Paraplanning Excellence - North

The Mere Golf Resort & Spa, Cheshire

8 November 2016

Paraplanning Excellence North - November 2016

Paraplanning Excellence North - November 2016

  • 8 Nov 2016

    The Mere Golf Resort & Spa, Cheshire

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A Day of High Level Investment and Industry Updates

Paraplanning Excellence is an intense day of relevant investment-focused learning for paraplanners who want to get ahead. It provides up to the minute product information; trend data; and case study learning on all aspects affecting the busy paraplanner’s role.

This packed day has been put together in association with Invesco Perpetual and Schroders, two of the most substantial asset managers in the country.

This year will be the 6th annual event bringing together 90 investment paraplanners from financial advisory firms across the UK.

For further details please do call Emily Landless at Owen James on 01483 862698 or email    


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Sponsors & partners




  • Ciaran Mallon

    Ciaran Mallon

    Fund Manager, Invesco Perpetual

    Ciaran is responsible for the management of a number of UK equity portfolios. He began his investment career in 1994, joining HSBC where he was as an investment analyst before moving to United Friendly Asset Management (UFAM) in 1999 as a fund manager and joining our company in 2005. He holds an MA in Chemistry from Oxford University, the Securities Institute Diploma and is a CFA Charterholder.

  • Georgina Taylor

    Georgina Taylor

    Multi Asset Product Director, Invesco Perpetual

    Georgina joined the company in June 2013, and serves as the Research Director for the Multi Asset team. Previously, she was Head of Equity Strategy, EMEA, for State Street Global Markets, where she was involved in enhancing the macro input to specific State Street products, and presenting this to clients. She commenced her career in 2001 as an equity strategist at HSBC, followed by a similar role at Goldman Sachs in 2004 where she was involved in global equity and asset allocation research. Georgina then gained asset management experience at Legal & General Investment Management, contributing to the overall asset allocation outlook for the firm and multi asset funds. She graduated from the University of Bath in 2000 with a BSc (Hons) in Economics.

  • Matt Parlour

    Matt Parlour

    Regional Sales Manager - Nationals & Networks, Invesco Perpetual

    Matt graduated from Kings College London in 1995 with a BA (Hons) in War Studies. After starting his career at M&G and Fleming Save & Prosper, Matt moved to Framlington Fund Managers in 1997, and joined CCLA Investment Management in 2000 to develop their Local Authority Pension business. He joined Invesco Perpetual in 2002 as a Regional Sales Manager, becoming Nationals & Networks Account Manager in 2012, before taking on his current role as Presenter in 2014. Matt is a member of the CFA Society of the UK and an Associate of the Chartered Institute of Marketing.

  • Marcus Brookes

    Marcus Brookes

    Schroder MM Diversity Range, Schroders Plc

    The Schroder Multi-Manager team build portfolios based on a forward-looking view of where the global markets and asset classes are likely to go. Marcus will provide insights into where he sees the threats and opportunities and how these could limit the downside when markets represent more risk than opportunity – crucial when targeting high risk-adjusted returns.Successful multi-manager investing involves more than just picking good funds.

  • Richard Sennitt

    Richard Sennitt

    Asian Equity, Schroders Plc

    Despite the recent volatility in markets, dividend investing in Asia remains a sound long-term strategy. With over 20 years’ investment experience, Richard Sennitt will outline his approach to investing for income in a region that is home to some of the world’s most dynamic economies. He will discuss how he continues to identify good companies with sustainable dividends or where there is scope for growth and upside surprise on dividend pay-outs, whilst taking a long-term view on capital growth.

  • Jamie Farquhar

    Jamie Farquhar

    Director or Distribution, Square Mile Investment Consulting & Research

    Jamie Farquhar is Director of Business Development at Square Mile Investment Consulting & Research. Prior to this he was Head of Strategic Relationships at JP Morgan Asset Management. He has more than 25 years industry experience, starting at F&C Asset Management in 1987 where he became Head of UK Retail. Jamie was also Head of Investments at Bankhall Investment Associates, part of the Skandia group and Head of Investment Proposition at Aviva Wrap.

  • Mike Moore

    Mike Moore

    Client Relationship Manager, Square Mile Investment Consulting & Research Limited

    Mike joined Square Mile in March 2016 and is responsible for building adviser relationships and promoting Square Mile’s services in the Midlands and the North of England. Mike joined from AXA Investment Managers where he was Sales Consultant for Scotland , Northern England and NI , responsible for the promotion of their investment fund range , but also looking after key Life Company and Platform contacts in the area. He has over 25 year’s experience in the financial services industry, previously working for Aberdeen Asset Management (Head of 3rd Party Sales ) and as Senior Sales consultant for DWS, Henderson and Save & Prosper. Mike holds the Investment Management Certificate and a BA (Hons) in Business Studies from the University of Leeds. less

  • Andy Davies

    Andy Davies

    Head of UK Retail Sales, Momentum Global Investment Management Limited

    Andy joined Momentum Global Investment Management on 15th June 2015 and is responsible for leading the retail team; he will focus on engaging with UK IFAs, networks and fund platforms. Andy Davies, previously Sales Director at Skandia and more recently Head of Business Development at Sanlam UK, brings with him a wealth of industry experience having worked in the arena for almost three decades.

  • Janice Laing

    Janice Laing

    Managing Director, Compliance First Limited

  • Cathal Dowling

    Cathal Dowling

    Fixed interest Product Strategist, Invesco Perpetual

    Cathal supports the Invesco Perpetual Fixed Interest team’s communications and the development of its investment views. He began his investment career in 1998, in the Global Asset Allocation team at Alliance Capital, and later held positions at Morgan Stanley Investment Management and F&C Asset Management. He joined Invesco Perpetual in April 2011 and transferred to the Fixed Interest team in 2014. He holds a BA (Honours) in History from University College, Dublin and an M.Phil in International Relations from the University of Cambridge.

  • Stuart Podmore

    Stuart Podmore

    Investment Propositions Director, Schroders Plc

    How to manage rising global political risk in your portfolio? 2016 has proven once again that the geopolitical context of investing can have an impact on client sentiment. Paraplanners and advisers are guiding clients more successfully than ever before – but with pension freedoms there is still plenty of change to explain. Drawing upon market updates and proprietary research, this presentation will reflect upon opportunities in current markets for paraplanners to produce the returns clients so desperately want and need.

  • Keith Hare

    Keith Hare

    Director, Creative Technologies

    Keith is a director of Benchmark Capital, a group of companies incorporating a multi award-winning IFA practice, a support organisation for Chartered IFAs, a software company and a discretionary platform. In previous lives, Keith has run his own consultancy firm, worked for several global software companies, run a team of actuaries and ran the Chartered Institute of Marketing for the East of Scotland. Outside work, Keith enjoys spending time with his young family, running and cycling long distances and raising money for CLIC Sargent, an amazing kids’ cancer charity.

  • Cris Beswick

    Cris Beswick

    Founder & CEO, The Future Shapers

    Originally trained as a product & industrial designer, Cris Beswick spent over a decade as a successful entrepreneur & CEO building an award-winning design group. After structuring a full exit in 2008 he founded The Future Shapers, a niche innovation consultancy specialising in working with CEOs and senior teams on the strategy, leadership and culture required for innovation. As such Cris has coached, advised and delivered keynotes to some of the worlds most successful companies on how to become exceptional by building game-changing innovation capability and embedding it into organisational culture. Cris has also delivered executive education programmes on innovation for leading UK business schools such as Henley Business School, Southampton Business School and Cranfield University’s Centre for Competitive Creative Design as well as international business schools such as Synergy Business School in Dubai and Icesi University in Columbia. Cris is also the author of the book 'The Road to Innovation’ and his next book ‘Building a Culture of Innovation’ will be published by Kogan Page in late 2015. As well as authoring numerous white papers Cris has also contributed to articles for The Times, Financial Times and The Sunday Telegraph to name but a few.


The Mere Golf Resort & Spa, Cheshire