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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.

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, with guest speakers who are experts in each of the alternative asset classes. Full details can be found below and you can reserve your place using our online booking form.

Birmingham alternatives seminar

18 September 2019

Venue
Forest of Arden Marriott Hotel, Maxstoke Lane, Meriden, Birmingham, Coventry 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.

This seminar is accredited by the CISI and offers 2 hours 15 minutes of structured CPD.

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.

Bespoke training

The AIC can provide bespoke training sessions for individual firms. These sessions are tailored to your firm’s needs, whether you already use investment companies or are considering doing so for the first time.

For more details, please contact Debra Gibbons at debra.gibbons@theaic.co.uk or call on 020 7282 5572.

Face to face training

Find out about the AIC’s face to face training for financial advisers and wealth managers.

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