Polar Capital Investor Conference 2027

23 February 2027 | The May Fair Hotel, London

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Welcome

We are delighted to confirm the details of the Polar Capital Investor Conference 2027.

Since we last gathered, the picture has grown more complex. To last year's tariffs, geopolitical uncertainty and shifting regulation, we can now add persistent inflation, higher interest rates and no clear end to the conflicts in Ukraine or the Middle East.

Yet corporate earnings remain strong, equity markets continue to reach new highs and AI's transformation of the economy shows little sign of slowing. There are pockets of strength beyond the largest US names pointing to a broadening opportunity set for those willing to look beyond the obvious.

As this illustrates, markets rarely stand still, and our investment teams face the same shifting landscape as you, with the same goal: to strengthen portfolio outcomes. Throughout the Conference, we will examine the themes shaping global markets, the strategies that can support you and your clients' portfolios, and our teams' views on the opportunities and risks ahead.

As always, discussion and debate sit at the heart of the day, with smaller interactive groups enabling deeper conversation across asset classes and geographies, in a schedule designed with you in mind.

The Conference will once again take place at The May Fair Hotel, London, on Tuesday 23 February 2027. We look forward to welcoming you to what promises to be a stimulating and thought-provoking day.

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Iain Evans | Chief Executive Officer
Iain Evans | Chief Executive Officer

Agenda

12:00 - 12:55 Registration and Networking Lunch
13:00 - 13:05 Welcome Remarks
13:05 - 13:30

Elevator Pitches

13:35 - 15:15 Breakout Sessions
15:15 - 15:35 Coffee Break
15:40 - 16:45 Breakout Sessions
16:50 - 17:35 Keynote Speaker
17:35 - 17:40 Closing Remarks
17:40 - 19:00 Drinks Reception

Breakout Sessions & Speakers

Artificial Intelligence

Beyond technology: finding the global winners from AI

Emerging Markets

Why the emerging markets inflection is already here

European ex-UK Income

Building dividend castles from quality rubble

Financial Equity

Financials are back so where are the best opportunities now?

Financial Credit

Providing steady returns with low volatility

Global Absolute Return (long/short)

Beyond traditional convertible arbitrage: a strategy that has never had a loss-making year 1

Global Convertible Bonds (long only)

Record issuance and opportunity: the renaissance continues

Healthcare

Product innovation and development delivering attractive, durable returns

Insurance

Defensive strength still compounding through the cycle

Japan

Value finally being unlocked in Japan

North America

Compounding comes in many forms

Smart Energy

Investing in the electricity megacycle – where AI, grids and electrification converge

Technology

Cognitive abundance in the agentic era

UK

Broader earnings growth beneath the headline numbers

1. Since inception (31/12/2018), the USD I Acc Share Class has delivered positive returns each calendar year. Past performance is not indicative or a guarantee of future returns.

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Contact us

+(0) 44 20 7227 2700

Venue

The May Fair Hotel
Stratton Street
London
W1J 8LT

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