"Excellent roadshow, quality speakers with no weak
links."
John Scott, J Scott Financial Services
Event snapshot
We would like to thank all advisers who attended the fund5live investment roadshow. With five of the leading fund managers and the IFP in just half a day, this event gave attendees:
- Top fund managers covering the major investment themes, including property, UK equities, cautious managed funds, fixed income and more.
- The IFP's outlook for advisers and how to become RDR-compliant in time.
- 4.5 points towards your CPD target in the category of Technical Knowledge, as accredited by the Institute of Financial Planning.
- The chance to win an Aston Martin DB9.
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"Very succinct and coherent presentation. A good
use of a morning."
Alan Keegan, Harris Investment Managers
Speakers
Chief Executive of the IFP, Nick Cann CFP, provided keynote addresses at the fund5live roadshow for investment advisers.
The RDR clock is well and truly ticking with less than 3 years to implement all the proposed changes. Nick identified the main challenges and opportunities facing the more forward looking advisers. He also offered some pragmatic solutions to help delegates with their planning and timetable for change.
Nick was joined at the event by leading fund managers and investment specialists from Gartmore Investment Management, Investec Asset Management, Legal & General Investment Management, LV= Asset Management and Threadneedle, who explored key topics including property, UK equities, cautious managed funds and fixed income.
Delegates heard from five of the following experts:
- Graham Ashby, Head of UK Equities, LV= Asset Management
- Michael Barrie, Director, Balanced Funds, Legal & General Property
- Chris Burvill, Head of UK Equity Income, Gartmore Investment Management
- Richard Hodges, Head of High Alpha Fixed Income, Legal & General Investment Management
- Don Jordison, Managing Director, Threadneedle Property Investments
- Alastair Mundy, Manager of the Investec UK Special Situations Fund and Investec Cautious Managed Fund
- Mark Pearce, Fixed Income Investment Specialist, Threadneedle
Click here for information on each of our speakers
"A well diversified seminar with differing views.
Well worth taking the time out to attend."
Kelman Chambers, GS Financial Services
Programme
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Registration was from 08:30, with the conference taking place between 09:00 and 12:30, finishing with a complimentary networking lunch up until 14:30. Claim CPD points for attending The event is accredited by the IFP with 4.5 points in the category of Technical Knowledge. For detailed information on the programme of each leg of this unique roadshow, please click here. |
At venues across the UK
The roadshow visited six venues:
- 23rd February, Edinburgh – Sheraton Grand Hotel & Spa
- 24th February, Harrogate – Rudding Park
- 25th February, Manchester – Mere Golf & Country Club
- 2nd March, Birmingham – Hilton Birmingham Metropole
- 3rd March, Bristol – Aztec Hotel & Spa
- 4th March, London – Renaissance Chancery Court
Find out more on these venues by clicking here.
"Refreshing that speakers ran on time and overall
a very professional meeting."
Rosemary Hunter, Positive Solutions
Who attended?
The fund5live roadshow is designed exclusively for investment led advisory professionals including: investment advisers; investment analysts; financial advisers; tied advisers; para-planners, and investment consultants.
What did delegates at previous events think? Find out by clicking here.
Win an Aston Martin DB9
Every delegate who submits their feedback by 12th March will be entered into an exclusive prize draw to win an Aston Martin DB9 for five days.
