Welcome UBS Asset Management


Time Session Location
08:30 - 08:50 Registration Nelson →
08:50 - 09:30 Keynote address → Nelson →
09:30 - 10:10 Session 1 → Collingwood →
10:10 - 10:50 Free session Nelson →
10:50 - 11:10 Coffee Nelson →
11:10 - 11:50 Session 3 → Collingwood →
11:50 - 12:30 Free session Nelson →
12:30 - 13:00 Lunch Nelson →
13:00 - 13:40 Session 5 → Collingwood →
13:40 - 14:20 Free session Nelson →
14:20 - 15:00 Tea Nelson →
15:00 - 15:40 Session 7 → Collingwood →
15:40 - 16:20 Free session Nelson →
16:20 - 17:00 Drinks reception Nelson →

Keynote and Delegates

Keynote speaker

Family and Friends to the future of Democracy: Social Media in the 21st Century

Having joined California tech platforms before they came of age, Elizabeth will share a first-hand tour de force of the moments social media got serious and the ways in which our world today is still grappling with defining a new social contract amongst government, the private sector and the citizenry.

Elizabeth Linder

Throughout her entire career to date, Elizabeth Linder has never held a position with an existing job description. She currently serves as the Chief Diplomatic Officer at Adarga AI, a British-based artificial intelligence company at the forefront of defence tech innovation for national security, where she leads the long-term Allies First strategy for global coalition-building on geostrategic cooperation at the government, industry, and philanthropic levels.

A California native based in London, Elizabeth has physically worked in 57 countries advising parliamentarians, royal households, and civil society leaders on the intersection of technology and government in both developed and emerging markets. She serves as the co-Chair of the St. James’s Roundtable at Chatham House; the Director of the Kinross House Meetings in Scotland; and the Founder & CEO of Brooch Associates, a modern diplomacy advisory firm led entirely by women. Elizabeth is on the Programme Committee at Ditchley Park, the Board of D Group, and the Board of Medicines for Malaria Venture, the Gates-founded organization tasked with eradicating malaria.

Following her graduation from Princeton, Elizabeth started her career at Google in California, where she focused on the “coming of age” of YouTube immediately following Google’s acquisition of the company just as user-generated content first splashed onto the national scene in the United States. In 2008, Facebook recruited Elizabeth to join its two-person International Communications team, during a time when the company had no policy or communications representatives outside of the United States. She opened the company’s first office in India, ushered in a growing suite of languages – including Latin – to the platform, and scaled up Facebook’s global communications and policy team.

Referred to as Facebook’s first “secretary of state,” Elizabeth founded and built the Politics & Government division in Europe, the Middle East & Africa from the company’s growing offices in London. By the time Elizabeth stepped down from Facebook following her eight-year tenure, she had been at the company longer than 99.2% of employees.

Elizabeth passed the Wine & Spirits Education Trust Levels II and III exam with Distinction and has led seminars on American history and wine for Berry Brothers & Rudd, London’s oldest wine merchant.

Session 1


Haig Bathgate
Head of Investments
Atomos Wealth (Sanlam)

Darren Morgan
Portfolio Director
Cazenove Capital

Jon Proudfoot
Associate Director
Affinity Private Wealth

Nathan Sweeney
Deputy CIO - Multi-Asset
Marlborough Investment Management

Richard Warne
Senior Portfolio Manager
Copia Capital

Session 3


Derek Beatty
Senior Portfolio Manager
Julius Baer

James Calder
Research Director
City Asset Management

Ian Goodchild
Investment Director
Mattioli Woods

Simon Nicholas
Senior Fund Manager
Brown Shipley

Richard Whitehall
Head of Portfolio Management

Session 5


Ian Aylward
Head of Manager Selection and Responsible Investing

Tom Caddick
Head of Investments
NedGroup Investments International

Ed Marsden
Portfolio Manager
James Hambro & Partners

Ian Rees
Head of Research - Multi-Manager
Premier Miton

Nick Wood
Head of Investment Fund Research
Quilter Cheviot

Session 7


Adam Carruthers
Collectives Analyst
Charles Stanley & Co

David Jardine
Head of Portfolio Management
STANLIB Multi-Manager

Alena Kosava
Head of Investment Research
AJ Bell

Adam Norris
Investment Analyst
Columbia Threadneedle

Matthew Stanesby
Managing Director
Close Brothers Asset Management



The Next Generation Forum was devised and organised by Infusion Events. We will be available throughout the event and we will be happy to help with any queries you may have. Please come and find us at the registration desk or phone us on one of the following mobile numbers:

Sally Doyle  07881 957350

Sarah Ford  07702 331487


Should you wish to catch up with the office during your breaks, we have arranged a complimentary and secure Wi-Fi connection:

Password: 23FGN2023

Drinks Reception

A reminder that the Drinks Reception will commence at 17.30 in Domino, which is also on this floor of the hotel. Please refer to the floorplan section or we will be happy to direct you. Dress code remains Business Attire.


We recommend the following reliable car service:

Addison Lee