We regret to inform you that in light of the advice given by the Government we have cancelled this conference.
In order for you not to miss out on the valuable content please note that we always video record all of our CPD content. You can find the video on our Vimeo channel a few weeks after the delivery of the London version of each agenda. If you then feel confident that you have met the learning objectives after watching the recorded video, you can always self certify for your CPD records.
Stewardship, income & articulating the value of advice
Registration is now open for your Q1 2020 regional conference, offering a varied yet topical programme of business relevant professional development. Highlights include:
Attendance is complimentary for Personal Finance Society members and lunch and refreshments will be provided. Delegates will be eligible to claim up to 5 hours of CPD, should they consider the content relevant to their professional development needs.
Many of the prevailing negative preconceptions about the characteristics of Japanese equities are based on incomplete or outdated information. Common negative preconceptions about Japan - that it is a proxy for global trade, doomed by demographics, with shareholder-unfriendly boards and beset by competition from Asia – only present one interpretation of a much larger story. Japan is an economy where services now far outweigh manufacturers; where demographic challenges are having hidden positive effects; where there is a genuine drive to improve corporate governance standards and a growing recognition of the value of supporting shareholder returns; and finally where innovation and technological know-how remain among the best in the world. Japan has a huge capacity to change. From the rise of service industries and a profit margin boom, to radical corporate governance change and a leading role in innovation, Japan is a transforming market that has far more going for it than meets the eye. Of course, there are risks, but by understanding some of the changes there are also opportunities. Notwithstanding the size of the Japanese market exceeding that of London, Europe and runner up to the combined Chinese financial markets and US markets, it is a market that investors should not ignore.
With a proposed regulatory requirement to offer a responsible investment approach arriving in 2020 and with every Investment Product Provider focusing on their own versions of the same, Square Mile will examine how to research the market on a like for like basis and illustrate how to build practical ESG solutions to meet your clients’ day to day needs. The presentation will also cover how best to navigate all of the associated jargon and deliver a clearly articulated message to your clients.
Risk management is not always glamorous. To the naked eye, it doesn’t put money in the bank, yet get it wrong and the consequences can be far reaching. Following a decade long bull market, with record low unemployment and record low interest rates, risk must arguably be one of your highest priorities. Risk comes in many forms—from clients, from markets, from investment providers. We use this session to unpack “risk” in all its important forms. This is a blend of behavioural science and investment science, looking at the raw truth behind various investment strategies and the downside risks at play. You will walk away with a better appreciation for risk when it matters most—before you can see it. This is what isn’t priced in, which therefore has the greatest impact. By the end, this session will highlight risk management techniques that keep clients invested through thick and thin, plus tactics that can help future proof your practice.
In recent years, the term ESG has become a regular talking point in our profession. Several high-profile asset managers are now either creating or changing products to attract today’s conscious investor. Join Sarasin & Partners as we explore the evolution of this term, considering its origin and development through time. Should all asset managers incorporate ESG screening within their investment process? Sarasin & Partners believes so. We will identify the role asset managers should play as stewards of client money, highlighting the sustainable investment themes of tomorrow, the principles of active ownership, and the potential of engagement with governments and public bodies to shape the key issues impacting society.
Smart consumers invest in financial planning and professional investment advice. Clients love their advisers when they help them achieve their goals and when the markets perform. They rarely challenge fees when they see positive results and over the last decade, both advisers and clients have enjoyed positive stock market performance. Personal financial advice customised to the individual client’s needs is essential. However. this message can easily be forgotten by clients in times of a bear market. This session will equip you with a specific presentation to address this concern. You will leave this fast-paced, interactive talk knowing how to demonstrate the value financial advice brings, reassuring your clients and helping maintain a positive relationship even in challenging times. Bernie will help you articulate the value that advice provides for when you may need it most.
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Pension Drawdown Company
Jupiter Asset Management
Company: Jupiter Asset Management
Chris has been in the financial services industry for over 20 years. During that time, he has worked at a world leading insurer, a leading platform provider and is now the National Development Manager at Jupiter Asset Management. His role is to explain, train and help advisers to understand the investment environment and how Jupiter’s funds may be relevant to their advice process. Chris is based in Cambridgeshire and supports the Jupiter Regional Sales Managers in their respective regions. Recently he has been working with Expat advisers in Europe as well.
Sarasin & Partners
Company: Sarasin & Partners
William joined Sarasin & Partners in November 2015. He is primarily responsible for discretionary and wholesale distribution, developing relationships with global financial institutions, asset managers, banks, family offices and discretionary wealth managers. Prior to joining Sarasin & Partners, William was an associate within the Client Relationship Team at Ingenious Investments. William has a BA (Hons) in History from the University of Nottingham, an MSt in Modern History from Oxford University, and a Graduate Diploma in Law from Nottingham Law School. He is also a Fellow of the Institute of Securities and Investment.
Morningstar Investment Management
Company: Morningstar Investment Management
Keith Speck is a Portfolio Specialist for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Having joined the company in April 2019, Keith will be helping the team communicate our Managed Portfolio Service’s investment process and the benefits of long-term investing. He has over 20 years’ experience in investment management and private banking having started his career at UBS Private Banking in the mid 1990’s as an investment adviser. Keith’s experience includes managing private client portfolios at Berry Asset Management (now Bordier UK), managed portfolio services at Prudential Bache International Bank and RSM Tenon, fund of funds management at AXA Framlington and Santander Asset Management where he headed the multimanager team. Keith holds a B.Sc. in American Management Science from Swansea University.
Bernie De Souza
Executive Business Coach
Company: Executive Business Coach
Bernie De Souza’s presentations are powerful, fast-moving and teach the attendees word-for-word exactly how to get more clients. Immediately, the Attendees can improve their results with simple, actionable phrases that bond clients to their advice. Your delegates will be entertained, motivated and inspired with their new skills that last a lifetime.
Company: Square Mile
Jamie is responsible for business development, with a particular focus on the Managed Portfolio Service. Jamie joined Square Mile from JP Morgan Asset Management where he was Head of Strategic Relationships. He has more than 25 years industry experience, starting at F&C Asset Management in 1987 where he became Head of UK Retail.
Exeter's award-winning Conference, Banqueting and Events Centre and home to Devon's Aviva Premiership rugby team, the Exeter Chiefs. Sandy Park has the flexibility to host from large exhibition events to small meetings, all within easy reach of the beautiful cathedral city of Exeter and the stunning scenery of the Exe Estuary, East Devon and beyond. The venue is conveniently situated by junction 30 of the M5 and only ten minutes from Exeter International Airport.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at firstname.lastname@example.org and we can check your records.
At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
If you are unable to download your CPD Certificate after 48 hours, please email email@example.com to clarify this.
Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at firstname.lastname@example.org after the Conference and we will send you the presentation slides.
The dress code is business attire.