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Financial Liverpool March 2019 talk - Caveat Emptor – Let the buyer beware!

Financial Liverpool

Thursday, 7 March 2019 from 12:00 to 14:30 (GMT)

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Financial Liverpool member 57 Tickets 5 Mar 2019 Free  
Guest   more info 14 Tickets 5 Mar 2019 Free  

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Event Details



Financial Liverpool CPD Event - THURSDAY 7 March 2019


Caveat Emptor – Let the buyer beware!


Gary Potter, BMO Global Asset Management

Kelly Prior, BMO Global Asset Management


Coffee and networking                         From 12:00

CPD talk                                               12:30 – 13:30

Buffet Lunch and networking:                 13:30 – 14:30


Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY



The advent of the global financial crisis and the resultant quantitative easing program by Central Bankers has created worrying distortions in financial markets. It has also heavily influenced the types of solutions advisers are choosing for their clients and 2019 is likely to be the year where this more recent conventional wisdom will be challenged.

Learning Objectives

At the end of the session attendees should be able to: 

  • Talk about the extent of equity market declines in 2018 and the key reasons for the drawdown in many risk assets.
  • Better explain the specific issues affecting the economic and market prospects for 2019 and the likely key influences
  • In a world which continues to be driven towards outsourced investment solutions, better describe the differences and influences on such solutions and some of the pitfalls in some of these solutions
  • Gain a better understanding of the cyclical nature of the passive world and understand that now may be one of the worst times to heavily invest in passive solutions. To also be shown just how the use of passive solutions in an adviser's world is guaranteed to provide underperformance for clients.
  • Also get a better understanding of the people and investment philosophy behind the successful BMO multi manager team who currently manage £3bn of client assets.

 About The Speakers

Gary Potter Co-head, F&C multi-manager team

Gary is co-head of the F&C multi-manager team. He shares overall responsibility for the performance of the team’s portfolios with Rob Burdett and leads research teams for UK income, US, Asia and emerging market equities. Gary joined the group in 2007. Prior to this he was at Credit Suisse from 2001, jointly responsible with Rob Burdett for their multi-manager funds. He joined from Rothschild Asset Management Limited, where he was a main board director and was jointly responsible for their multi-manager business. Gary began his career in 1981 in private client fund management where his responsibilities extended to a specific focus on asset allocation and stock research. He moved into the multi-manager field in 1992. Gary is a member of the Chartered Institute for Securities & Investment.

Kelly Prior – Investment Manager

Kelly is a member of the Multi-Manager team. She joined the group via Thames River Capital in April 2007 from Credit Suisse. Prior to this she helped to set up the successful multi-manager process at Rothschild Asset Management. Kelly leads fixed interest research and is currently also on the sector team covering alternatives and Japan. She holds the Investment Management Certificate (IMC).

Do you have questions about Financial Liverpool March 2019 talk - Caveat Emptor – Let the buyer beware!? Contact Financial Liverpool
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When & Where

Liver Building
Pier Head
L3 1NY Liverpool
United Kingdom

Thursday, 7 March 2019 from 12:00 to 14:30 (GMT)

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Financial Liverpool

Financial Liverpool is a society for professionals working in the financial services sector in Merseyside, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.

We host ten meetings per year, usually the first Thursday of the month (from 2018 onwards).

The current format is a talk for about an hour followed by a lunch where you can network with fellow members.   The events start at noon and are hosted by Tilney in the Royal Liver Building.

The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £60 applies for your firm's annual membership).

Click here for more information on how to join.

Financial Liverpool used to be called Merseyside Life & Pensions.

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