The conference aims to bring investment trust management groups and boards together with key IFAs and other figures in product distribution. It will be held in the South of France in the second quarter of 2005.
The partners in the project aim to build and develop relationships between the groups involved and to create a shop window for investment trusts.
Fund companies including Baillie Gifford, Schroders and DWS attended a recent meeting at the AITC to discuss the proposals. Other groups expressing an interest in the conference include Witan and Scottish Investment Trust.
Sway has over six years’ experience in high-quality international events through its Senate brand.
Baillie Gifford marketing director Ken Edwards says: “We have for some time felt the need for an investment trust-only conference for intermediaries, similar to the one organised by Sway for unit trusts/Oeics.
“Such a conference would provide an opportunity for intermediaries, investment houses, research analysts, board directors and the AITC to come together to discuss some of the key issues.”