A discussion-led half day forum for professional investors focused on portfolio construction, asset allocation and fund selection. Attendance is intentionally limited to maintain a high-quality, peer-level dialogue.
GIS EDINBURGH
Professional Investor Forum & Roundtables
25 March 2026 | Caledonian Hotel
A discussion-led half day forum for professional investors focused on portfolio construction, asset allocation and fund selection. Attendance is intentionally limited to maintain a high-quality, peer-level dialogue.
There is no cost to attend, and places are exclusively reserved for professional fund buyers, advisers, and individuals who are responsible for, influence, or have direct access to investment decision-makers within their organisation.
SPEAKERS INCLUDE
MATTHEW BRENNAN
Head of Asset Allocation & Research
Scottish Widows
BRIAN COULTON
Chief Economist
Fitch Ratings
ROBERT FARAGO
Head of Strategic Asset Allocation
Hargreaves Lansdown
SANJAY RIJHSINGHANI
CIO
LGT Wealth Management
MELISSA DAVIES
Chief Economist, Managing Director
Rothschild & Co Redburn
PATRICK THOMAS
Director, Investment Solutions
Waystone
RORY MAGUIRE
Managing Director
Fundhouse
KATY FORBES
Chief Investment Officer
North Capital Management
ALASTAIR SMITH
Principal, UK Investments
Mercer
ANUSHA KRISHNAN
Senior Fund Analyst
Union Bancaire Privée
GARETH DONEGAN
Partner
Mercer
ANDREW HARRIS
Deputy Chief Economist
Fathom Financial Consulting
OLIVER JONES
Head of Asset Allocation
Rathbones Group Plc
LUKE BARTHOLOMEW
Deputy Chief Economist
Aberdeen
LACHLAN SMITH
Manager, Strategic Partnerships
Phoenix Group
PLENARY THEMES
- Global Financial Markets Outlook
- Portfolio Construction & Fund Selection
- Economic Trends & Geopolitics
ROUNDTABLE PRESENTERS
ADAM RILEY
Managing Director, Head of International Wealth for BlackRock Systematic
BlackRock
FIONN O’LEARY
Senior PM, Head of US & European Trading
Pacific Asset Management
MIKHAIL ZVEREV
Fund Manager
Amati Global Investors
KAMYAR VARZI
Head of Institutional Sales & Consultant Relations (TMAM London)
Tokio Marine Asset Management
ROUNDTABLE THEMES
- BlackRock: How Systematic and AI Innovation are Reshaping Portfolios
- Pacific Asset Management: Making Every Basis Point Count
- Amati Global Investors: A Different Approach to Innovation Investing
- Tokio Marine Asset Management: Beyond the Rising Sun: Japan's Modern Economic Renaissance
EVENT SPONSORS
EVENT LOCATION
Caledonian Hotel, Edinburgh
25 March 2026
EVENT HIGHLIGHTS
