Join us at the first virtual Casterbridge Investment Briefing – A quick fire investment seminar designed to bring you up to speed on all things investment! Members of the Casterbridge investment team will be running you through 2020 so far and how they have been managing Bespoke and Managed Portfolios for your clients.
The team will be looking at The Three Hurdles to 2021!
Details:
Wednesday 21st October
3.30pm
Zoom Webinar – register via the button below
The event will be worth 1hour of CPD.
Agenda:
1530: Introduction
1535: Market review and ‘The Three Hurdles to 2021’ – Keith Edwards & Team
1615: Bespoke Portfolio Service – Activity & positioning – Will de Baer
1625: Hardy Manged Portfolios – Activity & positioning – Julian Menges
1635: Sustainable Impact Portfolios – Activity & positioning – Jonathan Smith
1645: Close
Learning objectives:
- To gain a better understanding of the key factors that are likely to drive markets during the remainder of 2020 and into 2021.
- To identify the key drivers of portfolio performance and how the investment managers managed the portfolio through 2020 so far.
- To be able to better inform clients of how Casterbridge are managing their portfolio and the risks and opportunities ahead.
Important Information
This webinar is for professional advisers only. It is for information only and does not constitute advice or a recommendation and you should not make any investment decisions on the basis of it. The views and opinions within this document are those of Casterbridge Wealth at time of writing and may change without notice. They should not be viewed as indicating any guarantee of return from an investment managed by Casterbridge Wealth nor as advice of any nature. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested.
