Originating in 2011, this bi-annual roadshow has been designed by Heathcote Investment Partners to bring investment professionals together
Due to travel restrictions, we’ve adopted a unique approach with this Meet the Managers aimed at updating you on the investment environment and how experts are responding to its risks and opportunities. Our aim is to enable you to generate predictable outcomes for your client’s portfolios, whilst staying focused on some long-term investment trends.
To assist, we have invited a wide variety of Presenters to discuss their approach to portfolio construction and investing, to assist in understanding how this can provide additional value for your clients. We have also added a section on the Learning Outcomes to assist with completion of your annual CPD planner .
With so much to discuss, this is the event for investment professionals to attend, and we look forward to seeing you at one of the venues in March.
• Registration desk opens at 9am
• Roadshow starts at 9.30am
• Morning tea & lunch are complimentary
• The Roadshow ends at 2.15pm followed
STRUCTURED CREDITS
Full attendance at the conference constitutes 4.5 hours of learning. If it is a learning aim within your 2021 Professional Development Plan, you may decide that this learning constitutes 4.5 Code Structured Hours.
This invitation is open to professional financial intermediaries only who are “wholesale clients” for the purposes of the Financial Advisers Act 2008 (as described in section 5c of the Act)
We strongly encourage all investment professionals to attend these presentations to hear first-hand the outlook and views from some of the industry’s leading investment management entities.
