Know your money

An understanding of how investment markets function, of how to manage risk and of what are reasonable expectations are all fundamentals for money confidence.


This Masterclass has been completed

Watch a recap of this Masterclass here


Own it!

Whether you're new to investing or experienced but feel your knowledge could do with a refresh, this session will leave you more confident in your investment decisions.

Warren Buffet is one of the world's most successful investors. He has just two rules for investing:

  • Rule 1: Never lose money
  • Rule 2: Never forget Rule 1

Our session starts by looking at investment theory, before considering how to apply this alongside solid research and appropriate portfolio design to help you meet Rule 1. We'll then go on to consider the psychological flaws that lead us to break Rule 2 and how we can counter them.

In much the same way as many more car accidents are caused by driver error than mechanical failure, so most investment disappointments arise from investor error - be this unrealistic expectations or acting on impulse rather than evidence and giving in to those two drivers of markets - fear and greed.

The session will conclude with an update on the economic outlook from our guest speaker Dr James Watson followed by questions.

By the end of the evening you will have a clearer insight into what can be reasonably expected from an investment and of the right actions to take when markets come under pressure.

Agenda:

Markets - what are they, how do they work and why do they matter?

Investing - where to start; what to expect; investment vs speculation

Risk - types of risk; managing and mitigating risk

Comfort Break

Psychology of investing - why we tend to make the same mistakes

Comfort Break

Economic update - bringing theory into practice with an overview of current economic conditions

Some more about our guest speaker...

Dr James Watson is an Associate Professor in Financial Economics at UEA, where he teaches macroeconomics and finance to undergraduate and postgraduate students. He is particularly interested in fiscal and monetary policy, and the levels of government debt.

James sits as the external member on the Chadwicks Investment Committee.

Date: 19 September 2023

Time(s): 6.00pm til 8.00pm

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

The Masterclass will last around two hours with questions and be of interest to anyone who would like to improve their understanding of how investment markets function. Coffee, tea and exceptionally fine cake will be served

This is an in-person session so places are limited. We are keen to keep our Masterclasses free of charge. To help achieve this please could you try to honour your commitment to attend or let us know as soon as possible if you are unable to make it so your place can be allocated to someone else?

This year, we are proud to support The Priscilla Bacon Hospice Charity. If you find the masterclass useful we would encourage you to make a donation to support their work.
Priscilla Bacon

Register here

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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

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

This was my first event, and I was impressed with how it was operated, the topics covered and the quality of the speakers.

Faith Pearce | MA Partners LLP

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