event-feature

Multi-asset investing

Half day CPD seminar

2 October, 9-12 October, Stirling, Cardiff, Solihull, Barnsley and Knutsford

Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life Investments, First State Investments, Orbis, Wise Funds, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions.

The roadshow will focus and draw on the key principles of Multi-asset investing:

  1. Flexibility
  2. Bring something new to the table
  3. Exploring the asset class spectrum
  4. Be creative
  5. Don’t follow the crowd
  6. Remember: there is always value somewhere.

Visiting Airth Castle Stirling, The Vale Cardiff, The Marriott Arden Hotel Solihull, The Mere Court Hotel Knutsford, and Tankersley Manor Barnsley the Defaqto CPD Multi-Asset Roadshow 2018 will look to provide a context for the case for multi-asset investing and an outlook for the sector over the year ahead.

9 out 10 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 CII/PFS/CISI for 2 hours and 40 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
09:30-13:40

Tuesday 2 October


Airth Castle Hotel and Spa
Airth
Stirlingshire
Scotland, FK2 8JF

09:30-13:40

Tuesday 9 October


The Vale Resort
Hensol Park, Hensol,
Vale of Glamorgan,
CF72 8JY

Getting there

09:30-13:40

Wednesday 10 October


Forest of Arden Marriott Hotel & Country Club

Maxstoke Lane,
Meriden
Birmingham, CV7 7HR 

Getting there

09:30-13:40

Thursday 11 October


Mere Court Hotel (not the Mere Resort)
Warrington Road
Mere
Knutsford
Cheshire, WA16 0RW

Getting there

09:30-13:40

Friday 12 October


Tankersley Manor
Church Lane 
Tankersley
Barnsley, S75 3DQ

Getting there

Morning registration 09:30 to 10:00
Event closes 13:45

Complimentary bacon rolls, lunch and refreshments are provided
CPD certificates are provided at the end of the session

The session consists of 6 presentations in total, 4 from our sponsors Canada Life Investments, First State Investments, Orbis, Wise Funds, and 2 from Defaqto.
After each presentation there will be the opportunity to question each speaker.

Roger Perry, Head of Intermediary Sales, Defaqto will also demonstrate the tools and support, provided in Engage, that can deliver compliant, evidence based information, all in one place that can only enhance efficiency and increase the effectiveness of the advice process.

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

  • Pan Andreas

    Head of Insight, Defaqto

    Pan Andreas

    Pan is the Head of Insight and Consulting (Funds and DFM) team, leading an expert team of insight an …

    Pan Andreas

    Pan Andreas

    Head of Insight, Defaqto

    Pan is the Head of Insight and Consulting (Funds and DFM) team, leading an expert team of insight analysts who are responsible for Defaqto’s Ratings, Risk Mappings and authoring thought leadership articles and publications. The team also provide consultancy services to fund houses, DFMs and intermediary clients.

    Pan has held senior management and leadership roles in Allied Dunbar, Towry, Intrinsic and Sesame Bankhall Group (SBG) – gaining experience in tied, multi-tied, independent and network business models. Most recently, Pan has specialised in the design, development and delivery of advisory investment propositions and technology solutions. Whilst at SBG, Pan was responsible for the launch of the Optimum Investment Management.

    In his spare time, Pan enjoys the frustrations of trying to play golf and he is a keen scuba diver.

  • Paul Tinkler

    Insight Consultant (Funds and DFM)

    Paul Tinkler

    Paul is a member of the Insight and Consulting (Funds and DFM) team, working closely with various in …

    Paul Tinkler

    Paul Tinkler

    Insight Consultant (Funds and DFM)

    Paul is a member of the Insight and Consulting (Funds and DFM) team, working closely with various internal departments and external fund managers.  His key role is to help fund managers gain a clear understanding, and therefore obtain the best value from the fund rating process.

    Paul has a broad range of experience and expertise in all aspects of adviser propositions, including risk profiling and management, technology, such as back-office systems and platforms and what it takes to create, develop and run investment solutions.

    Paul has held senior management positions in AXA Life Invest, Sesame Bankhall Group (SBG), SEI, Legal & General and Zurich (both IFA and direct sales). Gaining experience in tied, multi-tied, independent and network business models.  Most recently, Paul has specialised in the design, development and delivery of advisory investment propositions and technology solutions.  Whilst at SBG, Paul played a key role in the launch of the Optimum Investment Management, growing assets to £200m in less than 2 years, from a standing start.

    In his spare time, Paul enjoys the outdoors, taking long walks and cycle rides.

  • Roger Perry

    Head of Intermediary Sales, Defaqto

    Roger Perry

    Roger has over 15 years’ experience working with financial intermediaries, including financial advis …

    Roger Perry

    Roger Perry

    Head of Intermediary Sales, Defaqto

    Roger has over 15 years’ experience working with financial intermediaries, including financial advisers, networks, service providers and insurance brokers. Roger’s main focus is working with the adviser networks and service providers, which gives him an intimate insight into the challenges of delivering financial advice including compliance, creating central investment propositions for differing client segments, consolidating financial planning tools and the advice process. As Head of Intermediary Sales he is responsible for building partnerships with Defaqto’s clients, working with them to understand their business challenges and matching our suite of products, solutions and consultancy services to help them achieve their goals.

  • Andrew Harman

    Portfolio Manager, First State Investments

    Andrew Harman

    Andrew joined First State Investments in January 2008. Andrew has 7 years of investment experience a …

    Andrew Harman

    Andrew Harman

    Portfolio Manager, First State Investments

    Andrew joined First State Investments in January 2008. Andrew has 7 years of investment experience and his responsibilities include portfolio construction, research, analysis and implementation of multi-asset solutions. Andrew holds a Bachelor of Business (Banking and Finance) from Queensland University of Technology and a Graduate Certificate in Mathematics from the University of Technology, Sydney. He has also been awarded the Chartered Financial Analyst (CFA) designation.

  • Andrew Morris

    Sales Manager, Canada Life

    Andrew Morris

    Andrew has over 10 years’ experience in financial services dealing with intermediaries, institutions …

    Andrew Morris

    Andrew Morris

    Sales Manager, Canada Life

    Andrew has over 10 years’ experience in financial services dealing with intermediaries, institutions and High Net Worth Clients. He holds the Certificate in Investment Management from the CFA as well as the level 4 Investment Advice Diploma from the Chartered Institute for Securities & Investment.

  • Matthew Spencer CFA

    Global Head of the Investment Counsellor Group, Orbis Investments

    Matthew Spencer CFA

    Matthew joined Orbis in 2008 and heads up the team of investment counsellors, which is responsible f …

    Matthew Spencer CFA

    Matthew Spencer CFA

    Global Head of the Investment Counsellor Group, Orbis Investments

    Matthew joined Orbis in 2008 and heads up the team of investment counsellors, which is responsible for servicing Orbis’ institutional clients and investment consultants, as well as sitting on the firm’s Operations Council. He previously worked as an investment analyst at Axis Specialty Limited and in the audit practice at PricewaterhouseCoopers.
    Matthew is a Chartered Financial Analyst, Chartered Accountant, and holds Bachelor of Accounting from Stellenbosch University. 

  • Tony Yarrow

    Portfolio Manager, Wise Investment

    Tony Yarrow

    Tonya Cambridge graduate founded Wise Investment in 1992 to provide investment advice and fund manag …

    Tony Yarrow

    Tony Yarrow

    Portfolio Manager, Wise Investment

    Tony a Cambridge graduate founded Wise Investment in 1992 to provide investment advice and fund management to private clients. He started managing funds in 1988 and ran the successful Wise Investment Clients’ Fund from inception in 1992 until the fund was subsumed by TB Wise Investment at its launch in 2004. Tony currently manages TB Wise Multi-Asset Growth and TB Wise Multi-Asset Income.

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