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Jersey | 23. 02. 2021

2021 Investing during Turbulent Times (half-day) Forum

2020 has been a year of significant turbulence for investors. Many factors have caused shifts in the global investment landscape, including: the Covid-19 pandemic; the drop in oil prices below zero; Brexit; the US elections.

2021-02-23 09:00:00 2021-02-23 13:00:00 Europe/London 2021 Investing during Turbulent Times (half-day) Forum Online Classroom Live BPP Events events@bpp.com
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Overview

2020 has been a year of significant turbulence for investors. Many factors have caused shifts in the global investment landscape, including: the Covid-19 pandemic; the drop in oil prices below zero; Brexit; the US elections.

During this half-day event, we will explore the effects of the Covid-19 pandemic on markets as well as looking to the future landscape post-Brexit. Our industry expert speakers, including a Global Market Strategist at JP Morgan, will provide a 2021 Outlook and look at possible areas of refuge and emerging opportunities for investors during these stormy times.

Learning Outcomes

Having attended this forum, delegates will:

  • Have a greater appreciation of how geopolitical events and the pandemic have affected global markets
  • Understand what alternative investment options may provide refuge to investors
  • Have a good understanding of the 2021 investment outlook


Pricing & Additional Information

Pricing

  • Tickets cost £225

Discounts

We offer the following discounts for this forum:

  • 20% for CISI & CFA members
  • 10% for JADO, IoD, STEP & BPP Loyalty Scheme members

Additional Information

  • CPD certificates are awarded for attendance

Suitable for

Investment managers, asset managers, private wealth manager, family offices.

Online Classroom Live

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This event will be delivered through Online Classroom Live.

Please read our Online Classroom for Professional Development FAQ

2021-02-23 09:00:00 2021-02-23 13:00:00 Europe/London 2021 Investing during Turbulent Times (half-day) Forum Online Classroom Live JIBS Events bookings@jerseyibs.com
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Event Schedule

Registration

08:45 – 09:00

COVID-19 & ESG: why clean energy stocks will eat fossil fuel funds “for breakfast” in the near future

09:00 – 09:45
Plus

Applied Behavioural Finance - how to focus on most evidence-based investment decisions?

Mag. Dr. Markus Schuller, MBA MScFE, Founder & Managing Partner of Panthera Solutions Sarl

09:45 – 10:30
  • Introduction to Panthera Solutions - The Solutions Lab
  • Evolution of Asset Management Techniques
  • Behavioral Considerations & Innovative Specialization
  • Fiduciary Duty Revisited
  • Practical tipps

Debt markets – an offer of refuge for investors in turbulent times

10:30 – 11:15

Break

11:15 – 11:30

Investment opportunities post-Brexit: out with the old and in with the new?

Julian Chillingworth, Chief Investment Officer at Rathbone Investment Management

11:30 – 12:15
Plus

Outlook 2021: Bridge over troubled waters

Maria Paola Toschi, Executive Director at J.P. Morgan Asset Management

12:15 – 13:00
  • Government and central bank support have carried economies through the worst of the Covid-19 crisis. But the following extraordinary global debt burden is likely to result in an extended period of low interest rates and continued central bank asset purchases.
  • In any rotation from winners to losers on markets, it will be important to discriminate between stocks that have suffered due to cyclical issues and those with more secular headwinds.
  • Structural themes will be crucial to monitor, for example: 1) Increasing importance of China after a decade of US market dominance. 2) ESG themes and climate change and why they look set to increase in importance.
2021-02-23 09:00:00 2021-02-23 13:00:00 Europe/London 2021 Investing during Turbulent Times (half-day) Forum Online Classroom Live JIBS Events bookings@jerseyibs.com
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Event Speakers

400 X 400 Dr  Markus Schuller

Mag. Dr. Markus Schuller

MBA MScFE, Founder & Managing Partner, at Panthera Solutions Sarl

Mag. Dr. Markus Schuller, MBA, MScFE is the founder and managing partner of Panthera Solutions Sarl, a leading applied behavioral finance consultancy. As award-winning Investment Decision Architects™, Panthera optimizes the choice architecture of professional investors through applied behavioural finance methods. Empowering the decision makers towards comparative advantages in capital markets remains the ultimate goal.

As adjunct professor, Markus teaches courses like “Asset Allocation & Applied Behavioral Finance”, “Risk Management & Applied Behavioral Finance”, “Investment Banking” and “Narrative Reporting” at renowned Master in Finance programs of the EDHEC Business School and the International University of Monaco. Markus publishes in academic top journals (i.e. Journal of Portfolio Management, 2018), writes articles for professional journals (i.e. CFA Institute, OECD Insights, etc.) and holds keynotes at international investment conferences.

400 X 400 Maria Paola Toschi

Maria Paola Toschi

Executive Director at J.P. Morgan Asset Management

Maria Paola Toschi, Executive Director, is Global Market Strategist at J.P. Morgan Asset Management. She has accrued thirty years of experience in top financial institutions. She worked as a sell-side equity analyst covering specifically Italian small and mid-companies. She was responsible for the Equity Research Department in Banca Leonardo. She was responsible of the Industrials Equity Team in Banca IMI. She was responsible for the retail and Private Banking Research Team in Intesa San Paolo. She graduated in Economics at Bocconi University and has been a Member of the Italian Financial Analysts Association (AIAF) since 1989. She joined the Italian team of J.P. Morgan Asset Management in 2008. She was board Member of J.P. Morgan Asset Management Europe Sarl Lux in the period 2017-2020.

400 X 400 Julian Chillingworth

Julian Chillingworth

Chief Investment Officer at Rathbone Investment Management

Julian is Rathbones’ chief investment officer, and therefore plays a key role in the ongoing development of the organisation’s investment process. Prior to this, Julian was assigned board director of Rathbone Unit Trust Management in October 2001, and joined Rathbones in July 2001 as deputy chief investment director.

Julian is also a member of Rathbones’ Investment Executive Committee, which is responsible for investment communications, stock selection and the group’s investment process. He has over 30 years’ investment experience, gained within organisations such as James Capel, Global Asset Management, Bankers Trust and Investec Asset Management.

2021-02-23 09:00:002021-02-23 13:00:00Europe/London2021 Investing during Turbulent Times (half-day) ForumOnline Classroom LiveJIBS Eventsbookings@jerseyibs.com

Online Classroom Live

2021-02-23 09:00:00 2021-02-23 13:00:00 Europe/London 2021 Investing during Turbulent Times (half-day) Forum Online Classroom Live JIBS Events bookings@jerseyibs.com