About the Event
The annual Edelman Smithfield Investor Summit is an exclusive opportunity to engage with some of the world’s largest and most influential investors at the London Stock Exchange.
One year into President Trump's administration, and as trade tensions, evolving fiscal and monetary policy and geopolitical uncertainty occupy the thoughts of global asset allocators, we are convening a morning of panels to provide the investor perspective on the outlook for companies and markets in 2026 and beyond.
With panels focused on the macroeconomic landscape, equities, fixed income, private capital, and the perspective of major asset owners, you’ll hear from a standout line-up of panelists including CEOs, CIOs, and senior investors from leading global investment firms managing over $20 trillion. These include:
- BlackRock
- Goldman Sachs Asset Management
- Federated Hermes
- Insight Investment
- Jupiter Asset Management
- Mercer
- Neuberger Berman
- Coller Capital
- Lazard Asset Management
- ...and many more
Our keynote opening address will be with Lord Kim Darroch, former British Ambassador to the United States during President Trump’s first term, who will share candid insights on US-Europe relations, and the implications of global policy shifts.
The day will wrap with an audience Q&A with Anthony Scaramucci, the financier, former White House Communications Director and the co-host of The Rest Is Politics US.
We’d be delighted if you could join us. Spaces are strictly limited, and names must be provided for security purposes, so please RSVP below.
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AGENDA
8:00 - 8:45 | Breakfast Reception
8:45 - 8:50 | Opening remarks
8:50 - 9:10 | Fireside chat with Lord Kim Darroch, Former British Ambassador to the United States
9:10 - 9:50 | Macro Panel
Trump one year on: is unpredictability now fully priced into markets?
Speakers:
Dan Kemp - Chief Research and Investment Officer, Morningstar
Gerard Lyons - Chief Economic Strategist, Netwealth
Aaron Anderson - Senior Vice President of Research, Fisher Investments
Luke Barrs - Global Head of Fundamental Equity Client Portfolio Management, Goldman Sachs Asset Management
Moderator:
Andrew Wilde - Managing Director of Edelman Smithfield, UK & Global Chair, Financial Services
9:50 - 10:30 | Equities Panel
Will we see a long term rebalancing of US and Non-US global equities in global portfolios - and what does that look like?
Speakers:
Helen Jewell - International CIO, Fundamental Equities, BlackRock
Matthew Beesley - CEO, Jupiter Asset Management
Jeremy Taylor - CEO, Lazard Asset Management Limited
Gervais Williams - Chair of Equities, Premier Miton
Moderator:
Olivia Evans - Senior Director, Edelman Smithfield
10:30 - 10:50 | Break
10:50 - 11:25 | Bonds Panel
How worried should we be about rising global debt?
Speakers:
April LaRusse - Head of Investment Specialists, Insight Investment
Tom Ross - Head of High Yield, Janus Henderson
Marcelo Assalin - Head of Emerging Markets Debt, William Blair Investment Management
Joe Little - Global Chief Strategist, HSBC Asset Management
Moderator:
Aidan Holloway - Senior Director & UK Head of Financial Services
11:25 - 12:00 | Asset Owners Panel
Building resilient portfolios in an era of uncertainty - asset owner expectations of asset managers and investee assets.
Speakers:
Niall O'Sullivan, Global Solutions Chief Investment Officer, Mercer
Patrick Race - Managing Director, Van Lanschot Kempen
Leon Kamhi - Executive Director: Head of Responsibility, Federated Hermes (EOS)
Peter Smith - Investment Director, TPT Retirement Solutions
Moderator:
Margot Von Aesch - Senior Consultant, Edelman Smithfield
12:00 - 12:35 | Private Markets Panel
Has the easy money now been made in private markets?
Speakers:
Pascal Casavecchia - Managing Director, Neuberger Berman
Iyobosa Adeghe - Partner, Investment, Coller Capital
Tony Dalwood - CEO, Gresham House
Collier Searle - Principal, Battery Ventures
Moderator:
Huw van Steenis - Vice Chair and Partner, Oliver Wyman
12:35 - 12:50 | Audience Q&A with Anthony Scaramucci, Financier and former White House Communications Director
12:50 - 1:30 | Networking Reception
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Register to attend
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