Multi-Asset Masterclass 2021 | Incisive Media | 17 March 2021 | Live Online

Uncertain markets, regulatory change, shifting demographics and, of course, Covid-19 and all of its consequences, the potential for a deep recession to name just one. There is no doubt the market outlook today will pose tough questions for you and your clients. That said, well-run multi-asset portfolios should be able to offer up some suitable answers.

Professional Adviser’s Multi-Asset Masterclass has been designed to help UK financial advisers gain a greater understanding of this evolving and dynamic investment sector. Expert speakers will discuss why advisers should consider directing their clients towards multi-asset solutions, citing reasons like diversification, lower volatility, income generation and cost – or perhaps for that last point we should say value.

Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

Who should attend?

Professional Adviser welcomes delegates with the following job titles:
• Advisers
• Independent Financial Advisers
• Investment Advisers
• Investment Managers
• Financial Planners
• Wealth Managers
• Directors/CEOs of Financial Adviser Companies

2021 Speakers

Alex Funk, CFA
Portfolio Manager and CIO, Benchmark Capital

Arthur Swain
Head of UK Discretionary, UK Multi-Asset, HSBC

Ben Conway
Director, Hawksmoor Investment Management Limited & Head, Fund Managers Team

Camilla Searle
Portfolio Manager, UK Multi-Asset, HSBC

Dan Kemp
Chief Investment Officer, Morningstar’s Investment Management

Frank Atkins
Investment Director, Multi Asset Team Head

Pan Andreas
Head of Insight and Consulting (Funds and DFM), Defaqto

Steven Hay
Co-lead Manager, Managed Fund

2021 Sponsors

• Baillie Gifford
• Brooks Macdonald
• Hawksmoor
• HSBC
• Morningstar
• Schroders