MASTERCLASS SEMINARS AND WEBINARS INFORMATION
Below are details of the presenting companies and the synopses for the Seminars and two Webinars.
SEMINARS
8th October 2025 - FEIFA Masterclass Seminar, The Algarve (Portugal)
Presenting companies (listed alphabetically):
IDAD
If the 60:40 fund is the past, is the “Smoothed Fund” the future
If the BlackRock CEO thinks the 60/40 fund is dead, what are the alternatives for cautious investors? IDAD will explore the Smoothed Fund options available for advisers, the benefits of exceptionally patient investing and the ability to integrate the World’s largest and oldest smoothed fund into their financial planning suite.
Overseas Trust & Pension
IHT mitigation and succession planning: balancing pensions and trusts for UK expats in Portugal
This presentation will explain how clients can mitigate IHT by externalizing UK situs assets, plan strategically by using a pension for tax efficient income whilst in Portugal, and use a trust for succession.
Pacific Asset Management
CIO view: thoughts from the desk
Pacific will discuss the current macroeconomic backdrop – one that continues to pose challenges for central banks – alongside a deep dive into the major asset classes and the areas where PAM currently sees compelling opportunities for diversification.
TAM Europe Asset Management
‘Breaking the binary: a smarter take on active vs passive’
The active versus passive debate is often framed as black and white – but in reality it is far more nuanced. In this session, TAM will explore how the explosive growth of passive funds has reshaped markets, why the success of each style often depends on market cycles, and how portfolios can go beyond simple index trackers. The presentation will also share how TAM can leverage new “enhanced passive” tools – systematic, factor-based, and research-led strategies – to deliver cost-efficient solutions with an edge.
Registration will open at 09:30am with tea and coffee available. The presentations will run from 10:00am to 1:00pm, followed by a complimentary lunch.
15th October 2025 - FEIFA/CIFSA Masterclass Seminar, Limassol (Cyprus)
Presenting companies (listed alphabetically) in the morning include:
IDAD
If the 60:40 fund is the past, is the “Smoothed Fund” the future
If the BlackRock CEO thinks the 60/40 fund is dead, what are the alternatives for cautious investors? IDAD will explore the Smoothed Fund options available for advisers, the benefits of exceptionally patient investing and the ability to integrate the World’s largest and oldest smoothed fund into their financial planning suite.
Overseas Trust & Pension
IHT mitigation and succession planning: balancing pensions and trusts for UK expats
This presentation will explain how clients can mitigate IHT by externalizing UK situs assets, plan strategically by using a pension for tax efficient income whilst abroad, and use a trust for succession or planning their return to the UK.
Pacific Asset Management
CIO view: thoughts from the desk
Pacific will discuss the current macroeconomic backdrop – one that continues to pose challenges for central banks – alongside a deep dive into the major asset classes and the areas where PAM currently sees compelling opportunities for diversification.
TAM Europe Asset Management
‘Breaking the binary: a smarter take on active vs passive’
The active versus passive debate is often framed as black and white – but in reality it is far more nuanced. In this session, TAM will explore how the explosive growth of passive funds has reshaped markets, why the success of each style often depends on market cycles, and how portfolios can go beyond simple index trackers. The presentation will also share how TAM can leverage new “enhanced passive” tools – systematic, factor-based, and research-led strategies – to deliver cost-efficient solutions with an edge.
Registration will open at 09:30am with tea and coffee available. The presentations will run from 10:00am to 1:00pm, followed by a complimentary lunch. Then, from 2:00pm until 5:00pm there will be further sessions, arranged by CIFSA, which will be highly focused on specific issues for Cyprus-based advisers.
5th November 2025 - FEIFA Masterclass Seminar, Prague (Czech Republic)
Presenting companies (listed alphabetically):
IDAD
If the 60:40 fund is the past, is the “Smoothed Fund” the future
If the BlackRock CEO thinks the 60/40 fund is dead, what are the alternatives for cautious investors? IDAD will explore the Smoothed Fund options available for advisers, the benefits of exceptionally patient investing and the ability to integrate the World’s largest and oldest smoothed fund into their financial planning suite.
Pacific Asset Management
CIO view: thoughts from the desk
Pacific will discuss the current macroeconomic backdrop – one that continues to pose challenges for central banks – alongside a deep dive into the major asset classes and the areas where PAM currently sees compelling opportunities for diversification.
TAM Europe Asset Management
‘Breaking the binary: a smarter take on active vs passive’
The active versus passive debate is often framed as black and white – but in reality it is far more nuanced. In this session, TAM will explore how the explosive growth of passive funds has reshaped markets, why the success of each style often depends on market cycles, and how portfolios can go beyond simple index trackers. The presentation will also share how TAM can leverage new “enhanced passive” tools – systematic, factor-based, and research-led strategies – to deliver cost-efficient solutions with an edge.
Registration will open at 09:30am with tea and coffee available. The presentations will run from 10:00am to 1:00pm, followed by a complimentary lunch.
WEBINARS
FEIFA Webinar 1 - 22nd October 2025
Presenting companies (listed alphabetically):
IDAD
If the 60:40 fund is the past, is the “Smoothed Fund” the future
If the BlackRock CEO thinks the 60/40 fund is dead, what are the alternatives for cautious investors? IDAD will explore the Smoothed Fund options available for advisers, the benefits of exceptionally patient investing and the ability to integrate the World’s largest and oldest smoothed fund into their financial planning suite.
Pacific Asset Management
CIO view: thoughts from the desk
Pacific will discuss the current macroeconomic backdrop – one that continues to pose challenges for central banks – alongside a deep dive into the major asset classes and the areas where PAM currently sees compelling opportunities for diversification.
This webinar will commence at 10am (UK time) and run until 11:30am at the latest.
FEIFA Webinar 2 - 29th October 2025
Presenting companies (listed alphabetically):
Overseas Trust & Pension
IHT mitigation and succession planning: balancing pensions and trusts for UK expats
This presentation will explain how clients can mitigate IHT by externalizing UK situs assets, plan strategically by using a pension for tax efficient income whilst abroad, and use a trust for succession or planning their return to the UK.
TAM Europe Asset Management
‘Breaking the binary: a smarter take on active vs passive’
The active versus passive debate is often framed as black and white – but in reality it is far more nuanced. In this session, TAM will explore how the explosive growth of passive funds has reshaped markets, why the success of each style often depends on market cycles, and how portfolios can go beyond simple index trackers. The presentation will also share how TAM can leverage new “enhanced passive” tools – systematic, factor-based, and research-led strategies – to deliver cost-efficient solutions with an edge.
This webinar will commence at 10am (UK time) and run until 11:30am at the latest.