10:20 AM - 10:50 AM
Your Tutor: Modwenna Rees-Mogg
working with early-stage companies for maximum long-term gain Modwenna Rees-Mogg will explain the entrepreneurial mindset and how to align your contribution to effect the best results for yourself and the entrepreneur. She will cover how to invest, how much to invest and the other exciting value added ways you can contribute your time and skills.
11:00 AM - 11:30 AM
Your Tutor: Rodney Hobson
With the bull market in equities stretching to 10 years, many pundits fear that the next crash is just around the corner. They point to trade wars, rising interest rates and Brexit squabbles. Yet shares continue to hold up extremely well and they arguably still represent the best value for longterm investors. This session assesses the rival merits of staying invested or selling up in these uncertain times.
11:45 AM - 12:15 PM
Your Tutor: Gavin Oldham, Share Foundation
Will your 16 year-old* be ready to take the wheel of their Child Trust Fund? It was never intended to be a dormant account: it was planned to be a tool for financial education! That’s why, for the two years up to their 18th birthday when they can access the money, young people can and should be taking control of the account. So whether you’re a parent or grandparent, uncle or aunt, come and listen to Gavin Oldham on how to make your teenager’s Child Trust Fund come alive! And bring your teenager if you can!
1:15 PM - 1:45 PM
Your Tutor: Craig Richardson
The seminar will cover the following topics:
1. Investing in small private companies
a. Why is it an attractive asset class?
b. Where do we source our investments from?
c. Which companies do we invest in?
d. How do we invest?
e. What do we do to create value?
f. When do we draw money down from our investors?
2. Introduction to PHD Equity Partners
a. Who are we?
2:00 PM - 2:30 PM
Your Tutor: Alex Denny, Head of Investment Trusts, Fidelity International
Alex Denny, Head of Investment Trusts at Fidelity International will share his thoughts on how investment trusts can benefit investors at three key life stages: saving for your future, saving for your children and investing into retirement. He’ll talk through the options to consider to form a core portfolio, and then look beyond to alternative ways of adding ‘spice’ and diversity; and why the investment trust structure is ideal for doing so.
2:45 PM - 3:15 PM
Your Tutor: Thierry Clarke, CEO & Founder, InvestorConnected
More than ever before, investors are inundated with resources and information about investing in traditional asset classes such as funds, listed equities and bonds. But with the development of new technologies, investors now have unprecedented access to a range of investments in non-listed assets which have the potential to offer fantastic returns. With all the excitement about these asset classes, some investors often forget about the risks involved. Thierry Clarke's talk will explore how to apply some fundamental analysis to these assets to enhance your overall portfolio.
3:30 PM - 4:00 PM
Your Tutor: Kyle Caldwell, Deputy Editor, Money Observer
Why investment trusts should be at the heart of a private investor’s portfolio and a look at the most common investment mistakes fund and investment trust investors make.
4:15 PM - 4:45 PM
Your Tutor: Stewart Cowley
Investing can be bewildering even if you know what you are doing. How would you feel if someone told you there was only one thing you needed to know to master deposits, bonds, equities and derivatives? In this seminar Stewart Cowley will show you the one equation investors need to understand the financial system and how it stays together.