Investor Summit Green Room

Britain has plenty of capital. What it lacks is the confidence to use it.In this episode of the Investor Summit Green Room, Stacey Parsons, Managing Director of RetailBook, sits down with Katie Martin, Markets Columnist at the Financial Times and co-host of the Unhedged podcast. Together they ask why Brits will happily talk about house prices, the weather and the football, but never about investing.They cover:• Why so much UK money sits in savings accounts and Premium Bonds • How warnings, jargon and ever-changing ISA rules put people off • What the UK can learn from America's investment culture, and what it should leave behind • Crypto as a "lottery ticket", and the case for a balanced, long-term portfolio • Rebuilding trust in financial services and telling better stories about British companies Nothing in this episode is investment advice. About the Podcast The Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust.See updates about the Summit our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummitFind out more: investorsummit.co.uk 

We caught up with Maike Currie, VP at digital pension provider PensionBee (LON:PBEE), and a passionate advocate for greater investor education and engagement. She writes a regular column in the Times and has held senior positions at Hargreaves Lansdown and Fidelity International. PensionBee, launched 10 years ago, is seen as a fintech pension disruptor. Maike talks to us about the importance of pension wealth accumulation, and perhaps more surprisingly, about the importance of spending it as well.
 
PensionBee are sponsoring the Breakout Lounge at our Investor Summit conference on Friday 18th September, where Maike is moderating a panel and conducting a Fireside Chat.
 
Come and see Maike Currie in person at the Investor Summit on 18th September 2026.
 
About the Podcast
 
The Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust. After the main event, Investor Summit Moderator Ed Bowsher and Donald Leggatt, Head of IR Media at Copia discuss the news of the week and how it might impact your portfolio. None of this is investment advice of course.
 
See updates about the Summit our Socials:
https://www.linkedin.com/company/investor-summit/
https://x.com/_investorsummit
 
Buy tickets for the Investor Summit on our website: https://www.investorsummit.co.uk/

Charles Hall, Head of Research at Peel Hunt (LON:PEEL) joins us on the Investor Summit Green Room podcast. Charles is a passionate advocate for UK companies, the UK economy and the financial markets.Peel Hunt have 40 analysts covering 350 UK companies, and are Financial Advisers to over 140 companies, including an increasing number of private ones, looking at all the sectors and market cap sizes.“One of the most surprising things is that the UK economy has been remarkably resilient in recent years, with compound growth of 1%. Secondly, that I see more exciting private companies now than at any time in my career.”Charles will be moderating a panel on the UK’s tech Unicorns at the Investor Summit 2026 (www.investorsummit.co.uk) and firmly believes that what UK companies need most is ready access to growth capital. This, he suggests, should come from UK Pension Funds and UK Cash ISA’s. About the PodcastThe Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust. After the main event, Investor Summit Moderator Ed Bowsher and Donald Leggatt, Head of IR Media at Copia discuss the news of the week and how it might impact your portfolio. None of this is investment advice of course. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit 

We invited Tom Bailey, Head of Research at HANetf onto the Investor Summit Green Room sofa.- HAN are Europe’s largest ‘white label’ provider of Exchange Traded Funds and Exchange Traded Commodities.- ETF’s are the fastest growing segment of the stock market and a very easy route in to investing for the less experienced.- HANetf launched their first Exchange Traded Fund in 2018 and now have around £10 billion of funds under management.- They currently have 71 ETF’s/ETC’s on their platform and through their white label model are responsible for 20% of all brands in the European market.Tom Bailey, Head of Research at HANetf is speaking at the Investor Summit on 18th September 2026. He was interviewed by Donald Leggatt.About the Podcast: The Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust. After the main event, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia discuss the financial news of the week and how it might impact your portfolio. None of this is investment advice of course.See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit 

Nick Brind, Co-Fund Manager at Polar Capital Global Financials Trust (LON:PCFT) joins us to run his seasoned eye over the global Financial Services sector – banks, asset managers, Stock Exchanges and online payment businesses.In Nick’s words, the financials sector hums with the economy and the financial markets, and in that sense it is in a very good place.The sector greases the wheels of the global economy, and at 15% is the second largest sector globally after Tech and ahead of Healthcare. Although banks are essentially a long-term value play, Nick sees an opportunity in pricing volatility driven by tariffs and the Middle East war – so long as the financial markets remain unspooked.Nick Brind, Co-Fund Manager at Polar Capital Global Financial Trust (LSE:PCFT) was interviewed by Donald LeggattAbout the Podcast: The Investor Summit Green Room is our podcast for active investors. As we look forward to our annual Investor Summit conference at ‘The Brewery’ on September 18th 2026 (www.investorsummit.co.uk), we invite our favourite Fund Managers, economists and financial journalists to grace the Green Room studio and share their wisdom. As a post-script, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia discuss the financial news of the week and how it might impact your portfolio. None of this is investment advice of course. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit 

If you think the sleepy UK stock market couldn’t possibly outperform the surging returns of the tech driven S&P, let us introduce you to one of Britain’s most successful value investing teams.Ian Lance and his Co-Portfolio Manager Nick Purves run £7 billion worth of money at Managers Redwheel. The Temple Bar Investment Trust is managed by Ian and Nick, and has returned 250% over 5 years, beating it’s FTSE All Share benchmark (115%) and even the S&P 500 (103%).Their philosophy sounds simple: find mispriced stocks which remain good quality, but which have fallen out of favour by at least 50% of their intrinsic value, and invest for the long term.Ian joined us to celebrate Temple Bar’s centenary and a spectacular return to form for value investing. About the Podcast: The Investor Summit Green Room is our podcast for active investors. As we look forward to our annual Investor Summit conference at ‘The Brewery’ on September 18th 2026 (www.investorsummit.co.uk), we invite our favourite Fund Managers, economists and financial journalists to grace the Green Room studio and share their wisdom. As a post-script, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia discuss the financial news of the week and how it might impact your portfolio. None of this is investment advice of course. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/ https://x.com/_investorsummit

Today we welcome Will Whitehorn, Chairman at Seraphim Space Investment Trust. Will is a visionary Space Tech entrepreneur who has been involved with the space industry for decades. His latest Space Tech venture is Seraphim, ticker SSIT otherwise known as  Seraphim Space Investment Trust, which describes itself  as ‘the world’s first listed Space Tech Fund’. Will explains why space tech is already driving the next industrial revolution 2.0, and his Green Room interview is a must listen for any serious investor. 
Seraphim’s Will Whitehorn was interviewed by Donald Leggatt, Head of IR Media at Copia
 

In Episode 5 of the Investor Summit Green Room podcast we welcome Jacqueline Broers, Joint Portfolio Manager at Utilico Emerging Markets.The Investment Trust invests in the top 60 or 70 high-quality emerging markets infrastructure and utility stocks. This country, sector and stock diversity has led to resilient long-term dividends and capital growth.Emerging Markets offer strong underlying growth, whilst infrastructure and utilities investments offer defensive stability and long term earnings. For the last decade UEM have paid a progressive dividend with an attractive yield, currently at 3.7% and are looking to provide investors with the best long term total return. UEM is in the FTSE 250 and has a market cap of just over £500M. 

In Episode 4 of our Investor Summit Green Room podcast we enjoy the intelligent and data-driven analysis of the Iraq war and the UK economy which Simon French delivers.Simon was an economist at the DWP, the Treasury and the Cabinet Office, made the move from public service to the commercial world of Panmure Liberum a dozen years ago and is now Chief Economist and Head of Research there.In his view the headwinds holding back the otherwise ‘resilient’ UK economy are the highest cost of energy in the developed world, burdensome planning legislation and the many restrictions imposed on our capital markets over the last 30 years –in his terms ‘rationing’. All with legislative fixes which require great political will and political capital which need ‘brave’ Government. About the Podcast:Having successfully launched the Investor Summit at ‘The Brewery’ in 2025, the Investor Summit Green Room is our regular ‘behind the scenes’ podcast for active investors. We invite our favourite Fund Managers, economists and financial journalists to grace the Green Room studio and share their in-depth wisdom. After the main course, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia shoot the breeze, discussing the latest market happenings and how they affect our portfolios – and yours. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/ https://x.com/_investorsummit 

In Episode 3 of our Investor Summit Green Room podcast we welcome Laura Foll, Fund Manager at Janus Henderson and Co-Portfolio Manager of Law Debenture, a UK-focused Investment Trust with a diverse portfolio of around 150 stocks.In a wonderfully educational and entertaining podcast, Laura talks through the Law Deb portfolio in depth and explains what it takes to be a top Fund Manager. Law Deb #LWDB NAV is up roughly 60% over the last 3 years, and the FTSE All-Share benchmark up 50%, making Law Debenture top quartile in the AIC UK Income Peer Group.Laura also co-manages the Lowland Investment Company, a smaller UK-focused Investment Trust run by Janus Henderson Investors. Laura joined Janus Henderson in 2009. This Podcast episode was recorded before the US/Iran war broke out.Disclaimer: The Law Debenture Corporation p.l.c. is authorised and regulated by the Financial Conduct Authority (FCA) with FRN: 629081. RISK WARNING – past performance is not a reliable guide to future returns. Please note the value of investments and any income from them can go down as well as up. Your capital is at risk and you may not get back what you originally invested. No representation or warranty is made, and no liability whatsoever is accepted in relation thereto. Nothing in this video constitutes investment advice or an investment recommendation. The Law Debenture Corporation p.l.c. is listed on the London Stock Exchange and is registered as a self-managed AIF with the FCA in England and Wales with company number 30397. Its registered office is 8th Floor, 100 Bishopsgate, London, EC2N 4AG. The Law Debenture Corporation p.l.c. gives no financial or investment advice. This video is directed at and for use only by investors in the United Kingdom.