We hope that you can join us for a seminar that’s in your area.
You can register for any of the sessions below.
Each session will have a running time of 90 minutes, with food and refreshments available at each venue before the seminars begin.
A CPD certificate of 45 minutes will be offered for both speaker's presentations.
Hear Senior Fund Manager for Royal London Asset Management, Will Kenney, share his insight on Global equities. Joined by Senior Business Development Manager, Ryan Medlock, who will deliver his session on MiFID II - a PROD at advisers .
With a narrow cohort of growth equities having driven the market higher for a number of years, we ask how long can this continue and what the right approach is to deploying capital in a world of excess capacity and disruption.
Will Kenney - Senior Fund Manager, Global Equities, RLAM
Will is a portfolio manager with over 19 years of experience. Prior to joining Royal London Asset Management, Will was a portfolio manager at Waverton Investment Management, where he worked alongside Peter Rutter and James Clarke under the same team construct. Prior to this, Will had previously been a partner and portfolio manager at Spencer House Capital Management (SHCM). Prior to joining SHCM in 2006, Will worked at Deutsche Asset Management for seven years as a member of the global equity team. He graduated from Durham University with an honours degree in Economics and Politics and is a CFA charterholder.
It’s been an eventful period since MiFID II was introduced back in January 2018. Its implementation caught a lot of the industry cold and continues to bite in a number of different ways. There is now much more of an onus on product manufacturers and advisers to provide more information to both the regulator and to clients. Yet there remains a huge amount of confusion and different interpretations of the various requirements and rules.
This presentation breaks through the background noise and looks at the main adviser impacts of MiFID II from the costs and charges disclosure requirements to the new PROD rules and the infamous 10% drop reporting rule. We also include a number of planning points to demonstrate practical measures advisers can use to alleviate some of the issues that MiFID II has inadvertently triggered.
Ryan Medlock - Senior Business Development Manager, Royal London
Ryan’s journey with Royal London began back in 2008 after starting his career in compliance with Aviva. As an Investment Proposition Manager, Ryan learnt how to live and breathe Royal London's Governed Range contributing to both its growth and development as well as speaking all things investment at adviser events. Ryan moved to Aberdeen Standard Investments in 2017 for a stint in the strategic client’s relationship team before a return to the Royal London adventure followed in October 2018 and becoming a senior business development manager focusing on pensions. Ryan holds the IMC qualification.