Professional Adviser Working Lunches 2019 – Sheffield | Incisive Media | 2 October 2019 | Hotel Mercure Sheffield Kenwood Hall & Spa, Kenwood Rd, Sheffield S7 1NQ, UK

With 2019 shaping up to be a year of continuing uncertainty yet growing volatility, multi-asset strategies are likely to be at the forefront of adviser's minds as a way of meeting their clients' long-term investment needs. With well over 1,000 such strategies available now available in the UK, though, advisers face a challenge picking out the most suitable options.

That is why Professional Adviser has brought together multi-asset experts from two leading fund houses to help bring this burgeoning sector into sharper focus. They will offer a deeper understanding of the different strategies they offer - in particular, the key issue of articulating the expected client journey - as well as discussing their market views.

What you will learn?
Fixed allocations to equity and bonds leave investors at the mercy of global market dynamics where the role of luck tends to be underestimated - especially in the short term. In a continually changing political and economic environment where the amount of global debt is at an all-time high, what happens if interest rates and borrowing costs increase? If equities catch a cold, are sovereign bonds going to provide the cough medicine?

Managers who will explain the specifics of their fund and their views on the market going forward. You will learn more about the strategies behind one of the following portfolios: BG Managed Fund, BG Multi-Asset Growth Fund and BG Multi-Asset Income Fund.

All of this takes place over a relaxed, three-course, sit-down lunch situated at venues that have been picked to be as handy as possible for their invitation-only audiences, thereby enabling attendees to make the very most of their time. Each lunch offers two and a half hours of structured CPD, accredited by the CISI.

Professional Adviser is read by financial advisers across the UK and so, building on the success of our PA360 and PA360 North conferences and Multi-Asset Roadshows, which have taken place in and around Birmingham, Bristol, Edinburgh, Glasgow, Leeds, London and Manchester, it seemed only fitting to arrange a series of events that further widened our reach. We very much hope you will be able to join us at your most convenient venue.

2019 Speakers

Andrew Harman
Portfolio Manager, First State Investments

Martina Jersakova
Client Service Manager, Baillie Gifford

2019 Partners

PARTNERS:
• Baillie Gifford
• First State Investments

SUSTAINABILITY PARTNER:
• BusinessGreen

CARBON OFFSET PARTNER:
• Ecosphere