In-depth investment intelligence, standout speakers, and high‑level networking - the wealth event you need to attend.
Taking place on Thursday 17th September, the Wealth Forum Dublin will bring together investment experts from 6 leading asset managers.
This conference provides fund selectors, wealth managers and researchers with the opportunity to discuss industry themes and delve into fund specifics with fund providers as well as peers.
The event will also include a networking breakfast and lunch, and qualify for structured CPD hours.
Agenda
17th September
8:30-9:00
Arrival and Registration
9:00- 13:00
Presentations
13:00
Lunch and Departure
Content & Speakers
TBC
Winning by Not Losing: Troy’s Multi-Asset Strategy
A low-drawdown approach built to protect capital and compound steadily through market cycles
Investment Specialist
Michael Kinsella
Troy Asset Management
Michael is an investment specialist on the Multi-Asset Strategy. Michael joined the Business Development Team at Troy in May 2016 from Veritas Investment Management where he worked as an Assistant Portfolio Manager. Michael graduated from Dublin Business School with a BA (Hons) in Business Studies in 2005. He holds a Master’s in Wealth Management from the Chartered Institute for Securities & Investment, the Investment Management Certificate (IMC), and the Certificate in ESG Investing.
Redwheel Global Equity Income Strategy
Is the market simply Teflon or complacent? How to position for a return to normalised volatility.
Equity markets are seemingly impervious to any shocks. Are companies simply unaffected or is the market being too complacent. The risk this builds points to a return to a more normal environment of volatility. What does this mean for how investors should position themselves within their equity portfolios.
Portfolio Manager
Nick Clay
Redwheel
Financials fund (Premier Miton
Financial Capital Securities)
Fund Manager
Lloyd Harris
Premier Miton
Ruffer
Fund Manager
Ian Rees
Ruffer
Joined Ruffer in 2012, graduating from the University of Bath with an honours degree in economics. Ian managed portfolios for a range of institutional investors and worked on equity research in our Hong Kong office, becoming a fund manager on our investment team. He is a CFA charterholder and has a keen interest in bottom-up equity research.
WCM Global Growth Equity
Managing Director
Charlotte Sargent
WCM Investment Management
Host
Chairman Marr
Editorial Director
Julian Marr
Wealthwise
Location
The Merrion Hotel, D02 KF79
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Frequently asked questions
FAQ
Is there a cost to attend the event?
There is no cost for delegate attendees
Contact us
To register as a delegate or information on attending the event, please contact Phillippa Coats. For information on future sponsorship, other events or the website please contact Sam on the details below.
