Investment Conference - Regional Chartered Body Alliance CPD Event (2)

St David's Park
Tuesday, 20 February 2018
8:30 am – 12:30 pm
    • Simon Culhane, Chief Executive, Chartered Institute for Securities & Investment
    • Lester Curley, Dimensional
    • Graham Dodd, Foresight

4th speaker: John Roe, Head of Multi-Asset Funds at Legal & General Investment Management

Following the success of our first investment conference, held in conjunction with the CISI, our next event will be held on Tuesday 20th February 2018 at St David's Park.

Places will be limited so please book early to avoid disappointment

Speakers and presentations:

- Simon Culhane - Integrity at Work

- Lester Curley - Successful Referrals

- Graham Dodd - Changes to the EIS / VCT market and IHT Planning

- John Roe - Identifying behavioural biases in investment decision making

(Note: CISI members should book via the CISI website to avoid being charged the attendance fee)

  • St Davids Park Interchange
  • Ewloe
  • Deeside
  • CH5 3YB
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at