Regional Chartered Body Alliance Investment Conference (6)

DoubleTree by Hilton
Tuesday, 11 June 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 Tuesday 11th June.

Note the change of venue to the DoubleTree Hilton in Chester.

Places will be limited so please book early to avoid disappointment

Speakers and presentation details will be updated as they are confirmed.

1st Speaker:

James Jackson & Chris Jeavons from Greystone - Fund research, investment and asset allocation methodology

James joined Greystone in November 2010 as an Investment Analyst, having previously worked as a mathematics tutor. He became Head of Investment Research in April 2018, overseeing all research conducted by the Investment Team. He provides in-depth analysis across all major asset classes for actively managed investment portfolios and advisory portfolios. He holds a BSc Hons (Mathematics with Finance) and MSc (Statistical Mathematics) from the University of Liverpool. He has the Investment Management Certificate and is a candidate for the CFA program.

Chris joined Greystone in May 2018 as an Investment Analyst. As part of the Investment Team he carries out detailed research on new funds, and conducts in-depth performance analysis and attribution for Greystone’s actively-managed investment portfolios. Prior to joining Greystone Chris worked for a financial advice firm in the West Midlands, and before entering the industry in 2017 he held an academic research position based in Japan. He holds an MSc in Mathematics and a PhD in Pure Mathematics, both from the University of Birmingham.

Their presentation will cover recent macro-economic events and how these are shaping global financial markets. They will look at how global market risks can be mitigated within diversified portfolios and will finish with a short summary of their fund range.

2nd Speaker:

Paul Ruscoe from Quilter Cheviot - Advising vulnerable clients.

Paul's presentation will cover: demonstrating an understanding of dementia & how to communicate, an understanding of the FCA’s stance on vulnerable clients, how to create a dementia plan for the client and differing ‘responsible parties’ and their powers

3rd Speaker:

Tony Mazzotti - Motivational speaker.

Tony is a motivated and dedicated Business Growth Specialist with experience of running several businesses and a very successful franchise for over 12 years. Behind him is a long career with all the attributes of a successful coach, starting with innovative levels of customer service in the travel industry. Years in the world of financial sales and a ten year period teaching Modern Foreign Languages to both adults and secondary school students. Tony also ran a lettings agency before making a success of his first franchise business.

Whether you want to build your business, create a more dynamic team, or systemise your business so that you can be confident it can run effectively without you necessarily needing to be there, coaching will help you achieve your goals.

4th Speaker:

Rachel Geary from Barnett Waddingham - SIPP Market Update

Rachel's career in pensions began in 2006 working for a bespoke SIPP and SSAS provider. Rachel joined Barnett Waddingham in 2014 and has experience administering pension schemes with a diverse range of investments and providing consultancy advice on a number of pension scheme issues, including scheme establishment, funding and contribution limits, retirement and death benefits and investments (such as loan backs, property purchase and borrowing).

Rachel's presentation will cover the following areas: Update on the 2019 Spring Statement, Unintended consequences of the Lifetime Allowance, Impacts of Ageing Members & Trustees and the FCA retirement outcomes review.

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

  • DoubleTree by Hilton
  • Warrington Rd
  • Chester
  • CH2 3PD
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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