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FEIFA Masterclass Seminar – Marbella (Spain) 15/11/2016


Tuesday, 15 November 2016 from 10:00 to 13:00 (CET)

FEIFA Masterclass Seminar – Marbella (Spain) 15/11/2016

Ticket Information

Type Remaining End Quantity
FEIFA Masterclass - Marbella (Spain)
Registration will open at 9:30am with tea and coffee available. The presentations themselves will run from 10:00am to approximately 1:00pm with a complimentary lunch to follow. Venue: H10 Andalucia Plaza T: +34 952 81 20 00 F: +34 952 81 47 92 Urb. Nueva Andalucía s/n – 29660 Marbella, Málaga
2 Tickets 2d 3h 29m Free  

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Event Details

We are very pleased to confirm that the next FEIFA Masterclass Seminar will be held in Marbella, Spain on Tuesday 15th November 2016 at the H10 Andalucia Plaza.

As always, the presentations will be
 professional development sessions, not product pushes. It will be a genuine training and educational seminar in keeping with past Masterclasses, and will last for about 3 hours. We are able to issue FEIFA CPD certificates to our members for this event.

The subject matter will be highly relevant and timely - and, as in the past, will cover major industry and market issues. The presenting companies are detailed below.

BlackRock: “The Case for Alternatives”

This presentation will be exploring the case for alternative investment strategies, in particular looking at its own multi-manager alternatives strategy. In challenging times such as these which are characterised by uncertainty, low returns, low rates and unstable correlations, alternative investment strategies can offer a source of stable absolute returns with downside protection, lower volatility reducing equity risk, and enhance the return profile of portfolios with broad diversification.


Old Mutual International: “Future Fit – a blueprint for success in the ever changing international landscape”

Many advisers and their firms are evaluating their existing business models and trying to understand how they can succeed in the changing international landscape. Based on its White Paper and Future Fit programme, OMI’s presentation will help increase appreciation of how the combination of regulatory convergence and shifting client expectations is creating new opportunities for international advice, and how advisers and firms can capitalise on this by creating their own blueprint for success.


GAM: “The dangers of emotional investing”

Many investors buy or sell investments at the peaks and troughs of the cycle – as investors' psyche often overpowers rational thinking during times of stress, whether that stress is a result of euphoria or fear. GAM will explain how and why we’re all subject to psychological and emotional pulls when it comes to our finances - and how investors can avoid both the euphoric and depressive investment traps. The presentation will then demonstrate how multi-asset investing can help achieve the appropriate balance between capital preservation and capital appreciation, within clearly defined risk and return objectives, - giving the flexibility to provide solutions to match clients’ needs, and prevent them fleeing to cash deposits as markets crash.


Legacy Trust: “Financial privacy - where?

Information provided under the Common Reporting Standards (Auto-Exchange of Information) and FATCA may include everyone’s data (including the dead). Information exchanged with one partner is then available for passing on to unrelated CRS partners. Legacy Trust will show that all is not lost with some careful, detailed planning. It will also touch on some unrealised advantages of looking at Hong Kong as the place to base a client’s pension.


Henderson: “Tomorrow’s world – risk, disruption and opportunity"

This presentation will identify and help delegates understand global investment megatrends, not least aiding appreciation of the significance of climate change and carbon risk as investment issues. It will also consider the financial impact of material environmental, social and governance factors concluding with a recognition of why a sustainable investment approach has the potential to generate alpha.

Registration will open at 09:30am with tea and coffee available. The presentations themselves will run from 10:00am to approximately 1:00pm with a complimentary lunch to follow.

The event has been designed for the requirements of the advisers and support staff of our member firms based in the region. We therefore hope that you will be able to support it and look forward to seeing you at the Seminar.

Do you have questions about FEIFA Masterclass Seminar – Marbella (Spain) 15/11/2016? Contact FEIFA

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When & Where

H10 Andalucia Plaza
Urb. Nueva Andalucía s/n
29660 Marbella

Tuesday, 15 November 2016 from 10:00 to 13:00 (CET)

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FEIFA Masterclass Seminar – Marbella (Spain) 15/11/2016
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