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.
We’re all familiar with the traditional economic cycle – the expansion ups and the recession lows – but with the current expansionary period one of the longest in a century, there is understandably speculation that this “is no normal cycle”. We’ll start this presentation with an overview of how the economy grows, why cycles exist and what the typical signposts are along the way. With this in mind, we’ll be looking at a top-down, macroeconomic overview of the global economy and individual countries position in the cycle. We will establish the key issues that could blow the cycle off course, and what problems investors face when managing portfolios through this continuing period of uncertainty.
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of the prevailing negative preconceptions about the characteristics of Japanese equities are based on incomplete or outdated information.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.
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.
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.
Bruce & Co Legal & Financial Ltd
Legal & General Investment Management
Company: Legal & General Investment Management
Paul is responsible for LGIM’s relationships with third party distribution channels. These include national advisory firms, networks, service providers, life offices and platforms. Paul joined LGIM in 2018 from Premier Asset Management where he held the title of Head of Strategic Partners. This was a new area for Premier’s distribution, which Paul began, and he quickly established success in the role growing support from both existing clients, establishing new partners, and building a team. Prior to this Paul has held positions at Cazenove Capital Management and Zurich Intermediary Group. He has over 20 years of Financial Services experience.
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
John has more than 30 years of investment experience and is responsible for building and managing relationships with key product providers, private client stockbrokers and IFAs in the northern region of the UK. Prior to joining Sarasin & Partners in 2008, he was with Henderson where he performed a similar role for over eight years.
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.
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: Royal London
With over 25 years of experience in Financial Services, Shelley started her career in the Mortgage World and since 2008 in protection field Face to Face Sales. Originally with Bright Grey and Scottish Provident and latterly representing Royal London as Business Development Manager in the West Midlands and Warwickshire area.
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
Steve has overall responsibility for distribution and along with his fellow Directors is tasked with the development and implementation of the company strategy. Steve worked at Kames Capital for 17 years for the company's expansion in the UK and Continental Europe. He has over 30 years experience in Financial Services having worked in the asset management industry, an employee benefit consultancy and a major life company.
Set in a unique location, surrounded by 350 acres of private, landscaped grounds. This refined hotel is 3.6 miles away from Durham Station. By Car: A1(M) Junction 62 and follow the A690 to Sunderland. The nearest airport is Newcastle (28 miles).
Complimentary WiFi and Parking is available to all guests.
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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).
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The dress code is business attire.