FRAMING THE FUTURE

Capital Group Global Investment Summit 2025

9-10 April 2025|Capital Group, London

Agenda

The conference will be held on Wednesday 9 and Thursday 10 April. However, we will be hosting informal networking reception, on the evening of 8 April, for those arriving that day.

08.15 Breakfast
09.00

Mike Gitlin, President, and CEO of Capital Group welcomes delegates and speakers to our inaugural Framing the Future summit.

Mike Gitlin

President, and CEO of Capital Group

09.05

Brooke Masters, the US managing editor for the Financial Times, introduces and summarises the day's agenda, setting the stage for informed insights and new opportunities.

Brooke Masters

US Managing Editor at the Financial Times

09.10

Martin Wolf shares his perspective on the global economy in a period of unprecedented and unpredictable shifts in global economic relations.

Martin Wolf

Bestselling author, Associate Editor and Chief Economics Commentator, Financial Times

Matt Miller

Political Economist, Capital Group

10.00

How will Artificial Intelligence change the future of health, work and family … and will it be for the better or worse?

Anne Bouverot

Special Envoy to the President of the French Republic for the AI Action Summit, and Chairperson, École Normale Supérieure

Mark Casey

Equity Portfolio Manager, Capital Group

Brooke Masters

US Managing Editor at the Financial Times

10.50 Coffee break
11.20

Nobel laureate, leading biochemist and author, Dr. Jennifer Doudna describes her joint discovery of CRISPR-Cas9 as a revolutionary tool for making targeted changes to an organism's genome. Dr Doudna will discuss the opportunities, use cases and challenges of this powerful technology.

Dr. Jennifer Doudna

Nobel Prize Winner, founder of the Innovative Genomics Institute, and Professor of Molecular and Cell Biology and Professor of Chemistry at UC Berkeley

12.05

Following Dr. Doudna's keynote and insights into her groundbreaking CRISPR research, this session features a discussion between Dr. Doudna and Capital Group's healthcare analysts. The conversation will center on the challenges and opportunities in translating scientific research into successful businesses. Both analysts bring a wealth of experience from their scientific and clinical backgrounds, which they now apply in their investment responsibilities. This panel promises to offer diverse perspectives as we explore the dynamic field of genetic science investment.

Dr. Jennifer Doudna

Biochemist and Nobel Prize-winning co-inventor of CRISPR technology

Judith Finegold

Equity Investment Analyst, Capital Group

Laura Nelson Carney

Equity Investment Analyst, Capital Group

12.55 Lunch
14.00 Welcome back
14.10

As the world's search to secure a greener future continues, where are the opportunities and challenges?

A moderated discussion with leading energy commentator John Feddersen and Capital Group sector specialists.

John Feddersen

Founder, and CEO of Aurora Energy Research

Bobby Chada

Equity Investment Analyst, Capital Group

Barbora Matouskova

Fixed Income Investment Analyst, Capital Group

15.00

Emerging markets represent most of the world's population and a high proportion of GDP growth. The rise of the middle class, digitization and geopolitical shifts will drive enormous changes over the next decade. Will the emerging markets we know today be considered 'emerging' in 10 years' time?

A moderated discussion with Ashok Mirpuri and investment professionals from Capital Group.

Ashok Mirpuri

Former Singapore Ambassador to the United States, Head of International Policy & Governance at Temasek

Kirstie Spence

Fixed Income Portfolio Manager, Capital Group

Christopher Thomsen

Equity Portfolio Manager, Capital Group

Matt Miller

Political Economist, Capital Group

15.50 Coffee break
16.05

Framed on one side by environmental and social challenges and on the other by changing demographics and consumer preferences, we can expect global food demand and supply patterns to change significantly over the next decade. Accelerated in part by the emergence of GLP-1 therapies, we explore the future state of the global food sector.

Panel discussion with Giles Yeo and Capital Group investment professionals.

Giles Yeo

Professor of Molecular Neuroendocrinology and programme leader at the MRC Metabolic Diseases Unit, University of Cambridge

Struan Samson

Equity Investment Analyst, Capital Group

Melissa Gallagher

Equity Investment Analyst, Capital Group

Katharine Dryer

Head of Equity Business Development for the Europe and Asia Client Group, Capital Group

17.00 Close
18.30

Before dinner, delegates are invited to a private audience with Sir Grayson Perry CBE, artist in residence at the Wallace Collection. Sir Grayson is a flamboyant English artist who is celebrated for his ceramic vases and tapestries as well as his observations of the contemporary arts scene, and for dissecting British “prejudices, fashions and foibles”.

Wallace Collection Sir Grayson Perry CBE Gallery
19.30

Join us for dinner and an opportunity to network with your peers, speakers, and senior representatives from Capital Group.

Wallace Collection
22.30 Cars
07.30

A further opportunity for networking with your peers before the start of the second day's agenda.

08.15

Your moderator – Brooke Masters – will provide a summary of day one and set the scene for the final morning of the summit.

Brooke Masters

US Managing Editor at the Financial Times

08.20

Matt O'Connor, CEO of Capital Client Group, is joined by industry experts to explore the future of wealth management, examining the opportunities and threats facing the investment industry looking out to 2035 and beyond.

Matt O'Connor

Head of North America Client Group and CEO of Capital Client Group

Rob Karofsky

President UBS Americas and Co-President Global Wealth Management, UBS

Adam Tejpaul

CEO, International Private Bank, JP Morgan

Lavanya Chari

Global Head of Investments & Wealth Solutions, HSBC

09.10

Mike Gitlin, in conversation with Nicolai Tangen, CEO of Norges Bank Investment Management, explores the changing nature of leadership and the evolution of the broader investment landscape.

Mike Gitlin

President, and CEO of Capital Group

Nicolai Tangen

CEO of Norges Bank Investment Management

10.10 Coffee break
10.25

John Emerson, former United States Ambassador to Germany is joined by Emily Haber, previously German Ambassador to the United States to share their unique insights on the geopolitical landscape. With a second Trump administration, what are the implications on geopolitics?

John Emerson

Vice Chair of Capital Group International, Inc. United States Ambassador to Germany from 2013 to 2017

Emily Haber

German Ambassador to the United States from 2018 to 2023

11.10

Richmond Wolf, an equity portfolio manager at Capital Group, is joined by Craig Venter, a prominent scientist and entrepreneur in the field of genomic research, and Leanne Jones, a professor of anatomy at UCSF. Together, they share their insights on the future of extending human lifespan. How far can science advance the potential for humans to live longer, and what implications does this have for society?

Craig Venter

Founder, chair, and CEO of the J. Craig Venter Institute (JCVI), founder of Celera Genomics and The Institute for Genomic Research (TIGR)

Leanne Jones

Professor of Anatomy at the University of California, San Francisco

Richmond Wolf

Equity Portfolio Manager and Analyst at Capital Group

12.10 Coffee break
12.25

Former UK senior cabinet ministers and leading commentators, George Osborne and Ed Balls will offer a candid view of European and global politics. Reviewing the results of a dramatic year of global elections and resulting administrative changes, they will consider the implications of an increasingly polarised political environment.

George Osborne

Former Chancellor of the Exchequer and co-host of the Political Currency Podcast

Ed Balls

Former UK Shadow Chancellor of the Exchequer, broadcaster, author and co-host of the Political Currency Podcast

Matt Miller

Political Economist, Capital Group

13.25

Join us for a final lunch to complete the formal summit agenda.