Agenda
Location: Woodlands Park Hotel
| Thursday 2nd December | ||
| 18:30 | Pre-dinner drinks | |
|---|---|---|
| 19:30 | Welcome | Clive Waller - Chairman |
| Dinner | ||
| Social mobility in retail investment | Geoff Towers | |
| Friday 3rd December | ||
| 08:45 | Welcome | |
| 08:50 | What my experience with clients has taught me about diversification | Helena Wardle. Smith & Wardle |
| 09:40 | Property - Investment Options | Nick Dixon |
| 10:30 | Coffee | |
| 11:00 | Are risky bonds better diversifiers than defensive equities | Mike Coop, Morningstar (on Zoom) |
| 11:40 | ‘Bonds - The building block of a portfolio’ | John Magrath, 24 Asset Management |
| 12:40 | Invest in leading Private Equity Funds | Sweta Chattopadhyay (On Zoom) & Ed Cotton (in person), Moonfare |
| 13:10 | Close | |
| 13:20 | Lunch |