Come and see us at one of our nationwide events

Investment Briefing: A New Perspective - Newmarket

Date: Tuesday 4 July 2017
Venue: Jockey Club, 101 High Street, Newmarket, CB8 8JL
Time: 8:30am - 12:00pm
Cost: FREE

We are delighted to invite you to our Newmarket investment briefing, 'A New Perspective'.

Traditional portfolio construction, our certainties about the political and economic environments, and indeed our return expectations, have all been tested in recent months. Our investing mantra, conviction with agility, has brought us to a point where we believe that, whilst elements of what we have all grown up on (diversification for example) remain as important as ever, others need to be looked at anew.

Our speakers are all senior members of the Mattioli Woods investment team, and will bring a clear, independent insight into what the immediate investment future may hold, look further out to suggest why we need to take a new perspective, and briefly reflect on some of the momentous events of the last 12 months. This promises to be an event with a potent mix of opinions, a few statistics, and a great deal of passion from our presenters.


8:30am - Registration with tea, coffee, and bacon rolls

9:00am - Introduction - Simon Gibson, Chief Investment Officer, Mattioli Woods

Portfolio construction for the 21st century - Ben Wattam, Investment Manager, Mattioli Woods

How should portfolios be constructed in a world where interest rates remain at all-time lows, expected returns from bond markets appear to be bleak and volatility in equity markets continues to provide cause for concern? Ben Wattam looks at the ways of building portfolios for the 21st century, and how investors might have to think differently.

Politics, economics, and populism - Richard Smith, Investment Manager, Mattioli Woods

Richard will discuss the key economic and political challenges facing markets and how they are reflected in our asset allocation process.

10:10am - Tea and coffee break

10:30am - 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 by appropriate investment vehicles, during these times of economic and political uncertainty.

Specialist fund management - Douglas Lawson, Director, Amati Global Investors

Doug will discuss specialist fund management focusing on UK small and mid-sized companies.

Current thinking on assets - Simon Gibson, Chief Investment Officer, Mattioli Woods

Simon will bring everything we have heard together via a summary packed with Mattioli Woods’ perspective on assets for the year ahead.

11:50am - Wrap up and Q&A

12:00pm - Close



How to book

If you would like to attend the event, register for free by filling out the form to the right, or by clicking here. Alternatively, please call Jordan Storey-Knott on 0116 240 8700.