event-feature

Multi-asset roadshow is back

Half day CPD seminar

6/7/13/14/15 October. Cobham, Bristol, Midlands, Knutsford, Tankersley

We are delighted to be back on the road for our Multi-asset roadshow, we can't wait to see you all face to face. Join us and hear the experts from Defaqto and our sponsor's views of the Multi-asset universe at our five locations, Cobham, Bristol, Solihull, Knutsford and Barnsley.

Since multi-asset funds first became popular, the world has changed rather dramatically. Typically bonds were a good diversifier against equities, and could pick up the slack when share prices fell. However, given the falling yields on government bonds in recent years investment experts are looking elsewhere for returns and diversification that works. Alternatives can be a more reliable diversifier.

There will be six presentations on each date. By attending, the six sessions will provide a total of 2 hours 50 minutes of CPD. All of the speakers will be available for live Q&A after each session.

All sessions start at 09:00 with registration and refreshments, and close at 13:20. There is complimentary parking and refreshments at all locations.

9 out of 10 previous attendees recommend our events for the perfect balance of structured quality content. These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

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 50 minutes of structured continuing professional development, and delegates can include this event towards the CII / Personal Finance Society CPD requirement should you consider it relevant to your professional development needs.

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

Core Sponsors

  • Downing Fund Managers

    Downing Fund Managers (DFM) was originally founded in 2011 as a boutique investment house with a val …

    Downing Fund Managers

    Downing Fund Managers (DFM) was originally founded in 2011 as a boutique investment house with a value-based style that applies a private equity approach to investing in public markets. DFM adopts an entrepreneurial investment culture which has helped the team grow over the years. The boutique now offers a suite of five contrarian and differentiated strategies – VT Downing Monthly Income, the Downing Strategic Micro-Cap Investment Trust, VT Downing Unique Opportunities, VT Downing Global Investors, and VT Downing European Unconstrained Income. The three latter equity funds were launched in 2020, all using experienced managers with performance track records of 10 years or more. DFM is the asset management arm of Downing LLP, which has managed private equity & venture capital funds since the 1980s. The group has over £1.4bn of Funds under Management (as at June 2021) with more than £360m of publicly listed assets, and over 170 staff.

  • Premier Miton Investors

    Premier Miton is a genuinely active investment manager providing a broad suite of products that are …

    Premier Miton Investors

    Premier Miton is a genuinely active investment manager providing a broad suite of products that are designed to meet the needs of today’s investors. Premier Miton offers access to a range of actively managed equity, multi asset, absolute return, ESG and fixed income funds & investment trusts, covering markets worldwide. The company’s purpose is to actively and responsibly manage its clients’ investments for a better financial future. The Group has AUM of £13.6bn as at 30.06.2121

  • Orbis

    Orbis has been creating value for clients for more than 30 years. We work to find opportunities othe …

    Orbis

    Orbis has been creating value for clients for more than 30 years. 

    We work to find opportunities others miss, but this means investing in unpopular areas of the market, which takes courage and patience. Our long-term approach is at the core of everything we do, from the way we invest, the company structure, and even the way we charge fees. 

    Our team of 60 investment professionals located around the world does comprehensive research evaluating businesses from the bottom up to identify businesses priced at less than they are worth with long-term prospects. Since it can take time for these companies to realise their true value, our business is structured to avoid pressure for short-term performance with no external shareholders. Our independence allows us to prioritise clients, make bold but considered decisions and to stand by them as long as we need to.

     And our unique fee structure ensures we remain driven to deliver long-term returns.

  • Momentum Global Investment Management

    Momentum Global Investment Management have managed multi-asset funds since 1998. The firm has a tale …

    Momentum Global Investment Management

    Momentum Global Investment Management have managed multi-asset funds since 1998. The firm has a talented and well-resourced fund management team who focus on multi-asset and outcomes-based investing. We work closely with our institutional and adviser partners in the UK and Europe in order to manage solutions that meet the needs of our clients. The firm is part of Momentum Metropolitan Holdings Limited.

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