You are cordially invited to...

Our exclusive trustee
breakfast seminar

The event

Date: Thursday 22nd October (8:30 AM - 10:00 AM)
Location: 1st floor board room, Capital International Group, Capital House, Circular Road, Douglas.

As we move into the final quarter of what has been a most challenging year for all, we would like to now take advantage of the fortunate position the island finds itself in by inviting you to our next breakfast event.

With a specific focus on trustees, the morning's schedule will include a market update from our Chief Investment Officer, an introduction to ESG investing by Greg Easton and an exclusive update from our CEO on the launch of our banking services (See below for full schedule).

Limited to just 12 guests, attendance for this event is on a first come first serve basis. We will also provide you with a 1 hour CPD certificate for attending the seminar.

Following the success of our trustee webinar series earlier this year, we look forward to hosting you in person (rather than virtually) for a catch-up over breakfast.

Schedule

8.30 - 8.45

An exclusive update from Greg Ellison CEO on the launch of our banking services for trustees

8.45 - 9.00

An introduction to our ESG investments for trustees including a guide to setting ESG objectives

9.00 - 9.15

An overview of our fixed income solutions for a low interest rate environment, focusing on generating returns to cover trustee fees and to prevent capital erosion

9.15 - 9.30

A discussion on portfolio reviews for trustees considering risk and volatility

9.30 - 9.45

A market update from David Long, our CIO, covering the US election, Brexit and managing mandates through the pandemic

9.45 - 10.00

Q&A session and networking

Speakers

Greg Ellison

Chief Executive Officer

Greg joined the Group as CEO in 2016. He is the former MD for Barclays Wealth where he led over 1,000 staff. Greg has twice been recognised as one of the top 50 most Influential in financial services by ePrivateClient.

David Long

Chief Investment Officer

David is the driving force for innovation in our investment management team. Prior to joining Capital, David was Vice President at Mercury Asset Management Limited. David is a Chartered Wealth Manager and Chartered Fellow of CISI.

Greg Easton

Business Development Manager

IMC qualified, Greg is experienced in providing analysis of assets and portfolios and for 3 years managed a sustainable agriculture fund. Greg now works closely with trustees and institutional clients to establish suitable investment solutions.

Register for the breakfast

*Completing this form does not register you for marketing communications. We will only use your details to contact you about this event.