London Conference
| Tuesday, October 21, 2025 12:00 PM in London | |
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Our next Gavekal London Conference will feature a series of panel discussions where Gavekal senior partners and analysts will discuss the big macro themes influencing global markets. Program: 12:00-12:40 Registration, lunch and networking 12:40-12:45 Welcome from a Gavekal partner 12:45-13:30 Panel 1: China and emerging earkets Panelists: Arthur Kroeber, Chris Beddor, Tom Miller Moderator: Tom Holland 13:35-14:20 Panel 2: Global Macro: The end of US exceptionalism? Panelists: Louis Gave, Anatole Kaletsky, Will Denyer Moderator: Arthur Kroeber 14:25-14:55 Panel 3: Fireside chat with Charles Gave Panelist: Charles Gave Moderator: Tom Holland 14:55-15:15 Coffee break 15:15-16:00 Panel 4: Trade and technology wars Panelists: Laila Khawaja, Thomas Gatley, Cedric Gemehl Moderator: Arthur Kroeber 16:05-17:00 Panel 5: Investment strategy Panelists: Louis Gave, Anatole Kaletsky, Didier Darcet Moderator: Pierre Gave 17:00-19:00 Drinks reception to continue the discussions |
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London ICAEW, Chartered Accountants' Hall, Moorgate Place, London EC2R 6EA |
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