Scottish Mortgage Digital Conference
Wednesday 23 September 2026, 11:00–12:30 (UK)
Join the conversation as Scottish Mortgage managers Tom Slater and Lawrence Burns explore AI, China and the forces shaping the decade ahead, and what they could mean for the portfolio. They’ll be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor and AI expert Ethan Mollick and Linda Lin, Baillie Gifford’s Head of China Equities Team.
Agenda
Investment Specialist Hamish Maxwell provides a concise update on how major change is reshaping the Scottish Mortgage portfolio – from SpaceX and AI to new investments across power, software, consumer platforms and healthcare – and the search for the next generation of outliers.
Mathematician, author and broadcaster Professor Hannah Fry joins Scottish Mortgage manager Tom Slater to explore why the future so often surprises us – and uncover the ideas that could reshape the decade ahead.
Linda Lin, Head of Baillie Gifford's China Equities Team, joins Scottish Mortgage managers Tom Slater and Lawrence Burns to uncover the companies driving China's next wave of growth and ask what investors may be overlooking in one of the world's most misunderstood markets.
AI is beginning to reason, act and work alongside us. Wharton Professor and bestselling AI author Ethan Mollick joins Scottish Mortgage manager Lawrence Burns to explore his new book and what the next phase of AI means for business, long-term value and everyday life.
