Fund Her North: Investing with confidence - back to basics with UBS

Do you have the knowledge to take control of your finances?

Research has found one of the factors which makes finances such an off-putting subject is arguably the amount of financial jargon which confronts us!

Let’s take it back to basics.

Fund Her North is delighted to bring you the ‘Investing with confidence - back to basics with UBS’ wealth management webinar to provide an introduction to financial markets and personal investing!

Join us on Thursday 28th April, 12:30-2pm, where we will be joined by Caroline Simmons, UK Chief Investment Officer at UBS to break down the financial jargon and help you understand why investing matters.

Agenda:

12:30-12:35pm: Welcome and introduction to Fund Her North

12:35-1:30pm: An introduction to financial markets and personal investing

• What is investing?
• Fundamentals of equity vs bonds
• What returns might you get?
• What kind of investment strategies are there?
• Which combinations of assets?
• How much do you need to retire?
• Why invest in alternatives? What are they?
• What are private markets?
• Investment trends - technology, sustainability
• What does cash do? Why and when to hold it? What does inflation really mean?
• General recommendations

1:30-1:50pm: Q&A discussion with the audience

1:50-2:00pm: Closing remarks

About UBS:

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS is the largest truly global wealth manager, and a leading personal and corporate bank in Switzerland, with a large-scale and diversified global asset manager and a focused investment bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

About Fund Her North:

Fund Her North is a Northern-based, volunteer collective of over 28 women (in VC’s, funding organisations and angel groups), with a combined investment power of over £650 million. Each of the members of the Fund Her North collective has already made a lasting effect on female entrepreneurs in the North, with a combined investment track record of over £160 million invested in female-led, start-up businesses.

Fund Her North exists to give northern, female entrepreneurs equal access to funding to help them successfully scale their businesses. This is through providing connections, education, and by holding their hands through the funding raising process. Fund Her North supports women founders through every stage of their growth journey, through start up, to scale up and exit. As a first of its kind in the region, Fund Her North has built a network of over 200 members and a 30-strong Women Angels of the North syndicate to support female founders operating across the innovation and creative sectors in the North with access to investment.

www.fundhernorth.com