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Face to face training

The AIC runs a programme of training events for advisers and wealth managers who want a better understanding of investment companies, investment trusts and VCTs. These accredited CPD events range from introductory workshops exploring the closed-ended structure of investment companies, to more in-depth seminars with fund managers presenting their strategies.

All of the AIC’s training events are free of charge and are accredited by professional bodies, such as the CII and CISI. CPD certificates are available. Events can be booked online, by phone or by email: please see details below.

 

Alternatives seminars

In September and October, the AIC is presenting two seminars focusing exclusively on alternative asset classes: property, private equity, infrastructure and debt.

Expert speakers from each asset class will explain its appeal to investors, the current risks and opportunities, and the role it could play in a balanced portfolio.

The learning objectives of the alternatives seminars are as follows:

  • Identify some of the main opportunities and risks presented by four alternative asset classes (direct property, private equity, infrastructure and illiquid debt) and the roles they might play in portfolios
  • Explain how closed-ended investment companies access these asset classes
  • Understand the specific strategies of four portfolio managers investing in these asset classes

The seminars are hosted by Nick Britton, Head of Intermediary Communications at the AIC, and full details can be found below. To reserve your place, go to our online booking form.

Birmingham alternatives seminar

18 September 2019

Venue
Marriott Forest of Arden, Maxstoke Lane, Meriden CV7 7HR

Timings
11.30 – 14.30 (lunch provided)

Guest speakers
Debt – Pietro Nicholls (RM Secured Direct Lending)
Infrastructure – Phil Kent (GCP Infrastructure Investments)
Private Equity – Andrew Lebus (Pantheon International)
Property – Jason Baggaley (Standard Life Investments Property Income)

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

London alternatives seminar

10 October 2019

Venue
ICAEW, One Moorgate Lane, London EC2R 6EA

Timings
09.00 – 12.00 (please note no lunch is provided)

Guest speakers
Debt – Ron Miao (Hadrian’s Wall Secured Investments)
Infrastructure – Chris Tanner (John Laing Environmental Assets Group)
Private Equity – Emma Osborne (ICG Enterprise)
Property – Steve Windsor (Supermarket Income REIT)

A full programme will be uploaded shortly. To register, please use the online booking form. For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk

This seminar is accredited by the CISI and offers 2 hours 20 minutes of structured CPD.

Investment trust workshops

The AIC’s workshops around the UK are aimed at financial advisers and wealth managers who want a practical introduction to investment trusts (investment companies), or those who need to refresh their knowledge. Designed as structured CPD, the events have the following learning objectives:

  • Explain the differences between investment trusts and open-ended funds, and what they mean for the investor
  • Describe the main functions of investment trusts in financial planning
  • Identify the key metrics needed to analyse investment trusts, and understand how to interpret them

Our 2019 workshops will be hosted by Nick Britton, the AIC’s Head of Intermediary Communications, and Elmley de la Cour, Communications Manager. Dates, times and locations are below, and you can register for any workshop via our our online booking form.

Newcastle workshop

19 June 2019

19 June 2019 (Fully Booked)

Venue
The Copthorne Hotel, The Close, Quayside, Newcastle upon Tyne NE1 3RT

Timings
9:45 – 12:00

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Edinburgh workshop

20 June 2019

20 June 2019

Venue
Radisson Blu Hotel, 80 High Street, Royal Mile, Edinburgh EH1 1TH

Timings
9:00 – 11:15

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Glasgow workshop

20 June 2019

20 June 2019

Venue
Radisson Blu Hotel, 301 Argyle Street, Glasgow G2 8DL

Timings
14:15 – 16:30

Trainer
Elmley de la Cour

To register, please use the online booking form.  For more details, please contact Debra Gibbons on 020 7282 5572 or debra.gibbons@theaic.co.uk.

Face to face training

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