SCHEDULE / AGENDA
There were three Masterclass Seminars that took place:
1st March – Limassol, Cyprus
15th March – Prague, Czech Republic
28th March – Marbella, Spain
See here for details.
There were two Masterclass Webinars. The first Webinar was held on 8th March and commenced at 10.00am GMT and ran until 11:15am. The second Webinar on 22nd March also commenced at 10:00am GMT and ran until 11:15am. The two webinars combined contained exactly the same content as the three physical seminars above.
CPD is available for the webinars with separate certificates for each webinar, in case members were unable or do not wish to attend both events.
The webinars are also available as Videos on Demand. We urged members to “consume” them live as this was the most engaging way to benefit from the contents, of course. There was no limits to the number of attendees for the live webinars – all FEIFA members were able to login if they wished to.
View the ‘schedule’ below which includes links to the Presentations.
SEMINAR 1 – Wednesday 1st March 2023, Limassol, Cyprus (FEIFA/CIFSA)
09:30 – Registration, tea and coffee.
10:00 to 13:00 – Presentations (FEIFA)
13:00 to 14:00 – Complimentary lunch
14:00 to 17:00 – Presentations (CIFSA)
SEMINAR 2 – Wednesday 15th March 2023, Prague, Czech Republic
09:30 – Registration, tea and coffee.
10:00 to 13:00 – Presentations
13:00 – Complimentary lunch
SEMINAR 3 – Tuesday 28th March 2023, Marbella, Spain
09:30 – Registration, tea and coffee.
10:00 to 13:00 – Presentations
13:00 to 14:00 – Complimentary lunch
See here for details for the above three Seminars.
WEBINAR 1 – 8th March 2023
10:00 to 11:15
Presentations:
Pacific Asset Management
Title: Alpha is in the advice – technology-enabled adviser solutions
PAM’s proposition is defined by empowering advice firms. Multi-asset solutions are becoming homogenous, and so we need to recognise the role of financial planners as the key alpha generator, whilst also recognising that asset managers must differentiate not only from a performance perspective but also via service, cost, and technology. As an investment-led business creating diversified, relative outperformance will always be vital, so too will providing solutions within a technology and service-support framework – that enhances investment solutions for clients, whilst increasing the value of adviser businesses.
RBC Brewin Dolphin
Title: What it takes to build a modern portfolio
An in-depth look at the work behind the scenes of modern portfolio construction, covering research requirements, strategic asset allocation, monitoring, asset selection, screening and due diligence, risk assessment, ESG factors – and how modern portfolio management has evolved over the years.
WEBINAR 2 – 22nd March 2023
10:00 – 11:15
Presentation:
LGT Wealth Management
Title: Multi-asset investing is evolving! – what next for you and your clients?
The global investment outlook has shifted dramatically which has resulted in a renewed focus on how to build a robust multi asset portfolio fit for the next decade and beyond. Is the case for passive strategies as strong as it was 5 years ago? How do you look to capture the environmental mega-trends that are gathering momentum all of the time whilst still holding true to the core principles of delivering strong risk-adjusted returns for clients?
Followed by a panel session (LGT, Pacific Asset Management and RBC Brewin Dolphin).