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of the prevailing negative preconceptions about the characteristics of Japanese equities are based on incomplete or outdated information.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.
Since the financial crisis, investors have sought out certainty and shunned volatility. Assets with steady incomes and predictable outcomes have been prized above all. But this has created market distortions and from an inverted yield curve to high levels of corporate debt, we now live in a new world where many old rules of thumb no longer seem to work. Against a complex backdrop of global macro uncertainty and synchronised central bank policy easing, Fidelity will tackle the key issues currently shaping the landscape across traditional and alternative areas of the income universe. In particular, they will outline how income-seekers should look to balance duration and credit risk today, while also providing some practical tips to navigating an environment where corporate fundamentals point to a mixed outlook for dividends at home and abroad. As calls for fiscal stimulus grow louder, they will also discuss if inflation will finally return in 2020 and the resultant implications for income portfolios.
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.
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.
Edgewater Associates Ltd
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
Phil is responsible for our key intermediary relationships in the North of England and focuses on distributing our funds and outsourced investment solutions throughout Discretionary and Advisory businesses. Phil joined Sarasin & Partners in 2019 from Seven Investment Management, where he spent five and a half years working as a Business Development Manager promoting their products and services to IFAs. Prior to this he worked as a Platform Implementation Manager and Sales Consultant at Aegon UK.
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.
Company: Fidelity International
James has worked in financial services for four years, joining Fidelity in 2015. He is responsible for managing national relationships with major distributors including Platforms, Ratings Agencies and Nationals and Networks. Prior to joining Fidelity, James was a qualified secondary school teacher, teaching History at a school in West Bromwich to 11-18 year olds. Aside from his love of History, James is a big sports fan, following Bath Rugby and England cricket. James lives in Fulham, London.
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 email@example.com 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 firstname.lastname@example.org 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 email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.