55

Blue Whale Growth Fund

Talk Title: Maximising Outperformance Over Passives
As the case for passive investments strengthens, it’s becoming clear that a traditional quality growth approach may no longer be enough to consistently outperform. In this presentation we will delve into this paradigm shift for active managers, explaining why maximising outperformance matters and the need to focus on “Quality Outperformers”.

13:00 – 13:20

aberdeen Investment Trusts

Talk Title: Quality, Growth & Momentum in UK Small Caps: Buying tomorrow’s larger companies today
Despite headline sentiment on the UK economy, our smaller companies portfolios exhibit growth given the quality and breadth of investment opportunities the market still presents.

13:25 – 13:45

Columbia Threadneedle Investments

Talk Title: Why you should not buy the UK equity market – from a UK equity fund manager
Has David Moss, Managing Director of Columbia Threadneedle Investments and Fund Manager of the CT UK High Income Trust taken a knock to the head? Not at all. Listen to what he truly means by that statement and learn why shareholders should expect not only a high and growing level of dividend income but also capital appreciation in this overlooked Investment Trust.

14:45 – 15:05

QuotedData

15:10 – 15:30

Columbia Threadneedle Investments

“Out of favour, unloved, yet offering incredible value. Once in a generation opportunity in Investment Companies”. Hear how the CT Global Managed Portfolio Trust plans to take advantage.

15:35 – 15:55

India Capital Growth Fund

Talk Title: Navigating Volatile Markets: Opportunities in India’s Mid and Small Cap Equities
Cutting edge digital infrastructure, a youthful demographic and government incentive schemes have all helped India elevate itself to the 5th largest economy, with projected GDP growth of 6.5% per annum. But India is not immune to the geopolitical instability evident across the globe. Gaurav Narain, Principal Adviser to India Capital Growth Fund, will explore the transformations that have propelled India into the top five and the investment opportunities in mid and small cap companies amidst this volatility.

15:55 – 16:15

NextEnergy Capital

Talk Title: NextEnergy Solar Fund: Capturing total returns through direct investment into solar and energy storage

09:30 – 09:50

The Renewables Infrastructure Group (TRIG)

Talk Title: Investing in a clean and secure future

10:25 – 10:45

Oakley Capital

10:50 – 11:10

Invesco

12:35 – 12:55

Panel Discussion​

13:00 – 13:20

BlackRock Frontiers Investment Trust plc

13:25 – 13:45

Invesco

14:45 – 15:05

Aurora UK Alpha

Talk Title: The Difference between Value and Price
Looking at stocks like businesses is important for identifying value independent of price. The price of an investment is what you pay, but the value is the range of potential futures you get. Kartik illustrates the differences between price and value in the Aurora UK Alpha portfolio.

15:10 – 15:30

Baillie Gifford

Talk Title: Scottish Mortgage: a Distinctive DNA
The presentation outlines what makes Scottish Mortgage Investment Trust (“SM”) a distinctive investment. The talk covers five key characteristics that define SM’s approach:

• Seeking Outliers: Focus on the small percentage of companies that drive the majority of stock market returns.
• Belief that Change Drives Growth: Growth investments harnessing valuable change through new technologies, new business models, and new forms of demands.
• Investment Trust Structure: Closed-end fund structure supporting long-term focus, modest gearing, and inclusion of private companies.
• Private Company Exposure: Up to 30% of the portfolio can be in private companies, offering access to high-growth potential across more of companies’ life cycles.
• Mindset: Aspire to curiosity, patience, and bravery in investment decisions.

15:35 – 15:55

Seraphim Space Investment Trust, PLC (SSIT)

15:55 – 16:20

Ocean Wall

Talk Title: How to Make Money in Nuclear Fuel
Nick Lawson and Ben Finegold discuss the opportunities to make money in the nuclear fuel market. They will cover the geopolitics of the supply side of uranium, the next generation of power stations and which companies are best placed to take advantage of an increase in demand for baseload power while uranium supply remains constrained.

09:30 – 09:50

Panel Discussion

Talk Title: The Growth Engine: Why Small Caps Are Key to the UK’s Future Economy

10:25 – 10:40

Ananda Pharma Plc

10:40 – 10:55

Curation Collective

11:00 – 11:15

Kinetiko Energy

Talk Title: South Africa’s Transition Energy Solution
South Africa is in the midst of an energy crisis. Kinetiko Energy Ltd (ASX: KKO) is focused on developing an energy transition solution for South Africa focused on developing shallow conventional onshore gas projects near Johannesburg. The Company has established a world class resource and is currently identifying optimal development sites. The geology supports multiple developments. KKO has a joint venture with the South African government to develop the largest onshore gas field in South Africa.

12:35 – 12:55

Dart Mining NL

13:10 – 13:20

Metals Exploration Plc

Talk Title: Delivering Sustainable Growth

13:25 – 13:35

Barton Gold

Talk Title: Developing South Australia’s largest gold-only Resource

13:35 – 13:45

Calibre Mining Corp

14:45 – 14:55

Built Cybernetics plc

14:55 – 15:05

Manx Financial Group PLC

15:10 – 15:40

Panel Discussion

Talk Title: The Founders Panel – The New Rules of the Funding Landscape

09:30 – 09:50

Solomon Global

10:25 – 10:45

Cboe Global Markets

Talk Title: Unlocking the Basics of Index Options Trading
This presentation provides a concise introduction to options trading. Join to learn the fundamental concepts and features of options, including what an option is, different types of options, and the key components of an options trade. The presentation also covers reasons why investors use options. Finally, the presentation will step through practical examples and leverages visual payout diagrams to demonstrate how options work in real-world scenarios.

10:45 – 11:05

Inside Investor Club

Talk Title: Forget The Stock Market! 10X Your Wealth With Private Equity
With the UK and Europrean markets stuck in first gear and the American market’s nosebleed valuation looking fragile, where can investors go for outsized returns in the rest of the 2020s?

In this no-holds-barred talk, Inside Investor Club founder and CEO Graham Rowan explains how private equity has taken him to an eight figure net worth and how it can do the same for you. With a bunch of case studies to prove his point, he’ll also share his Seven Super Success Signals to decide whether a company is one to Snog, Marry or Avoid.

12:35 – 12:55

Solomon Global

13:00 – 13:20

AI Forge

Talk Title: Five reasons why investments in AI start-ups will produce bigger & faster returns
I will establish my credentials by stating my start-up experience and the fact I have personally achieved 6 x exits. Regarding helping start-ups, I created the UK’s largest Blockchain incubator https://blockdojo.io securing funding for 24% of all blockchain start-ups in 2022 with a total of 19 companies. In total this means I have been very involved in creating 55 companies from scratch and understand how to start, scale and exit tech companies.

The 5 x key reasons why investments in AI-Start ups will produce bigger & faster returns are:

1. Corporates involved earlier: They help Founders to iterate their solution to ensure they are solving real-world problems & are willing to trial POCs (Proof of Concepts) earlier
2. Revenues generated faster: Deploying is easier & faster to reach scale which will require fewer funding rounds & less reliance on VC’s
3. High demand: AI is all-pervasive in ALL corporates so will be significantly bigger than the internet
4. Corporates will buy their way to the front: Once a POC is successful, they will not want their competitors to benefit from that solution, so will complete faster trade sale exits
5. Higher valuation: Automation leads to higher margins, stronger revenues, and greater investor interest to reach Series A & Unicorn status faster

13:25 – 13:45

Jonathan Davis

Talk Title: Saba and beyond – any questions?

14:45 – 15:05

TallyMoney

15:10 – 15:30

Victor Hill

Talk Title: Economic update

15:35 – 16:15

Twin Petes Investing in association with ShareScope

How to finding winning stocks
Twin Petes Investing is an unscripted collaboration between Twitter/X investing personalities Peter Higgins (conkers) @conkers3 on Twitter/X and Henry Viola-Heir @HTViola. Between them they have several decades of private and semi-professional involvement and experience of investing, the stock market, stocks, shares, funds, fundamental analysis, technical analysis and dealing with volatility. They are seasoned Private Investors in their own right. They find the day to day rigours of the ever-changing quest to make financial returns from the increasingly volatile markets fascinating. When they are co-hosting the fortnightly Twin Petes Investing podcasts they are conducting them from two different locations. The Master Investor show will be one of those rare occasions that their global audience will be able to watch live and in-person.

Peter and Henry will be joined by Paul Hall from ShareScope.