Half day CPD seminar
8-10 October, 16-17 October, Southampton, Bristol, Solihull, Barnsley and Knutsford
Half day CPD seminar
8-10 October, 16-17 October, Southampton, Bristol, Solihull, Barnsley and Knutsford
Macdonald Botley Park Hotel & Spa
Winchester Road, Boorley Green
Southampton, SO32 2UA
Bristol, BS30 5RN
The Mere Resort
Forest of Arden Marriott Hotel & Country Club
Birmingham, CV7 7HR
Barnsley, S75 3DQ
Registration and refreshments 09:00 – 09:30
Session 1 09:30 – 09:55
The multi-asset universe
Presented by the Paul Tinkler, Insight Development Manager, Defaqto
Session 2 09:55 – 10:25
Fund selection at drawdown - Sustainability at income drawdown and the strategies available
Presented by Andrew Morris, Sales Manager, Canada Life Investments.
Session 3 10:25 – 10:55
Slowbalisation - objective based investing
In a world where attractive returns are scarce, investors are taking more and more risk. Navigating the current markets can be difficult, especially when balancing competing objectives of capital preservation and capital growth.
Presented by Andrew Harman, Fund Manager, First State Investments.
Refreshment break 10:55 – 11:15
Session 4 11:15 – 11:45
Mind the gap - The financial world is filled with spreads and ratios, but one gap matters more than all the rest: the gap between an asset’s price and its fundamentals
Presented by Matthew Spencer CFA, Global Head of the Investment Counsellor Group / Rob Perrone, Investment Counsellor, Orbis Investments.
Session 5 11:45 – 12:15
Sustainable investing is moving into the mainstream - A new generation of investors is looking for investments that not only screen out certain industries, but also act as a positive force for society
Presented by Mike Fox, Head of Sustainable Investments, Royal London Asset Management.
After each presentation there will be an opportunity to ask questions to the speakers.
Lunch and networking 12:15 – 12:55
Session 6 12:55 – 13:20
Roger will preview how Multi-asset is viewed in Defaqto Engage and summarise the link between multi-asset and risk profiling outcomes. Presented by Roger Perry, Head of Intermediary Sales, Defaqto
Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).
Head of Insight, Defaqto
Pan is the Head of Insight and Consulting (Funds and DFM) team, leading an expert team of insight an …
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.
Insight Consultant (Funds and DFM)
Paul is a member of the Insight and Consulting (Funds and DFM) team, working closely with various in …
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.
Head of Intermediary Sales, Defaqto
Roger has over 15 years’ experience working with financial intermediaries, including financial advis …
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.
Portfolio Manager, First State Investments
Andrew joined First State Investments in January 2008. Andrew has 7 years of investment experience a …
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.
Sales Manager, Canada Life
Andrew has over 10 years’ experience in financial services dealing with intermediaries, institutions …
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.
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 f …
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.
Investment Counsellor, Orbis
Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors with primary respo …
Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors with primary responsibility for institutional client and consultant communications. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charterholder.
Head of Sustainable Investments
Mike Fox is Head of Sustainable Investments at RLAM. Mike has managedRL Sustainable Leaders Trust si …
Mike Fox is Head of Sustainable Investments at RLAM. Mike has managed RL Sustainable Leaders Trust since November 2003, Sustainable World since launch and Sustainable Diversified since February 2014. Prior to this, he was deputy fund manager on the Co-operative Pension Fund for two years, before which he worked as an investment analyst. Mike recently won the Investment Week Fund Manager of the Year for the Balanced Managed Category.
Canada Life Investments is a UK asset manager with a long-term presence in the UK, having establishe …
Canada Life Investments is a UK asset manager with a long-term presence in the UK, having established our life insurance business in 1903. Our first unit trust was launched in 1971 and our investment capabilities encompass UK equities, sterling credit, commercial property, international equities and multi-asset solutions.
First State Investments is the investment management business of the Commonwealth Bank of Australia. …
First State Investments is the investment management business of the Commonwealth Bank of Australia. We are a global asset manager with established offices across Europe, the US, Middle East, and Asia Pacific regions.
We are stewards of over A$204.2 billion* (Source: Commonwealth Bank of Australia financials as at 31 December 2018) in assets managed on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide.
Orbis is a global investment firm, managing around £25 billion of assets.We have been creating long- …
Orbis is a global investment firm, managing around £25 billion of assets.
We have been creating long-term value for our institutional clients since 1990 and have now made our investment expertise available to UK retail investors.
Founded in 1989, we are a privately owned firm with offices across 5 continents. Our largest presence is based in London across our two offices.
Our investment philosophy is fundamental, long-term and contrarian and we are uniquely structured to encourage bold but considered decisions, even in times of stress. As a firm, our business model is structured in a way that requires us to deliver meaningful long-term outperformance to our clients.
UK investors can now access two Orbis funds, our Orbis OEIC Global Equity Fund and Orbis OEIC Global Balanced Fund.
Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management …
Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, providing investment management solutions for a wide range of clients.
Our size and scale mean we can offer clients access to the major asset classes, including UK and overseas equities, government bonds, investment grade and high yield corporate bonds, multi asset, property and cash. Our experienced team of investment specialists manages over £123.4 billion of assets (as at 31.03.2019).
We have a proven track record of delivering high quality investment management services and pride ourselves on the breadth and quality of our investment options.