In an age of dizzying change, harnessing the power of perspective is essential. In our view, only a broad perspective informed by multiple differentiated viewpoints can bring the clarity investors need.
During our 2026 Investment Forum, our experts will cut through the complexity of AI, geopolitical turmoil and heightened macroeconomic uncertainty with nuanced insights and informed debate, helping you to focus on the investment themes that truly matter.
The topics we'll cover include:
Our plenary discussions will be complemented by practical implementation sessions where our experts will tackle topical investment challenges such as achieving diversification in a beta-driven world or building a strategic allocation to infrastructure.
Explore the agenda, learn about our speakers, and reserve your seat for this year's Investment Forum.
This event is eligible for four hours of continuing professional development (CPD).
| 08:30 |
Registration and light breakfast |
|---|---|
| 09:00 |
Welcome by Samantha Schoen, Head of the Client Platform |
| 09:05 |
Plenary session 1 | The US at a crossroads Michael Medeiros, CFA, Macro Strategist |
| 09:45 |
Nilesh Kumar, PhD, Head, Biotech Private Investments Mike Westby, Chief Executive Officer, RQ Bio |
| 10:25 | Coffee break |
| 10:45 | Breakout sessions |
| 11:30 | Breakout sessions |
| 12:15 |
Keynote | Perspectives on the new world order Thomas Mucha, Geopolitical Strategist Admiral (Ret.) Sir George Zambellas, former First Sea Lord and NATO 4 star Maritime Commander |
| 13:00 | Networking lunch |
| 14:00 | Event close |
*Agenda subject to change.
Finding alpha and diversification amid heightened market concentration is becoming increasingly challenging. We'll outline an alternative approach underpinned by sources of absolute return that are likely less to be dependent on market direction and potentially more resilient across cycles.
Veenu Ramchandani, CFA, Portfolio Manager
As market concentration reaches historic highs, generating alpha and achieving true diversification are becoming more challenging. We'll explore how a generational opportunity in infrastructure — supported by a compelling long-term growth backdrop — can provide differentiated, less market-dependent sources of return and enhance portfolio resilience across cycles.
Joy Perry, Investment Director
Megan Galligan, Global Industry Analyst
Credit has had a good run, but the path ahead may be less straightforward. We propose a differentiated course centred on diversification and risk discipline, which we believe should help investors achieve attractive income, capital preservation and return enhancement in a more uncertain world.
Campe Goodman, CFA, Portfolio Manager
Susan Chacko, CFA, Investment Director
Enhancing portfolio efficiency is an important lever for investors seeking to optimise the risk, return and cost equation. We'll outline an implementation framework that focuses on the most efficient use of finite risk and cost budgets and share allocator perspectives drawn from years of risk and portfolio-construction-based research and portfolio management.
Luke Stellini, Head of Solutions Product Management
Today's investment regime of higher inflation, volatility and divergence points to a more prominent role for hedge funds in portfolios. In this session, we'll discuss how to build robust but flexible hedge fund allocations for differing investor needs.
Ehab Hosny, CFA FRM CAIA, Portfolio Manager
Boris Kergall, CFA, Investment Director
The event will take place at:
Hotel Café Royal
68 Regent Street
W1B 4DY
The closest tube station is Piccadilly Circus.
Thank you for your interest. Unfortunately registration is now full.
If you'd like to be added to the waitlist, please email emea_events@wellington.com and our team will notify you if a space becomes available.
Take a look at the highlights from last year's EMEA Investment Forum.