Scottish Mortgage Digital Conference
Wednesday 23 September 2026, 11:00–12:30 (UK)
Join us for 90 minutes of portfolio insight and discussion on AI, China and the ideas shaping the next decade. Scottish Mortgage managers Tom Slater and Lawrence Burns will be joined by mathematician and broadcaster Professor Hannah Fry, Wharton Professor and AI expert Ethan Mollick, and Linda Lin, Head of Baillie Gifford's China Equities Team.
Agenda
11:00am–11:05am
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.
11:05am–11:25am
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.
11:25am–11:45am
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.
11:45am–12:05pm
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.
12:05pm–12:30pm