Places are filling for up for our very first evidence-based investing seminar for trustees, which we’re holding in Cheltenham on Wednesday 3rd October.
Speaking alongside me at the event will be Steven Greenfield, Regional Director at Dimensional Fund Advisors, and Charles Payne, who recently left the fund management industry after working in it for 35 years.
In that time he’s worked for some of the biggest institutions in the City of London — Henderson, Gartmore, UBS Asset Management, Kleinwort Benson, Chase Manhattan Bank — but he’s probably best known for the 14 years he spent at Fidelity International, where, among other things, he served as Investment Director and Head of Equity Product Management.
Charles now works as a independent consultant and has become an advocate for the evidence-based approach to asset management.
Writing about his involvement in our seminars, Charles says this:
“What is evidence-based investing? Simply, it's applying the same time and analysis to buying and monitoring our pensions and investments as we do when we buy a car or a washing machine.
“Trustees — any trustees — have a single duty: to use their professional expertise to guard the best interests of scheme members. Their relationship with the scheme's advisers is that of a 'critical friend'; polite, engaged, but always independent and always, always challenging.”
If you can’t make it to the seminar in Cheltenham, we’re holding a second event at the Amba hotel at Charing Cross in London on Wednesday 17th October. Speaking alongside me at that event will be Charles Payne, Dimensional’s David Jones, and the former hedge fund manager and investment author Lars Kroijer.
Both seminars run from 0830 until 1030.Whether you run a big public pension fund or a small charitable trust, I guarantee that you will learn a great deal if you choose to join us.
If you’d like to attend, simply email RockWealth’s Sarah Horrocks at sarah@rock-wealth.co.uk.
