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The Federation of European Independent Financial Advisers
Presentations and Ted Talks



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Andrew Prosser
Senior Investment Manager

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Tuesday 24th November 2020 – Investment Strategies for the Future

TED TALK: 10.05 – 10.20


Andrew Prosser joined Brooks Macdonald in 2016 and is responsible for portfolio construction research and he sits on a number of strategy committees. Prior to joining Brooks Macdonald, Andrew worked at Ernst and Young. He has worked in financial services since 2012. Andrew is a Chartered Financial Analyst (CFA) Charterholder, a Chartered Accountant and holds the Investment Management Certificate (Level 4).

Direct Equity Portfolios – diversification through individual stock selection

Understand how Brooks Macdonald International’s Investment Office creates and manages medium to high risk equity strategies. Hear how diversified equity portfolios can be constructed for a low ongoing charge by excluding collective investment schemes, through a selection of individual stocks, largely on UK, US and European exchanges.


Jim Henning
Head of Investment Services

11 4

Tuesday 24th November 2020 – Investment Strategies for the Future

TED Talk: 10.20 – 10.35


Jim Henning is Head of Investment Services at Dynamic Planner. He is responsible for the ongoing development and support of the risk profiled propositions and research services across the business, which includes the UK, and for other identified international markets where investment suitability is a regulatory requirement. In addition his role is to actively support the various communication channels to asset manager, adviser clients and the media across these identified markets. Jim is a member of the Dynamic Planner Fund Risk Profiling and Fund Research Committees and also sits on the Investment Committee.

Jim has accumulated over 30 years’ experience specialising in investment proposition strategy, design, portfolio governance mechanisms as well as investment marketing and promotional support. This has spanned senior management roles based in the UK, as well as International Life Companies and included the marketing of various ethical and ESG investment solutions. Jim holds a Degree in Economics from the University of Birmingham and the Investment Management Certificate.

Managing income risks in retirement

With periods of increased market volatility to be expected, this can amplify the risks associated with income drawdown for retiree clients and this session will address ways advisory firms can manage income outcomes more durably via combining specialist portfolio risk profiling and cash flow modelling techniques.

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Tom Walker
Co-Head of Global Real Estate Securities

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Tuesday 24th November 2020 – Investment Strategies for the Future

Presentation: 10.35 – 11.05


Tom Walker is Co-Head of Global Real Estate Securities at Schroders, which involves being responsible for the investment strategy of the Schroder Global Cities Real Estate, Schroder ISF Global Property Securities, Schroder Global Real Estate Securities Income and Schroder ISF Asia Pacific Property Securities. The total AUM is approximately £1.1bn GBP. He joined Schroders in 2014 and is based in London.

Tom was a Deputy Head of Global Listed Real Estate at AMP Capital from 2005 to 2014 which involved being responsible for investment, team management and client relationships. He was in the Valuation, Funds Management, Advisory departments at Jones Lang LaSalle from 1999 to 2005, located in both London and Sydney. Qualifications: Graduate Diploma in Real Estate from London South Bank University; MRICS; BA in Politics from University of Newcastle Upon Tyne.

Global Cities: positioned to thrive post COVID-19

Despite the challenges caused by COVID-19, we continue to believe that certain cities will continue to thrive and be the main drivers for economic growth in the country or region they are located in. Cities remain the most efficient way for humans to live and urbanisation will continue to expand. One of the key advantages of global cities is the ability for industries to cluster together, thereby boosting efficiency by sharing knowledge and expertise. This attracts external capital, creating a self-fulfilling prophecy of investment and returns.


Louie French
Sustainable Portfolio Manager

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Thursday 26th November 2020 – Succeeding in the New World

TED Talk: 10.05 – 10.20


Louie French is an Alternatives Fund Analyst who specialises in infrastructure, renewables, ethical and sustainable investing. He joined Bestinvest’s Research team in 2011 having previously worked for a FTSE 250 company and in the property sector. At Tilney, Louie now heads up ESG and the real assets sectors, and he also co-authors the macroeconomic and markets publications.

Outside of the office Louie is an elected London Councillor. He was previously the Chairman of a local authority pension fund and a founding member of the London Pensions Collective Investment Vehicle Committee. His qualifications include a Postgraduate Diploma in Finance and the Investment Management Certificate.

Navigating the Green Maze

As consumers, how we think and how we act all point towards a greener, cleaner more transparent environment. Whether it is reducing our plastic waste, considering our daily carbon footprint or questioning the diversity of company boards, the themes of sustainability are becoming mainstream.

One misconception of investing in this sector is that it’s a trade-off between value and ‘values’ – that you have to compromise investment returns to align your investment morals. At Tilney we believe that is a myth and companies that demonstrate sustainable business operations and have high ethical standards can make positive long-term investments.


Graham Bentley


Thursday 26th November 2020 – Succeeding in the New World

TED Talk: 10.20 – 10.35


Graham Bentley is consultant to the Marlborough Group’s Multi-Asset team and is a Director of Marlborough International. He is a well-known investment strategist, and a popular press commentator on portfolio management issues and the advice profession.

Pandemics and Politics – a recipe for resilience

Investment strategist Graham Bentley examines the relationship between markets and politics, with up to date analysis of how the COVID-19 pandemic is impacting different asset classes across the world.