PFS CPD event - Investment Update covering AIM investments, Passives and a current market overview - Tuesday 12 November 19

Kindly sponsored by Charles Stanley.

Agenda:

The Highs and Lows of AIM - James Rae, Investment Manager

Learning Objectives-

* To understand the benefits and risks of AIM investments for individuals

* To be aware the current Business Relief Rules and possible changes.

Passives- Jeremy Hippolite - Head of Asset Management

Learning Objectives

* What to look for in a good Passive fund.

Market Overview- Andrew Baker Chartered FCSI, Senior Investment Manager

Learning Objectives

* To obtain an overview of the current markets.

Your Speakers:

James Rae

Investment Manager

Inheritance Tax Portfolio Service

James joined the Charles Stanley IHT team in July 2017. Prior to joining Charles Stanley, James worked with Charlotte Square Investment Managers, in Edinburgh, where he was the lead manager of the AIM Inheritance Tax Service. During his time there James oversaw a period of very strong performance and inflows.

Andrew Baker Chartered FCSI

Senior Investment Manager

Andrew attended Loughborough Grammar School after which he graduated in 1989 with an Honours Degree in Economics from Kingston University. Andrew began his career in Nottingham in 1990 joining Charles Stanley from Brewin Dolphin in September 2013. Andrew specialises in the management of a diverse range of portfolios including bespoke private client mandates, Self-Invested Personal Pensions, Small Self-Administered Schemes, Offshore Bonds, Charities and Trusts. Having started his career as a securities dealer, transacting client orders in all forms of fixed interest securities, equities and derivatives, Andrew progressed into investment management in 1993 joining Albert E Sharp in Birmingham before moving back to work in the East Midlands in 1997. Over the last twenty years, Andrew has amassed considerable experience managing multi-asset portfolios and for several years, he was a member of Brewin Dolphin's Asset Allocation committee. Andrew lives in South Nottinghamshire with his family.