New Generation Investing - strategies for an uncertain world

Investing against a background of persistently low interest rates presents new challenges, especially for people looking for long-term income. We start this session by reviewing investment theory to get a core understanding of how markets operate. We consider the role of diversification in managing portfolio risk and the impact of investor psychology on portfolio returns. We wrap up this section by considering persistent anomalies that appear to contradict the theory.

The session concludes with a discussion around future investment direction, drawing on our research into long-term socio-economic trends such as the rise of robotics; the changing nature of work; the effects of an aging population and the continuing demand for scarce resources and their implication for long-term investing.

The masterclass is likely to be interesting to investors at all stages but particularly those at or approaching retirement.

Date: 19 September 2018

Time(s): 08.15 for 08.30

12:15 for 12:30

Where: The Enterprise Centre, University of East Anglia, Norwich Research Park, Norwich NR4 7TJ

The Masterclass will last around two hours with questions and discussion.

Refreshments will be available. There is no charge for the Masterclass but you may like to consider a donation of £20 to Ormiston Families MPower project to support parents who have had a child taken into care.

Register here

Upcoming Masterclasses...

Driving Innovation

22 April 2024

Sustainable competitive advantage is the holy grail of business and we’ll be considering the impact a focus on creativity and innovation has in creating market-leading products and services.

Find out more and book

View All Masterclasses

What people have to say about previous events....

Two great presentations - although I'd experienced the business sale process before was good to hear the pitfalls from James again. Richard is always easy to listen to and his delivery is great. James explained each element in a interesting way - could easily have lost people if the delivery had been tedious! Love the idea of the presentations - this one was less interesting to me than the previous one - cake made up for it!

Michael Bayley | Barric Limited

Radostina was marvelous, intelligent and had a lovely presence. Excellent speaker. Both talks were informative and intelligent. There were plenty of takeaways and the peer-to-peer conversation was engaging as well. Also, the cake halfway was a nice touch. I'll do anything for cake.

Rob Morley | Fountain Partnership

Beginning to plan seriously for retirement and being a relative newbie in Norwich, it was refreshing to be introduced to a firm that places great emphasis on technical analysis and thoughtful planning. Too often, in my experience, IFAs are more concerned with style over substance but Chadwicks, through their Masterclass sessions offer real insight into investment management and retirement planning. Whether as a professional adviser or, like myself, someone looking for genuine insight into the changing times of today, I would recommend the sessions wholeheartedly.

Andrew Thorpe | Former Finance and Operations Director | Jarrold Norwich

I have been a regular attendee at Chadwick’s business seminars for several years and without fail I have found the sessions to be useful and practical on the one hand whilst thought provoking and inspiring on the other. Many advisers can put on topical seminars, few can make you feel that you want to go on to study the subject yourself!

Dawn Parkes | Managing Partner | Hatch Brenner

Very Informative, with great speakers. Interesting audience engagement as well.

Jordon King | Delta Fire Ltd

Chadwick’s Masterclasses are one of the highlights in my calendar. Clearly, a great deal of thought and preparation goes into them, which results in useful and up-to-date information that helps me plan my personal money matters, develop my business and think more clearly about what to do next in this ever-changing world. I strongly recommend them to anyone looking to improve the management of their finances.

Lindsey Mack | Director

I cannot recommend Chadwick’s Masterclasses too highly nor say enough good things about them. Chadwick’s Masterclasses provide fresh insights and offer practical steps to build, maintain and retain value in businesses. Richard delivers clear and well-thought-out advice while challenging preconceptions. The workshops are thoroughly researched and never turn into sales presentations. I learn something every time I attend.

Paul Palik | Partner | Corporate Team | Birketts LLP

Good choice of presentations, all of interest, good venue ... So many people don't think of the impact of retirement soon enough on both our finances and our wellbeing. All businesses would benefit from having these presentations for those in their late 50's and early 60's to get individuals thinking about what they need to do and what they want to do, to ease themselves into retirement.

Julie Lawrence | Unity Occupational Health & Wellbeing