Bento for One - FSCS levies - "Something rotten in the State of Denmark"

Derek Bradley, CEO, PanaceaIFA
PanaceaIFA have teamed up with Thought Leadership Live to produce free thought provoking webcasts to support and educate IFA's, by way of a new lunchtime series called ‘Bento for One’.

Each month Derek Bradley, CEO of PanaceaIFA, will present a short, 15 minute lunchtime presentation, stemming from popular articles from the PanaceaIFA weekly ‘Bento Bulletin’ around matters concerning our industry.

The next ‘Bento for One’ will discuss the FSCS Levy - exploring the unfairness and the unintended consequences of ever increasing cash calls on adviser firms.
May 16 2012
17 mins
Bento for One - FSCS levies - "Something rotten in the State of Denmark"
  • Channel
  • Channel profile
  • What the TECH! Wealth Management’s rampant conqueror or unknown saviour? Jun 25 2015 3:00 pm UTC 45 mins
    Sebastian Dovey, Owner, Scorpio Partnership
    Everyone is becoming accepting of the fact that technology has a role in the client experience and client journey within the wealth management industry.

    Many are better understanding the impacts on the operating costs for service delivery. While some have completely embraced the cost saving advantages to such an extent that they have stormed onto the scene and gaining market share.

    This rising presence of technology has brought about a new and unique relationship management standard. One that takes several steps away from the long standing traditional lorels of relationship management. However, it has allowed firms to take many a step closer to the ultimate focus, the client and their needs.

    Scorpio Partnership explores the current state of our industry and attempts to answer the new big questions that should be on everyone’s minds:
    How is technology really going to transform the wealth management landscape?
    What does this trend really mean for traditional wealth management?
  • Asia: Chartering turbulent waters Jun 10 2015 1:00 pm UTC 60 mins
    Matthew Dobbs, Fund Manager, Schroders
    Matthew Dobbs, Fund Manager, will discuss both the short-term and long-term economic outlook for the Asia ex Japan region. He will lay out the case for investing in the region and discuss current issues facing investors there. Schroders' current investment policy in Asia will be outlined, including the countries and sectors we see as offering attractive investment opportunities.
  • It is time for active investing in US Value Recorded: May 13 2015 43 mins
    Jason Subotky, Portfolio Manager, Yacktman Asset Management
    In the last few years, the U.S. stock market has rallied sharply, largely from multiple expansion. It seems some investors might have forgotten about cycles and become complacent about risk. In this presentation, Jason Subotky, Portfolio Manager at Yacktman Asset Management, explains where he currently sees value in US quality stocks and how the firm, over the last 15 years, by following a disciplined, bottom-up, non-benchmark driven strategy has outperformed on a risk-adjusted basis over full market cycles. We are likely on the cusp of a period of strong outperformance by this strategy again.
  • The Alger American Asset Growth Fund Recorded: May 13 2015 44 mins
    Kevin Collins, CFA, SVP, Client Portfolio Manager, Alger
    With a dedicated focus on growth investment management, Alger has continued to progress within the marketplace since launching this Sicav in 1996, with the original US fund in 1976. In this webinar Kevin Collins will present Alger’s well regarded US equity fund, and key investment themes in the current market.
  • Finding Alpha Beyond Smart Beta Recorded: May 13 2015 29 mins
    Sheedsa Ali & Kate Faraday, Portfolio Managers, PineBridge US Research Enhanced Equity Strategy
    In today’s crowded investment environment, there are many passive and active strategies. However, there is a risk that passive strategies can become indistinguishable from one another while active strategies can be scale constrained, with an unjustifiable fee.

    There is also space in the market for an investment solution which contains both active and passive features. Join Sheedsa Ali and Kate Faraday, Portfolio Managers of the PineBridge US Research Enhanced Equity Strategy, to learn more about this “smart beta plus” approach and how it can help your portfolio.
  • US Growth Investing: Why Now? Recorded: May 13 2015 39 mins
    Mike Clulow, Portfolio Manager and Don Klotter, Client Portfolio Manager, New Capital US Growth Fund
    In the last few years, we have seen impressive bull market returns in the US equity space, however, strong economic fundamentals and 17x multiples implies strong equity returns that have yet to be realised. Interest rates and inflation remain at historic lows, corporate earnings continue to impress, US economic growth is accelerating, employment and housing numbers are strong and getting stronger, and consumers and businesses alike will soon start reaping the benefits of cheaper oil. Given these conditions, as a long only, active stock picker, we will explain why we see such tremendous opportunity in the US growth equity space right now. Using our proprietary fundamental research and financial analysis, we continue to identify the very best of the growth universe and then actively trade those names.
  • Why Europe is not Japan Recorded: Apr 22 2015 26 mins
    Niall Gallagher, Investment Director, GAM
    Join Niall Gallagher to find out why he believes that the factors that kept investors from Europe are dissipating:

    1. Structural improvements are driving the European stock recovery
    2. Austerity is coming to an end
    3. A positive ‘fiscal impulse’ will support economic growth
    4. Repair in the banking system is the key dynamic driving the credit impulse

    Niall will also explain why it is important to look at the change in the rate of credit growth rather than credit growth or outstanding debt levels, when assessing the long-term investment potential of this region, and give an update on how he’s positioning the European equity mandates he manages at GAM.
  • Draghi’s QE is no magic wand. Who wins? Recorded: Apr 22 2015 40 mins
    Willem Vinke, Portfolio Manager, EI Sturdza Strategic Europe Value Fund
    "European equity investors should not rely on Mario Draghi’s promised economic recovery" - Willem Vinke, portfolio manager
    · Who will benefit from QE, falling yields and a weaker euro?

    · QE is proving to be a tailwind for European equities - the market may re-rate EU stocks to new highs in 2015

    · With an eye on valuations, sustainable business models are paramount


    In this context, Willem will describe how his approach to fundamental research, quality and cash flow, process for valuations and compounding help investors navigate a choppy course for European equities.

    Willem Vinke and the EI Sturdza Strategic Europe Value Fund – focusing on quality and valuations
    · 95.4% since launch in October 2010

    · High quality, cash-generating stock picking approach

    · Morningstar OBSR Bronze Rating and 5-Star Rating
  • Time to take profits in Europe? Recorded: Apr 22 2015 54 mins
    James Sym, Fund Manager, Schroders
    James Sym, Fund Manager, will discuss the European market in relation to the business cycle approach; where he is seeing investment opportunities, the outlook for the region and explain why his funds (Schroder European Alpha Plus Fund and Schroder European Alpha Income Fund) are well positioned to take advantage going forward.
  • BL-Equities Europe: Quality investments at a reasonable price Recorded: Apr 22 2015 38 mins
    Ivan Bouillot, Equity Fund Manager, Banque de Luxembourg
    - Active, bottom-up unbenchmarked asset management is a key source of added value
    - Investments in quality companies offer protection against permanent capital losses
    - Focus on valuation offers protection in volatile markets
    - Fundamental investment approach
    - Approach works best in moderately rising or volatile markets
  • How to turn your investment process into profit Recorded: Apr 15 2015 24 mins
    Dan Middleton DipPFS Cert CII (MP & ER)
    Since RDR there has been a lot of pressure on advisers to establish an investment process that is robust, repeatable and compliant. Between growing regulation and client suitability requirements, it’s often a challenge to remain cost-effective.

    However, the use of independent reliable technology has proven to help thousands of UK advisers to streamline and maintain a consistent planning process that allows you to demonstrate the value in your proposition.

    Our webinar aims to equip advisers with information on how to make their planning process more effective and sustainable with key focus on the following areas:

    - Assessing a client’s investment suitability

    - Demonstrating investment suitability

    - Establishing a verified audit trail

    - Setting a fully automated review process.

    Sign up to find out more!
  • 4 Things Advisers can do to Immediately Improve their Marketing Recorded: Apr 15 2015 47 mins
    Sam Turner, Marketing Executive, ClientsFirst
    Focusing on your firm's marketing can be tough but with these four tips we'll walk you through some 'quick wins' that can make a real difference to your firm's communications with both existing clients and new prospects. Looking closely at elements of topics including Search Engine Optimisation (SEO) and social media, the webinar will discuss both why implementing these tips is a good idea and how you can go about getting them live, without any need for outside help.
  • The FCAs Final Guidance on Social Media -- what does it mean for your firm? Recorded: Apr 15 2015 40 mins
    Bridget Greenwood, Director, Financial Social Media UK
    We'll walk through The FCAs final guidance on social media and what this means practically for your firm and its use of social media.
  • Wowing by Design: Build Your Business by Design and Not by Default Recorded: Mar 26 2015 45 mins
    Michelle Hoskin, Operational Best Practice Expert in Financial Services
    Having an amazing business doesn't just happen by accident; it needs to be built by design! Michelle will share her inspiring insights of how to build your business by design and not by default; giving you the freedom from all those debilitating complexities and challenges that constantly distract your business from achieving its true potential and at the same time distracting you from becoming the ‘best’ possible version of yourself.
  • How to manage and run more effective meetings Recorded: Mar 25 2015 39 mins
    Clare Evans, Time Management & Productivity Coach
    Find out how, even with a busy schedule, you can run more successful and effective meetings.

    Waste less time in unproductive meetings.
    Two things that will make you more efficient when planning your meetings.
    Ways to stop meetings overrunning.
    Never be late for a meeting again.
  • Unleash your bonds Recorded: Mar 11 2015 42 mins
    Prashant Chandran, Portfolio Manager of Western Asset Macro Opportunities Bond Fund, Legg Mason
    Join Prashant Chandran as he explores the key investment themes taking place in bond markets globally and how as an unconstrained bond manager a focus on portfolio construction and sophisticated risk management is crucial.
  • Strategic Bond: Maximising Opportunities Recorded: Mar 11 2015 34 mins
    Daniel McKernan & Sebastian MacKay, Standard Life Investments
    The Standard Life Investments' Strategic Bond Fund invests across the broad fixed income spectrum with the aim of delivering investors attractive risk-adjusted returns throughout the economic cycle. Our experienced team takes active allocation decisions, moving between different types of bond, to maximise the investment opportunity.

    Join us to hear members of the team discuss recent developments in global fixed income markets and how they have impacted the portfolio, as well as providing an update on our current outlook and some of the opportunities that we are currently exploiting within the fund.
  • Currency wars become a yield war! Recorded: Mar 11 2015 40 mins
    Eric Vanraes, Fixed Income Portfolio Manager, EI Sturdza
    The presentation will cover:
    - Europe: between very good news (QE) and bad news (Greece)
    - Europe: a weak euro + weak oil prices + very low interest rates + ECB QE = good surprise on growth before year end?
    - US: the Fed behaviour; Fed funds rate hike and USD strength
    - US: good macro-economic data vs deflation fears
    - US: international flows + BoJ QE and ECB QE + fight to quality = flattening of the US Treasury yield curve and 10- 30 yr rally despite macro and Fed
  • The rationale for fixed income now Recorded: Mar 11 2015 39 mins
    Tina Adatia, Senior Vice President Investment Solutions, PIMCO
    PIMCO's outlook on interest rates over the cyclical horizon - The risk of higher rates and the impact on fixed income - The role of fixed income in asset allocation - Enhancing fixed income returns
  • Bond Investing: a flexible approach with an investment solution Recorded: Mar 11 2015 31 mins
    Fatima Luis, Senior Fixed Income Portfolio Manager, Mirabaud Asset Management
    Due to increasing interaction across the fixed income market sub universities Mirabaud's Global Strategic Bond Fund aims to provide a value driven best ideas portfolio using a concentrated and top down thematic approach.

    With a robust investment process and active allocation our experienced top quartile managers aim to achieve superior returns with strict attention to capital preservation. Whilst index aware we are not index led and actively manage duration and credit exposure across all business cycles.
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  • Title: Bento for One - FSCS levies - "Something rotten in the State of Denmark"
  • Live at: May 16 2012 12:00 pm
  • Presented by: Derek Bradley, CEO, PanaceaIFA
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