Gavekal Research London Conference
| Wednesday, September 25, 2024 - 12:00PM to 5:00PM | |
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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 |
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| Address: Chartered Accountants' Hall, One Moorgate Place, London EC2R 6EA |
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