Investor Summit Green Room

Copia
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Having successfully launched the Investor Summit in 2025, the Investor Summit Green Room is our ‘behind the scenes’ monthly podcast for active investors looking to understand market trends, geopolitics and macro-economics and how they affect our portfolios. Our focus is on what will make a good investment - and how to avoid the tank traps. Each month Sam Bell, Copia founder and Donald Leggatt, Head of IR media at Copia, discuss the latest happenings, and we invite our favourite Fund Managers, economists and financial journalists to grace our green room sofa and share their wisdom.   

  1. 2d ago

    Ep 13 - Equitile Investments has returned 12% a year for a decade: CIO Dr George Cooper explains how

    Today we welcome Dr George Cooper, one of our main-stage speakers at the Summit. George is Founder and Chief Investment Officer at Equitile Investments, the London-based boutique fund management company which he established in 2015. George has previously worked at, Deutsche Bank, JP Morgan, and Goldman Sachs, has 30 years high-level experience of the global financial markets and can best be described as a financial markets polymath. Today we discuss the sovereign debt crisis hitting Western Governments, the rise of passive investing, and his own inflation-beating philosophy amongst many other market-shaping themes. About the Podcast Welcome to the Investor Summit Green Room podcast, our first since last month’s Investor Summit 2026, which, if the social media commentary was anything to go by, made a big impact. The Investor Summit Green Room is our podcast for active investors, where we invite our favourite Fund Managers, economists and financial journalists to share their hard-earned wisdom. Don’t miss Summit Co-Founder Sam Bell, Copia CEO and Donald Leggatt, Copia Head of IR Media dissecting the financial news of the week after the big interview. None of this is investment advice of course. See updates about the Summit our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit Find out more: investorsummit.co.uk

  2. Sep 17

    Ep 12 - How did America create a nation of investors, while Britain remained a nation of savers?

    Britain has plenty of capital. What it lacks is the confidence to use it. In this episode of the Investor Summit Green Room, Stacey Parsons, Managing Director of RetailBook, sits down with Katie Martin, Markets Columnist at the Financial Times and co-host of the Unhedged podcast. Together they ask why Brits will happily talk about house prices, the weather and the football, but never about investing. They cover: • Why so much UK money sits in savings accounts and Premium Bonds • How warnings, jargon and ever-changing ISA rules put people off • What the UK can learn from America's investment culture, and what it should leave behind • Crypto as a "lottery ticket", and the case for a balanced, long-term portfolio • Rebuilding trust in financial services and telling better stories about British companies Nothing in this episode is investment advice. About the Podcast The Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust. See updates about the Summit our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit Find out more: investorsummit.co.uk

  3. Sep 11

    Ep 11 - PensionBee’s Maike Currie: Why spending pension wealth is as important as accumulating it

    We caught up with Maike Currie, VP at digital pension provider PensionBee (LON:PBEE), and a passionate advocate for greater investor education and engagement. She writes a regular column in the Times and has held senior positions at Hargreaves Lansdown and Fidelity International. PensionBee, launched 10 years ago, is seen as a fintech pension disruptor. Maike talks to us about the importance of pension wealth accumulation, and perhaps more surprisingly, about the importance of spending it as well.   PensionBee are sponsoring the Breakout Lounge at our Investor Summit conference on Friday 18th September, where Maike is moderating a panel and conducting a Fireside Chat.   Come and see Maike Currie in person at the Investor Summit on 18th September 2026.   About the Podcast   The Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust. After the main event, Investor Summit Moderator Ed Bowsher and Donald Leggatt, Head of IR Media at Copia discuss the news of the week and how it might impact your portfolio. None of this is investment advice of course.   See updates about the Summit our Socials: https://www.linkedin.com/company/investor-summit/ https://x.com/_investorsummit   Buy tickets for the Investor Summit on our website: https://www.investorsummit.co.uk/

  4. Sep 3

    Ep 10 - Peel Hunt’s Charles Hall hails resilient UK economy & Unicorns, but starved of capital

    Charles Hall, Head of Research at Peel Hunt (LON:PEEL) joins us on the Investor Summit Green Room podcast. Charles is a passionate advocate for UK companies, the UK economy and the financial markets. Peel Hunt have 40 analysts covering 350 UK companies, and are Financial Advisers to over 140 companies, including an increasing number of private ones, looking at all the sectors and market cap sizes. “One of the most surprising things is that the UK economy has been remarkably resilient in recent years, with compound growth of 1%. Secondly, that I see more exciting private companies now than at any time in my career.” Charles will be moderating a panel on the UK’s tech Unicorns at the Investor Summit 2026 (www.investorsummit.co.uk) and firmly believes that what UK companies need most is ready access to growth capital. This, he suggests, should come from UK Pension Funds and UK Cash ISA’s. About the Podcast The Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust. After the main event, Investor Summit Moderator Ed Bowsher and Donald Leggatt, Head of IR Media at Copia discuss the news of the week and how it might impact your portfolio. None of this is investment advice of course. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit

  5. Aug 24

    Ep 9 - Everything you ever need to know about Exchange Traded Funds, with HANetf’s Tom Bailey

    We invited Tom Bailey, Head of Research at HANetf onto the Investor Summit Green Room sofa. - HAN are Europe’s largest ‘white label’ provider of Exchange Traded Funds and Exchange Traded Commodities. - ETF’s are the fastest growing segment of the stock market and a very easy route in to investing for the less experienced. - HANetf launched their first Exchange Traded Fund in 2018 and now have around £10 billion of funds under management. - They currently have 71 ETF’s/ETC’s on their platform and through their white label model are responsible for 20% of all brands in the European market. Tom Bailey, Head of Research at HANetf is speaking at the Investor Summit on 18th September 2026. He was interviewed by Donald Leggatt. About the Podcast: The Investor Summit Green Room is our podcast for active investors. We are ready to welcome 70+ speakers and 450 guests heading to The Brewery on Friday September 18th for a day of outstanding investing insights from some of Britain’s leading Fund Managers and financial experts. Investor Summit tickets are available at www.investorsummit.co.uk. Past podcast guests include Sue Noffke, Head of UK Equities at Schroders, Ian Lance, Co-Fund Manager at the outstanding Temple Bar, and Will Whitehorn, Chairman at Seraphim Investment Space Trust. After the main event, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia discuss the financial news of the week and how it might impact your portfolio. None of this is investment advice of course. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit

  6. Jul 24

    Ep 8 - Booming financial markets & M&A mean banks are making good money says Polar Cap’s Nick Brind

    Nick Brind, Co-Fund Manager at Polar Capital Global Financials Trust (LON:PCFT) joins us to run his seasoned eye over the global Financial Services sector – banks, asset managers, Stock Exchanges and online payment businesses. In Nick’s words, the financials sector hums with the economy and the financial markets, and in that sense it is in a very good place. The sector greases the wheels of the global economy, and at 15% is the second largest sector globally after Tech and ahead of Healthcare. Although banks are essentially a long-term value play, Nick sees an opportunity in pricing volatility driven by tariffs and the Middle East war – so long as the financial markets remain unspooked. Nick Brind, Co-Fund Manager at Polar Capital Global Financial Trust (LSE:PCFT) was interviewed by Donald Leggatt About the Podcast: The Investor Summit Green Room is our podcast for active investors. As we look forward to our annual Investor Summit conference at ‘The Brewery’ on September 18th 2026 (www.investorsummit.co.uk), we invite our favourite Fund Managers, economists and financial journalists to grace the Green Room studio and share their wisdom. As a post-script, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia discuss the financial news of the week and how it might impact your portfolio. None of this is investment advice of course. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/  https://x.com/_investorsummit

  7. Jul 7

    Ep 7 - Temple Bar’s Ian Lance returned 250% over 5 years - Hear his value investing philosophy here

    If you think the sleepy UK stock market couldn’t possibly outperform the surging returns of the tech driven S&P, let us introduce you to one of Britain’s most successful value investing teams. Ian Lance and his Co-Portfolio Manager Nick Purves run £7 billion worth of money at Managers Redwheel. The Temple Bar Investment Trust is managed by Ian and Nick, and has returned 250% over 5 years, beating it’s FTSE All Share benchmark (115%) and even the S&P 500 (103%). Their philosophy sounds simple: find mispriced stocks which remain good quality, but which have fallen out of favour by at least 50% of their intrinsic value, and invest for the long term. Ian joined us to celebrate Temple Bar’s centenary and a spectacular return to form for value investing. About the Podcast: The Investor Summit Green Room is our podcast for active investors. As we look forward to our annual Investor Summit conference at ‘The Brewery’ on September 18th 2026 (www.investorsummit.co.uk), we invite our favourite Fund Managers, economists and financial journalists to grace the Green Room studio and share their wisdom. As a post-script, Investor Summit Co-Founder Sam Bell and Donald Leggatt, Head of IR Media at Copia discuss the financial news of the week and how it might impact your portfolio. None of this is investment advice of course. See updates on The Investor Summit on our website: https://www.investorsummit.co.uk/ Or our Socials: https://www.linkedin.com/company/investor-summit/ https://x.com/_investorsummit

  8. Jun 26

    Ep 6 - The UK’s leading Space visionary, Seraphim Chair Will Whitehorn defines the Space Tech megatrend

    Today we welcome Will Whitehorn, Chairman at Seraphim Space Investment Trust. Will is a visionary Space Tech entrepreneur who has been involved with the space industry for decades. His latest Space Tech venture is Seraphim, ticker SSIT otherwise known as  Seraphim Space Investment Trust, which describes itself  as ‘the world’s first listed Space Tech Fund’. Will explains why space tech is already driving the next industrial revolution 2.0, and his Green Room interview is a must listen for any serious investor.  Seraphim’s Will Whitehorn was interviewed by Donald Leggatt, Head of IR Media at Copia

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About

Having successfully launched the Investor Summit in 2025, the Investor Summit Green Room is our ‘behind the scenes’ monthly podcast for active investors looking to understand market trends, geopolitics and macro-economics and how they affect our portfolios. Our focus is on what will make a good investment - and how to avoid the tank traps. Each month Sam Bell, Copia founder and Donald Leggatt, Head of IR media at Copia, discuss the latest happenings, and we invite our favourite Fund Managers, economists and financial journalists to grace our green room sofa and share their wisdom.   

Information

  • Creator
    Copia
  • Years Active
    2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © Copyright 2026 All rights reserved.
  • Show Website
    Investor Summit Green Room

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