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Masterclass

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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

Accessing this channel requires consent to share your details and viewing activity with sponsors.

Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

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Equities Fund Selector Masterclass | September 2025

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Learning: Structured

Active equity managers are reinventing their strategy. This panel of experts reveals how top fund selectors leverage quality, tech, and sustainability to build global portfolios. Learn the diverse approaches, from AI to emerging markets research, driving alpha and outpacing passive flows. 

Fund Selector:

  • James Burns, Head of MPS, Evelyn Partners

Speakers:

  • Iain Snedden, Senior Investment Specialist, Aegon Asset Management
  • Dr Michael Heldmann, CIO Systematic Equity, Allianz Global Investors
  • Naomi Waistell, Fund Manager, Global Emerging Markets, Carmignac

Learning Outcomes: 

  • How active managers build diversification into portfolios
  • How the rapid development of AI is influencing stock selection
  • The influence of ESG and sustainability on active managers