Join us for NGF Boutiques 2025

We're pleased to announce that NGF Boutiques will be returning to the prestigious Pan Pacific London in 2025. This established and popular event offers efficient access to six interesting and talented managers, taking place on the morning of Thursday 1st May, allowing you to return to the office in the afternoon.

NGF Boutiques focuses on specialist groups, multi-boutiques and innovative small firms, helping you diversify your portfolios with unique perspectives. As part of the Next Generation Forum (NGF) portfolio of events, NGF Boutiques showcases fresh and interesting investment ideas from these esoteric groups and managers. Attendance is by invitation only, ensuring a peer-driven and engaging experience.

Register now

Sponsors

Programme

Delegates will attend six 40-minute sessions during the morning, three concurrent meetings run at each timeslot in three separate meeting rooms, so the six sponsors present in alternate sessions. Delegates will be divided into small groups of 5-7 and allocated to one of these three rooms. Each group of delegates will see the speakers in a different order, ensuring you see them all by the end of the event. Your personal agenda, received on the morning of the event, will outline the manager viewing order.

Please note that the following programme is for illustrative purposes only and does not indicate the order in which you will see the speakers at the event.

Time Session Topic
08:30 - 08:50 Registration
08:50 - 09:30 Brickwood Asset Management → The importance of evolution: “If we want things to stay as they are, things will have to change” →
09:30 - 10:10 Colchester Global Investors → Navigating 2025: The Case for Global Government Bonds →
10:10 - 10:15 Comfort break
10:15 - 10:55 Concise Capital Management → Absolute Return Credit →
10:55 - 11:10 Coffee
11:10 - 11:50 Langdon Equity Partners → Outsized Returns Come from Doing Non-Obvious Things →
11:50 - 12:30 Pacific Asset Management → Real Yields in Global Emerging Markets →
12:30 - 12:35 Comfort break
12:35 - 13:15 Redwheel → The Next Growth Wave: How Utilities and Infrastructure Are Powering the Future →
13:15 Lunch

Speakers

Brickwood Asset Management

The importance of evolution: “If we want things to stay as they are, things will have to change”

Brickwood Asset Management is a dedicated value equities boutique, founded in 2024. Fund Managers Ben Whitmore, Kevin Murphy and Dermot Murphy have a combined investment experience of over 60 years dedicated to value investing.

Value investing has stood the test of time, but the team at Brickwood believes that there are always improvements to be made and lessons to be learnt. They believe that the process and portfolio construction must evolve and improve to capture the value premium. Ben Whitmore will discuss the evolution of the process and how they have implemented this into the recently launched TM Brickwood UK Value Fund, whilst remaining dedicated to value investing.

Ben Whitmore

Fund Manager & Partner

Ben Whitmore has worked in the asset management industry for over thirty years. Before founding Brickwood, he was lead portfolio manager and head of the Value Equities team at Jupiter Asset Management. He was responsible for £10 billion of client assets across UK, global and income strategies for institutional and retail clients. Prior to Jupiter, Ben spent over ten years at Schroders. Ben has an MA in Geography from Cambridge University.

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Colchester Global Investors

Navigating 2025: The Case for Global Government Bonds

In an uncertain world, with risks from trade tariffs, geopolitical tensions and above-target inflation clouding the outlook, Colchester Global Investors sees value opportunities in global government bonds on account of divergent economic and monetary policy paths across major economies. In this session, Head of Investment Management, Europe & Americas, Cian O’Brien, will demonstrate how Colchester’s real yield investment approach allows them to build high quality, liquid portfolios that maintain the diversification benefits of government debt, whilst taking advantage of opportunities where they find them across developed and emerging markets.

Cian O’Brien

Head of Investment Management – Europe & Americas & CEO

Cian O’Brien is Head of Investment Management for Europe and the Americas and is responsible for overseeing the firm’s portfolio management and research activities in the region. He is also Chief Executive Officer of Colchester’s Irish office in Dublin. Cian has been with the firm since 2013 and has extensive experience managing both developed and emerging market bond portfolios and conducting sovereign balance sheet analysis. He began his career in 2002 with the Central Bank of Ireland before moving into asset management with Bank of Ireland Asset Management. In 2011 he joined State Street Global Advisors (SSgA) in London where he was a senior portfolio manager on the active global fixed income team, before subsequently joining Colchester. Cian graduated from University College Cork with a degree in Commerce and German, before obtaining a Masters in Investment and Treasury from Dublin City University. He is a CFA charterholder and a member of the CFA Society in Ireland.

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Concise Capital Management

Absolute Return Credit

Co-Portfolio Managers at US firm Concise Capital Management, Tom Krasner and Robert Heimowitz will introduce their absolute return credit fund. A short duration high yield fund, focused on smaller issuance in the high yield space (often overlooked by the bigger managers), with a unique hedging strategy via the Russell 2000 and a high sharpe ratio, this fund has a low correlation to both credit and equities offering an interesting and differentiated option for portfolios.

Tom Krasner

Co-Founder & Co-Portfolio Manager

Tom Krasner, CFA, has spent over 25 years in fixed income, distressed debt and high yield bonds. He has extensive experience in corporate restructurings, credit analysis, portfolio management, and workouts. Before co-founding Concise Capital, he was Executive VP at Harch Capital, overseeing high-yield bond and loan restructurings. Previously, he co-managed a short-term high-yield portfolio at Riverside Capital. He began his career at John Alden Asset Management, managing a $250 million private placement portfolio. Tom holds a BA and MA in Economics from Rice University and served as President of the CFA Society Miami from 1996 to 1998.

Robert Heimowitz

Co-Portfolio Manager

Robert Heimowitz joined Concise Capital Management as an investment analyst in November 2022 and is currently Co-PM of the Short-Term High Yield Credit Strategy. Prior to joining the firm, Robert worked at Lennar as an investor relations analyst where he focused on corporate finance, macro-economic research, and competitor analysis. Ultimately these responsibilities helped the Treasury Department to communicate to investors and sell-side researchers how Lennar manages economic, credit, and real estate cycles differently than its peers. Robert holds a Master of International Business, and a BS in Finance from the University of Florida.

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Langdon Equity Partners

Outsized Returns Come from Doing Non-Obvious Things

Langdon Portfolio Manager, Greg Dean, will explore why traditional screening methods, and simply finding a compounder, may lead to disappointing future investment results. Instead, he will highlight Langdon's process and criteria to identify non-obvious compounders.

Greg Dean

Founder & Portfolio Manager

Greg Dean founded Langdon Equity Partners in 2022 and is the firm’s Chief Investment Officer. He is the Portfolio Manager for Global and Canadian smaller companies portfolios. Greg has over 17 years’ experience in investment management. Before founding Langdon, he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge, Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015 and his funds have won numerous industry awards over the years.

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Pacific Asset Management

Real Yields in Global Emerging Markets

Launched in June 2022, Pacific North of South EM Equity Income Opportunities is managed by Robert Holmes, Partner and Portfolio Manager at North of South Capital. The strategy looks to achieve total shareholder returns and takes an unconstrained approach to Long Only Global Emerging Market Equities. Robert will show how this limited capacity strategy looks across the market cap spectrum to provide a real yield for clients.

North of South manage over USD 4bn in Long Only Emerging Market Equities for a global client base. They have employed a ‘Quality’ Value approach and differentiated focus on Country Cost of Capital since 2011 and have always favoured companies with sustainable dividend yields.

Robert Holmes

Partner and Portfolio Manager, North of South Capital

Robert Holmes is a Partner at North of South Capital LLP and Lead Portfolio Manager of the Pacific North of South EM Equity Income Opportunities fund and is a Senior Analyst on the EM All Cap Equity Fund. Robert has over twenty-five years of experience in Emerging Markets and has been lead manager of long/short, long-only and multi-asset funds.

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Redwheel

The Next Growth Wave: How Utilities and Infrastructure Are Powering the Future

Utilities and infrastructure businesses are entering a significant new growth phase with capital expenditures rising to upgrade aging assets and modernise to meet the new needs created by the electrification of economies. After 20 years of flat power demand in the OECD markets, power consumption is expected to increase 40% by 2040. Jean-Hugues de Lamaze, lead portfolio manager of Ecofin’s listed infrastructure strategy [and the London-listed investment trust Ecofin Global Utilities and Infrastructure Trusts plc], believes a combination of renewables and 24/7 technologies, such as nuclear or natural gas, will meet this demand and that with de-risked business models, returns on investment will be strong. He foresees similar demand dynamics will be evident in water, environmental services and transport infrastructure. He expects stock valuations, which remain low on average, will appreciate as these businesses prove their potential.

Jean-Hugues de Lamaze

Portfolio Manager

Jean-Hugues de Lamaze joined Ecofin in early 2008 and is the portfolio manager in charge of the Ecofin Sustainable Listed Infrastructure strategy. Prior to joining Ecofin, Jean-Hugues co-founded UV Capital LLP, a utilities and infrastructure hedge fund. Before that, he worked for Goldman Sachs where he oversaw the European Utilities research team, and for Credit Suisse First Boston as head of French Research & Strategy. His professional career began as a financial analyst at Enskilda Securities. Jean-Hugues has over 30 years of experience of international equity markets, from equity research & strategy to investment management. He also was a Non-Executive Director of Direct Energie, France's 3rd largest energy operator from 2012 to 2019. He is a CFAF certified analyst and a member of the French Financial Analysts Society. He graduated from INSEAD (International Executive Programme, 2000), from the Paris-based business school Institut Supérieur de Gestion and earned a LLB in Business Law from Paris II-Assas University.

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Venue

Pan Pacific London
80 Houndsditch, London EC3A 7AB

The Pan Pacific London is located just a 5-minute walk from Liverpool Street station which is a central London railway terminus for the Overground and connected to these London Underground lines: Circle, Central, Elizabeth, Hammersmith & City and Metropolitan. Moorgate station, a 10-minute walk from the hotel, is connected to the Northern line.

Once again, we have booked the hotel’s Market Square suite exclusively. Market Square is a relaxed creative meeting space on level three, flooded with natural daylight through floor-to-ceiling windows, and equipped with 4K LED screens, video and audio conferencing.

Registration, the boardroom sessions, refreshments and lunch will all take place in this private space on the third floor.

Contact

For further information on NGF Boutiques, NGF Events or Infusion Event Management, please contact:

Sally Doyle, Director
07881 957350

sally.doyle@infusionevents.com