Dec
16
1:00pm
Online Assembly: Active vs Passive - Investment styles under review
By Paraplanners' Assembly
What's it all about?
Active. Passive. Multi-Asset. Evidenced Based. Advisory. Discretionary. There's plenty of jargon there but what do they all mean? How do they work? Is it possible to work out which one is best?
We have three experts joining us with experience across the full range of investment styles to discuss, review and cogitate about all the options.
As always, you can send in questions during the event and we'll pitch them to our experts. This will be good if you want to cover some of the basics or go deep on a particular issue. Just pop it in the question section after you've registered, email us (we won't mention you by name) or ask on the day.
Meet the panel
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Answering all your questions are our investment specialists. Meet:
- Jasper Thornton-Boelman, Investment Manager at Parmenion. Jasper’s role within the Parmenion investment team involves both quantitative and qualitative investment research across all asset classes, as well as the construction and ongoing management of investment solutions from both a risk and performance perspective. Alongside the rest of the investment team, he also sits on the tactical asset allocation committee. Upon graduating, Jasper began his career at Hargreaves Lansdown as a pensions and investment consultant. This was followed by a move into the financial advice industry before joining Parmenion Investment Management in early 2016. Jasper has a first class degree in Economics from Cardiff University, the Diploma in Regulated Financial Planning, the Investment Management Certificate (IMC) and is a CFA Charterholder.
- Toby Gibb, Global Head of Investment Directing - Equities at Fidelity International. Toby manages the teams of Global Investment Directors who work closely with Fidelity’s Equity Portfolio Managers. The Investment Directors are primarily responsible for product support and client liaison – communicating portfolio strategy, positioning, characteristics and performance. Toby has 16 years of industry experience, beginning his career in asset management in 2001 as an Analyst for TT International. From there, he went on to become an Investment Specialist for Henderson Global Investors in 2005 and joined Fidelity in 2009. Over his tenure with Fidelity, he has held various Investment Directing roles covering European Equities, Equity Income, Absolute Return and Multi Asset strategies. He is a CFA Charterholder.
- 7IM's Ben Kumar, Senior Investment Strategist. Ben joined 7IM in 2010 as a Research Analyst after completing his degree in maths and philosophy in Bristol. Ben became an Investment Manager in 2013, and is now a Senior Investment Strategist in the Investment Team, specialising in behavioural finance. Ben appears regularly on radio and television, discussing the financial world
Our panel will join us on Wednesday 16th December, at 1.00pm for this hour-long online chat.
Want to ask them a question on the topic already? Go on, once you've registered, pop your question under the Q&A section - don't wait for the event, or email us here, or ask in real-time on the day.
Join us by pressing the 'save my spot' button.
When is it?
This online gathering is on Wednesday 16th December, 1.00-2.00pm. Can't make it? Then watch the replay, available just after the event finishes.
Just click the 'save my spot' button.
See you there!
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Continue the chat
If you enjoyed that event, then head over Big Tent and say hello. There's a whole bunch of paraplanners hanging out there.
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Signing up for the Post or by following us on Twitter for news on any upcoming ones.
For a full list of past events, just click here.
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Got a question? Try these answers on for size
How does this Online thing work?
Save your spot by clicking the button on the top right. It's free, the only thing you have to do is register an account.
On the day of the event just sign back in here. But, we'll also send a reminder email ten minutes before it starts.
On the tech side of things. Viewing the events on browsers such as Chrome or Firefox work best. Headphones are a good idea if you share an office, plus the ability to type so that you can ask questions via the chat feature.
What if I can't make it to the event?
Just sign-in and view a recording of the session whenever it suits you.
Can I ask questions?
Yes! As many as you can throw at our panel. Plus, if you can't make the event, book a spot and add a question beforehand, the panel will then answer it during the event.
Can I suggest a topic or be on the panel?
Absolutely, the more the merrier. Drop us an email.
Are there more Online events?
You bet your bottom dollar there are, and on lots of useful topics for paraplanners. Watch past and/or register for any upcoming events here.
There isn't an upcoming event listed, when will the next one be?
Sorry about that. We're just confirming the topics and putting together an A-Team panel for it. We do aim for every last Wednesday of the month, at lunchtime (1-2pm for most normal folk), so you can join in while eating your sandwich.
Sometimes we'll throw a curve ball and change the date. That's because we want to bring you AMAZING panel members, and they just can't make Wednesdays. It's as simple as that.
Actually, my question was on something else
Ooh, we like new questions. Just pop it in an email and send it on its merry way to here.
One last question, what do you do with my details when I sign up?
Crikey, another good question! We’ll use your details to keep you posted on our happenings. From time to time, this will include activities that our supporters are participating in that we think you’ll find interesting. We share information at an aggregate level with our supporters every now and then.
Please see our Privacy Policy here for details of how we will process your personal information.
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Paraplanners' Assembly
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