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Jersey | 02. 03. 2021

2021 Investment Business (half-day) Forum

Investment business is a tricky business to be in right now. With many factors causing uncertainty, including the pandemic, the US presidency change, Brexit and climate change, it is essential that investment management professionals fully appreciate the rapidly evolving investment landscape.

2021-03-02 09:00:00 2021-03-02 13:00:00 Europe/London 2021 Investment Business (half-day) Forum BPP Events events@bpp.com
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Overview

Investment business is a tricky business to be in right now. With many factors causing uncertainty, including the pandemic, the US presidency change, Brexit and climate change, it is essential that investment management professionals fully appreciate the rapidly evolving investment landscape.

This half-day event aims to explore how some of the above rapidly changing factors can be managed from an investment safeguarding perspective. We will explore the importance of portfolio diversification and the likely future trajectory of sustainable investment.

Delegates will hear insights from leading investment professionals, including Geoff Burnand.

Learning Outcomes

Having attended this forum, delegates will:

  • Have a broader understanding of the investment landscape changes due to the pandemic and geopolitical events
  • Understand the importance of portfolio diversification in times of uncertainly
  • Have a greater appreciation of the rise of popularity of sustainable investing


Pricing & Additional Information

Pricing

  • Tickets cost £225

Discounts

We offer the following discounts for this forum:

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

2021-03-02 09:00:00 2021-03-02 13:00:00 Europe/London 2021 Investment Business (half-day) Forum JIBS Events bookings@jerseyibs.com
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Event Schedule

Registration

08:45 – 09:00

The importance of portfolio diversification for income investors

Robert Tannahill, Investment Manager at Ravenscroft

09:00 – 09:45

From chemical engineer to investment manager – a review of the rise of sustainable investments & likely future trajectory 

09:45 – 10:30

Mobilising capital for future good – how philanthropic investing is rising up on the agenda

Geoff Burnand, Chief Executive at Investing for Good

10:30 – 11:15

Break

11:15 – 11:30

Can negative rates ever be positive?

11:30 – 12:15

2021 outlook of the financial markets and the global economy 

12:15 – 13:00
2021-03-02 09:00:00 2021-03-02 13:00:00 Europe/London 2021 Investment Business (half-day) Forum JIBS Events bookings@jerseyibs.com
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Event Speakers

400 X 400 Bob Tannahill

Robert Tannahill

Investment Manager at Ravenscroft

Bob is a long-standing member of the Ravenscroft team having joined the firm in its early stages in 2006. He is a director of Ravenscroft Investment Management having worked in that team since 2010. He has primary responsibility for cautious and income mandates and the Huntress Global Income Fund.

Robert was educated at Gunnersbury School in London and Exeter University, where he studied physics. He holds the CISI Diploma, is a Chartered Fellow of the Chartered Institute for Securities & Investment and is a Chartered Wealth Manager.

400 X 400 Geoff Burnand

Geoff Burnand

Chief Executive at Investing for Good

Geoff co - founded Investing for Good in 2004 after twenty years in institutional investment management. Under his direction IFG has consistently created and implemented innovative products and services that further the development of the impact investing sector including the first stock exchange-listed charity bonds, the first impact rating and portfolio assessment framework, and the first blended capital fund for the arts. IFG has received numerous awards including Charity Times Award for Social Investment, the Social Enterprise UK Award for Finance/Investment Deal and The British Legal Award for CSR Programme of the Year. Other roles include: Director, UK Sustainable Investment and Finance Association (2012-2018), Founder Member of the Guild of Investment Management and a Member of the UK National Advisory Board on Impact Investing.

2021-03-02 09:00:002021-03-02 13:00:00Europe/London2021 Investment Business (half-day) ForumJIBS Eventsbookings@jerseyibs.com