The Federation of European Independent Financial Advisers
Presentations and Ted Talks

WEEK 4:

PRESENTATIONS AND TED TALKS

Daniel Casali Tilney Smith and Williamson

Daniel Casali
Chief Investment Strategist
Tilney Smith & Williamson

1

Wednesday 3rd November 2021

Presentation: 10.05 – 10.35

TILNEY SMITH & WILLIAMSON

Daniel has over 27 years’ experience in covering global investment strategy on both the buy and sell side. He joined Smith & Williamson in September 2017, following 7 years as an in-house strategist for Hong Kong asset managers, Ajia Partners and RAYS Capital. Daniel had first moved to Asia to join Merrill Lynch as a Regional Equity Strategist in 2007, after spending 13 years at London-based global macro consultancy and asset allocation firm, Independent Strategy. Daniel is a Chartered Financial Analyst

Events raise the risk of inflation

Key historical events have influenced future inflation. The unprecedented pandemicrelated policy response is an event that could lead to a turn up in the inflation cycle.

David Denton Quilter International

David Denton
Head of International Technical Sales

5

Presentation: 10.35 – 11.05

QUILTER INTERNATIONAL

David has spent three decades in the offshore wealth management industry, 20 of these with Quilter International and its predecessors, Old Mutual International and Royal Skandia. David trains and presents to professional and lay audiences worldwide, on the subject of wealth preservation, with an emphasis on the expatriate client, focusing on investments, pensions and property.

Financial Planning, COVID-19 and Glocalization

With many clients displaced by the current pandemic, and others clamouring for a fresh start overseas, he considers how insurance based investment solutions work best across multiple jurisdictions.