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 Investment Director for Royal London Asset Management, Nersen Pillay, share his insight on why 'It is crucial to be global, diversified and active'. Joined by Senior Business Development Manager, Ryan Medlock, who will deliver his session on 'MiFID II - a PROD at advisers'.
With volatility in markets resulting from a long economic expansion, trade wars, middle eastern tensions and the challenges of dealing with negative bond yields and equities bouncing sharply this year, Nersen Pillay will discuss why 'It is crucial to be global, diversified and active' and talk about our current global multi asset views.
Nersen Pillay - Investment Director, RLAM
Nersen Pillay is Investment Director in the Multi Asset team, working on tactical asset allocation and the communication of investment strategies. After studying economics at the University of Cambridge, Nersen joined Barclays Global Investors in 1995, where he became an Associate of the Society of Investment Professionals, and was involved in market strategy and ran active quant portfolios. After that, Nersen was a fund manager at Allianz Global Investors, working on global equity and multi-asset portfolios. Subsequently, Nersen has developed his global investment and client experience at Morgan Stanley, Citigroup and Haitong Securities, before joining Royal London Asset Management in March 2017. Nersen has over 21 years of investment experience.
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.