Thematics Fund Selector Masterclass | December 2025

Forget chasing buzzwords. Our panel of experts reveal how structural trends like AI and clean energy are reshaping portfolios. Learn to identify "thematic purity," avoid hype, and capture genuine growth through proven frameworks and essential due diligence for the decade ahead. 

Fund Selector: 

• Dan Caps, Associate Director Investment Management, Evelyn Partners

Speakers:

• Mobeen Tahir, Director, Research, WisdomTree
• Yi Shi, Client Portfolio Manager and Engagement Specialist, Pictet Asset Management
• Gregg Guerin, Senior Product Specialist, First Trust Global Portfolios

Learning Outcomes:

• How fund managers create a thematic strategy
• The role of thematic investing within a client portfolio
• Establishing and policing the revenue purity of underlying holdings in a theme fund