Pension, Investment & Upcoming Regulatory Changes Seminars

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Rochestown Park Hotel Cork | Christmas Parties, Cork, Ireland

Date: 11th Oct 2017
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Event Details

Dimensional, Conexim and ITC are delighted to host two Pension, Investment & Upcoming Regulatory Changes Seminars:

CORK – Wednesday 11th October
9.30am to 12.00pm
Rochestown Park Hotel Cork

Pension, Investment & Upcoming Regulatory Changes Seminar

Key Themes:

  • Budget 2018 Update and Current Pension Market Opportunities
  • Introduction to Dimensional Fund Advisors how they assist Advisors in creating strategies which help clients achieve successful outcomes
  • MiFID 2, PRIIPS, and its implications for Financial Advisors

To access the full agenda and register please click here

GALWAY – Thursday 12th October
9.30am to 12.00pm
The Connacht Hotel Galway

Pension, Investment & Budget 2018 Update Seminar

Key Themes:

  •        What is an investment platform & what can you access?
  • How our ‘advisor led’ offering is vastly different from the “one sized fits all” and “direct access” models that is the reality with some platforms
  • Budget 2018 update & current pension market opportunities
  • Introduction to Dimensional Fund Advisors – their research based investment philosophy and how they assist
  • Advisors in creating strategies which help clients achieve successful outcomes

To access the full agenda and register please click here

DUBLIN – Tuesday 24th October
9.30am to 12.00pm
The Gibson Hotel, Dublin

LEAP | Global Investment Seminar & MiFID 2 Update | Investment Seminar in conjunction with Morningstar, Fundhouse and PortfolioMetrix.

Key Themes:

  • Morningstar – Finding Value in a Low Return World & An update on the current asset allocation within the Global Allocation Morningstar Strategies available on platform
  • Fundhouse – Independent and Objective Fund Consultancy
  • PortfolioMetrix – Comparing Portfolios & having a Robust Analysis Framework
  • MiFID 2, PRIIPS, and its implications for Financial Advisors

To access the full agenda and register please click here (http://dublin2017.floktu.com/)