event-feature

Summer Roadshow – DFM trends and innovations

Defaqto Roadshow

27 June - 5 July 2017 Maidstone, Epsom, Cheltenham, Durham and Barnsley

In our latest DFM research advisers told us that they value personal service and interaction most.

Why not take the opportunity to meet Vertem, Parmenion, and Newscape personally during our Summer Roadshows.

Past attendees have highlighted some great reasons to attend our Roadshow:

“Very good meeting, fund managers provided a good insight to the topics”

“Well done for once again organising a fantastic event – current topics covered by excellent speakers”

“Good presentations, good locations, right length of time”

Our roadshows all start at 09:30 with refreshments and bacon rolls, and conclude at 13:45. Lunch and refreshments are provided, and all venues have complimentary car parking.

*90% of previous attendees recommend our Roadshows for the perfect balance of structured quality content and valuable networking opportunities.

CPD      


Demonstrates the quality of an event and that it meets CII member CPD scheme requirements. Each event is accredited by the Chartered Insurance Institute/Personal Finance Society/CISI for 2 hours and 50 minutes of structured continuing professional development.

Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

Register Now
09.30 - 13:45

Tuesday 27 June


Tudor Park Marriott Hotel and Country Club
Ashford Road, 
Bearsted,
Maidstone,
Kent, ME14 4NQ

Getting there

09:30-13:45

Wednesday 28 June


Epsom Racecourse
Epsom Downs, 
Surrey
KT18 5LQ

Getting there

09:30-13:45

Thursday 29 June


Cheltenham Park Hotel
Cirencester Rd,
Charlton Kings,
Cheltenham,
GL53 8EA

Getting there

 

09:30-13:45

Tuesday 4 July

Durham County Cricket Club
Emirates Riverside,
Riverside,
Chester-Le-Street,
County Durham, 
DH3 3QR

Getting there

09:30-13:45

Wednesday 5 July


Tankersley Manor
Church Lane, 
Tankersley
Barnsley,
S75 3DQ

Getting there

Morning registration from 09:30 to 10:00, and the event closes at 13:45.  All refreshments including lunch are provided.

The morning comprises of five 25 minute presentations, two from Defaqto and one each from Vertem, Pamenion and Newscape Capital Group.  There will also be the opportunity to pose questions to the presenters in the panel discussion.
 
Model Portfolios - what you need to know?
Presented by Parmenion

As the number of Model Portfolio Services grow, it's vital to be able to distinguish between propositions to make sure clients get the appropriate solution. Parmenion will look at the current state of market and specific features that are important to completing effective due diligence.

The boutique way to bespoking model portfolios
Presented by Vertem

Vertem will present on the ways in which a boutique DFM can construct bespoke model portfolios for adviser firms. They will cover how the smaller DFM can access a wider investment universe and the potential opportunities this opens up and how using active and passive building blocks with sub asset classes can mitigate risk and enhance returns.

Preparing for the end of QE
Presented by Newscape

What effect will the end of QE have on investment portfolios? Low rates across the developed world have boosted prices across all asset classes, so does it follow that the same will happen in reverse? Newscape will discuss how to prepare and structure client portfolios in anticipation for such a change.



Speaker biographies and pictures will be available shortly.

Headline

  • Newscape

    Newscape Capital Group is a specialist investment and advisory firm providing first class products a …

    Newscape

    Newscape Capital Group is a specialist investment and advisory firm providing first class products and services for a range of institutional and intermediary clients worldwide.

    With core specialisations in portfolio construction, fixed income & multi-strategy investment, we employ an absolute return philosophy to produce above average risk adjusted returns, alongside the principles of transparency, simplicity and accountability.

    Newscape’s management team have an average of over 20 years' experience in the investment industry, with successful track records of producing above average returns across a range of strategies.

    The firm employs a partnership approach with clients and industry counterparts in order to ensure the maximum effectiveness and success of its investment strategies, model portfolio services, and risk management solutions.

  • Parmenion

    Launched in 2007, Parmenion is one of the fastest growing platform providers in the UK. The value of …

    Parmenion

    Launched in 2007, Parmenion is one of the fastest growing platform providers in the UK.

    The value of investments under our management now exceeds £3bn. More than 1000 Adviser firms have selected us as their partner to deliver their chosen investment proposition to over 35,000 clients.

  • Vertem

    Founded in 2010 Vertem Asset Management is a boutique discretionary investment management firm speci …

    Vertem

    Founded in 2010 Vertem Asset Management is a boutique discretionary investment management firm specialising in providing a bespoke service and intelligent, flexible and appropriate investment strategies to IFAs, introducers and their clients. Vertem believes in a hybrid approach, delivering traditional levels of high quality service alongside a modern and dynamic investment process built to provide superior returns in today’s ever changing markets.

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