Tutors:

• Matthew Lovatt, AXA Framlington

Learning outcomes:

1. How demographic change is impacting the global economy
2. Why revenue growth is an important component of long-term stock returns
3. The growing influence of robotics in manufacturing

Tutors:

• Paul Fidell, Head of Business Development (Investment), Prudential

Learning outcomes:

1. The different tax wrappers available
2. What to be aware of when it comes to capital gains tax
3. How bonds fit into the tax wrapper definition

Tutors:

• Mike Hammond,Premier Asset Management
• Simon Evan-Cook, Premier Asset Management

Learning outcomes:

1. How a natural income approach compares to a fixed rate of income withdrawal
2. The difference between yield and income
3. The main asset classes for generating long-term income growth

Tutors:

• James Carthew, Marten & Co
• Killian Connolly, Price Value Partners, Ltd

Learning outcomes:

1. How investor demand and market forces are shaping investment trust offerings
2. Why the closed end structures allow for high conviction investing

Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
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Tutor:

• Richard Kateley, Legal & General

Learning outcomes:

1. The changing dynamics of the SME market
2. The reasons for the lack of take up in business protection
3. The potential growth opportunities available to advisers

Tutors:

• Stuart Halliwell, Legal & General
• Robert Betts, Legal & General

Learning outcomes:

1. The need for key person cover
2. How to set up key person cover for different types of business
3. The treatment of premiums and policy proceeds for taxation purposes
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Tutor:

• Ian Rees, Premier Asset Management

Learning outcomes:

1. How asset prices have been affected by monetary policy
2. The range of absolute return style funds available to investors
3. How absolute return fund managers look for assets that are not correlated to mainstream markets
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Tutor

• Chris Childs, BMO Global Asset Management

Learning outcomes:

1. How absolute return investing differs from real return, alternative or multi-asset investing
2. The different techniques managers use to try and generate and absolute return
3. How to go about researching absolute return funds

Tutor:

• Nicolas Trindade, AXA Investment Managers

Learning outcomes:

1. How changes in inflation and economic growth rates impact on bonds
2. How the bond market is becoming increasingly international

Tutor:

• Andy Brown, Prudential Portfolio Management Group

Learning outcomes:

1. How due diligence and fund manager selection operate in a multi-asset portfolio
2. How fund groups look to provide ongoing monitoring and assessment of mandates
3. The importance of meeting client objectives

Tutors:

• Simon Evan-Cook, Premier Multi-Asset Team
• Mike Hammond, Premier Asset Management

Learning outcomes:

1. How to invest for the long-term, despite short-term volatility and uncertainty
2. The factors that can give active managers a long-term advantage