You are invited to Brooks Macdonald Regional Investment lunches – please reserve your place.
Join Brooks Macdonald and fellow financial advisers and wealth managers for these September Investment Lunches – and hear from senior investment managers on their specialist single strategy funds along with latest market updates.
Chris Cox,Senior Fund Analyst on the IFSL Brooks Macdonald Defensive Capital Fund. Chris will be introducing BM’s flagship Absolute Return Fund and discussing how a portfolio of blended short-duration fixed-term assets has managed to protect capital in uncertain markets whilst catching equity upside when markets rally.
Chris studied Economics and Management (BSc) at Bristol University and is a Chartered Financial Analyst (CFA) Chris also holds the Investment Management Certificate (IMC).
Dr Niall O Conner, Co-Manager of the IFSL North Row Liquid Property Fund.
Niall will be discussing the outlook for UK Commercial Property and considering the more liquid alternatives available to traditional bricks and mortar funds.
Niall has a PhD in Theoretical Physics and an MA and BA in Physics, from Cambridge University.
12.00pm: Arrive at venue and welcome drinks
12.30pm: An introduction to Brooks MacDonald Funds by Kevin Addison, Head of Funds Distribution.
1.00pm: Dr Niall O’Connor to present over starters
1.45pm: Chris Cox to present over main course
2.30pm: Dessert / Tea & Coffee
Choice of Venue
Bristol Investment Lunch
Tuesday 27th September 2016 at 12,00
Glassboat Restaurant, Welsh Back, Bristol, BS1 4SB
Norwich Investment Lunch
Wednesday 28th September 2016 at 12.00
The Last Wine Bar & Restaurant, 70-76 St George's St, Norwich, NR3 1AB
Cambridge Investment Lunch
Thursday 29th September 2016 at 12,00
Midsummer House (2 Michelin Stars), Midsummer Common, Cambridge, CB4 1HA
Confirm your place
With places limited in the private dining areas, attendance will be allocated on a first come basis, so please secure your place at your earliest convenience by clicking the below: