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Jersey | 10. 10. 2017

2nd Annual Investment & Private Wealth Management Conference

The definitive Investment and Private Wealth Management event of the year

The Investment & Private Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

2017-10-10 09:00:00 2017-10-10 17:00:00 Europe/London 2nd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
Schedulealt

The definitive Investment & Private Wealth Management event of the year

The Investment & Private Wealth Management industry faces a host of challenges, including technological developments, enhanced fiduciary responsibility, and a variety of regulatory burdens. This event will feature presentations from industry experts, across a broad spectrum of topics carefully chosen to meet the needs of those engaged in managing private wealth.

Designed in collaboration with industry and experts from the CI, UK and Europe, this event is essential for those wanting to keep up to date with key developments in investment and wealth management.

Speakers will present for around 20 minutes, after which there will be an interview with the conference chairman who will also encourage questions from the audience. This conference will also feature panel discussions with a selection of speakers.

Pricing & discounts

Price: £395

We offer the following discounts for this event:

  • 50% for delegates traveling from outside of Jersey
  • 20% for CISI members
  • 10% for JADO, JBA, IoD and STEP members
2017-10-10 09:00:00 2017-10-10 17:00:00 Europe/London 2nd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
Speakersalt

Event Schedule

Registration & refreshments

08:30

Chris Usher, Chief Executive Officer of Jersey International Business School

Opening address

09:00
Plus

Veronika Pechlaner, Portfolio Manager at Ashburton Investments

Active stock selection in a world of passives – is there still a place for it?

09:15
  • The rise of passives in today’s environment and the role of stock selection when constructing portfolios in today’s markets from a practitioner’s perspective
  • Potential market distortions after a prolonged period of quantitative easing, the role of fundamentals in this context and how to use active stock selection to manage towards a specific portfolio outcome
  • The difference between systematic and idiosyncratic risk and examples of settings, regions and circumstances in which active stock selection might be preferred as a route to implementation
  • The conditions and requirements Ashburton apply when choosing passive instruments to express active views and increasing efficiency across clients’ portfolios
Plus

Stephen McMahon, Managing Director, Asset Risk Consultants (Jersey) Limited (ARC)

The competitive world of investor performance – being a good loser

09:45
  • Exploring how consistent returns can maximise the probability of an investor achieving their investment objective
  • Assessing the factors which can influence performance consistency with regards to both portfolio returns and client expectations
  • Creating a framework for assessing manager performance and consistency
Plus

Panel Discussion: Can active investment and passive investment co-exist?

10:15
  • Is the growth of passive investment set to continue?
  • Smart BETA development
  • How active investment performs relative to active investment in a BETA market

Break

10:45

Michel Perera, Chief Investment Officer at Canaccord Genuity Wealth Management

Is asset allocation still a meaningful source of alpha?

11:00

Edward Smith, Head of Asset Allocation Research at Rathbones

Will robots take our jobs? Will they eat our investment returns?

11:30
Plus

Robert Alster, Head of Research at Close Brothers Asset Management

Equity research – investing in growth technology themes

12:00
  • Internet of things
  • Artificial intelligence
  • Autonomous vehicles
Plus

Panel discussion: How technology will change the face of investing and how asset allocation should evolve to capture this opportunity?

12:30
  • ROCE of roboadvisors
  • How smart are the algorithms?
  • Regulatory concerns

Lunch

13:00
Plus

Maya Prabhu, Managing Director, Wealth Advisory Services at Coutts & Co

Philanthropy: enhancing the meaning and purpose of wealth

14:00
  • Current global trends in philanthropy and how wealthy individuals and families engage in philanthropy today (including the emergent field of impact investing)
  • How today's high and ultra-high net worth families are doing their philanthropic giving in different global cultural contexts
  • How wealthy families are placing philanthropy at the heart of conversations on values, succession planning and preparing the next generation
Plus

Victoria Hoskins, Investment Director at Rathbone Greenbank Investments

Ethical, sustainable and impact investing – what you need to know

14:30
  • What is ethical investing?
  • Can you reflect your values to your investments and still make returns?
  • Does it make a difference?
Plus

Panel discussion: The role of investing in driving desirable social change

15:00
  • Should investment strategy concern itself with social change?
  • How society is benefitting from investing for social change
  • Likely trajectory of social investment

Break

15:30
Plus

Edward Loader, Managing Director at Integritas Wealth Partners

Raising professional standards in the investment industry

15:45
  • What it means to be a profession, rather than an industry
  • Support from professional bodies
  • Why CPD?
Plus

Lee Morris, Investment Director at Quilter Cheviot Investment Management

Fixed income – finding value

16:15
  • Develop a wider understanding of the key issues facing the investment environment
  • Be able to explain the risks facing investment professionals
  • Have confidence in the various financial instruments covered and be able to explain their relevance

Chris Usher, Chief Executive Officer of Jersey International Business School

Closing address

16:45
2017-10-10 09:00:00 2017-10-10 17:00:00 Europe/London 2nd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com
Sponsorsalt

Keynote Speakers

Michel Perera 400 X 400

Michel Perera

Chief Investment Officer at Canaccord Genuity Wealth Management

Michel is responsible for the investment process at Canaccord Genuity Wealth Management, with a specific focus on asset allocation and stock selection. He also works to maximise the potential of Canaccord Genuity's proprietary and industry-leading stock screening tool, Quest®.

Michel is an experienced investment strategist having spent the past 19 years at JP Morgan Private Bank where he was the Chief Investment Strategist (EMEA) responsible for running investment strategy and overseeing tactical asset allocation decisions for discretionary portfolios within the region.

Event Speakers

Chris Usher 400 X 400

Chris Usher

Head of International Financial Centres at BPP Professional Education

Chris has over 20 years’ experience in international financial services, working both in the UK and offshore, for major financial institutions such as Barclays Wealth and Santander.

Formerly an International Investment Manager he advised both individuals and corporate entities on complex investment scenarios. He now specialises in delivering training in investment management, taxation and regulatory matters in international finance centres around the world.

Chris is a specialist chairman of a number of high-profile events, including conferences such as the Annual Compliance & Economic Crime Symposium and the International Taxation Conference. As an expert in the financial crime risks posed to international offshore financial centres, Chris was invited to speak at the Association of Certified Anti-Money Laundering Specialists (ACAMS) conference on the topic of ‘Understanding the Criminal Vulnerabilities of Offshore Products and Services’.

Stephen Mc Mahon 400 X 400

Stephen McMahon

Managing Director at Asset Risk Consultants (Jersey) Limited (ARC)

After completing a BA (Hons), MA (Oxon) in Economics & Management from Oxford University, Stephen qualified as an accountant with the tax office of Pricewaterhouse Coopers (PwC) in London before embarking on a consultancy career with PwC. Following large consultancy projects for telecoms companies in the UK, Saudi Arabia and Switzerland, Stephen joined the Bank of England, where he reviewed operations in the Economic and Financial Markets divisions of the central bank.  

Stephen leads ARC’s team in Jersey and is responsible for ARC’s manager selection research team.

Stephen holds the Securities and Investment Institute Diploma, is a Chartered Fellow of the same institute, and was awarded the Chartered Wealth Manager designation.

Edward Loader 400 X 400

Edward Loader

Managing Director of Integritas Wealth Partners and President of CISI

Edward is a co-founder and Managing Director of Integritas Wealth Partners. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and a member of the Society of Trust and Estate Practitioners (STEP). Edward holds a variety of professional qualifications including the CISI Masters in Wealth Management and the STEP Diploma in International Trust Management.

Edward has over 10 years of wealth management experience, working with private clients and intermediaries in developing investment and holistic wealth solutions. Before establishing Integritas Wealth Partners, Edward's most recent role had been as a Director in the investments department of Royal Bank of Canada (RBC) Wealth Management, moving to Jersey in 2013 from RBC's London office.

Edward sits on the CISI Jersey committee, and has recently been appointed as President.

Veronika Pechlaner 400 X 400 V2

Veronika Pechlaner

Portfolio Manager at Ashburton Investments

Veronika Pechlaner is an Investment Manager in the Portfolio Management team at Ashburton International and plays an integral role in the global asset allocation and equity investment process. She has held direct responsibility for the Global Leaders Equity strategy since it was initiated as a segregated portfolio in May 2011.

Prior to joining Ashburton as Investment Manager in its European Equities team in early 2008, Veronika worked as Executive Director at Goldman Sachs in London where she started her career in 2001 in Pan European equity research.

Veronika has been a CFA charter holder since 2005. She holds a Master’s degree in Finance and International Management from the University of Innsbruck (Austria, E.U.) and participated in the 1999 exchange program at Tulane University (USA).

Maya Prabhu 400 X 400

Maya Prabhu

Managing Director, Wealth Advisory Services at Coutts & Co

Maya joined Coutts in 2008 and is head of Wealth Advisory Services. As a specialist, she advises clients and their families on family governance, wealth and business succession planning, philanthropy and next generation development. She has extensive experience in facilitating family meetings, providing tailored one-to-one advice, designing education programmes and creating thought leadership on wealth succession, philanthropy and family business. She leads Coutts's flagship next generation programme – the ‘Coutts Fellowship’.

She currently serves on the Boards of Social Entrepreneurs Trust and RBS Social and Community Capital.

She is a member of the faculty of the Family Firm Institute (Boston) and the Society of Trust and Estate Practitioners and guest lectures on Imperial College’s Family Business programme. She practises as a volunteer community mediator.

Lee Morris 400 X 400

Lee Morris

Investment Director at Quilter Cheviot Investment Management

Lee Morris is an Investment Director at Quilter Cheviot, responsible for providing investment advice to trust; corporate; institutional; and private clients. Lee has a strong track record in managing an array of investment mandates for a highly diverse international client base.

Lee is a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI). He holds an MA (Hons) in Management and Economics, an MBA from Edinburgh Business School, a Graduate Diploma from the London School of Economics and a Postgraduate Diploma in Management & Economic Research. He has been lecturing on the JIBS University Centre’s BSc (Hons) International Financial Services degree since its inception and he regularly guest lectures for professional institutions in areas of economics and financial markets. He is a special advisor to the CISI, providing guidance on fixed interest markets.

Robert Alster 400 X 400

Robert Alster

Head of Research at Close Brothers Asset Management

After University Robert worked in the coal mining industry for 8 years and then joined Fleming Investment Analyst as a Capital Goods Equity Analyst. He later moved to American Express Asset Management and then UBS Brinson where he followed the Global Capital Goods equity sectors. He then worked for 13 years with Alliance Capital in a number of equity roles; Analyst, Portfolio Manager and Head of Research, before moving in 2014 to Close Brothers Asset Management where he is Head of Research. Robert has an MA from the University of Edinburgh and an MBA from the Cranfield School of Management.

Ed Smith 400 X 400

Edward Smith

Head of Asset Allocation Research at Rathbones

Edward supports Rathbones’ investment process with proprietary macro-based, multi-asset research and is a member of the strategic asset allocation committee.

Starting his career at BlackRock, working with liability-driven investment solutions for institutions, Edward joined Rathbones in 2014 from Canaccord Genuity Wealth Management, where he was the Global Strategist and Co-Lead Manager of their Risk Enhanced Multi-Asset Portfolio service.

He is a CFA charterholder and a member of the Continuing Education committee for CFA UK, helping to set the educational agenda for the investment analyst profession and ensuring it keeps abreast of the very latest ideas. Edward has completed a course in Quantitative Economic Methods at Birkbeck, University of London, and received an MA from the University of Oxford. He is a member of the Society of Business Economists.

Edward is a published expert on risk management for multi-asset portfolios, recently appearing in Quantitative Approaches to High Net Worth Investment, edited by Andrew Rudd and Professor Stephen Satchell.

Victoria Hoskins 400 X 400

Victoria Hoskins

Investment Director at Rathbone Greenbank Investments

Victoria is an Investment Director with over 15 years’ experience in providing and managing investment solutions to charity and pension fund trustees, as well as to individuals.

She joined Rathbones in 2015 from Barclays where she was senior director for the London Charity Team advising boards on the implementation of their investment policies, including ethical and social investment considerations.

From 2007 to 2010, Victoria was Regional Investment Director for London and the South East responsible for the Gerrard Investment Management business, equating to £2 billion of private client, charity, pension and court of protection portfolios.

Victoria is a Chartered Fellow of the CISI and an experienced trustee, principally for the Lankelly Chase Foundation, an early adopter of the United Nations Principles for Responsible Investment, latterly chairing the Investment Committee.

2017-10-10 09:00:002017-10-10 17:00:00Europe/London2nd Annual Investment & Private Wealth Management ConferenceThe Royal YachtJIBS Eventsbookings@jerseyibs.com

The Royal Yacht

Weighbridge, St Helier JE2 3NF

2017-10-10 09:00:00 2017-10-10 17:00:00 Europe/London 2nd Annual Investment & Private Wealth Management Conference The Royal Yacht JIBS Events bookings@jerseyibs.com

If you require accommodation to attend this event, you will be entitled to the below preferential delegate rates:

  • Silver double room – £112.00
  • Gold double / twin room – £155.00
  • Gold deluxe double room – £169.00
  • Platinum double room – £193.00

Please contact the hotel reservations team direct at reception@theroyalyacht.com to obtain these discounted prices.

The Royal Yacht Jersey