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January 2020 Roadshows

team in Taunton

We would be delighted if you would like to join us for one of our January 2020 Roadshows for Professional Advisers, entitled “The Circle of Life.”

Details of venues/dates/timings etc. are below.

Our speakers will be:

Jim Wood-Smith, Chief Investment Officer

Ian Woolley CFA, Senior Investment Analyst & AIM Portfolio Manager

James Clark, Senior Fund Analyst

Our talks will include:

  • Hawksmoor’s investment process, from research to portfolio construction, including the performance of all our discretionary services
  • current investment themes, including the transition to circular capitalism
  • our AIM Portfolio Service – recently voted Best DFM AIM Portfolio Service by Investment Week
  • Sustainable World – the three pillars that underpin our sustainable portfolios (Hawksmoor was recently short-listed by Investment Week for Best Sustainable WM/DFM Group)
  • 2020 Markets outlook – is it time to take off the handbrake?

Please contact Jill Gill on [email protected] if you would like to attend.

Date Venue Time Format on Arrival
Tuesday 14th January Somerset CCC

Taunton TA1 1JT

8.00am for 8.30am start Breakfast on arrival followed by presentation
Thursday 16th January AFC Bournemouth

Vitality Stadium,

Bournemouth

12 Noon for 12.15pm start Refreshments on arrival. Presentation over buffet lunch
Thursday 16th January The Bell

Brook, Nr. Lyndhurst

5.00pm for 5.30pm start Refreshments on arrival. Presentation over buffet
Tuesday 21st January The Royal Albert Memorial Museum

Queen Street

Exeter

8.00am for 8.30am start Tea/Coffee/Bacon rolls on arrival followed by presentation
Wednesday 22nd January Woods Restaurant

Bath

11.45am for 12 Noon start Refreshments on arrival. Presentation over buffet lunch
Thursday 23rd January Boringdon Hall

Plymouth

8.00am for 8.15am start Tea/Coffee/Bacon rolls on arrival followed by presentation
Thursday 23rd January The Alverton

Truro

12.15pm for 12.30pm start Refreshments on arrival. Presentation over buffet lunch
Wednesday 29th January

 

Norwich City FC

Carrow Road,

Norwich

8.00am for 8.15am start Tea/Coffee/Bacon rolls on arrival followed by presentation
Wednesday 29th January Colchester United FC

Colchester,

Essex

1.00pm for 1.15pm start Refreshments on arrival. Presentation over buffet lunch
Thursday 30th January Hawksmoor Restaurant

10 Basinghall St,

London EC2V 5BQ

8.15am for 9.00am start Breakfast on arrival followed by presentation

 

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