Location: Upper Hall, Loch Promenade Church, Douglas
This DQ sponsored seminar is with Tom Richards, Investment Director of Canaccord Genuity Wealth Management.
The session will look at: "What the future holds for global investment markets, a look at active and passive investment techniques, and portfolio construction avoiding 'false diversification' ".
Tom will firstly provide an update on the global investment market outlook. He will then look in detail at the rise over the past few years of passive investing, the investment vehicles involved, the advantages of that approach compared to traditional active management, and how best to employ both within our clients' portfolios. Tom will then give an investment manager's view on how to construct multi-asset class client portfolios, avoid 'false diversification', and talk through some examples of seemingly similar medium risk balanced portfolios but with radically different underlying investment characteristics.
Tom is the lead portfolio manager for a significant number of IoM based and international clients investing into multi-asset and multi-currency collective fund and direct stock portfolios. Tom's discretionary managed, advisory and stock broking clients include HNW individuals, personal and corporate pension schemes, investment companies, offshore and charitable trusts, and regulated collective funds.
Tom joined Canaccord Genuity having previously been Managing Director of Thomas Miller Investment (IoM) when that firm's private client business was acquired in 2019. Tom holds a BA(Hons) in History from the University of York, an MSc in International Banking & Finance from the IoM's International Business School, and he is a Chartered Fellow of the CISI. Tom previously served as a commissioned officer and pilot in the Royal Air Force.
The seminar will be with coffee and registration from 12 noon for a prompt 12.30 pm start.If you would like to attend please email firstname.lastname@example.org to book a place. This DQ sponsored event is free to staff of ACSP member firms and to associate members.