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Financial Liverpool September 2017 talk - Momentum

Event Information

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Location

Location

Tilney

Liver Building

Pier Head

Liverpool

L3 1NY

United Kingdom

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Event description

Description

Financial Liverpool CPD Event - Fri 29 September 2017

Title

Factor Investing - fashionably stylish since 1998

Speakers

Andy Davies and James Klempster of Momentum

Timing

Coffee and networking 12:00 – 12:30

CPD talk 12:30 – 13:30

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

Venue

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

PLEASE USE THE RIVERSIDE ENTRANCE

Details

Factor Investing has become is a hot topic right now. In this enlightening presentation, Andy Davies and James Klempster will explain what Factor Investing is, the benefit of blending investment styles and how this improve returns, while managing volatility.

The presentation is CPD accredited and the learning objectives are:

• To illustrate different types of style factors

• To outline the core fundamentals of factor investing

• To demonstrate how factor investing can blend style and strategy to differentiate generic client focus from meaningful client returns as part of an outcomes-based investment solution

The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.

About the speakers

James Klempster, CFA – Head of Investment Management

James joined Momentum in 2007, following previous roles at NW Brown and Avebury Asset Management. Whilst at Momentum, James launched and managed a number of our flagship fund ranges including the inflation-targeting UK Factor Fund Series, and this year celebrates 10 years with the business. As Head of Investment Management, he now leads the strategy for Momentum's global multi-asset solutions. He has a passion for Outcome-based investing and is driven to ensure the business remains client-centric, heavily focussed on achieving client's real-life goals.

Andrew Davies – Head of UK Retail Sales

Andy joined Momentum in June 2015 and is responsible for the delivery of the UK retail team's sales targets through creating and managing effective relationships with IFAs. He was most recently the Head of Business Development in Sanlam's advice business, and prior to that he was a Sales Director at Skandia where he managed a team of more than 100 individuals.

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Date and Time

Location

Tilney

Liver Building

Pier Head

Liverpool

L3 1NY

United Kingdom

View Map

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