Investment Forums - Round 2 20 venues nationwide from 5th Nov - 19th Dec
Don ' t miss this opportunity to stay ahead with invaluable insights from industry leaders !
Experts from Schroders , Invesco , BNY Investments , Liontrust , and Tatton will will cover essential topics such as navigating retirement income risks , addressing the 3D Reset of global markets , and building a resilient brand .
Gain practical strategies for helping clients transition to decumulation , understand the impact of mega caps and AI , and ensure your branding communicates your unique value .
Then wrap up with a compliance update to refine your oversight and advice quality , helping you stay aligned with regulatory expectations and Consumer Duty .
BOOK YOUR PLACE
Investment Academy Monday 11th November , 10.00am - 12.15pm
Join us for two hours of CPD , a look at the impact of recent events on world markets , insight , hints and tips , and more :
• T Rowe Price - Answering New Questions - A new US President , a new UK budget , and the start of a global ratecutting cycle . T Rowe Price share insights on the economic , political and monetary landscape and explore the implications for markets and opportunities for investors as we head into 2025 .
• Standard Life – The Retirement Risk Zone - A look at the risks those approaching retirement face and effective strategies you can employ to support clients .
• Puma Investments - Venture Capital Trusts : A New Generation - Puma will discuss the current landscape in terms of private equity investing , how legislation and regulation enhances the need for understanding in this space and the opportunities for new target market .
• Pimco : Dive into the World of Global Fixed Income - With rising and now falling interest rates , navigating fixed income investments can feel like a rollercoaster ride - PIMCO will guide you through the twists and turn .
BOOK YOUR PLACE November 2024 | 7