The Findings
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The greater good. A need for more positive thinking, not just more positive portfolios
Expert: Carol Storey, Roberta Barr Facilitator: Niall Buggy
20 October 2022
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Tuning out noise: The practical importance of maintaining investment principles in volatile times
Expert: Marco Lo Blanco, research analyst and portfolio manager, Seilern Investment Management Facilitator: Sam Shaw, independent consultant
20 October 2022
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Value v. Growth: should portfolios have a style bias?
Expert: Mamdouh Medhat, Dimensional Facilitator: Paul Kearney
20 October 2022
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Big impact. How will the Consumer Duty affect advisers’ value propositions?
Expert: Blair Anderson, Dimensional Facilitator: Richard Clarke
13 October 2022
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Clean Slate. How to move forward with tech adoption by looking more laterally
Expert: Andrew Back Facilitator: Innes Miller
13 October 2022