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Multi-asset investing

Half day CPD seminar

8-10 October, 16-17 October, Southampton, Bristol, Solihull, Barnsley and Knutsford

Our popular CPD Multi-asset roadshow is back. Hear the experts from Canada Life InvestmentsFirst State InvestmentsOrbis InvestmentsRoyal London Asset Management, and Defaqto who will take you through the considerations when directing client money towards multi-asset solutions.

Visiting SouthamptonBristolSolihullKnutsford, and Barnsley the Defaqto CPD Multi-Asset Roadshow 2019 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 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
09:00-13:20

Wednesday 16 October

Forest of Arden Marriott Hotel & Country Club
Maxstoke Lane 
Meriden
Birmingham, CV7 7HR 

Getting there

09:00-13:20

Thursday 17 October

Tankersley Manor
Church Lane 
Tankersley
Barnsley, S75 3DQ

Getting there

Agenda

Registration and refreshments 09:00 – 09:30

Session 1 09:30 – 09:55
Overview of the multi-asset investment market
Presented by the Paul Tinkler, Insight Development Manager, Defaqto

Session 2 09:55 – 10:25
Andrew Morris, Product Specialist, Canada Life Investments takes you through Fund selection at drawdown - Sustainability at income drawdown and the strategies available.

Session 3 10:25 – 10:55
Andrew Harman, Senior Portfolio Manager, First State Investments will discuss capital preservation and capital growth, Slowbalisation - objective based investing. 

Refreshment break 10:55 – 11:15

Session 4 11:15 – 11:45
Mind the gap between an asset’s price and its fundamentals. Matthew Spencer CFA, Global Head of the Investment Counsellor Group, Orbis will discuss how applying a fundamental approach across markets can help investors take advantage of excessive optimism and pessimism, rather than getting swept up with the crowd.

Session 5 11:45 – 12:15
Mike Fox, Head of Sustainable Investments, Royal London Asset Management takes you through how 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.

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 Perry will discuss the latest on Defaqto's Pension Switching workflow in Engage. For financial advisers this helps you to save time and money by consolidating several tools into one while benefiting from consistent methodology and product research capabilities across the advice process. 

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

Core Sponsors

  • Canada Life Investments

    Canada Life Investments is a UK asset manager with a long-term presence in the UK, having establishe …

    Canada Life Investments

    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

    First State Investments is the investment management business of the Commonwealth Bank of Australia. …

    First State Investments

    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

    Orbis is a global investment firm, managing around £25 billion of assets.We have been creating long- …

    Orbis

    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.

  • Royal London Asset Management

    Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management …

    Royal London Asset 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.

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