Private Investor Forum
Wednesday 20 March 2024 from 12.00pm – 4.00pm
Assembly Rooms, 54 George Street, Edinburgh EH2 2LR

Private Investor Forum
We are delighted to invite you and a guest to hear from our investment trust managers at our Private Investor Forum. During the afternoon, our managers will discuss their current thinking and how the trusts they manage can offer you access to global and specialist markets. After each presentation you will have the opportunity to put your questions to the speakers.
Hosted by James Budden, Director of Marketing and Distribution, speakers include:
- Monks Investment Trust – Jon Henry, Investment Specialist Director
- Baillie Gifford Shin Nippon – Praveen Kumar, Investment Manager
- Pacific Horizon Investment Trust – Qian Zhang, Investment Specialist Director
- Keystone Positive Change – Rosie Rankin, Investment Specialist Director
The full agenda can be viewed here, along with directions to Assembly Rooms, Edinburgh.
At our information stand, representatives will be available to answer any questions.
Please note this is an in-person event and there will not be a post-event recording available.
