8.45 am to 11 am
Interest in responsible investment is ever-growing, with more and more investors actively seeking ethical options for their investment strategies. Join us for breakfast and the opportunity to learn about TAM Ethical – our five risk graded model portfolios that offer access to a range of award winning socially responsible funds.
Our seminar will highlight the reasons you should consider sustainable investments for your client’s portfolio and dispel the myth that investing ethically compromises performance.
You will also have the opportunity to hear from, and ask questions to, guest speakers from three leading investment managers who’s ethical funds we are proud to hold in our portfolios; EdenTree Investment Management, Kames Capital and Rathbones.
| Agenda | |
| 8.45am | Registration & breakfast |
| 9.15am | Lester Petch - CEO, TAM Ethical |
| TAM Ethical & You Give We Give - A simplified ethical investment solution and innovative charitable giving scheme | |
| 9.35am | Neville White - Head of SRI Policy & Research, EdenTree Investment Management |
| EdenTree Amity Insight - Shipping: Piloting global trade | |
| 9.55am | Luc Simoncini - Senior Investment Specialist, Kames Capital |
| Sustainable Investing - Dr Jekyll and Mr Hyde or a match made in heaven? | |
| 10.15am | Bryn Jones - Fixed Income Director and Manager of the Rathbone Ethical Bond Fund, Rathbones |
| The Rathbone Ethical Bond Fund – Supporting charitable investment at the heart of the portfolio | |
| 10.35am | Q&A with Ethical Panel |
| 11.00am | Closing remarks, coffee & networking |
We have a limited number of places available for this event and demand is likely to be high, so please RSVP below.
