“The evolving role of the DFM and the Intermediary Business”
IFA Magazine and JM Finn & Co are delighted to announce a series of seminars for the IFA community in 2012.
The Invitational events are a series of lunchtime seminars that bring together some of the UK’s leading industry experts and financial intermediaries to discuss the current financial environment and the evolving role of the discretionary fund manager and the IFA in the run-up to and post RDR world.
Speakers and topics include:
Brian Tora – The Investment Environment – Topical insight from one of the industry’s leading commentators.
Mike Mount – RDR is evolving the role of the DFM – what options can the modern DFM bring to your investment proposition?
JM Finn & Co Fund Manager – Speaks about the Fund Opportunities, insight and approach to Investing.
Alec Stewart – renowned international cricketer and speaker, over lunch Alec will regale with stories and thoughts on key values of a strong team culture, independence of thought and building long term relationships.
The first event takes place in Cardiff on May 23rd at the award winning Park Plaza Hotel.
Space is limited. To book your attendance, please e-mail firstname.lastname@example.org
Sponsorship available – Please contact IFA Magazine for details (email@example.com)
The award winning Park Plaza Hotel in Cardiff is located in the heart of the city centre, within walking distance of Cardiff Castle, the Millennium Stadium and the National Museum of Wales.
Tags: DFM | fund | IFA | jm finn | seminar