Investment Roundtable at Orbis Investments

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Date and Time

Location

Location

Orbis Investments

28 Dorset Square

Marylebone

London

NW1 6QG

United Kingdom

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Contact the organiser to request a refund.

Event description

Description

This is a chance to share your views and network with fellow professional advisers in an informal setting.

When: 14th March 5 30 pm to 7 pm
Where: Orbis Investments 28 Dorset Square, Marylebone, London NW1 6QG
Drinks and Canapés will be served

Agenda:

1. Presentation and discussion ( by James Amy ) on risk, market valuations and allocation process – 45 mins structured CPD
Learning objectives:-
• Consider different ways to think about risk
• Discuss valuations of stock and bond markets
• Understand the difference between top-down and bottom-up allocation

2. Open discussion – facilitated by Brendan Llewellyn, this is a chance to share views with peers, and with Orbis.
• Key issues and developments in the retail investment market
• How advisers come to a view on investment providers
• How advisers view and compare the various investment providers
• What’s most important – is it performance, strategy, appeal of manager, price, service, accessibility?
• “Newer” providers - where do they fit in the market – what gaps do they fill?

A brief note on Orbis:

A global active fund manager, privately owned, founded in 1989, £28 billion of assets under management, 10 global offices (2 in London), 1 investment approach: fundamental, long-term and contrarian and a unique refundable fee model. Success depends on creating long-term value for clients.

Date and Time

Location

Orbis Investments

28 Dorset Square

Marylebone

London

NW1 6QG

United Kingdom

View Map

Refund Policy

Contact the organiser to request a refund.

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