Caveat Emptor – Let the buyer beware!

Evelyn Partners Offices
Thursday, 07 March 2019
12:00 pm – 2:30 pm (UK time)
    • Gary Potter, BMO Global Asset Management
    • Kelly Prior, BMO Global Asset Management


The advent of the global financial crisis and the resultant quantitative easing program by Central Bankers has created worrying distortions in financial markets. It has also heavily influenced the types of solutions advisers are choosing for their clients and 2019 is likely to be the year where this more recent conventional wisdom will be challenged.

Learning Objectives

At the end of the session attendees should be able to:
•Talk about the extent of equity market declines in 2018 and the key reasons for the drawdown in many risk assets.
•Better explain the specific issues affecting the economic and market prospects for 2019 and the likely key influences
•In a world which continues to be driven towards outsourced investment solutions, better describe the differences and influences on such solutions and some of the pitfalls in some of these solutions
•Gain a better understanding of the cyclical nature of the passive world and understand that now may be one of the worst times to heavily invest in passive solutions. To also be shown just how the use of passive solutions in an adviser's world is guaranteed to provide underperformance for clients.
•Also get a better understanding of the people and investment philosophy behind the successful BMO multi manager team who currently manage £3bn of client assets.

To reserve your place please book here

About The Speakers

Gary Potter Co-head, F&C multi-manager team

Gary is co-head of the F&C multi-manager team. He shares overall responsibility for the performance of the team’s portfolios with Rob Burdett and leads research teams for UK income, US, Asia and emerging market equities. Gary joined the group in 2007. Prior to this he was at Credit Suisse from 2001, jointly responsible with Rob Burdett for their multi-manager funds. He joined from Rothschild Asset Management Limited, where he was a main board director and was jointly responsible for their multi-manager business. Gary began his career in 1981 in private client fund management where his responsibilities extended to a specific focus on asset allocation and stock research. He moved into the multi-manager field in 1992. Gary is a member of the Chartered Institute for Securities & Investment.

Kelly Prior – Investment Manager

Kelly is a member of the Multi-Manager team. She joined the group via Thames River Capital in April 2007 from Credit Suisse. Prior to this she helped to set up the successful multi-manager process at Rothschild Asset Management. Kelly leads fixed interest research and is currently also on the sector team covering alternatives and Japan. She holds the Investment Management Certificate (IMC).

  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
View map

CII Accredited

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

1 hour's 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