Akademia
  • Venture Capital Trusts

    Tutors:

    • Sally Boyle, Octopus Investments
    • Will Gibbs, Titan VCT
    • Samantha Ling, Titan VCT
    • George Whitehead, Venture Capital Trust Association

    Learning outcomes:

    1. What is needed for a successful VCT
    2. What kind of companies fit the VCT model?
    3. How to know when to exit investments
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  • Using technology to drive revenue growth | January 2019

    Tutor:

    • Nick Eatock, Intelliflo

    Learning outcomes:

    1. Main benefits of implementing technology for advisers
    2. How technology is helping advice firms meet regulatory challenges
    3. Why technology implementation might fail and how to avoid this

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  • The impact of technology on financial advice

    Tutors:

    • Mark Loosmore, IRESS
    • Mike Barrett, The Lang Cat
    • Matt Noble, Origo
    • Tessa Lee, moneyinfo

    Learning outcomes:

    1. What the tech providers are doing to facilitate data flows between platforms
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  • Regulatory Round-Up | December 2018

    Tutors:

    • Marc McCarthy, AutoRek
    • Andrew Henderson, Eversheds Sutherland

    Learning outcomes:

    1. An overview of regulatory changes in 2018
    2. The role of technology in regulation and compliance
    3. What to expect and how to be best prepared for new regulation in 2019
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  • Mitigating Risk & the Benefits of Outsourcing

    Tutor:

    • Davydd Wyne, Cazenove Capital

    Learning outcomes:

    1. How can a DFM help you explain value versus price in light of MIFID II disclosure changes
    2. Can using a DFM help increase the value of your business
    3. How does a DFM improve diversification & access to a broader range of investments
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  • The Future of Advice

    Tutors:

    • Kevin Silvester, Brewin Dolphin
    • Pamela Murphy, Taylor Made Financial Planning
    • Liz Campbell-Warner, Gabriel Research & Management Ltd

    Learning outcomes:

    1. Why IFAs turn to investment managers
    2. The pros and cons of outsourcing
    3. The cost of regulation
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  • Retirement | Masterclass with Robert Peston

    It's been a turbulent few years for pensions and retirement with the secular fall in interest rates which did enormous damage to the DB pension sector. We've also had a massive regulatory change affecting how much we can take out of pensions in terms of lump sums. This Masterclass discusses these topics and also takes a look at auto-enrolment and reliability on new technology helping us to save for retirement. On the panel to discuss are:...

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  • Global Outlook | Masterclass with Robert Peston

    10 years on from the big crash, the global economy has been getting back to the growth rates that we didn't see before. There are signs of a slow down and crisis in emerging markets such as Turkey and Argentina, and with Brexit still looming, how do we leave the EU without doing damage to the economy? Joining the panel to discuss are:

    • Salman Ahmed, Chief Investment Strategist, Lombard Odier Investment Managers
    • ...
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  • Fixed Income | Masterclass

    Considering the current investment environment we find ourselves in, what sort of role does fixed income play in the portfolio, and where are the opportunities? Discussing on the panel are:

    • David Newman, Head of Global High Yield, Allianz Global Investors
    • Mohammed Kazmi, Portfolio Manager / Macro-Strategist Global and Absolute Return Fixed Income, UBP
    • Mike Kushma, Chief Investment Officer, Global Fixed Income...
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  • Business Protection

    Tutors:

    • Richard Kateley, Legal & General
    • David Turvey, Avon House Wealth Management
    • Lee Thomas, Portmore Life

    Learning outcomes:

    1. Understanding the core protection needs of business in the UK
    2. How to work with 3rd parties such as lawyers and accountants
    3. How to engage with business owners on business protection
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  • Group Protection

    Tutors:

    • Colin Fitzgerald, Legal & General Group Protection
    • Andrew Shiner, The Health Insurance Group

    Learning outcomes:

    1. The size and opportunity of the group protection market
    2. Why IFAs should delve into the group protection market
    3. How to approach the group protection market
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  • Protecting wealth and diversifying risk using a DFM

    Tutor:

    • Laurence Forrester, Cazenove Capital

    Learning outcomes:

    1. How an adviser can partner effectively with a DFM
    2. The investment implications of pension freedoms
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