mallowstreet Asset Allocator Summit 2025 - NOT GOING AHEAD

Important

Delegates are expected to attend the full event. We do understand that this is a time commitment in diaries. Please do let us know if you need to step away for a call/meeting and we shall adjust your personal agenda.

The mallowstreet Summit returns to the charming Cotswolds and the beautiful village of Castle Combe. Over the course of three days we will hear from a diverse set of inspirational keynote speakers alongside world class asset managers as we explore 'Where Next?'.


Although the Summit begins with a collective of individuals, this group transforms into a community of kindred spirits united by one mission - to ensure the retirement of millions. The challenges faced in securing the timely and complete disbursement of all pensions payments is no mean feat. It has never been more imperative to converse with your peers and leading investment experts as we all work towards the same goal.


Alongside captivating keynote sessions, delegates will engage in intimate Investment Masterclasses led by expert asset managers to explore proven strategies, uncover new insights, and broaden knowledge. These sessions provide a unique opportunity for personalised learning and direct interaction.


With no more than 25 attendance, the Summits is by invitation only and there is no delegate fee charged, if you would like to join us please do register and the team will be in touch. Delegates need only arrange their own transport.


At mallowstreet we adhere to a principles-based approach to ensure a meaningful and respectful experience for all attendees. We believe that upholding these principles will contribute to a thriving and inclusive professional environment. Please review our Code of Conduct here: Code of Conduct

Speakers

Program

  1. Registration and Check In

  2. Lunch

  3. Welcome Address and AI and it's Impact on Our Industry: Part 1

    Dawid provides an overview of the conference, speakers, and key themes for the Congress. He will also give an introduction to mallowstreet's AI tool, SOFI.

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  4. Keynote Presentation

    Full Synopsis to follow.

  5. Session Transition

  6. Investment Masterclass I

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  7. Tea, Coffee & Networking

  8. Keynote Presentation

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  9. Session Transition

  10. Investment Masterclass II

    Full Synopsis to follow.

  11. Delegate Leisure Time

  12. Evening Activity

  13. Evening Dinner

  14. Evening Drinks

  15. Breakfast

  16. Welcome to Day 2

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  17. Keynote Presentation

  18. Session Transition

  19. Investment Masterclass III

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  20. Tea, Coffee and Networking

  21. Keynote Presentation

  22. Session Transition

  23. Investment Masterclass IV

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  24. Lunch and Networking

  25. Keynote Presentation

  26. Session Transition

  27. Investment Masterclass V

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  28. Tea, Coffee and Networking

  29. Keynote Presentation


  30. Session Transition

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.


  31. Investment Masterclass IV

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  32. Delegate Leisure Time

  33. Evening Drinks

  34. Evening Dinner

  35. Evening Drinks and Congress Quiz

  36. Breakfast

  37. Welcome to Day 3

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  38. Keynote Presentation

  39. Session Transition

  40. Investment Masterclass VII

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  41. Tea, Coffee and Networking

  42. Investment Masterclass VIII

    Delegates split into eight Investment Masterclass sessions over the course of the Congress.

  43. Session Transition

  44. Keynote Presentation

  45. Close of Congress

    Speaker

    Dawid Konotey-Ahulu CBE DL, Co-founder, mallowstreet

  46. Lunch and Networking

  47. Guests Depart

  48. End