Trainee Events - For Existing Trainees ONLY
Upcoming events - For existing trainees only
Past events
March
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252021Environmental, Social and Corporate GovernanceIn this session, Clifford Chance will cover sustainable investment (e.g. the UN sustainable development goals and fund management) and business and human rights.
Speakers:
Clifford Chance
Venue:
Virtual Delivery
February
-
252021Industry Insight DayTo learn from carefully selected experts in the industry.
Speakers:
Charlie Ridge, Chief Financial Officer, Impax Investment Management
Mark Bartley, Head of UK Distribution, Invesco
TBC, Alumnus Trainee
Venue:
Virtual Delivery
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102021Understanding Investment Fund ManagementKey activities, regulation, roles and responsibilities of players, fund structures, charging and policy.
Speakers:
Sally Buxton, Cadogan Financial Ltd.
Venue:
Virtual Delivery
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032021Understanding Investment Fund ManagementKey activities, regulation, roles and responsibilities of players, fund structures, charging and policy.
Speakers:
Sally Buxton, Cadogan Financial Ltd.
Venue:
Virtual Delivery
January
-
282021FinTech, BlockChain, Crypto Currency and CyberiskIn this session run by Clifford Chance, they will cover the use of blockchain/crypto currency in the fund management sector (overview of crypto funds, how blockchain works) and key risk considerations for managers.
Speakers:
Clifford Chance
Venue:
Virtual Delivery
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192021Introduction to Financial Markets: EconomicsAn overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
09:30 - 13:30
Speakers:
Russell Hammerson, BG Consulting
Venue:
Virtual Delivery
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142021Training on Delivering Careers Presentation to EducationTo deliver a Careers Presentation with clarity and confidence to sixth form students spreading the word about the investment management industry, its vital function in society, the different entry routes and the Investment2020 trainee programme.
Times:
14:00 - 17:15
Speakers:
John Turner, JTDirectCoaching
Venue:
Virtual Delivery
December
-
162020Introduction to Financial Markets: EconomicsAn overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
13:00 - 17:00
Speakers:
Russell Hammerson, BG Consulting
Venue:
Virtual Delivery
-
162020Introduction to Financial Markets: EconomicsAn overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
09:30 - 13:00
Speakers:
Russell Hammerson, BG Consulting
Venue:
Virtual Delivery
November
-
252020Brexit and Cross Border Regulation of Fund Management• How Brexit affects the UK/EU fund management industry • Selling and managing funds in the EU post Brexit • Key challenges for the industry going forward • How funds are managed and marketed across borders (EU, Asia, US) • Focus on business motivation – why? • What does good regulation look like?
Times:
14.00 - 15.30
Speakers:
Jack Harrison, Clifford Chance
Paula Caamano Sambade, Clifford Chance
Venue:
Virtual Delivery
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202020Training on Delivering Careers Presentation to EducationTo deliver a Careers Presentation with clarity and confidence to sixth form students spreading the word about the investment management industry, its vital function in society, the different entry routes and the Investment2020 trainee programme.
Times:
14.00 - 17.15
Speakers:
John Turner, JTDirectCoaching
Venue:
Virtual Delivery
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132020Introduction to Investment Management including a trade simulationUnderstand how asset managers fit into the big picture. Understand the key roles and functions within an asset management firm. Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 - 17:00
Speakers:
Neil Graham, Fitch Learning
Venue:
Fitch Learning, The Corn Exchange, 55 Mark Lane, London, EC3R 7NE
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122020Introduction to Investment Management including a trade simulationUnderstand how asset managers fit into the big picture. Understand the key roles and functions within an asset management firm. Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 - 17:00
Speakers:
Neil Graham, Fitch Learning
Venue:
Fitch Learning, The Corn Exchange, 55 Mark Lane, London, EC3R 7NE
October
-
282020Overview of the Regulatory Framework for Fund Management• The UK and EU regulatory framework – split between PRA and FCA • Regulatory regime applicable to different types of fund (retail/institutional/alternatives – MIFID/AIFMD etc) • Regime relevant to different business areas – sales and marketing vs investment teams, for example
Times:
14:00 - 15:30
Speakers:
Charlotte Chopping, Clifford Chance
Adam Robins, Clifford Chance
Laura Douglas, Clifford Chance
Venue:
Virtual Delivery
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142020Industry Insight EventTo learn from carefully selected experts in the industry.
Times:
15.30 - 17.00
Speakers:
TBC
Venue:
Virtual Delivery
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062020Campus to CorporatePreparing new trainees for the professional world of work.
Times:
10.00 - 16.00
Speakers:
Jo Lee, Kaplan
Venue:
Virtual Delivery
September
-
162020Campus to CorporatePreparing new trainees for the professional world of work.
Times:
10.00 - 16.00
Speakers:
Jo Lee, Kaplan
Venue:
Virtual Delivery
February
-
272020Industry Insight Day - Feb 20To learn from carefully selected experts in the industry.
Speakers:
Speakers TBC
Presentations:
15:00 Registration
15:30 Start
17:00 Close
Followed by Trainee Social
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112020Topical Perspectives of Investment Management - Feb 20Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Times:
13:00 - 17.00
Speakers:
Jane Vessey - Wentworth Advisors
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
December
-
162019Introduction to Financial Markets: Economics - Dec 19An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
9:30 - 13:30
Speakers:
Russell Hammerson, BG Consulting
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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162019Introduction to Financial Markets: Economics - Dec 19An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
13:00 - 17:00
Speakers:
Russell Hammerson, BG Consulting
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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042019Overview of the Regulatory Framework for Fund Management - Dec 19• The UK and EU regulatory framework – split between PRA and FCA • Regulatory regime applicable to different types of fund (retail/institutional/alternatives – MIFID/AIFMD etc) • Regime relevant to different business areas – sales and marketing vs investment teams, for example
Times:
15:00 - 17:00
Speakers:
TBC - Partners from Clifford Chance
Venue:
Clifford Chance LLP, 10 Upper Bank Street, London E14 5JJ
November
-
072019Introduction to Investment Management including a trade simulation - Nov 19Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 – 17:00
Speakers:
Fitch Learning Trainers
Venue:
Fitch Learning, The Corn Exchange, 55 Mark Lane, London EC3R 7NE
October
-
252019How To Build Your Personal Brand On LinkedIn - Oct 2019What You’ll Learn: how to optimise your LinkedIn profile, how to build your professional network, how to build your professional brand and how to be a good ambassador for your organisation,
Times:
15:00 - 17:00
Speakers:
Ann Robb, Investment20/20
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
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232019Overview of the Regulatory Framework for Fund Management - Oct 19• The UK and EU regulatory framework – split between PRA and FCA • Regulatory regime applicable to different types of fund (retail/institutional/alternatives – MIFID/AIFMD etc) • Regime relevant to different business areas – sales and marketing vs investment teams, for example
Times:
15:00 - 17:00
Speakers:
TBC - Partners from Clifford Chance
Venue:
Clifford Chance LLP, 10 Upper Bank Street, London E14 5JJ
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172019Training on Delivering Careers Presentations - Oct 19To deliver a Careers Presentation with clarity and confidence to sixth form students spreading the word about the investment management industry, its vital function in society, the different entry routes and the Investment20/20 trainee programme.
Times:
14:00 - 17:00
Speakers:
John Turner, JT Direct Coaching
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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092019Industry Insight Day - Oct 19To learn from carefully selected experts in the industry.
Speakers:
Simon Chinnery, Head of DC Client Solutions, Legal & General Investment Management
Deirdre Cooper, Portfolio Manager in Sustainable Investing, Investec Asset Management
Pippa O'Riley, Corporate Governance Analyst, Schroders, Alumni Trainee
Joe Davies, Product Executive, Cazenove Capital, Alumni Trainee
Presentations:
15:00 Registration
15:30 Start
17:00 Close
Followed by Trainee Social
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042019Campus to Corporate - Oct 19Preparing new trainees for the professional world of work.
Times:
9:30 - 16:00
Speakers:
Jo Lee, Kaplan
Venue:
The Investment Association, Camomile Court, 23 Camomile Street, London EC3A 7LL
September
-
262019Campus to Corporate - Sep 19Preparing new trainees for the professional world of work.
Times:
9:30 - 16:00
Speakers:
Jo Lee, Kaplan
Venue:
The Investment Association, Camomile Court, 23 Camomile Street, London EC3A 7LL
May
-
012019Industry Insight Day The Investment Association - May 19To learn from carefully selected experts in the industry.
Speakers:
TBC
Venue:
The Investment Association, 23 Camomile Street, London, EC3A 7LL
Presentations:
15:15 Registration
15:40 Start
17:00 Drinks
18:30 Close
April
-
092019Understanding the Open Ended Funds Business - Apr 19Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy.
Times:
9:00 - 15:30
Speakers:
Sally Buxton, Trainer, Cadogan Financial
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
February
-
272019Industry Insight Day The Investment Association - Feb 19To learn from carefully selected experts in the industry.
Speakers:
TBC
Venue:
The Investment Association, 23 Camomile Street, London, EC3A 7LL
Presentations:
15:15 Registration
15:40 Start
17:00 Drinks
18:30 Close
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052019Solutions-Driven Investment: Changing The Investment Management Industry - Feb 19Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Times:
13:00 - 17:00
Speakers:
Jane Vessey - Wentworth Advisors
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
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052019Solutions-Driven Investment: Changing The Investment Management Industry - Feb 19Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Times:
9:30 - 13:30
Speakers:
Jane Vessey - Wentworth Advisors
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
January
-
242019Course: Introduction to Investment Management including a trade simulation - Jan 19Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 – 17:00
Speakers:
Fitch Learning Trainers
Venue:
Fitch Learning, The Corn Exchange, 55 Mark Lane, London EC3R 7NE
December
-
072018Introduction to Financial Markets: Economics - Dec 18An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
9:30 - 13:30
Speakers:
Russell Hammerson, BG Consulting
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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072018Introduction to Financial Markets: Economics - Dec 18An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
13:00 - 17:00
Speakers:
Russell Hammerson, BG Consulting
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
November
-
152018Course: Introduction to Investment Management including a trade simulation - Nov 18Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 – 17:00
Speakers:
Fitch Learning Trainers
Venue:
Fitch Learning, The Corn Exchange, 55 Mark Lane, London EC3R 7NE
October
-
182018Training on Delivering Careers Presentations - Oct 18To deliver a Careers Presentation with clarity and confidence to sixth form students spreading the word about the investment management industry, its vital function in society, the different entry routes and the Investment20/20 trainee programme.
Times:
14:00 - 17:00
Speakers:
John Turner, JT Direct Coaching
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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042018Industry Insight Day Schroders - Oct 18To learn from carefully selected experts in the industry.
Speakers:
Will Oulton, Global Head, Responsible Investment, First State Investments
Gavin Lewis, Head of UK Institutional Distribution, Vanguard
Ivy Monyenche, Business Change Analyst, Schroders, Alumni TraineeVenue:
Schroders, 31 Gresham St, London EC2V 7QA
Presentations:
15:00 Registration
15:30 Start
17:00 Close
Followed by Trainee Social
September
-
282018Campus to Corporate - Sep 18Preparing new trainees for the professional world of work.
Times:
9:30 - 16:00
Speakers:
Freddie Grinter, Kaplan
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
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212018Campus to Corporate - Sep 18Preparing new trainees for the professional world of work.
Times:
9:30 - 16:00
Speakers:
Giovanna Ramazzina, Kaplan
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
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112018How To Build Your Personal Brand On LinkedIn - Sep 18What You’ll Learn: how to optimise your LinkedIn profile, how to build your professional network, how to build your professional brand and how to be a good ambassador for your organisation,
Times:
15:00 - 17:00
Speakers:
Ann Robb, Investment20/20
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
June
-
202018Scotland - Industry Insight Day The Investment Association - Jun 18To learn from carefully selected experts in the industry.
Times:
15:00 - 16:45
Speakers:
Fraser Clark, International Senior Executive, Scottish Enterprise on Opportunities in Asset Management Sector
Helen Webster, CEO Aberdeen Life/Head of Governance
Audrey Ryan, Investment Manager, Equities at Kames Capital
Venue:
Kames Capital 3 Lochside Crescent Edinburgh EH12 9SA
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072018Trainee Summer Social - Jun 18Informal trainee networking. Organised by Trainee Forum
Times:
5:30 till late
Venue:
The Water Poet
April
-
262018Industry Insight Day The Investment Association - Apr 18To learn from carefully selected experts in the industry.
Speakers:
Richard Buxton, CEO and Head of UK Equities, Old Mutual Global Investors
Mandy Mannix, Head of Distribution & Client Management (EMEA), BMO Global Asset Management
Nashe Chibanda, Portfolio Risk Associate, Janus Henderson Investors, Alumni traineeVenue:
The Investment Association, 23 Camomile Street, London, EC3A 7LL
Presentations:
15:00 Registration
15:30 Start
17:00 Drinks
18:30 Close
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262018Scotland - An Introduction to Financial Markets (Edinburgh) - Apr 18
Times:
09:00 - 12:00
Speakers:
Russell Hammerson, BG Consulting
Venue:
TBC
March
-
262018Understanding the Open Ended Funds Business - Mar 18Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy.
Times:
09:00 – 15:30
Speakers:
Sally Buxton, Trainer, Cadogan Financial
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
February
-
282018Trainee Social - Feb 18Informal trainee networking. Organised by Trainee Forum
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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282018Industry Insight Day The Investment Association - Feb 18To learn from carefully selected experts in the industry.
Speakers:
Solomon Soquar, Head of Barclays Investment Solutions
Sarah Owen-Jones, Chief Risk Officer, Rathbone Brothers
James Kinley, BMO, Consultant Relations Assistant, Alumni TraineeVenue:
The Investment Association, 23 Camomile Street, London, EC3A 7LL
Presentations:
15:15 Registration
15:40 Start
17:00 Drinks
18:30 Close
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152018Scotland - How To Build Your Personal Brand On LinkedIn (Edinburgh) - Feb 18What You’ll Learn: how to optimise your LinkedIn profile, how to build your professional network, how to build your professional brand and how to be a good ambassador for your organisation,
Times:
10:00 - 12:30
Speakers:
Ann Robb
Venue:
First State Investments, 23 Andrew Square, Edinburgh EH2 1BB
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072018Solutions-Driven Investment: Changing The Investment Management Industry - Feb 18Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Speakers:
Jane Vessey - Wentworth Advisors
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
Presentations:
09:00 Group 1 Registration
09:15 Course and delegate introductions
09:20 Solutions-driven investment
10:45 Break
11:00 Solutions-based products for the retail market
12:30 Lunch for Groups 1 & 2
13:30 Course and Delegate introductions
13:35 Solutions-driven investment
15:00 Break
15:15 Solutions-based products for the retail market
16:45 Close
Followed by Trainee Social
December
-
222017Trainee Social 'Christmas Quiz' - Nov 17Informal trainee networking. Organised by Trainee Forum
Venue:
Dirty Martini Monument
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072017Introduction to Financial Markets: Economics - Dec 17An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
13:00 - 17:00
Speakers:
Russell Hammerson, BG Consulting
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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042017Introduction to Financial Markets: Economics - Dec 17An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
9:30 - 13:30
Speakers:
Russell Hammerson, BG Consulting
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
November
-
102017Trainee Social - Nov 17Informal trainee networking. Organised by Trainee Forum
Venue:
Crosse Keys, Gracechurch Street, London
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102017Introduction to Investment Management including a trade simulation - Nov 17Understand how asset managers fit into the big picture. Understand the key roles and functions within an asset management firm. Understand how we investors' money is managed and the life cycle of a trade.
Times:
9:00 - 17:00
Venue:
Fitch Learning, The Corn Exchange, 55 Mark Lane, London EC3R VNE
-
092017Training on Delivering Careers Presentations - Nov 17To deliver a Careers Presentation with clarity and confidence to sixth form students spreading the word about the investment management industry, its vital function in society, the different entry routes and the Investment20/20 trainee programme.
Times:
14:00 - 17:15
Speakers:
John Turner, JT Direct Coaching
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
October
-
092017Industry Insight Day Schroders - Oct 17To learn from carefully selected experts in the industry.
Speakers:
John Troiano, Global Head of Distribution, Schroders
Richard Saldanha, Global Equity Fund Manager, Aviva Investors
Anita Rolls, Executive Coach, So, what do you do?Venue:
Schroders, 31 Gresham St, London EC2V 7QA
Presentations:
15:00 Registration
15:30 Start
17:00 Close
Followed by Trainee Social
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032017How To Build Your Personal Brand On LinkedIn - Oct 17What You’ll Learn: how to optimise your LinkedIn profile, how to build your professional network, how to build your professional brand and how to be a good ambassador for your organisation,
Times:
15:00 - 17:00
Speakers:
Ann Robb
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
Presentations:
15:00 Registrations
17:00 Drinks
18:30 Close
September
-
282017Campus to Corporate - Sep 17Preparing new trainees for the professional world of work.
Times:
9:30 - 16:00 (Followed by drinks)
Speakers:
Kaplan
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
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272017Alumni Event (not for current trainees) - Sep 17Pull i2020 alumni together to celebrate in successes and keep networks open
Speakers:
Karis Stander, M.D. Investment2020
Andrew Formica, CEO of Henderson Global Investors & Investment2020 co-founder
Alex Hamilton, Head of Digital Analytics, Fidelity Internationl
Alumni Trainees TBC
Venue:
Henderson Global Investors, 201 Bishopsgate, London EC2M
Presentations:
17:30 Registration
18:00 Start
18:50 Drinks
20:00 Close
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182017Trainee Social - Sep 17Informal trainee networking. Organised by Trainee Forum
Venue:
All Bar One, Houndsditch, London
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182017Campus to Corporate - Sep 17Preparing new trainees for the professional world of work.
Times:
9:30 - 16:00
Speakers:
Kaplan
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
August
-
172017Trainee Social - Aug 17Informal trainee networking. Organised by Trainee Forum
Venue:
City Bar, TBC
July
-
132017Trainee Social - Jul 17Informal trainee networking. Organised by Trainee Forum
Venue:
City Bar, TBC
June
-
272017Scotland Industry Insight Day - Jun 17To learn from carefully selected experts in the industry.
Speakers:
TBC
Venue:
Franklin Templeton Investments, 5 Morrison St, Edinburgh EH3 8BH
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072017Trainee Social 'Pub Quiz' - Jun 17Informal trainee networking. Organised by Trainee Forum
Venue:
TBC
April
-
062017Trainee Social - Apr 17Informal trainee networking. Organised by Trainee Forum
Venue:
The Sterling Bar At the base of the Gherkin (30 St Mary Axe, City Of London, EC3A 8BF).
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062017Industry Insight Day The IA - Apr 17To learn from carefully selected experts in the industry.
Speakers:
Vanessa Vallely, Managing Director of We are the City
Robert Rowe, Director, Senior Relationship Manager, Barclays
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
Presentations:
15:00 Registration
15:30 Start
17:00 Close
March
-
282017Understanding the Open Ended Funds Business Course - Mar 17Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy.
Speakers:
Sally Buxton, Trainer, Cadogan Financial
Mark Giles, Trainer, Cadogan Financial
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
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022017Trainee Social 'City Bar' - Mar 17Informal trainee networking. Organised by Trainee Forum
Venue:
All Bar One - Houndsditch, London
February
-
242017How To Build Your Personal Brand On LinkedIn - Feb 17What You’ll Learn: how to optimise your LinkedIn profile, how to build your professional network, how to build your professional brand and how to be a good ambassador for your organisation,
Times:
10:00 - 12:00
Venue:
Aberdeen Asset Management, 40 Princes Street, Edinburgh, EH2 2BY
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092017Industry Insight Day - IFDS - Feb 17To learn from carefully selected experts in the industry.
Speakers:
Simon Hudson-Lund, Executive Chairman, IFDS
Chris Selden, Associate Director of Compliance, IFDS
Laurence Mumford, Retail Chief Operating Officer, M&G Investments
Venue:
IFDS House/St. Nicholas La, Basildon SS15 5FS
Presentations:
15:00 Registration
15:30 Start
17:00 Close
January
-
262017Trainee Social 'Broadskate' - Jan 17Informal trainee networking. Organised by Trainee Forum
Venue:
Broadskate followed by Bar social - Salt Point pub.
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262017Solutions-Driven Investment: Changing The Investment Management Industry - Jan 17Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Speakers:
Jane Vessey Wentworth Advisors
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
Presentations:
Group 2 : 13:30 – 16:45
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262017Solutions-Driven Investment: Changing The Investment Management Industry - Jan 17Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Speakers:
Jane Vessey Wentworth Advisors
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
Presentations:
Group 1 : 09:30 – 12:30 Lunch for all
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132017Capital Markets Introduction - Jan 17Introduction to Capital Markets
Venue:
Kaplan, 4 Moorgate, London
December
-
072016Introduction to Financial Markets: Economics - Dec 16An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
09:30 – 13:30
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
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062016Introduction to Financial Markets: Economics - Dec 16An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
09:30 – 13:30
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
November
-
292016Trainee Christmas Social Quiz - Nov 16Informal trainee networking. Organised by Trainee Forum
Times:
17:30 - 20:30
Speakers:
Bhavini and Roase Scotton with the trainee forum.
Venue:
Dirty Martini
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132016Capital Markets Introduction - Nov 16Introduction to Capital Markets
Times:
09:00 - 17:00
Speakers:
Jeremy Smith
Venue:
Kaplan, 4 Moorgate, London
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102016Trainee Social - Nov 16Informal trainee networking. Organised by Trainee Forum.
Times:
17:30 - 20:30
Venue:
City Bar
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102016Introduction to Investment Management including a trade simulation - Nov 16Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 – 17:00
Speakers:
- Charlie Walters, MPD Trainers, Fitch Learning
- Brendan McLaughlin, Trainer, Fitch Learning
- Rob Thakur, CFA, Head of Professional Qualifications, Fitch Learning
Venue:
Fitch Learning,London,EC1Y4UP
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032016Training on Delivering Career Pathway Master Classes - Nov 16To deliver the Careers Pathway Master Class programme to sixth form students who are part of the Career Ready Programme (charity), with clarity and confidence.
Times:
14:00 - 17:15
Speakers:
Investment2020 & Career Ready
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
October
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122016Industry Insight Event Schroders - Oct 16To learn from carefully selected experts in the industry.
Times:
15:00 – 17:00
Speakers:
- Nicholas Tilly, Executive Director at JP Morgan Asset Management
- Louise Hosking, Learning and Development Business Partner
- Robert Gardener, CEO of Redington
Venue:
Schroders, 31 Gresham St, London EC2V 7QA
September
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212016Alumni Event (not for current trainees) - Sep 16Pull i2020 alumni together to celebrate in successes and keep networks open.
Speakers:
Nichola Pease, Investment2020 co-founder
Andrew Formica, CEO of Henderson Global Investors & Investment2020 co-founder
Vanessa Vallely, Managing Director of We are the City
Alumni Trainee, Schroders
Alumni Trainee, M&G Investments
Venue:
Henderson Global Investors, 201 Bishopsgate, London EC2M
Presentations:
17:30 Registration
18:00 Start
18:50 Drinks
20:00 Close
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132016Trainee Social - Sep 16Informal networking with new trainees (new starts are Henderson, Schroders, Redington, Columbia Threadneedle, JPMA, M&G, Jupiter, BMO, Architas, BNP Paribas, Fidelity). Organised by Trainee Forum.
Times:
17:30 - 20:30
Venue:
City Bar
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122016Campus to Corporate - Sep 16Preparing new trainees for the professional world of work.
Times:
08:45 - 17:00
Speakers:
Kaplan
Venue:
The Investment Association 23 Camomile Street, London EC3A 7LL
August
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182016Trainee Social - Aug 16Informal networking with new trainees (Jupiter, Investec, BNP Paribas new trainees).
Times:
17:30 - 20:30
Venue:
City Bar, TBC
June
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302016Scotland - Industry Insight Day - Jun 16To learn from carefully selected experts in the industry.
Speakers:
Fionna Ross, Senior Analyst at Aberdeen Asset Management;
Adrian White,European Financial Controller at Franklin Templeton Investments;
Morven Campbell, Head of Fund accounting at BNP Securities Services.
Venue:
Aberdeen Asset Management, 40 Princes St, Edinburgh EH2 2BY
Presentations:
12:30 registration & lunch
13:30 Presentations
15:00 Close
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142016Trainee Social - Jun 16Informal networking with new trainees (Investec new trainees). Organised by Trainee Forum.
Times:
17:30 - 20:30
Venue:
City Bar
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082016Introduction to Financial Markets: Economics - Jun 16An overview of the main macroeconomic forces that influence the financial markets. Explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets. Why read the Financial Times? Find out what you can learn from the financial press. No prior knowledge is assumed.
Times:
09:30 – 13:30
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
May
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162016Industry Insight Event The Investment Association - May 16To learn from carefully selected experts in the industry.
Times:
15:00 - 17:00
Speakers:
- Andrew Formica, CEO of Henderson Global Investors;
- Sarah-Jane Dennis, Head of Business Analysis at OMGI;
- Chris Turpin, Regional Managing Directo EMEA at First State Investments (TBC)
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
April
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212016BG Consulting: Understanding Financial Markets - Apr 16An overview of the main macroeconomic forces that influence the financial markets. Participants will explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets will be discussed. We will use the Financial Times for that day to enthuse the participants with regards to reading the financial press on a regular basis. Prior knowledge: No prior knowledge is assumed.
Times:
09:30 – 13:30
Venue:
The Investment Association, 23 Camomile Street, London EC3A 7LL
March
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142016Industry Insight Event Columbia Theadneedle - Mar 16What is your work professional profile like? Learn how to maximise your potential for internal recruitment through good personal branding and make strategic and wise use of social media.
Times:
08.30 – 11.00
Speakers:
- Campbell Fleming, CEO of Columbia Threadneedle Investments
- Olly Harris, CEO of Resource Solutions
- Panel, Robert Walters & Resource Solutions
Venue:
Columbia Theadneedle Investments, Cannon Place, 78 Cannon Street, London EC4N 6AG
February
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252016Industry Insight Event Schroders - Feb 16To learn from carefully selected experts in the industry.
Times:
15:00 – 17:00
Speakers:
- Steve Rorke, Head of Asset Servicing at Schroders
- Honor Solomon, Head of Retail Distribution at LGIM
- Alex Hamilton, Head of Digital & Web Analytics at Fidelity
Venue:
Schroders, 31 Gresham St, London EC2V 7QA
January
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142016Solutions-Driven Investment: Changing The Investment Management Industry - Jan 16Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Times:
Group 1 : 09:30 – 12:30 Group 2 : 13:30 – 16:30
Speakers:
- Jane Vessey, Wentworth Advisors
Venue:
The Investment Association.
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062016Scotland - Industry Insight Day - Jan 16To learn from carefully selected experts in the industry.
Times:
TBC
Speakers:
TBC
Venue:
Edinburgh tbc
December
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082015Understanding Open Ended Funds Business - Dec 15Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy
Times:
09:15 – 15:00
Speakers:
- Sally Buxton, Trainer, Cadogan Financial
- Mark St Giles Trainer, Cadogan Financial
Venue:
Cadogan Financial C/O TBC
November
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262015Industry Insight Day Invesco Perpetual - Nov 15To learn from carefully selected experts in the industry.
Times:
12:30-15:00
Speakers:
- Jonathan Willcocks - Managing Director, Global Head of Retails Sales at M&G Investments.
- John Surplice - European Equity Fund Managers at Invesco
- Simon Hudson-Lund - Executive Chairman at IFDS
Venue:
Invesco Perpetual, Portman Square, London W1H 6LY
October
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212015Introduction to Investment Management course - Oct 15Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 – 17:00
Speakers:
TBC
Venue:
Fitch Learning,London,EC1Y4UP
September
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232015Industry Insight Day BNP Paribas - Sep 15To learn from carefully selected experts in the industry.
Times:
12:00-15:00
Speakers:
- James McAleenan Introducing, UK Head of BNP Paribas Securities
- Aman Mehta, Indiana Lewis, BNP Paribas, (Day in the Life of a Pound)
- Michael Staunton, Head of Talent at State Street
- Dr Giuliana Bordigoni,Portfolio Manager of Man Group
Venue:
BNP Paribas 5 Aldermanbury Square, London, EC2V 7BP
June
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302015Introduction to Financial Markets: Economics - Jun 15An overview of the main macroeconomic forces that influence the financial markets. Explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets. Why read the Financial Times? Find out what you can learn from the financial press. No prior knowledge is assumed.
Times:
09:30 – 13:00
Venue:
The Investment Association, 65 Kingsway, London, WC2B 6TD
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252015Introduction to Financial Markets: Economics - Jun 15An overview of the main macroeconomic forces that influence the financial markets. Explore key current issues, including the factors driving economic growth and inflation, and the effect of these developments on bond, equity and foreign exchange markets. Why read the Financial Times? Find out what you can learn from the financial press. No prior knowledge is assumed.
Times:
09:30 – 13:00
Venue:
The Investment Association, 65 Kingsway, London, WC2B 6TD
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242015Scotland - Industry Insight Day (Edinburgh) - Jun 15Through presentations from senior investment professionals, trainees can learn about all aspects of our industry, giving them a broader understanding of different firms, different departments and different roles. We also bring in interesting external speakers to address softer issues such as personal development and motivation.
Times:
12:30 – 3:00
Speakers:
- Henry Flockhart, a renowned High Alpha manager from Standard Life Investments.
- Ann Andrew, marketing director from Kames
- Mark Savage, sales director from Kames
Venue:
Blackrock, 12 Throgmorton Street, Scotland, EC2N 2DL
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032015Ethics and Integrity in business - Jun 15Raising professional standards is important to everybody who works within Financial Services and vital to ensure the reputation of our industry and its success. Rebecca’s talk is insightful and interactive. Attendees will explore real-life ethical challenged experienced in the work place and will vote on how they would respond should they be faced with the challenge. The aim is to demonstrate, in a practical way, some of the issues regarding ethical behaviour e.g.: The importance of integrity The relationship between trust and reputation How a good culture and set of values can guide employees to do the right thing.
Times:
17:30 - 18:30
Speakers:
Rebecca Doodson: Manager, Ethics and Integrity, CISI
Venue:
The Investment Association, 65 Kingsway, London, WC2B 6TD
May
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212015Personal Brand Trainee Event - May 15Learn how to maximise your potential to progress your career in the investment management sector and how good branding can impact not only your success, but your employer. Breakfast will be served providing an opportunity to meet the speakers and get to know your peers from other groups in the Investment 2020 community, share ideas and learn from each other.
Times:
08:15 - 10:30
Speakers:
- Campbell Fleming, CEO Threadneedle
- Oli Harris, CEO of Resource Solutions
Venue:
60 St Mary Axe, London, EC3A 8JQ
April
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222015Industry Insight Day M&G Investments - Apr 15To learn from carefully selected experts in the industry.
Times:
12:30 – 16:00
Speakers:
- Speakers TBC
Venue:
M&G Laurence Pountney Hill, London, EC4R 0HH
March
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062015CFA Careers in investment - Mar 15
Times:
13:00 - 19:00
Speakers:
A careers conference for CFA UK members with an exceptional line-up of speakers. CFA UK have kindly offered 20 free places to Investment 2020 trainees. If you would like a place please contact Investment 2020 team if you would like to attend. To find out more go to the Events information page on the CFA UK website.
- Chris Hitchen, CEO, Railpen - Chris will be talking about what Railpen,as an asset owner, needs from the investment industry
- Olivier Lebleu, Head of Non-US Distribution, Old Mutual, will discuss how he approaches putting the client first in terms of product design and marketing, and the importance of listening to clients
- Co-chairs of the Ethics Committee, James Irving, CFA, Consultant, and Annabel Gillard, CFA, Director, Fixed Income, M&G, on how CFA UK members are involved in Building a Better Investment Profession
- Simon Pilcher, CEO of Fixed Income, M&G, will talk on the societal value of asset management and investing to fund the future economy
- Greg Davies, Head of Behavioural-Quant Finance, Barclays, will focus on the holistic role of behavioural finance in the investment profession and helping people make better, principle based decisions
- Richard Buxton, Head of UK Equities, Old Mutual, will draw on Old Mutual’s commitment to ethical behaviour in investment and discuss challenges he has faced in his career
Venue:
etc venues St Paul's, 200 Aldersgate, London EC1A 4HD
February
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262015Industry Insight Day Schroders - Feb 15To learn from carefully selected experts in the industry.
Times:
14.45 – 16.45
Speakers:
- Andy Brough - Manager of £1.6 Billion Schroders UK Mid 250 fund
- Greg Jones - Head of EMEA dist for Henderson
- Darren Morgan- Private Client manager at Cazenove
Venue:
Schroders Investment Managers 31 Gresham St, London EC2V 7QA
January
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202015Topical Perspectives of Investment Management - Jan 15Solutions Driven Investment – features of outcome investing v traditional methods; what is driving change; case studies in pensions management and for private investors.
Times:
Group 1 : 09:30 – 12:30 Group 2 : 13:30 – 16:30
Speakers:
- Jane Vessey, Wentworth Advisors
Venue:
Legal & General Investment Management, 1 Coleman St, London EC2R 5AA
December
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112014Understanding Open Ended Funds Business - Dec 14Key activities, regulation, roles and responsibilities of players, fund structures, charging and policy
Times:
09:15 – 15:00
Speakers:
- Sally Buxton, Trainer, Cadogan Financial
- Mark St Giles Trainer, Cadogan Financial
Venue:
Cadogan Financial C/O M & G Investments, Laurence Pountney Hill, London, EC4R 0HH
November
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262014Fit for the Future – Insight event & lunch - Nov 14To learn from carefully selected experts in the industry.
Times:
10:00– 13:30
Speakers:
- Ross Leckie, Author and Director of Artemis Funds
- Keith Skeoch, CEO Standard Life Investments
- Andy Nicole , Former Scotland Rugby Captain
Venue:
Standard Life Investments, 1 George St, Edinburgh, Midlothian EH2 2LL
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212014Taking control of your Career - Nov 14Through presentations from senior investment professionals, trainees can learn about all aspects of our industry, giving them a broader understanding of different firms, different departments and different roles. We also bring in interesting external speakers to address softer issues such as personal development and motivation.
Times:
12:30:15:30
Speakers:
- Louisa Clarke, Army Captain, coach and author
- Fiona Davy – Director of research at Fidelity Investments
- Sarah Maynard – Director of Career Devmt, CFA UK
- Robert Gardner – co CEO of Redington
- Matthew Beesley - Head of Global Equities at Henderson
Venue:
201 Bishopsgate, London EC2M Henderson Global Investors,
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142014Introduction to Investment Management course - Nov 14Understand how asset managers fit into the big picture; Understand the key roles and functions within an asset management firm; Understand how we investors’ money is managed and the lifecycle of a trade.
Times:
09:00 – 17:00
Speakers:
- Charlie Walters, MPD Trainers, Fitch Learning
- Brendan McLaughlin, Trainer, Fitch Learning
- Rob Thakur, CFA, Head of Professional Qulifications, Fitch Learning
Venue:
Fitch Learning,London,EC1Y4UP
September
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252014Industry Insight Event - Sep 14To learn from carefully selected experts in the industry.
Times:
12:30 – 15.30
Speakers:
- Campbell Fleming, CEO of Threadneedle
- Richard Buxton, Fund Manager, Head of Equities at Old Mutual Global
- Paul Truscott, Head of Product Development at Schroders
Venue:
JP Morgan, London
July
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222014Assets Management Survey & Outlook for the Industry seminar - Jul 14An overview of the key changes for the industry including the retail distribution review and reforms to the pensions market.
Times:
15:30 – 18:30
Speakers:
- Neil Simmonds, Partner and Head of Institutional Managers , Simmons & Simmons
- Jonathan Lipkin, Director Public Policy
- Graham Taylor, Senior Statistics Analyst at the IMA
Venue:
Simmons & Simmons, London, EC2Y 9SS
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162014The Changing shape of the Pensions Industry - Jul 14Impacts of reforms to the Pensions Market and role for asset managers; Key themes and highlights from latest IMA asset management survey.
Times:
10:00 – 12:00
Speakers:
- Jonathan Lipkin, Director Public Policy at the IMA
- Nigel Aston, Head of UK Defined Contribution at State Street Global Advisors
- Will Allport - Vice President, Defined Contribution at PIMCO Europe
Venue:
FCA, Canary Wharf, London, E14 4PU
June
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232014Introduction to Financial Markets Course - Jun 14Introduction to Financial Markets Course for UBS clients
Times:
09:00 – 17:00
Venue:
UBS Business University, London, EC2M 2QS
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062014Industry Insight Event - Jun 14To learn from Fund managers about portfolio management, including, stock selection and asset allocation
Times:
15:00 – 17:00
Speakers:
- Andy Brough – Mid 250 manager at Schroders
- Jenna Barnard - co–head of bond team at Henderson
- Alastair Mundy – Cautious Managed and Special Sits funds at Investec
- Rob Burdett – co-head of Multi-Manager team at Thames River (F&C)
Venue:
Schroders, London EC2V 7QA
May
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302014Succeeding in the Changing Investment Profession - May 14CFAUK Conference to hear about investment trends i.e tougher regulation, improving client service, developing.
Times:
14:30 – 18:45
Venue:
ETC Venues St Paul’s, London EC1A 4HD
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202014Professional Development seminar for IA & CISI - May 14Changes to CPD requirements; Opportunities for staff and firms; Good practice and governance
Times:
14:30 – 16:30
Speakers:
- Stephanie Barnett, Training & Competence Manager at Smith & Williamson
- Charles Cattell, Chartered MCSI, Partner, The Cattellyst Consultancy
- Ruth Martin, Managing Director, CISI
Venue:
BNP Paribas London EC2V 7BP