Liontrust Annual Investment Conference 2018 - London

Liontrust Annual Investment Conference 2018 - London

A morning with Liontrust’s fund managers

We will be holding our 8th Annual Investment Conference at The Savoy on Tuesday 23 January 2018.

Throughout the morning, our fund management teams will provide their latest views and insights on markets, economies and the impact of political developments. The managers will also update you on the current construction of their portfolios and where they are finding investment opportunities. We do hope you can join us for what will be an interesting and informative morning.

You will earn three hours of structured CPD for attending.

If you haven't yet registered for the conference and would like to request attendance, please email

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  • Registration and breakfast – The River Room


  • Welcome & introduction - The Lancaster Ballroom
    Ian Chimes, Head of Global Distribution
  • Europe: It’s working again
    Olly Russ & Oisin O’Leary
  • Macro-Thematic
    Stephen Bailey and Jamie Clark
  • Sustainable Investment: Invest in a Changing World
    Peter Michaelis and Neil Brown
    Stuart Steven and Aitken Ross


  • Coffee break


  • Cashflow Solution
    James Inglis-Jones and Samantha Gleave
  • Asia Income 
    Mark Williams and Carolyn Chan
  • Economic Advantage 
    Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge


  • Lunch


  • Conference close

You will hear from our fund management teams

Liontrust Asia team
Mark Williams, Carolyn Chan & Shashank Savla
The Asia team

Mark Williams, Carolyn Chan and assistant fund manager Shashank Savla have 60 years of combined investment experience in analysing Asian companies. Mark managed funds formerly at F&C and Occam and Carolyn worked previously at Hampton Investment Management.

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Liontrust Cashflow team
James Inglis-Jones & Samantha Gleave
The Cashflow Solution team

James Inglis-Jones and Samantha Gleave have 40 years of combined investment experience, first working together in 1998. James managed money previously at Fleming Investment Management and Polar Capital while Samantha was formerly at Credit Suisse and Bank of America Merrill Lynch.

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Liontrust Economic Advantage team
Anthony Cross, Julian Fosh, Victoria Stevens & Matt Tonge
The Economic Advantage team

Anthony Cross and Julian Fosh have won multiple awards and have 55 years of combined investment experience. Anthony was previously at Schroders and Julian was at Saracen Fund Managers. Victoria Stevens was previously deputy head of corporate broking at FinnCap and Matt Tonge was formerly an award winning trader.

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Liontrust European Income team
Olly Russ & Oisin O’Leary 
The European Income team

Olly Russ and Oisin O’Leary have a combined 25 years of investment and capital markets experience. Olly joined Liontrust in July 2016, having started his career at investment boutique Orbitex in 1998. At Orbitex, Olly worked on European Equity and UK Income funds and was responsible for running the Orbitex UK Equity Fund from its inception in March 2000.

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The Liontrust Macro team
Stephen Bailey & Jamie Clark
The Macro-Thematic team

Stephen Bailey and Jamie Clark have 46 years of combined investment experience. Stephen started his career in the mid-1980s, joining Walker Crips in 1987 as investment director. Jamie joined Walker Crips in 2003 and the team moved to Liontrust in 2012.

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Liontrust - Sustainable Investment team
Peter Michaelis, Simon Clements, Neil Brown, Stuart Steven, Kenny Watson and Aitken Ross
The Sustainable Investment team

The Sustainable Investment team, which is headed by Peter Michaelis, transferred to Liontrust from Alliance Trust Investments (ATI) in April 2017 and was previously running the Sustainable Future Fund range at Aviva Investors. Peter, with 16 years’ experience in investing, was previously Head of SRI at Aviva Investors and has been running the funds since their launch in 2001.

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