Regional Chartered Body Alliance Investment Conference (7)

DoubleTree by Hilton
Tuesday, 24 September 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 24th September at 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.

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

1st Speaker:

Bernadette Collins from Old Mutual Wealth

- Business Protection for Limited Company Directors

Details to follow

2nd Speaker:

Andrew Allen from Aabyss

- The Dark Web

Details to follow

3rd Speaker:

Rob Bickerstaffe from Puma Investments

- Using EIS & VCTs to meet your client's needs

Rob joined Puma Investments in 2016 as Senior Business Development Manager for the North of England and is based in Manchester. He is responsible for all EIS, VCT and BPR Sales & Marketing activity across the North. Rob has over 20 years’ financial services experience, having worked at Coutts & Co and Barclays Wealth as a Private Banker and Wealth Manager. He is a Member of the Chartered Institute for Securities & Investment and holds a variety of Investment & Financial Planning qualifications from both the CISI & CII.

4th Speaker:

George Latham from WHEB Group

- ESG Investing in the sixth Industrial Revolution

George has overall responsibility for managing WHEB Asset Management’s business, and plays an active role in business development and client relationships. As Chief Risk Officer he also provides oversight of the investment process and chairs the Investment and Risk Committee. George has been awarded ‘A’ and ‘AA’ Citywire ratings, nominated for Investment Week’s Fund Manager of the year and named in Citywire’s top 100 managers in the UK.

  • 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