As we said when we introduced our new perspective to investors a year ago, traditional portfolio construction, our certainties about the political and economic environments and indeed our return expectations all need reviewing. By applying disciplined flexibility, we believe we will be able to deliver exceptional outcomes for investors in what may yet be troubled times ahead.
Event date: Friday 2 February 2018
Event location: Farmers & Fletchers in the City, London, EC1A 7LD
|8.30 am||Registration with tea and coffee|
|9.00 am||Introduction – Simon Gibson, Chief Investment Officer, Mattioli Woods|
A differentiated approach in a different world
Ben Wattam, Investment Director, Mattioli Woods or
Scott Wylie, Investment Manager, Mattioli Woods
Ben and Scott will discuss some of the current themes and strategies within portfolios that make our flexible approach different within the context of an investment environment that has not been seen for a lifetime.
In undisciplined markets
Richard Smith, Investment Manager, Mattioli Woods
Richard will provide an overview of the economic and market backdrop that investors face, asking whether longer-term challenges will begin to affect returns.
|10.10 am||Tea and coffee break|
|10.30 am||Property – why what we own is more important than ever|
Richard Shepherd-Cross, Managing Director, Custodian Capital
Richard will discuss the merits of investing in commercial property, either directly or via appropriate investment vehicles, during these times of economic and political uncertainty.
Current thinking on assets
Simon Gibson, Chief Investment Officer, Mattioli Woods
Simon will bring together everything we have heard via a summary packed with Mattioli Woods’ perspective on why the approach of disciplined flexibility is important right now.
|11.45 am||Wrap up and Q&A|
|12.00 pm||Buffet lunch|
Our speakers are all senior members of the Mattioli Woods investment team, and bring a clear, independent insight into what the immediate investment future may hold, whilst looking further out to suggest why we need both discipline and flexibility.
As ever, we promise an event with a potent mix of opinions and passionate presenters.
Below are five of our speakers whom you will meet at the seminars:
|Chief Investment Officer, Mattioli Woods|
Simon has spent the last 30 years in the financial services profession with a primary focus on high-networth clients, integrating both their financial planning and asset management needs. As Chief Investment Officer for the Group, Simon heads the Asset Management Executive Committee and will chair the event.
|Investment Director, Mattioli Woods|
Ben has worked in investment management since joining Mattioli Woods in 2004 after graduating from university. He sits on the Asset Allocation Committee and has research responsibilities within the Investment Research Team. He co-manages the Mattioli Woods Multi-Asset Funds and the Mattioli Woods Structured Products Fund. He regularly presents at client seminars on a wide range of investment and economic topics. Ben is a Chartered Alternative Investment Analyst and is a Chartered Member of the Securities Institute for Securities & Investment.
|Investment Manager, Mattioli Woods|
Scott has worked in financial services since 1991 and is a key member of both the Asset Allocation Team and head of the Portfolio Management Committee. Having joined the company in March 2007, Scott has been involved with creating wealth management strategies for both individuals and corporates, and has also acted as an investment consultant for a number of final salary pension schemes. Scott holds both the Investment Management Certificate and the Investment Advice Diploma and is an Associate of the Chartered Institute of Securities and Investment.
|Investment Manager, Mattioli Woods|
Richard graduated from Oxford with a degree in Law in 1998. He has worked in investment banking, investor relations and private client stockbroking roles. Richard is especially interested in macro-economic issues and has responsibilities for both asset allocation and fund research. He holds the CISI Masters in Wealth Management.
|Managing Director, Custodian Capital|
Richard is a Chartered Surveyor having graduated from Reading University in 1994 and attaining the MRICS qualification in 1996. Richard trained as a general practice surveyor with Harnell Taylor Cook before joining Jones Lang LaSalle (JLL) in 1998. Joining Mattioli Woods in 2009, he was given responsibility for the syndicated property initiative, developing the service into the subsidiary now known as Custodian Capital. Richard was instrumental in the establishment of Custodian REIT plc, raising £315 million since IPO in March 2014.
How to book
If you would like to attend, please book online by clicking here, by filling in the form to the right, or by calling Jordan Storey-Knott on 0116 240 8700.