We are delighted to invite you to attend our upcoming webinar, in association with Legal and General Investment Management (LGIM).
Your webinar invitation
Markets in action: learning from the past, planning for the future
Wednesday 24th January 10-11:30
Meet the webinar panellists
Andrzej Pioch, LGIM
Andrzej is a fund manager in the Multi-Asset Funds team. His responsibilities cover the portfolio management and ongoing development of both institutional and retail multi-asset funds and he leads on the management of the award-winning L&G Multi-Index fund range. Prior to joining LGIM in July 2014, he was a fund manager at Aviva Investors. He is a CFA charterholder and completed the MSc programme in Finance at Bocconi University in Milan. He also holds a bachelor’s degree in economics and social science from Utrecht University. An ESG advocate, Andrzej holds GARP’s Sustainability and Climate Risk (SCR®) Certificate and lectures at Queen Mary University of London on Portfolio Construction and Asset Allocation.
Stuart Arnold, Cullen Wealth Limited
Stuart joined Cullen Wealth in 2010 and has worked in financial services since 1991. As a Chartered Financial Planner and Director, Stuart works with the key clients of the business. Typically, these are current or retired business owners and Stuart enjoys the complexity of helping them manage their affairs efficiently but, ultimately, wants to bring true financial planning to life in an engaged and relevant way.
Julian Strauss, Bigmore Associates
Julian joined Bigmore Associates in January 2019 as a Senior Financial Planner and was appointed as Financial Planning and Investment Director in June 2021. Highly qualified as a CFP (Certified Financial Planner) and a Chartered Member of the Institute for Securities & Investment with over 27 years industry experience. Julian’s passion is to help clients enjoy their lives with the peace of mind of knowing their money is invested in the right place for the right time.
Some of the key questions to be addressed on the day include:
- Why has the 60/40 asset allocation model floundered?
- Where are the main threats and opportunities in global markets for 2024?
- Can we still expect more from fixed income markets in 2024?
- How important will robust asset allocation strategies be to achieving investment goals for investment managers and investors alike?
- What has the client journey been like from an IFA point of view during the last few years, considering the ever-changing economic environment?
- Where and how can LGIM support IFAs to deliver propositions which resonate in today’s tricky market conditions?
Click here to register and earn 1.5 hours CPD
This webinar is for Financial Professionals only. CPD certifiable.
