Welcome and introduction, 09:30-09:35, Andy Parsons, Insight Manager Funds and DFM, Defaqto

CPD Learning session 1 09:35 – 10:05
Value assessments – how can we ensure consistency of approach?
Presented by Mike Turner, Investment Consultant, Defaqto

CPD Learning session 2 10:05 – 10:35
Investing in the new (old) world
Presented by James Klempster – Deputy Head of Multi-Asset – Liontrust Asset Management

Mini Break 5 mins

CPD Learning session 3 10:40 – 11:10
The future is a foreign country, they do things differently there. 
Presented by Charlie Parker – Managing Director Atlantic House Investments.

CPD Learning session 4 11:10 – 11:40
Balancing the Blend
Presented by Rob Perrone, Investment Counsellor, Orbis

Mini Break 5 mins

CPD Learning session 5 11:45 – 12:15
Investing for future generations
Billy Brown, Strategic Partnership Director 

CPD Learning session 6 12:15 - 12:45
Avoiding foreseeable harm in the tax-advantaged investment market
Guy Tolhurst, Director, MICAP

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