The Federation of European Independent Financial Advisers
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WEBINAR – 31st March 2021

IS YOUR ADVICE SUSTAINABLE?

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Robert Hardy
Technical Director (International)

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Wednesday 31st March 2021 – Is your advice sustainable?

Presentation: 10.05 – 10.30

LGT VESTRA

Robert has worked in the UK and International advisory marketplace for both Life Companies and Asset Managers and has an extensive range of commercial experiences to draw from providing a thorough understanding of external retail distribution. He holds a BA (Hons) Financial Services from Bournemouth University.

Shaping the strategic direction of the sales function within the businesses and teams that he has both worked within and managed is of great personal pride, from building the vision, product development, marketing and sales campaigns of his firm’s business growth strategy whilst delivering strong collective buy-in across all stakeholders. These attributes have led to long, productive and successful terms at some of the industry’s leading asset managers.

Initiating the Environmental, Social and Governance (ESG) conversation 

With upcoming regulation and ongoing government support, the interest in Environmental, Social and Governance (ESG) and sustainability factors continues to grow in 2021. Join Robert for a session on getting started with the ESG discussion in client conversations.

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Tim Brown
Senior Product Specialist

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Wednesday 31st March 2021 – Is your advice sustainable?

Presentation: 10.30 – 10.55

JANUS HENDERSON INVESTORS

Tim is a Senior Product Specialist at Janus Henderson Investors, responsible for a number of Global and Thematic equity products. Prior to joining Janus Henderson in 2018, he spent 8 years at Vanguard Asset Management performing a number of roles. In his most recent role, he served as a Product Specialist covering a variety of active Global equity funds and was responsible for conducting investment reviews and finals pitches to a global investor audience. Tim earned a BSc degree (Hons) in Business from Royal Holloway University of London. He has 12 years of financial industry experience..

Climate change – The mega megatrend

Climate change represents perhaps the greatest challenge to modern civilisation, it also poses a very real problem for investors. We take a deep dive into this issue and discuss the various risks associated with this challenge. We also highlight some of the many opportunities that exist as result of the process of transitioning to a low carbon economy.

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Craig Reeves
Board Director & Founder

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Wednesday 31st March 2021 – Is your advice sustainable?

Presentation: 10.55 – 11.20

PRESTIGE FUNDS

Craig has over 25 years’ experience in financial services as a professional investment manager, trader and investor of alternative investments, hedge funds, capital markets and real estate and has written several articles for various financial publications and has served as a Board Director on over 20 international Funds. He graduated with a BA (Hons) in Business Administration from Huddersfield University and a Higher National Diploma in Business and Finance from University of Greenwich (London). He also attended the New York Institute of Finance (NYIF) where he studied various financial markets and derivative trading courses and is also a member of the Chartered Institute for Securities and Investment (CISI).

Impact investing: Impact lending

Direct lending funds are becoming increasingly popular with investors in search of yield and opportunities that are not correlated to traditional bond and equity strategies, and offer less volatility.

Prestige is committed to providing innovative investment and funding solutions that are sustainable and have a positive social impact and explores how these strategies can play an important part in impact investment within a modern diversified portfolio. Prestige believes that there are opportunities to exploit around renewable energy / waste-to-energy to energy related project finance that will play a critical part in the UK’s plan for carbon neutrality by 2050.