Reaching Nirvana – Attracting the retail investor

Monday, 22-Mar-2021 12:43 to 12:43

Trust Associates Edison Webinar

Monday 22nd March

11am GMT

Reaching Nirvana – Attracting the retail investor

Welcome to the first Trust Associates & Edison webinar of 2021, ‘Attracting the retail investor’, hear from a panel of experts from Smith and Williamson, Montfort and Interactive Investor covering a range of topics.

Register to attend ‘Reaching Nirvana – Attracting the retail investor’ webinar.



Agenda

Using media to attract the private investor

Challenges for Investment Trusts in attracting retail investors

Increasing number of younger investors and how to engage with them

Types of content to engage with retail investors including social media, video & more

How to drive demand through the press & profile raising

Strategies of DC platforms and how do boards engage with them


Gay Collins – Founding Partner, Montfort

Dan GardinerGay has had a 30 year career in communications and specialises in advising investment companies as well as asset and wealth managers. She leads Montfort Communications’ Financial Services team and is one of the market’s most well connected and seasoned practitioners. Prior to setting up Montfort, Gay co-founded Ludgate Communications then Penrose Financial, which became MHP after its sale to Engine Group. She is a founding Steering Committee member of the 30% Club; a board member of the Association of Investment Companies and is JP Morgan Global Growth & Income plc’s Senior Independent NED.

 

Mickey Morrissey – Partner, Smith and Williamson

Dan GardinerMickey was appointed a Non Executive Director of the AIC in January 2021. Mickey joined Smith & Williamson in 2012 as head of UK IFA sales and was appointed head of distribution in 2014. In 2015 he was appointed head of retail sales. He is responsible for growing intermediated sales into the DFM, Managed Portfolio Service and pooled fund business lines. Previously, Mickey was head of distribution at Liontrust Asset Management for ten years, having worked at Merrill Lynch Investment Managers for 12 years. Prior to that, Mickey was commissioned into the Irish Guards with whom he served for 12 years. Mickey is well known in the UK intermediary market, often presenting at industry events. 2015.

Moira O’Neill – Head of Personal Finance, Interactive Investor

Dan GardinerAfter more than 20 years in journalism, Moira became ii’s Head of Personal Finance in 2018. She leads the content team generating up-to-date expert insight, education, and investment research recommendations, and the public relations and campaigning activity on behalf of retail investors. She is an investing columnist for the Financial Times and has held key roles at Moneywise, Money Observer and Investors Chronicle, where she won a Wincott Journalism Award. A Lancastrian with a degree in Classics, she loves ballet and the great outdoors.

Agenda

Using media to attract the private investor

Challenges for Investment Trusts in attracting retail investors

Increasing number of younger investors and how to engage with them

Types of content to engage with retail investors including social media, video & more

How to drive demand through the press & profile raising

Strategies of DC platforms and how do boards engage with them







Registration for this event is now closed.

Share this with friends and colleagues