This is your last chance to register for our our Investment Committee Seminar on Thursday 6 March.
As the investment market adjusts to geo-political and other changes lined up to affect returns on investor portfolios, you can take the opportunity to hear from our range of experts as they cover some of the key topics you need to know when recommending investment strategies and funds for your clients’ portfolios.
James Bird, National Development Associate Director, Fidelity International, will be presenting on The Age of Empires; rebuilding in a diverging world, an exploration of the big economic cycle.
Schroders’ fund manager Tara Fitzpatrick will analyse the evolving investment landscape shaped by macroeconomic shifts and geopolitical developments.
Steph Willcox, head actuary at Dynamic Planner will be looking at cashflow planning, with a focus on ensuring the best approach to identifying a client’s investment risk and presenting that within the cashflow to enhance client understanding.
Baillie Gifford’s Qian Zhang, who will deliver a thematic view of Asia Pacific, notably China.
Will Clark, Head of Business Development, Guinness Ventures will provide insights into how paraplanners can align investment and tax strategies through Venture Capital investing.
The seminar is in-person and is a must-attend event for all paraplanners sitting on their firms’ Investment Committees or who are involved in researching and recommending investments for client portfolios, MPS, CIPs and CRPs.
The Seminar takes place at Etc Venues, Fenchurch Street, London (next to Fenchurch Street station). Registration is 8.30am for a 9.00am start. The event is due to end at 3.30pm. Lunch is provided.
