Inaugural Investor Day Conference

9:30—17:00

  |  

30 September 2025

Inaugural Investor Day Conference

30 September 2025

Cadarn Capital is delighted to host its inaugural investor day, bringing together a range of best-in-class fund strategies and Investment Managers from across the globe.

The day will feature presentations and panel discussions from Odyssean Investment Trust PLC, VinaCapital Vietnam OpportunityFund Ltd, Merlin Fidelis Emerging Markets Fund, HgCapital Trust plc, ICG Enterprise Trust plc, CVC Income & Growth Ltd, Pershing Square Holdings,Ltd., RIT Capital Partners plc, Discerene Group LP, and RTW Biotech Opportunities Ltd.

We are also pleased to welcome guest speaker General Sir Nick Carter, formerly the UK's Chief of Defence Staff, who will deliver a keynote speech on the current geopolitical landscape.

The event provides an opportunity for investors to hear directly from Fund Managers on strategy, market outlook and opportunities, with time for networking over lunch and drinks on the Spencer House Terrace immediately after the event.

In official partnership with City A.M., the voice of the City

Funds Presenting

Pershing Square Holdings
(LN:PSH) (FTSE 100)
Concentrated US Equities, with downside protection through select, asymmetric hedging programme.
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Hg Capital Trust
(LN:HGT) (FTSE 250)
Unquoted Software & Services managed by Europe's leading SaaS investor, Hg.
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CVC Income & Growth
(LN:CVCG)
Senior Secured Loans strategy, low correlation to equities with a c.9% dividend yield and offering capital growth.
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ICG Enterprise Trust
(LN:ICGT) (FTSE250)
Buyout focused Private Equity through funds and direct investments — defensive growth focus.
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RTW Biotech Opportunities
(LN:RTW)
Public & Private Biotech focused on innovative, small and mid cap companies across the full lifecycle.
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VinaCapital Vietnam Opportunity Fund
(LN:VOF) (FTSE 250)
Public & Private investments in Vietnam, looking to benefit from the country's ongoing FDI and GDP growth.
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Odyssean Investment Trust
(LN:OIT)
Concentred Special Situations UK small-cap equities focused on UK-listed international winners.
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RIT Capital Partners plc
(LN:RCP) (FTSE 250)
A high quality gateway to global markets through a modernised family office lens, encompassing quoted, uncorrelated and private investments.
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Merlin Fidelis Emerging Markets Fund
(UCITS)
Long-term bottom-up Global Emerging Markets strategy with a 15 year track record of c.4% annualised alpha over the benchmark.
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Schedule to be released

Schedule for the Day

Cadarn Welcome

Odyssean Investment Trust

Presentation

Stuart Widdowson
Fund Manager of Odyssean Investment Trust

Stuart is the Managing Partner of Odyssean Capital, which he founded in 2017. He has over 20 years’ experience investing in and advising UK small and mid-cap companies, including 18 years as an investor. Before Odyssean, he was aDirector and fund manager at GVQ Investment Management, where he led the turnaround of Strategic Equity Capital plc. Earlier in his career, Stuart worked in strategy consulting and at HgCapital, executing small and mid-cap buyouts in the UK and Germany, including public-to-private transactions.

Ed Wielechowski
Fund Manager of Odyssean Investment Trust

Ed joined Odyssean in December 2017. Prior to joining Odyssean Ed was a Principal in the Technology team at HgCapital. He joined HgCapital in 2006 and worked on numerous completed deals, including multiple bolt-on transactions made by portfolio companies. He has additional quoted market experience having led all aspects of the successful IPO of Manx Telecom plc in 2014 as well as having evaluated and executed public to private transactions.

EM Discussion: VOF, Merlin

Panel Discussion

Alex Hambly
CIO of VinaCapital Investment Management, Investment Manager of VinaCapital Vietnam Opportunity Fund

Alex has over 30 years of global investment experience working with Barclays Bank,HSBC, British International Investment, Prudential, and a leading Asian family office. From 2003 to 2007, he was CEO and CIO of Prudential’s fund management business in Vietnam. Since 2020, Alex has served as a member of the Investment Committee of VOF.

Aaron Macksey
Fund Manager of Merlin Fidelis Emerging Markets Fund

Aaron Macksey is the founder of Merlin Fidelis Asset Management. His investment career started in 1999 and has been dedicated since 2004 to Emerging Markets and Asia ex-Japan. He has managed large, institutional funds as sole portfolio manager since 2008, with a public track record of sustained out-performance.

Private Equity: HgT & ICGT

Panel Discussion

Luke Finch
Partner and Head of the Client Services Team of Hg, Manager of HgCapital Trust

With15 years at Hg, Luke leads the Client Services team, overseeing all institutional investor relationships and fundraising activities. He has been involved in every Hg fundraising since 2010 and is a member of the firm's Conflict and Hg Fusion Allocation Committees. Prior to Hg, Luke spent over six years at Lazard across its M&A, ECM, and Private Fund Placement teams. He holds a degree in History from the University of Oxford.

Colm Walsh
Portfolio Manager of ICG Enterprise Trust

Joining the team in 2010, Colm focuses on primary funds, co-investments, and secondary transactions. He was responsible for establishing the firm's US investment programme and brings extensive experience of both fund and direct investing inEurope and the US to the Investment Committee. His broad network of managers and investors provides valuable insights for sourcing new opportunities.Previously, Colm worked at Terra Firm a in the finance and structuring team and at Deloitte, where his clients included a number of private equity firms.

Lunch

CVC

Panel

Pieter Staelens
Portfolio Manager, CVC Income & Growth

Peter joined CVC in 2018 and is a member of the Liquid Credit team based inLondon. Prior to joining CVC, he worked at Janus Henderson Investors in London where he was involved in various high yield strategies and a credit long/short strategy. 

Mitchell Glynn
Assistant Portfolio Manager, CVC Income & Growth

Mitch joined CVC in 2013 and is a member of the Liquid Credit team based in London. Prior to joining CVC, he was at Neuberger Berman, where he worked as anAssociate from 2008 in the non-investment grade team responsible for evaluating investments across a wide range of industries.

PSH

Presentation

Tony Asnes
Head of Investor Relations at Pershing Square Capital Management, Investment Manager of Pershing Square Holdings

Tony serves as the Head of Investor Relations and Head of Marketing at Pershing Square Capital Management, a position he has held since joining in April 2010. Prior to joining Pershing Square, Tony was a Managing Director at Eagle Capital Management. His career also includes roles as President and Chief Operating Officer at Pseudo Programs, Inc., and as a Principal at Trinity Associates.

Fund Manager Interview: RIT & Discerene

Manager Interview

Maggie Fanari
CEO/CIO of J. Rothschild Capital Management, Investment Manager of RITCapital Partners

Maggie is the CEO & CIO of J. Rothschild Capital Management Limited. She was previously Senior Managing Director and Global Group Head of High Conviction Equities at Ontario Teachers’ Pension Plan, with responsibility for public and private company investments and membership of multiple investment committees. Earlier in her career, Maggie worked at KPMG and Scotia Capital. She is aChartered Accountant, CFA charter holder, and holds a BBA from the Schulich School of Business at York University and ICD.D certification from the Institute of Corporate Directors.

Soo Chuen Tan
President of Discerene Group

Soo Chuen is the President and Portfolio Manager at Discerene. Before founding Discerene, Soo Chuen was a Partner and Managing Director at Deccan ValueAdvisors. Prior to Deccan, he worked at the Baupost Group, Halcyon AssetManagement, and McKinsey & Company. Soo Chuen has a Master of Business Administration (high distinction) degree from Harvard Business School, where he was a George F. Baker Scholar and a Harvey Fellow, and a Bachelor/Master of Arts (double first class honors) degree in Law/Jurisprudence from Oxford, where he won the Martin Wronker University Prize for graduating first in his class.

RTW

Presentation

Rod Wong
Founder & CIO of RTW Investments, Portfolio Manager of RTW BiotechOpportunities

Rod Wong founded RTW in 2009. As the firm's leader and portfolio manager, he has built a diverse team of scientists and operators dedicated to identifying promising scientific innovations and accelerating their development into life-changing medicines. Previously, Rod was a Managing Director and the sole Portfolio Manager for the Davidson Kempner Healthcare Funds. He began his career in healthcare investment and research at Sigma Capital Partners and Cowen & Company.

Keynote Speaker: Nick Carter

Speaker

General Sir Nick Carter
GCB CBE DSO

General Sir Nick Carter is a highly accomplished strategic leader with over 45 years of military experience, culminating as the UK's Chief of the Defence Staff. In this role, he was the principal military advisor to the Prime Minister and head of the UK Armed Forces. An expert in geopolitical affairs and transformational leadership, he has commanded operations at every level, including in NorthernIreland, the Balkans, Iraq, and Afghanistan.

Terrace Drinks

Download presentation deck here

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