At DISCUS we’re always on the lookout for events that will add value to our reader’s businesses. Below you will find the details of four not-to-be-missed adviser events over the coming months.

 

Seven Investment Management // Back to Radical Common Sense

Event Type: Roadshow, half day to full day, depending on location.

When: Various dates in February and March.

Topics Covered: The new ‘abnormal’ in markets, a practical guide to platform due diligence, a radical rethink on risk, introduction to the new 7IM investment services.

Location: Nine locations around the UK. There is space available at just four venues.

More Information: More information on each of these adviser events is available here.

 

Thesis Asset Management // In pursuit of excellence: helping advisers build better businesses

Event Type: Conference

When: 23 May 2017

Location: Holiday Inn Winchester

Topics Covered: Risk profiling, pensions – the 2017 version, compliance in practice, delivering an amazing client experience, the practicalities of buying and selling IFA firms, the good, the bad and the ugly of UK equities, the further evolution of professional advice and a whole lot more.

More Information: For more information download the conference agenda.

 

DISCUS // Buying and selling adviser businesses, along with the importance of your investment proposition

Event Type: Morning Seminar

When: 10 March 2017

Location: Standard Life Offices, Edinburgh

Topics Covered: Buying or selling an adviser business? We’ll DISCUSs the key points to consider from those with first-hand experience, along with the importance of your investment proposition. Speakers and more details to be announced shortly.

More Information: More information will be released next week. Sign-up to our eNewsletter and be the first to hear about it.

 

GAM // Redefining safe havens

Event Type: Roadshow, half day morning event.

When: Various dates in March.

Topics Covered: The redefinition of safe havens. Including a look at the current market landscape, performance of individual asset classes, the virtues of genuine and effective diversification, and the value of outsourcing portfolio management.

Location: Seven locations around the country.

More Information: You can find out more about the GAM adviser events and register here.

 


This post was created for the DISCUS website to promote the upcoming roadshows and adviser events of our discretionary manager partners. You can find out more about their investment services here ›