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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, or by contacting Debra Gibbons on 020 7282 5572 or by email.

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)

This seminar provides 2 hours 15 minutes of structured CPD.

Book online

11:30 – 11:50

Registration

11:50 – 12:00

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

Nick outlines the increasingly important role alternatives are playing in the closed-ended world, and highlights some reasons for their increase in popularity.

12:00 – 12:30

Private equity

Tanu Chita,principal – Pantheon International

Does private equity have a place in clients’ portfolios? Tanu discusses the case for the asset class and explains how Pantheon seeks to manage risk through diversification.

12:30 – 13:00

Debt

Pietro Nicholls, manager – RM Secured Direct Lending

There’s more to debt than bonds. Pietro explains how direct lending can bring diversification to an income-focused portfolio while offering a higher yield.

13:00 – 13:25

Lunch

13:25 – 13:55

Infrastructure

Phil Kent, manager – GCP Infrastructure Investments

Infrastructure isn’t just essential to any modern society: it’s a burgeoning asset class aiming to offer stable, predictable returns. Phil outlines the different types of infrastructure investing, the opportunities and the risks.

13:55 – 14:25

 

 

Property

Jason Baggaley, manager – Standard Life Investments Property Income

With the high street under pressure and even out-of-town shopping centres feeling the heat from online competition, Jason explains where he sees the opportunities in UK commercial property.

14:25 – 14:30

Closing comments

Nick Britton, head of intermediary communications – AIC

London alternatives seminar

10 October 2019

Venue
ICAEW, One Moorgate Place, London EC2R 6EA

Timings
09:00 – 12:00 (please note no lunch is provided)

This seminar provides 2 hours 20 minutes of structured CPD.

Book online

9:00 – 9:20

Registration

9:20 – 9:35

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

Nick outlines the increasingly important role alternatives are playing in the closed-ended world, and highlights some reasons for their increase in popularity.

9:35 – 10:05

 

Private equity

Colm Walsh, managing director – ICG Enterprise

Should private equity play a key role in clients’ portfolios? Colm discusses the case for the asset class and explains how ICG Enterprise accesses this asset class through both direct investments and third-party funds.

10:05 – 10:35

 

Debt

Ron Miao, chief operating officer – Hadrian’s Wall Capital

Ron explains why fixed income investors should look beyond bonds, and discusses the approach of Hadrian’s Wall Secured Investments towards delivering high yield while managing risk.

10:35 – 10:55

Coffee break with hot snacks

10:55 – 11:25

Infrastructure

Chris Tanner, co-lead adviser – JLEN Environmental Assets

Renewable energy infrastructure projects can offer relatively stable, long-term cash flows that translate into attractive dividends. Chris explains how he sees the risks and opportunities in the asset class.

11:25 – 11:55

Property

Ben Green, co-manager – Supermarket Income REIT

With the high street under pressure, investors are looking at niche opportunities with UK commercial property. Ben explains how Supermarket Income REIT aims to produce an attractive income from a portfolio of supermarket real estate assets.

 

11:55 – 12:00

Closing comments (please note no lunch is provided)

Nick Britton, head of intermediary communications – AIC

Investment trusts in financial planning

How are investment trusts relevant to financial planners today? In November, the AIC presents a seminar series focusing on the role of investment trusts in financial planning.

The seminars have the following learning objectives:

  • Understand the roles that investment trusts can play in financial planning for clients with varying objectives and risk tolerance.
  • Explain the main features of investment trusts that influence performance and client outcomes.
  • Identify the most important considerations when using investment trusts on platforms.

Hosting the seminars is AIC’s Head of Intermediary Communications, Nick Britton, who will be joined by a varied range of speakers, each approaching the subject from a different perspective. Full details can be found below and you can reserve your place using our online booking form, or by contacting Debra Gibbons on 020 7282 5572 or by email.

Cheshire (Knutsford) seminar

5 November 2019

Venue

Cottons Hotel and Spa, Manchester Road, Knutsford, Cheshire WA16 0SU

Timings

11:30 – 14:30 (lunch provided)

This seminar provides 2 hours 15 minutes of structured CPD.

Book online via our webform

11:30 – 11:50

Registration

11:50 – 12:00

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

12:00 – 12:25

What role can investment trusts play in financial planning?

Jacqueline Lockie, head of financial planning – CISI

Are investment trusts relevant to your clients – and if so, which clients? What’s their role in financial planning and how can they fit into a well balanced portfolio? Jacqueline gives her expert perspective. 

12:25 – 12:50

Managing an investment trust

Nick Greenwood, manager – Miton Global Opportunities

As the manager of an investment trust who invests in other investment trusts, Nick is perfectly placed to explain what the closed-ended structure can deliver for investors, as well as what to look for in your research process.

12:50 – 13:15

Lunch

13:15 – 13:40

How we use investment trusts

Genevra Banszky von Ambroz, partner, investment management – Smith & Williamson

Investment trusts form an integral part of Smith & Williamson’s risk-rated model portfolios – and not just at the higher risk levels. Genevra explains what she thinks investment trusts offer that isn’t available elsewhere.

13:40 – 14:05

 

 

Investment trusts on platforms

Mike Barrett, consulting director – the lang cat

The course of true love between platforms and investment trusts never did run smooth – but things are improving. Mike looks at where we’re at in terms of costs and functionality, and uncovers some quirks to be aware of.

14:05 – 14:25

Q&A Panel

A chance to question all our speakers and raise any topics of interest.

14:25 – 14:30

Closing comments

Nick Britton, head of intermediary communications – AIC

Guildford seminar

27 November 2019

Venue

Holiday Inn Guildford, Egerton Road, Guildford, Surrey GU2 7XZ

Timings

11:30 – 14:30 (lunch provided)

This seminar provides 2 hours 15 minutes of structured CPD.

Book online via our webform

11:30 – 11:50

Registration

11:50 – 12:00

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

12:00 – 12:25

What role can investment trusts play in financial planning?

Jacqueline Lockie, head of financial planning – CISI

Are investment trusts relevant to your clients – and if so, which clients? What’s their role in financial planning and how can they fit into a well balanced portfolio? Jacqueline gives her expert perspective. 

12:25 – 12:50

Managing an investment trust

James Henderson, manager – Henderson Opportunities Trust, Law Debenture Corporation, Lowland Investment Company

As the manager of three investment trusts as well as an open-ended fund, James is perfectly placed to explain how the features of the closed-ended structure can work in investors’ favour.

12:50 – 13:15

Lunch   

13:15 – 13:40

How we use investment trusts

James Burns, partner, investment management – Smith & Williamson

Investment trusts form an integral part of Smith & Williamson’s risk-rated model portfolios – and not just at the higher risk levels. James explains what he thinks investment trusts offer that isn’t available elsewhere.

13:40 – 14:05

 

 

Investment trusts on platforms

Steve Nelson, consulting director – the lang cat

The course of true love between platforms and investment trusts never did run smooth – but things are improving. Steve looks at where we’re at in terms of costs and functionality, and uncovers some quirks to be aware of.

14:05 – 14:25

Q&A Panel

A chance to question all our speakers and raise any topics of interest.

14:25 – 14:30

Closing comments

Nick Britton, head of intermediary communications – AIC

Bristol seminar

28 November 2019

Venue

De Vere Tortworth Court, Tortworth, Wotton-under-Edge, GL12 8HH

Timings

11:30 – 14:30 (lunch provided)

This seminar provides 2 hours 15 minutes of structured CPD.

Book online via our webform

11:30 – 11:50

Registration

11:50 – 12:00

Welcome and introduction

Nick Britton, head of intermediary communications – AIC

12:00 – 12:25

What role can investment trusts play in financial planning?

Jacqueline Lockie, head of financial planning – CISI

Are investment trusts relevant to your clients – and if so, which clients? What’s their role in financial planning and how can they fit into a well balanced portfolio? Jacqueline gives her expert perspective. 

12:25 – 12:50

Managing an investment trust

Marcus Phayre-Mudge, manager – TR Property Investment Trust

The closed-ended structure of investment trusts has a number of advantages, not least when investing in property. Marcus explains how the structure works from a manager’s point of view.

12:50 – 13:15

Lunch   

13:15 – 13:40

How we use investment trusts

James Burns, partner, investment management – Smith & Williamson

Investment trusts form an integral part of Smith & Williamson’s risk-rated model portfolios – and not just at the higher risk levels. James explains what he thinks investment trusts offer that isn’t available elsewhere.

13:40 – 14:05

 

 

Investment trusts on platforms

Steve Nelson, consulting director – the lang cat

The course of true love between platforms and investment trusts never did run smooth – but things are improving. Steve looks at where we’re at in terms of costs and functionality, and uncovers some quirks to be aware of.

14:05 – 14:25

Q&A Panel

A chance to question all our speakers and raise any topics of interest.

14:25 – 14:30

Closing comments

Nick Britton, head of intermediary communications – AIC

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