Wednesday, September 25, 2024 - 12:00PM to 5:00PM
We look forward to a thought-provoking afternoon where during a series of panel discussions and fireside chats, Gavekal’s senior partners and analysts will discuss the most relevant themes for investors.

12:00 - 12:45 Registration, lunch and networking opportunity
12:45 – 12:50 Welcome from Gavekal CEO
12:50 - 13:35 Panel 1: Populism And Policy: Navigating The Political Shifts In The US And Europe
Panelists: Anatole Kaletsky, Will Denyer, Cedric Gemehl. Moderator: Tom Holland
13:40 - 14:25 Panel 2: China’s Slowdown And EM Spillovers
Panelists: Chris Beddor, Yanmei Xie, Tom Miller. Moderator: Arthur Kroeber
14:30 - 15:00 Panel 3: Clash of Empires: Could Things Improve on the Global Geopolitical Front?
Fireside Chat with Louis-Vincent Gave, Moderator: Arthur Kroeber
15:00 - 15:25 Tea/Coffee Break
15:25 – 15:55 Panel 4: Portfolio Construction In Uncertain Times
Fireside chat with Charles Gave, Moderator: Tom Holland
16:00 – 17:00 Panel 5: Investment Strategy: What The Policy Turning Point Means For Bonds, Equities And Currencies
Panelists: Louis-Vincent Gave, Anatole Kaletsky and Didier Darcet. Moderator: Tom Holland
17:00 - 19:00 Drinks reception and opportunity to continue the discussion
Address: Chartered Accountants' Hall, One Moorgate Place, London EC2R 6EA

 

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