While much of the industry’s focus is on the accumulation of wealth, a lot less is on the decumulation phase where the shift for many investors moves towards a requirement for income. The days of having a portfolio split of your age in bonds with the rest in equities to produce a decent income is long gone. But how should investors and their professional advisers look at this challenge and what is the greatest threat to a steady income stream in retirement?
This webinar will feature one of the UK’s leading academics from Cass Business school who has some clear views and potential solutions to these issues. He will be joined by a leading global equity income manager from a specialist boutique and the CIO of one of the UK’s leading multi-family offices which plans inter-generational income strategies.
The session will last 45 minutes providing the audience with the chance to ask questions of the panel. It will qualify for CPD.
Professor Andrew Clare
Asset Management Professor, Cass Business SchoolView presenter info
Andrew Clare is the Professor of Asset Management at Cass Business School and the Associate Dean for Corporate Engagement, where he is responsible for Cass Exec, the business school's executive education arm. He is also a co-founder of Solent Systematic Investment Strategies Ltd (http://www.solentsis.com/). He was a Senior Research Manager in the Monetary Analysis wing of the Bank of England which supported the work of the Monetary Policy Committee. Andrew also spent three years working as the Financial Economist for Legal and General Investment Management (LGIM), where he was responsible for the group's investment process and where he began the development of LGIM's initial Liability Driven Investment offering. He is the co-author of “The Trustee Guide to Investment”, and has published extensively in both academic and practitioner journals on a wide range of economic and financial market issues. Andrew serves on the investment committee of the GEC Marconi pension plan, which oversees the investments and investment strategy of this £5.0bn scheme; he is a trustee and Chairman of the Investment Committee of the £2.5bn Magnox Electric Group Pension scheme; and he is also a trustee of the £500m Amey Pension Scheme.
Founder, Hempshill Hall Asset ManagementView presenter info
Felicity Smith founded Hempshill Hall Asset Management at the end of 2015. Under the Coppin Collings umbrella, the Coppin Collings Hempshill Hall Global Income Fund was launched in April 2016. Prior to founding her own company, Felicity managed the global income fund at Bedlam Asset Management, one of only two global equity income funds at the time two achieve a 5 crown rating at FE Trustnet. Prior to joining Bedlam she was head of European Equities at Morgan Stanley Investment management which she joined from IAI (part of Hill Samuel group) where she looked after the European portion of international accounts. Her career began as a sell-side analyst covering the Swiss market first for Schroders and later for ABN Amro.
Group Editorial Director, Incisive MediaView presenter info
Lawrence Gosling is the Group Editorial Director of Incisive Media and the Founding Editor of Investment Week, for which he still writes a weekly column, Gosling’s Grouse. He was also the launch editor of IFAonline, and Mortgage Solutions, Cover and Bloomberg Money magazines, and one of the original judges for the Gold Standard Awards.