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Events - For Existing Trainees ONLY

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Upcoming events - For existing trainees only

Past events

October

  • 09
    2017
    Industry Insight Day Schroders - Oct 17
    To learn from carefully selected experts in the industry.
    Speakers:

    TBC

    Venue:

    Schroders, 31 Gresham St, London EC2V 7QA

    Presentations:

    15:00 Registration

    15:30 Start

    17:00 Close

    Followed by Trainee Social

September

  • 27
    2017
    Alumni Event (not for current trainees) - Sep 17
    Pull i2020 alumni together to celebrate in successes and keep networks open
    Speakers:

    Karis Stander, M.D. Investment2020

    Andrew Formica, CEO of Henderson Global Investors & Investment2020 co-founder

    Alex Hamilton, Head of Digital Analytics, Fidelity Internationl

    Alumni Trainees TBC

    Venue:

    Henderson Global Investors, 201 Bishopsgate, London EC2M

    Presentations:

    17:30 Registration

    18:00 Start

    18:50 Drinks

    20:00 Close

August

  • 17
    2017
    Trainee Social - Aug 17
    Informal trainee networking. Organised by Trainee Forum
    Venue:

    City Bar, TBC

July

  • 13
    2017
    Trainee Social - Jul 17
    Informal trainee networking. Organised by Trainee Forum
    Venue:

    City Bar, TBC

June

  • 27
    2017
    Scotland Industry Insight Day - Jun 17
    To learn from carefully selected experts in the industry.
    Speakers:

    TBC

    Venue:

    Franklin Templeton Investments, 5 Morrison St, Edinburgh EH3 8BH

  • 07
    2017
    Trainee Social 'Pub Quiz' - Jun 17
    Informal trainee networking. Organised by Trainee Forum
    Venue:

    TBC

April

  • 06
    2017
    Trainee Social - Apr 17
    Informal trainee networking. Organised by Trainee Forum
    Venue:

    The Sterling Bar At the base of the Gherkin (30 St Mary Axe, City Of London, EC3A 8BF).

  • 06
    2017
    Industry Insight Day The IA - Apr 17
    To learn from carefully selected experts in the industry.
    Speakers:

    Vanessa Vallely, Managing Director of We are the City

    Robert Rowe, Director, Senior Relationship Manager, Barclays

    Venue:

    The Investment Association 23 Camomile Street, London EC3A 7LL

    Presentations:

    15:00 Registration

    15:30 Start

    17:00 Close

March

  • 28
    2017
    Understanding the Open Ended Funds Business Course - Mar 17
    Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy.
    Speakers:

    Sally Buxton, Trainer, Cadogan Financial

    Mark Giles, Trainer, Cadogan Financial


    Venue:

    The Investment Association 23 Camomile Street, London EC3A 7LL

  • 02
    2017
    Trainee Social 'City Bar' - Mar 17
    Informal trainee networking. Organised by Trainee Forum
    Venue:

    All Bar One - Houndsditch, London

February

  • 24
    2017
    How To Build Your Personal Brand On LinkedIn - Feb 17
    What You’ll Learn: how to optimise your LinkedIn profile, how to build your professional network, how to build your professional brand and how to be a good ambassador for your organisation,
    Times:

    10:00 - 12:00

    Venue:

    Aberdeen Asset Management, 40 Princes Street, Edinburgh, EH2 2BY

  • 09
    2017
    Industry Insight Day - IFDS - Feb 17
    To learn from carefully selected experts in the industry.
    Speakers:

    Simon Hudson-Lund, Executive Chairman, IFDS

    Chris Selden, Associate Director of Compliance, IFDS

    Laurence Mumford, Retail Chief Operating Officer, M&G Investments

    Venue:

    IFDS House/St. Nicholas La, Basildon SS15 5FS

    Presentations:

    15:00 Registration

    15:30 Start

    17:00 Close

January

  • 26
    2017
    Trainee Social 'Broadskate' - Jan 17
    Informal trainee networking. Organised by Trainee Forum
    Venue:

    Broadskate followed by Bar social - Salt Point pub. ​

  • 26
    2017
    Topical Perspectives of Investment Management - Jan 17
    Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
    Speakers:

    Jane Vessey Wentworth Advisors

    Venue:

    The Investment Association 23 Camomile Street, London EC3A 7LL

    Presentations:

    Group 2 : 13:30 – 16:45

  • 26
    2017
    Topical Perspectives of Investment Management - Jan 17
    Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
    Speakers:

    Jane Vessey Wentworth Advisors

    Venue:

    The Investment Association 23 Camomile Street, London EC3A 7LL

    Presentations:

    Group 1 : 09:30 – 12:30 Lunch for all

  • 13
    2017
    Capital Markets Introduction - Jan 17
    Introduction to Capital Markets
    Venue:

    Kaplan, 4 Moorgate, London

December

  • 07
    2016
    Introduction to Financial Markets: Economics - Dec 16
    An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
    Times:

    09:30 – 13:30

    Venue:

    The Investment Association, 23 Camomile Street, London EC3A 7LL

  • 06
    2016
    Introduction to Financial Markets: Economics - Dec 16
    An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
    Times:

    09:30 – 13:30

    Venue:

    The Investment Association, 23 Camomile Street, London EC3A 7LL

November

  • 29
    2016
    Trainee Christmas Social Quiz - Nov 16
    Informal trainee networking. Organised by Trainee Forum
    Times:

    17:30 - 20:30

    Speakers:

    Bhavini and Roase Scotton with the trainee forum.

    Venue:

    Dirty Martini

  • 13
    2016
    Capital Markets Introduction - Nov 16
    Introduction to Capital Markets
    Times:

    09:00 - 17:00

    Speakers:

    Jeremy Smith

    Venue:

    Kaplan, 4 Moorgate, London

  • 10
    2016
    Trainee Social - Nov 16
    Informal trainee networking. Organised by Trainee Forum.
    Times:

    17:30 - 20:30

    Venue:

    City Bar

  • 10
    2016
    Introduction to Investment Management including a trade simulation - Nov 16
    Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
    Times:

    09:00 – 17:00

    Speakers:
    • Charlie Walters, MPD Trainers, Fitch Learning
    • Brendan McLaughlin, Trainer, Fitch Learning
    • Rob Thakur, CFA, Head of Professional Qualifications, Fitch Learning
    Venue:

    Fitch Learning,London,EC1Y4UP

  • 03
    2016
    Training on Delivering Career Pathway Master Classes - Nov 16
    To deliver the Careers Pathway Master Class programme to sixth form students who are part of the Career Ready Programme (charity), with clarity and confidence.
    Times:

    14:00 - 17:15

    Speakers:

    Investment2020 & Career Ready

    Venue:

    The Investment Association 23 Camomile Street, London EC3A 7LL

October

  • 12
    2016
    Industry Insight Event (Schroders) - Oct 16
    To learn from carefully selected experts in the industry.
    Times:

    15:00 – 17:00

    Speakers:
    • Nicholas Tilly, Executive Director at JP Morgan Asset Management
    • Louise Hosking, Learning and Development Business Partner
    • Robert Gardener, CEO of Redington
    Venue:

    Schroders, 31 Gresham St, London EC2V 7QA

September

  • 21
    2016
    Alumni Event (not for current trainees) - Sep 16
    Pull i2020 alumni together to celebrate in successes and keep networks open.
    Speakers:

    Nichola Pease, Investment2020 co-founder

    Andrew Formica, CEO of Henderson Global Investors & Investment2020 co-founder

    Vanessa Vallely, Managing Director of We are the City

    Alumni Trainee, Schroders

    Alumni Trainee, M&G Investments

    Venue:

    Henderson Global Investors, 201 Bishopsgate, London EC2M

    Presentations:

    17:30 Registration

    18:00 Start

    18:50 Drinks

    20:00 Close

  • 13
    2016
    Trainee Social - Sep 16
    Informal networking with new trainees (new starts are Henderson, Schroders, Redington, Columbia Threadneedle, JPMA, M&G, Jupiter, BMO, Architas, BNP Paribas, Fidelity). Organised by Trainee Forum.
    Times:

    17:30 - 20:30

    Venue:

    City Bar

  • 12
    2016
    Campus to Corporate - Sep 16
    Preparing new trainees for the professional world of work.
    Times:

    08:45 - 17:00

    Speakers:

    Kaplan

    Venue:

    The Investment Association 23 Camomile Street, London EC3A 7LL

August

  • 18
    2016
    Trainee Social - Aug 16
    Informal networking with new trainees (Jupiter, Investec, BNP Paribas new trainees).
    Times:

    17:30 - 20:30

    Venue:

    City Bar, TBC

June

  • 30
    2016
    Scotland Industry Insight Day - Jun 16
    To learn from carefully selected experts in the industry.
    Speakers:

    Fionna Ross, Senior Analyst at Aberdeen Asset Management;

    Adrian White,European Financial Controller at Franklin Templeton Investments;

    Morven Campbell, Head of Fund accounting at BNP Securities Services.

    Venue:

    Aberdeen Asset Management, 40 Princes St, Edinburgh EH2 2BY

    Presentations:

    12:30 registration & lunch

    13:30 Presentations

    15:00 Close

  • 14
    2016
    Trainee Social - Jun 16
    Informal networking with new trainees (Investec new trainees). Organised by Trainee Forum.
    Times:

    17:30 - 20:30

    Venue:

    City Bar

  • 08
    2016
    Introduction to Financial Markets: Economics - Jun 16
    An overview of the main macroeconomic forces that influence the financial markets. Explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets. Why read the Financial Times? Find out what you can learn from the financial press. No prior knowledge is assumed.
    Times:

    09:30 – 13:30

    Venue:

    The Investment Association, 23 Camomile Street, London EC3A 7LL

May

  • 16
    2016
    Industry Insight Event (The IA) - May 16
    To learn from carefully selected experts in the industry.
    Times:

    15:00 - 17:00

    Speakers:
    • Andrew Formica, CEO of Henderson Global Investors;
    • Sarah-Jane Dennis, Head of Business Analysis at OMGI;
    • Chris Turpin, Regional Managing Directo EMEA at First State Investments (TBC)
    Venue:

    The Investment Association, 23 Camomile Street, London EC3A 7LL

April

  • 21
    2016
    BG Consulting: Understanding Financial Markets - Apr 16
    An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
    Times:

    09:30 – 13:30

    Venue:

    The Investment Association, 23 Camomile Street, London EC3A 7LL

March

  • 14
    2016
    Industry Insight Event (Columbia Theadneedle) - Mar 16
    What is your work professional profile like? Learn how to maximise your potential for internal recruitment through good personal branding and make strategic and wise use of social media.
    Times:

    08.30 – 11.00

    Speakers:
    • Campbell Fleming, CEO of Columbia Threadneedle Investments
    • Olly Harris, CEO of Resource Solutions
    • Panel, Robert Walters & Resource Solutions
    Venue:

    Columbia Theadneedle Investments, Cannon Place, 78 Cannon Street, London EC4N 6AG

February

  • 25
    2016
    Industry Insight Event (Schroders) - Feb 16
    To learn from carefully selected experts in the industry.
    Times:

    15:00 – 17:00

    Speakers:
    • Steve Rorke, Head of Asset Servicing at Schroders
    • Honor Solomon, Head of Retail Distribution at LGIM
    • Alex Hamilton, Head of Digital & Web Analytics at Fidelity
    Venue:

    Schroders, 31 Gresham St, London EC2V 7QA

January

  • 14
    2016
    Topical Perspectives of Investment Management - Jan 16
    Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
    Times:

    Group 1 : 09:30 – 12:30 Group 2 : 13:30 – 16:30

    Speakers:
    • Jane Vessey, Wentworth Advisors
    Venue:

    The Investment Association.

  • 06
    2016
    Scotland Industry Insight Day - Jan 16
    To learn from carefully selected experts in the industry.
    Times:

    TBC

    Speakers:

    TBC

    Venue:

    Edinburgh tbc

December

  • 08
    2015
    Understanding Open Ended Funds Business - Dec 15
    Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy
    Times:

    09:15 – 15:00

    Speakers:
    • Sally Buxton, Trainer, Cadogan Financial
    • Mark St Giles Trainer, Cadogan Financial
    Venue:

    Cadogan Financial C/O TBC

November

  • 26
    2015
    Industry Insight Day Invesco Perpetual - Nov 15
    To learn from carefully selected experts in the industry.
    Times:

    12:30-15:00

    Speakers:
    • Jonathan Willcocks - Managing Director, Global Head of Retails Sales at M&G Investments.
    • John Surplice - European Equity Fund Managers at Invesco
    • Simon Hudson-Lund - Executive Chairman at IFDS
    Venue:

    Invesco Perpetual, Portman Square, London W1H 6LY

October

  • 21
    2015
    Introduction to Investment Management course - Oct 15
    Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
    Times:

    09:00 – 17:00

    Speakers:

    TBC

    Venue:

    Fitch Learning,London,EC1Y4UP

September

  • 23
    2015
    Industry Insight Day BNP Paribas - Sep 15
    To learn from carefully selected experts in the industry.
    Times:

    12:00-15:00

    Speakers:
    • James McAleenan Introducing, UK Head of BNP Paribas Securities
    • Aman Mehta, Indiana Lewis, BNP Paribas, (Day in the Life of a Pound)
    • Michael Staunton, Head of Talent at State Street
    • Dr Giuliana Bordigoni,Portfolio Manager of Man Group
    Venue:

    BNP Paribas 5 Aldermanbury Square, London, EC2V 7BP

June

  • 30
    2015
    Introduction to Financial Markets: Economics - Jun 15
    An overview of the main macroeconomic forces that influence the financial markets. Explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets. Why read the Financial Times? Find out what you can learn from the financial press. No prior knowledge is assumed.
    Times:

    09:30 – 13:00

    Venue:

    The Investment Association, 65 Kingsway, London, WC2B 6TD

  • 25
    2015
    Introduction to Financial Markets: Economics - Jun 15
    An overview of the main macroeconomic forces that influence the financial markets. Explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets. Why read the Financial Times? Find out what you can learn from the financial press. No prior knowledge is assumed.
    Times:

    09:30 – 13:00

    Venue:

    The Investment Association, 65 Kingsway, London, WC2B 6TD

  • 24
    2015
    Industry Insight Day Scottish Event - Jun 15
    Through presentations from senior investment professionals, trainees can learn about all aspects of our industry, giving them a broader understanding of different firms, different departments and different roles. We also bring in interesting external speakers to address softer issues such as personal development and motivation.
    Times:

    12:30 – 3:00

    Speakers:
    • Henry Flockhart, a renowned High Alpha manager from Standard Life Investments.
    • Ann Andrew, marketing director from Kames
    • Mark Savage, sales director from Kames
    Venue:

    Blackrock, 12 Throgmorton Street, Scotland, EC2N 2DL

  • 03
    2015
    Ethics and Integrity in business - Jun 15
    Raising professional standards is important to everybody who works within Financial Services and vital to ensure the reputation of our industry and its success. Rebecca’s talk is insightful and interactive. Attendees will explore real-life ethical challenged experienced in the work place and will vote on how they would respond should they be faced with the challenge. The aim is to demonstrate, in a practical way, some of the issues regarding ethical behaviour e.g.: The importance of integrity The relationship between trust and reputation How a good culture and set of values can guide employees to do the right thing.
    Times:

    17:30 - 18:30

    Speakers:

    Rebecca Doodson: Manager, Ethics and Integrity, CISI

    Venue:

    The Investment Association, 65 Kingsway, London, WC2B 6TD

May

  • 21
    2015
    Personal Brand Trainee Event - May 15
    Learn how to maximise your potential to progress your career in the investment management sector and how good branding can impact not only your success, but your employer. Breakfast will be served providing an opportunity to meet the speakers and get to know your peers from other groups in the Investment 2020 community, share ideas and learn from each other.
    Times:

    08:15 - 10:30

    Speakers:
    • Campbell Fleming, CEO Threadneedle
    • Oli Harris, CEO of Resource Solutions
    Venue:

    60 St Mary Axe, London, EC3A 8JQ

April

  • 22
    2015
    Industry Insight Day M&G Investments - Apr 15
    To learn from carefully selected experts in the industry.
    Times:

    12:30 – 16:00

    Speakers:
    • Speakers TBC
    Venue:

    M&G Laurence Pountney Hill, London, EC4R 0HH

March

  • 06
    2015
    CFA Careers in investment - Mar 15
    Times:

    13:00 - 19:00

    Speakers:

    A careers conference for CFA UK members with an exceptional line-up of speakers. CFA UK have kindly offered 20 free places to Investment 2020 trainees. If you would like a place please contact Investment 2020 team if you would like to attend. To find out more go to the Events information page on the CFA UK website.

    • Chris Hitchen, CEO, Railpen - Chris will be talking about what Railpen,as an asset owner, needs from the investment industry
    • Olivier Lebleu, Head of Non-US Distribution, Old Mutual, will discuss how he approaches putting the client first in terms of product design and marketing, and the importance of listening to clients
    • Co-chairs of the Ethics Committee, James Irving, CFA, Consultant, and Annabel Gillard, CFA, Director, Fixed Income, M&G, on how CFA UK members are involved in Building a Better Investment Profession
    • Simon Pilcher, CEO of Fixed Income, M&G, will talk on the societal value of asset management and investing to fund the future economy
    • Greg Davies, Head of Behavioural-Quant Finance, Barclays, will focus on the holistic role of behavioural finance in the investment profession and helping people make better, principle based decisions
    • Richard Buxton, Head of UK Equities, Old Mutual, will draw on Old Mutual’s commitment to ethical behaviour in investment and discuss challenges he has faced in his career
    Venue:

    etc venues St Paul's, 200 Aldersgate, London EC1A 4HD

February

  • 26
    2015
    Industry Insight Day Schroders - Feb 15
    To learn from carefully selected experts in the industry.
    Times:

    14.45 – 16.45

    Speakers:
    • Andy Brough - Manager of £1.6 Billion Schroders UK Mid 250 fund
    • Greg Jones - Head of EMEA dist for Henderson
    • Darren Morgan- Private Client manager at Cazenove
    Venue:

    Schroders Investment Managers 31 Gresham St, London EC2V 7QA

January

  • 20
    2015
    Topical Perspectives of Investment Management - Jan 15
    Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
    Times:

    Group 1 : 09:30 – 12:30 Group 2 : 13:30 – 16:30

    Speakers:
    • Jane Vessey, Wentworth Advisors
    Venue:

    Legal & General Investment Management, 1 Coleman St, London EC2R 5AA

December

  • 11
    2014
    Understanding Open Ended Funds Business - Dec 14
    Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy
    Times:

    09:15 – 15:00

    Speakers:
    • Sally Buxton, Trainer, Cadogan Financial
    • Mark St Giles Trainer, Cadogan Financial
    Venue:

    Cadogan Financial C/O M & G Investments, Laurence Pountney Hill, London, EC4R 0HH

November

  • 26
    2014
    Fit for the Future – Insight event & lunch - Nov 14
    To learn from carefully selected experts in the industry.
    Times:

    10:00– 13:30

    Speakers:
    • Ross Leckie, Author and Director of Artemis Funds
    • Keith Skeoch, CEO Standard Life Investments
    • Andy Nicole , Former Scotland Rugby Captain
    Venue:

    Standard Life Investments, 1 George St, Edinburgh, Midlothian EH2 2LL

  • 21
    2014
    Taking control of your Career - Nov 14
    Through presentations from senior investment professionals, trainees can learn about all aspects of our industry, giving them a broader understanding of different firms, different departments and different roles. We also bring in interesting external speakers to address softer issues such as personal development and motivation.
    Times:

    12:30:15:30

    Speakers:
    • Louisa Clarke, Army Captain, coach and author
    • Fiona Davy – Director of research at Fidelity Investments
    • Sarah Maynard – Director of Career Devmt, CFA UK
    • Robert Gardner – co CEO of Redington
    • Matthew Beesley - Head of Global Equities at Henderson
    Venue:

    201 Bishopsgate, London EC2M Henderson Global Investors,

  • 14
    2014
    Introduction to Investment Management course - Nov 14
    Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
    Times:

    09:00 – 17:00

    Speakers:
    • Charlie Walters, MPD Trainers, Fitch Learning
    • Brendan McLaughlin, Trainer, Fitch Learning
    • Rob Thakur, CFA, Head of Professional Qulifications, Fitch Learning
    Venue:

    Fitch Learning,London,EC1Y4UP

September

  • 25
    2014
    Industry Insight Event - Sep 14
    To learn from carefully selected experts in the industry.
    Times:

    12:30 – 15.30

    Speakers:
    • Campbell Fleming, CEO of Threadneedle
    • Richard Buxton, Fund Manager, Head of Equities at Old Mutual Global
    • Paul Truscott, Head of Product Development at Schroders
    Venue:

    JP Morgan, London

July

  • 22
    2014
    Assets Management Survey & Outlook for the Industry seminar - Jul 14
    An overview of the key changes for the industry including the retail distribution review and reforms to the pensions market.
    Times:

    15:30 – 18:30

    Speakers:
    • Neil Simmonds, Partner and Head of Institutional Managers , Simmons & Simmons
    • Jonathan Lipkin, Director Public Policy
    • Graham Taylor, Senior Statistics Analyst at the IMA
    Venue:

    Simmons & Simmons, London, EC2Y 9SS

  • 16
    2014
    The Changing shape of the Pensions Industry - Jul 14
    Impacts of reforms to the Pensions Market and role for asset managers; Key themes and highlights from latest IMA asset management survey.
    Times:

    10:00 – 12:00

    Speakers:
    • Jonathan Lipkin, Director Public Policy at the IMA
    • Nigel Aston, Head of UK Defined Contribution at State Street Global Advisors
    • Will Allport - Vice President, Defined Contribution at PIMCO Europe
    Venue:

    FCA, Canary Wharf, London, E14 4PU

June

  • 23
    2014
    Introduction to Financial Markets Course - Jun 14
    Introduction to Financial Markets Course for UBS clients
    Times:

    09:00 – 17:00

    Venue:

    UBS Business University, London, EC2M 2QS

  • 06
    2014
    Industry Insight Event - Jun 14
    To learn from Fund managers about portfolio management, including, stock selection and asset allocation
    Times:

    15:00 – 17:00

    Speakers:
    • Andy Brough – Mid 250 manager at Schroders
    • Jenna Barnard - co–head of bond team at Henderson
    • Alastair Mundy – Cautious Managed and Special Sits funds at Investec
    • Rob Burdett – co-head of Multi-Manager team at Thames River (F&C)
    Venue:

    Schroders, London EC2V 7QA

May

  • 30
    2014
    Succeeding in the Changing Investment Profession - May 14
    CFAUK Conference to hear about investment trends i.e tougher regulation, improving client service, developing.
    Times:

    14:30 – 18:45

    Venue:

    ETC Venues St Paul’s, London EC1A 4HD

  • 20
    2014
    Professional Development seminar for IA & CISI - May 14
    Changes to CPD requirements; Opportunities for staff and firms; Good practice and governance
    Times:

    14:30 – 16:30

    Speakers:
    • Stephanie Barnett, Training & Competence Manager at Smith & Williamson
    • Charles Cattell, Chartered MCSI, Partner, The Cattellyst Consultancy
    • Ruth Martin, Managing Director, CISI
    Venue:

    BNP Paribas London EC2V 7BP