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Sustainable Future & Global Innovation Roadshow 2024

From AI to Net Zero: Investing in a transforming world

Please join us throughout the UK for the Liontrust Sustainable Future & Global Innovation Roadshow 2024 and earn 1.5 hours of CPD.

What to expect

AI-driven technology and creating a cleaner, healthier and safer world are structural growth trends that we believe offer long-term investment opportunities. 

Liontrust’s Global Innovation and Sustainable Investment teams will discuss these trends and how to take advantage of them throughout the UK from April to June. We will also explain what the FCA’s new Sustainable Disclosure and Labelling Regime (SDR) regulations mean for you in giving advice to clients on sustainable investments and how this fits into Consumer Duty. 

The presentations will cover:

  • Global Innovation – The power of AI and its potential impact
  • SDR – A Consumer Duty pillar and how it impacts a sustainable centralised investment proposition
  • Sustainable Future Managed Range – Outlook and performance update, bringing themes to life and case studies of stocks

If you have any questions or would like to get in contact, please call 020 3908 8800 or email liontrust.events@liontrust.co.uk.

Locations

Belfast - The Culloden Estate & Spa - Tue 11/06/2024 - 12:15-14:15
Bristol - Aerospace Bristol - Wed 26/06/2024 - 12:15-14:15
Cardiff - Llanerch Vineyard Hotel - Tue 25/06/2024 - 12:15-14:15
East Midlands Airport - Hilton Hotel - Wed 05/06/2024 - 12:15-14:15
Exeter - Sandy Park - Thu 27/06/2024 - 12:15-14:15
Glasgow - Malmaison Glasgow - Wed 22/05/2024 - 12:15-14:15
London - Andaz, Liverpool Street - Wed 19/06/2024 - 12:00-14:30
Solihull - Hampton Manor - Tue 04/06/2024 - 12:15-14:15
Telford - Mercure Telford Centre Hotel - Thu 06/06/2024 - 12:15-14:15

Before registering, please find your preferred location using this list or the interactive map below the form.

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Learn more about the teams

Global Innovation Team

Global Innovation team

The four-strong Global Innovation team is co-headed by James Dowey and Storm Uru who are supported by Clare Pleydell-Bouverie and James O'Connor. James Dowey and Storm Uru, who jointly developed the Global Innovation investment process, manage the Liontrust Global Innovation, Liontrust Global Dividend and Liontrust Global Technology funds. The four managers joined Liontrust as part of the acquisition of Neptune Investment Management in October 2019. James Dowey has 18 years of industry experience and has researched and taught the history of innovation at the London School of Economics, Storm Uru has 11 years’ industry experience, Clare Pleydell-Bouverie undertook third party research for private equity firms across a variety of industries before moving to Neptune and James is a CFA Charterholder and, prior to joining Neptune, completed his MSc in Education Research at Oxford University. He also holds the equivalent of a first class degree in Psychology and Economics at Harvard University.
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Sustainable Investment Team

Sustainable Investment team

The 18-strong team has been managing the Sustainable Future funds for more than 22 years. The team is headed by Peter Michaelis who has been managing the funds since launch. The fund managers all joined from Alliance Trust Investments (ATI) as part of its acquisition and were previously running the Sustainable Future fund range at Aviva Investors. 
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