Investment Conference - Regional Chartered Body Alliance CPD Event (5)

St David's Park
Thursday, 07 March 2019
8:30 am – 12:30 pm

Following the success of our previous investment conferences, held in conjunction with the CISI, our next event will be held on Thursday 7th March at St David's Park.

Places will be limited so please book early to avoid disappointment

Speakers and presentation details:

- 1st speaker:

Steve Sayer from Utmost Wealth

Steve is a Chartered Financial Planner who holds the TEP qualification. He used to work as an International Technical Manager for AXA Isle of Man. After leaving he provided tax and trust technical services to International Life companies specialising in Non Domicile and IHT planning. Steve has also previously been involved with Cross Border planning and developing products for the UK High Net Worth market and has regularly delivered workshops and seminars to financial advisers and private bankers in both the UK and Switzerland.

'Trust Investments'

Steve will cover the primary factors that dictate appropriate trustee investments and consider the advantages and disadvantages of the main investment wrappers. He will cover how to discuss and explain this subject with a client in a clear and concise way and help you to apply this knowledge to appropriate, individual, client scenarios.

- 2nd speaker:

Gervais Williams, Fund Manager and Senior Executive Director at Miton Group

Gervais joined Miton Group in 2011. He manages a number of funds and trusts that aggregate to just under £2bn. His fund management career extends over 30 years, including 17 years at Gartmore. He is a member of the AIM Advisory Council, chairman of the Quoted Companies Alliance and a board member of The Investment Association. He has written three books 'Slow Finance'; 'The Future is Small'; and his most recent book 'The Retreat of Globalisation'

'Looking beyond Brexit – why Small Caps are entering a Bull Market’

Details to be confirmed

- 3rd speaker:

Mark Johnson from the Risk Company

Mark is a former military intelligence officer, drug enforcement agent & global head of network fraud & security, now engaged by CISI, QA Consulting, the City of London Police, the National Police Chief’s Council, CIFAS, the International Compliance Association, and MIS Training Institute.

'Cybercrime - Security vulnerabilities in business'

Covering cyber crime and crime prevention - full details to be confirmed

- 4th speaker:

Alex Foster from Blackrock

Alex is Vice President in Blackrock’s Fundamental Equity Natural Resources Team.

'The role of commodities in investor portfolios'

Alex will cover the role of commodities in investor portfolios and discuss the outlook for natural resources equities. He will comment on the energy, mining and agriculture sectors and explain where the team sees the best risk-adjusted opportunities. Alex will also comment on current positioning and how investors can get exposure to natural resources through BlackRock’s Natural Resources Growth & Income Fund.

(Note: CISI members should book via the CISI website to avoid being charged an 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