Trainee Events - For Existing Trainees ONLY

Past events

February

• 27

  2020
  Industry Insight Day - Feb 20

  To 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

  more
• 11

  2020
  Topical Perspectives of Investment Management - Feb 20

  Solutions 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

  more

December

• 16

  2019
  Introduction to Financial Markets: Economics - Dec 19

  An 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

  more
• 16

  2019
  Introduction to Financial Markets: Economics - Dec 19

  An 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

  more
• 04

  2019
  Overview 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

  more

November

• 07

  2019
  Introduction to Investment Management including a trade simulation - Nov 19

  Understand 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

  more

October

• 25

  2019
  How To Build Your Personal Brand On LinkedIn - Oct 2019

  What 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

  more
• 23

  2019
  Overview 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

  more
• 17

  2019
  Training on Delivering Careers Presentations - Oct 19

  To 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

  more
• 09

  2019
  Industry Insight Day - Oct 19

  To 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

  more
• 04

  2019
  Campus to Corporate - Oct 19

  Preparing 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

  more

September

• 26

  2019
  Campus to Corporate - Sep 19

  Preparing 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

  more

May

• 01

  2019
  Industry Insight Day The Investment Association - May 19

  To 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

  
  

  more

April

• 09

  2019
  Understanding the Open Ended Funds Business - Apr 19

  Key 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

  more

February

• 27

  2019
  Industry Insight Day The Investment Association - Feb 19

  To 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

  
  

  more
• 05

  2019
  Solutions-Driven Investment: Changing The Investment Management Industry - Feb 19

  Solutions 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

  more
• 05

  2019
  Solutions-Driven Investment: Changing The Investment Management Industry - Feb 19

  Solutions 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

  more

January

• 24

  2019
  Course: Introduction to Investment Management including a trade simulation - Jan 19

  Understand 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

  more

December

• 07

  2018
  Introduction to Financial Markets: Economics - Dec 18

  An 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

  more
• 07

  2018
  Introduction to Financial Markets: Economics - Dec 18

  An 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

  more

November

• 15

  2018
  Course: Introduction to Investment Management including a trade simulation - Nov 18

  Understand 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

  more

October

• 18

  2018
  Training on Delivering Careers Presentations - Oct 18

  To 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

  more
• 04

  2018
  Industry Insight Day Schroders - Oct 18

  To 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 Trainee
  

  Venue:

  Schroders, 31 Gresham St, London EC2V 7QA

  Presentations:

  15:00 Registration
  

  15:30 Start

  17:00 Close

  Followed by Trainee Social

  more

September

• 28

  2018
  Campus to Corporate - Sep 18

  Preparing 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

  more
• 21

  2018
  Campus to Corporate - Sep 18

  Preparing 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

  more
• 11

  2018
  How To Build Your Personal Brand On LinkedIn - Sep 18

  What 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

  more

June

• 20

  2018
  Scotland - Industry Insight Day The Investment Association - Jun 18

  To 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

  more
• 07

  2018
  Trainee Summer Social - Jun 18

  Informal trainee networking. Organised by Trainee Forum

  Times:

  5:30 till late

  Venue:

  The Water Poet

  more

April

• 26

  2018
  Industry Insight Day The Investment Association - Apr 18

  To 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 trainee

  Venue:

  The Investment Association, 23 Camomile Street, London, EC3A 7LL

  Presentations:

  15:00 Registration
  

  15:30 Start

  17:00 Drinks

  18:30 Close

  
  

  more
• 26

  2018
  Scotland - An Introduction to Financial Markets (Edinburgh) - Apr 18

  Times:

  09:00 - 12:00

  Speakers:

  Russell Hammerson, BG Consulting

  Venue:

  TBC

  more

March

• 26

  2018
  Understanding the Open Ended Funds Business - Mar 18

  Key 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

  more

February

• 28

  2018
  Trainee Social - Feb 18

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  The Investment Association, 23 Camomile Street, London EC3A 7LL

  more
• 28

  2018
  Industry Insight Day The Investment Association - Feb 18

  To 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 Trainee
  
  

  Venue:

  The Investment Association, 23 Camomile Street, London, EC3A 7LL

  Presentations:

  15:15 Registration
  

  15:40 Start

  17:00 Drinks

  18:30 Close

  
  

  more
• 15

  2018
  Scotland - How To Build Your Personal Brand On LinkedIn (Edinburgh) - Feb 18

  What 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

  more
• 07

  2018
  Solutions-Driven Investment: Changing The Investment Management Industry - Feb 18

  Solutions 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

  more

December

• 22

  2017
  Trainee Social 'Christmas Quiz' - Nov 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  Dirty Martini Monument

  more
• 07

  2017
  Introduction to Financial Markets: Economics - Dec 17

  An 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

  more
• 04

  2017
  Introduction to Financial Markets: Economics - Dec 17

  An 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

  more

November

• 10

  2017
  Trainee Social - Nov 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  Crosse Keys, Gracechurch Street, London

  more
• 10

  2017
  Introduction to Investment Management including a trade simulation - Nov 17

  Understand 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

  more
• 09

  2017
  Training on Delivering Careers Presentations - Nov 17

  To 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

  more

October

• 09

  2017
  Industry Insight Day Schroders - Oct 17

  To 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

  more
• 03

  2017
  How To Build Your Personal Brand On LinkedIn - Oct 17

  What 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

  more

September

• 28

  2017
  Campus to Corporate - Sep 17

  Preparing 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

  more
• 27

  2017
  Alumni Event (not for current trainees) - Sep 17

  Pull 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

  more
• 18

  2017
  Trainee Social - Sep 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  All Bar One, Houndsditch, London

  more
• 18

  2017
  Campus to Corporate - Sep 17

  Preparing 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

  more

August

• 17

  2017
  Trainee Social - Aug 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  City Bar, TBC

  more

July

• 13

  2017
  Trainee Social - Jul 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  City Bar, TBC

  more

June

• 27

  2017
  Scotland Industry Insight Day - Jun 17

  To learn from carefully selected experts in the industry.

  Speakers:

  TBC

  Venue:

  Franklin Templeton Investments, 5 Morrison St, Edinburgh EH3 8BH

  more
• 07

  2017
  Trainee Social 'Pub Quiz' - Jun 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  TBC

  more

April

• 06

  2017
  Trainee Social - Apr 17

  Informal 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).

  more
• 06

  2017
  Industry Insight Day The IA - Apr 17

  To 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

  more

March

• 28

  2017
  Understanding the Open Ended Funds Business Course - Mar 17

  Key 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

  more
• 02

  2017
  Trainee Social 'City Bar' - Mar 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  All Bar One - Houndsditch, London

  more

February

• 24

  2017
  How To Build Your Personal Brand On LinkedIn - Feb 17

  What 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

  more
• 09

  2017
  Industry Insight Day - IFDS - Feb 17

  To 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

  more

January

• 26

  2017
  Trainee Social 'Broadskate' - Jan 17

  Informal trainee networking. Organised by Trainee Forum

  Venue:

  Broadskate followed by Bar social - Salt Point pub. ​

  more
• 26

  2017
  Solutions-Driven Investment: Changing The Investment Management Industry - Jan 17

  Solutions 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

  more
• 26

  2017
  Solutions-Driven Investment: Changing The Investment Management Industry - Jan 17

  Solutions 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

  more
• 13

  2017
  Capital Markets Introduction - Jan 17

  Introduction to Capital Markets

  Venue:

  Kaplan, 4 Moorgate, London

  more

December

• 07

  2016
  Introduction to Financial Markets: Economics - Dec 16

  An 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

  more
• 06

  2016
  Introduction to Financial Markets: Economics - Dec 16

  An 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

  more

November

• 29

  2016
  Trainee Christmas Social Quiz - Nov 16

  Informal trainee networking. Organised by Trainee Forum

  Times:

  17:30 - 20:30

  Speakers:

  Bhavini and Roase Scotton with the trainee forum.

  Venue:

  Dirty Martini

  more
• 13

  2016
  Capital Markets Introduction - Nov 16

  Introduction to Capital Markets

  Times:

  09:00 - 17:00

  Speakers:

  Jeremy Smith

  Venue:

  Kaplan, 4 Moorgate, London

  more
• 10

  2016
  Trainee Social - Nov 16

  Informal trainee networking. Organised by Trainee Forum.

  Times:

  17:30 - 20:30

  Venue:

  City Bar

  more
• 10

  2016
  Introduction to Investment Management including a trade simulation - Nov 16

  Understand 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

  more
• 03

  2016
  Training on Delivering Career Pathway Master Classes - Nov 16

  To 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

  more

October

• 12

  2016
  Industry Insight Event Schroders - Oct 16

  To 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

  more

September

• 21

  2016
  Alumni Event (not for current trainees) - Sep 16

  Pull 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

  more
• 13

  2016
  Trainee Social - Sep 16

  Informal 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

  more
• 12

  2016
  Campus to Corporate - Sep 16

  Preparing 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

  more

August

• 18

  2016
  Trainee Social - Aug 16

  Informal networking with new trainees (Jupiter, Investec, BNP Paribas new trainees).

  Times:

  17:30 - 20:30

  Venue:

  City Bar, TBC

  more

June

• 30

  2016
  Scotland - Industry Insight Day - Jun 16

  To 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

  more
• 14

  2016
  Trainee Social - Jun 16

  Informal networking with new trainees (Investec new trainees). Organised by Trainee Forum.

  Times:

  17:30 - 20:30

  Venue:

  City Bar

  more
• 08

  2016
  Introduction to Financial Markets: Economics - Jun 16

  An 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

  more

May

• 16

  2016
  Industry Insight Event The Investment Association - May 16

  To 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

  more

April

• 21

  2016
  BG Consulting: Understanding Financial Markets - Apr 16

  An 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

  more

March

• 14

  2016
  Industry Insight Event Columbia Theadneedle - Mar 16

  What 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

  more

February

• 25

  2016
  Industry Insight Event Schroders - Feb 16

  To 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

  more

January

• 14

  2016
  Solutions-Driven Investment: Changing The Investment Management Industry - Jan 16

  Solutions 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.

  more
• 06

  2016
  Scotland - Industry Insight Day - Jan 16

  To learn from carefully selected experts in the industry.

  Times:

  TBC

  Speakers:

  TBC

  Venue:

  Edinburgh tbc

  more

December

• 08

  2015
  Understanding Open Ended Funds Business - Dec 15

  Key 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

  more

November

• 26

  2015
  Industry Insight Day Invesco Perpetual - Nov 15

  To 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

  more

October

• 21

  2015
  Introduction to Investment Management course - Oct 15

  Understand 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

  more

September

• 23

  2015
  Industry Insight Day BNP Paribas - Sep 15

  To 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

  more

June

• 30

  2015
  Introduction to Financial Markets: Economics - Jun 15

  An 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

  more
• 25

  2015
  Introduction to Financial Markets: Economics - Jun 15

  An 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

  more
• 24

  2015
  Scotland - Industry Insight Day (Edinburgh) - Jun 15

  Through 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

  more
• 03

  2015
  Ethics and Integrity in business - Jun 15

  Raising 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

  more

May

• 21

  2015
  Personal Brand Trainee Event - May 15

  Learn 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

  more

April

• 22

  2015
  Industry Insight Day M&G Investments - Apr 15

  To 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

  more

March

• 06

  2015
  CFA 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

  more

February

• 26

  2015
  Industry Insight Day Schroders - Feb 15

  To 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

  more

January

• 20

  2015
  Topical Perspectives of Investment Management - Jan 15

  Solutions 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

  more

December

• 11

  2014
  Understanding Open Ended Funds Business - Dec 14

  Key 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

  more

November

• 26

  2014
  Fit for the Future – Insight event & lunch - Nov 14

  To 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

  more
• 21

  2014
  Taking control of your Career - Nov 14

  Through 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,

  more
• 14

  2014
  Introduction to Investment Management course - Nov 14

  Understand 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

  more

September

• 25

  2014
  Industry Insight Event - Sep 14

  To 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

  more

July

• 22

  2014
  Assets Management Survey & Outlook for the Industry seminar - Jul 14

  An 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

  more
• 16

  2014
  The Changing shape of the Pensions Industry - Jul 14

  Impacts 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

  more

June

• 23

  2014
  Introduction to Financial Markets Course - Jun 14

  Introduction to Financial Markets Course for UBS clients

  Times:

  09:00 – 17:00

  Venue:

  UBS Business University, London, EC2M 2QS

  more
• 06

  2014
  Industry Insight Event - Jun 14

  To 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

  more

May

• 30

  2014
  Succeeding in the Changing Investment Profession - May 14

  CFAUK 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

  more
• 20

  2014
  Professional Development seminar for IA & CISI - May 14

  Changes 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

  more