00:23: Paul Jourdan (CEO Amati Global Investors) - Introduction - Launch of the Strategic Innovation Fund

01:30: Mikhail Zverev (Fund Manager Strategic Innovation Fund) -The history – smaller companies to finding global winners

04:10: Innovation – what we look for and the “innovation test”

06:42: “A licence to innovate” – the importance of the ecosystem

10:15: “Pioneers, Enablers & Adopters” – diversity & managing risk

13:25: Capturing the innovation opportunity and embracing complexity

14:28: The Amati informational advantage and culture