Our sponsors find our events an ideal and transparent way to network and get to know professional investors and family offices. The Forum Locum investment forum is our flagship event.
Our story
Forum Locum was created by two family office and investment veterans who wanted to challenge the status quo and create a content driven range of events and services for genuine active investors from the family office and professional investor community.
Our approach
We take a consultative approach to everything we do which starts with listening to our community of investors. We also adopt this strategy when talking to institutions that wish to engage with investors and we aim to deliver tailored marketing solutions that satisfy both objectives and budgets.
Our services
We are best known for our flagship investment forum, Forum Locum, which we host three times a year. In addition, we also curate bespoke events like private lunches on behalf of both institutions and investors.
We want our investors to receive helpful and informative content in a medium which best suits their way of working and location. So in addition to physical events we curate podcasts and web-based communications.
From time to time we also speak with investors and institutions that require assistance with business challenges and projects. We are able to provide tailored consulting services to help people and organisations achieve their business objectives. We draw on over fifty years of combined investment, business and family office experience and expertise.
Our investor events
Forum Locum creates a professional and confidential environment for investors to hear about innovative investment strategies.
Our sponsors find our events an ideal and transparent way to network and get to know genuine professional investors and family offices.
A successful investment forum requires both interesting investment content and genuine active investors.
Our sponsorship fees are deliberately well below the market norm so that boutique investment firms and start ups can participate as well as larger firms. This helps us bring new and interesting investment ideas to the forum.
Our active investors are known to us and are either family offices or professional investors. We welcome introductions from our existing investors and are delighted to meet with new investors who feel Forum Locum may be of benefit.
Our forums are held in both private and convivial surroundings where investors can discuss investment ideas with both speakers and peers.
We do not advertise for investors.
Our digital media
In addition to our face to face activities our digital media puts sponsors in touch with our entire investor network. Our monthly podcast series is an ideal way to share investment thought leadership and receive active feedback from investors via our podcast platform.
Organisers
The founders of Forum Locum have over fifty years of combined experience in asset management and the the family office world. Their knowhow ensures all events are approached with the discipline and professionalism of a major asset manager and their buyside network, built over decades, provides extensive access to family offices and professional investors.
Michael Shelton-Agar
Michael’s career spans over thirty years. Holding senior positions at Euromoney and Lombard Street Research and founding Global Partnership Family Offices. He has many embedded relationships in the family office space having worked with families of wealth for over 20 years with whom he has built up a serious amount of trust. He has consulted for many Family Offices and built up partnerships between them and other relevant parties. He enjoys living in the countryside with his family and many animals.
Guy Beech
Guy’s career spans over thirty years. He has held senior positions at Janus Henderson, Columbia Threadneedle, Stamford Associates and Kempen Asset Management. He has also worked with four family offices in the UK, Middle East, India and Europe.He has served as a Non-Executive Director of Cofunds the funds platform, is an Advisory Board member of Indian advisory business Summit Kailash and works with UK technology VC manager, Committed Capital. When not at Forum Locum or working with his advisory clients he can be found relaxing in the countryside.
Kevin Edgeley CFA – Investment Consultant
Kevin is a family office adviser and a charity board trustee, sitting on the asset/finance committee of two Sussex based charities. He also chairs the investment committee for a discretionary wealth manager. Kevin has worked in financial services for over 40 years, starting his career as an open-outcry floor trader on the commodity and financial derivative exchanges. In 2001 he moved to the Investment Research department at Goldman Sachs and in 2009 joined the hedge fund Caxton Associates as an investment strategist. In 2016 he became a portfolio manager for a family office trust company. Kevin has an MSc in Finance from the London Business School, is a CFA charter-holder, a Chartered Wealth Manager and a Chartered Fellow of the Institute of Securities and Investments.
In addition, our hand picked team of front of house staff ensure events maintain the high standards people have come to expect from Forum Locum and run smoothly on the day.
While our communications team provides a variety of media and communications, to enhance everything Forum Locum does.