SPRING INVESTMENT SEMINARS 2026
WEDNESDAY 11 MARCH & TUESDAY 17 MARCH 2026
UNLOCKING GROWTH
VENUE: THE ROYAL SOCIETY OF MEDICINE
Address: The Royal Society of Medicine, 1 Wimpole St, London W1G 0AE. For directions, please click here.
For further information about location & transport links, please visit: www.rsm.ac.uk/contact-us/visiting-the-rsm.
Photographs and videos will be taken at this event. By taking part in this event, you consent to Sarasin processing your personal image and grant us full rights to use the images and voice recordings resulting from the photography/video filming for training, marketing or other promotional purposes. If you have any concerns or wish to withdraw your consent to the processing of your voice or image, please contact [email protected].
PROGRAMME
Wednesday 11 March / Tuesday 17 March
14:00 / 10:00 Registration and refreshments
14:30 / 10:30 Introduction
Opening Remarks: Investing for Growth in a New World - Melanie Roberts, Partner, Head of Charities
14:40 / 10:40 Fragmentation: how the new regime will shape markets - Subitha Subramaniam – Partner, Head of Investment Strategy
14:55 / 10:55 Managing Markets in Transition: Structure, Benchmarks and Real Returns - Richard Maitland – Senior Partner & Helena Wakefield – Senior Investment Manager
15:10 / 11:10 The Anatomy of a Bubble: Taking the measure of global valuations - Tom Santa Olalla – Senior Associate Partner
15:25 / 11:25 From Themes to Returns: Positioning Portfolios for Long-Term Growth - Alex Cobbold – Head of Equity Research, Asset Management & Henrietta Coldman - Senior Investment Manager
15:40 / 11:40 Break
16:10 / 12:10 Geopolitics and the Investment Landscape - Keynote Speaker: Matt Frei, Channel 4
16:30 / 12:30 Market Outlook: The Economic Backdrop and Portfolio Implications - Guy Monson - Senior Partner, Chief Market Strategist
16:50 / 12:50 Panel Discussion & Audience Q&A
17:10 / 13:10 Close & thank you - Melanie Roberts, Partner, Head of Charities
17:10 / 13:10 Drinks & canapés / Buffet lunch