Events
Upcoming events
Past events
Educational Seminar
Tuesday 6 December 2011 at 3pm
We were delighted to welcome attendees to our educational seminar on Tuesday 6 December here at our offices in the City. Speakers included:
- Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, who provided an update on the general economy
- Paul Stanfield, Chief Executive of the Federation of European IFAs (FEIFA) who looked at the problems and risks of advising expat or emigrating clients as well as how IFAs can develop business in Europe
- Gerrit Heyns from Osmosis Investment Management who discussed resource efficiency and the resulting investment opportunities
- Steven Graham, our Sales Director, who talked through the educational materials and additional resources we provide on structured products
Educational Seminar
Thursday 8 September 2011 at 3:30pm
We were delighted to welcome attendees to our educational seminar on Thursday 8 September here at our offices in the City. Speakers included:
- Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, who provided an economic update
- David Lake from The Royal Bank of Scotland plc, who looked at the RBS Product Development Lifecycle
- Adrian Neave from Gilliat, who provided some ideas for the current environment
Educational Seminar
Wednesday 9 March 2011 at 11am
We were delighted to welcome attendees to our educational seminar on Wednesday 9 March here at our offices in the City. Speakers included:
- Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, who provided an economic update
- Richard Jory from Structured Products Magazine, who looked at European regulations
- Marc Chamberlain from Morgan Stanley, who looked at the many faces of collateralisation
- Adrian Neave from Gilliat, who concluded his speech on reducing the costs of buying options
Educational Seminar
Wednesday 8 December 2010 at 11am
We were delighted to welcome attendees to our educational seminar on Wednesday 8 December here at our offices in the City. Speakers included:
- Ruth Lea, Economic Adviser to the Arbuthnot Banking Group, who provided an economic update
- Emma Davidson from Citi who looked at UCITS III as a structured product wrapper
- Mike Wallis from Nucleus who gave an update on the platform regulatory environment, the role of a wrap in RDR and his thoughts on wrap due diligence challenges
- Gregory Perdon from Arbuthnot Latham who considered macro views on investing in China
- Richard Jory from Structured Products Magazine who looked at Structured Products in Germany
- Chris Kumpas from Rabobank who considered options strategies in a low rate environment
- Adrian Neave from Gilliat who looked at reducing the costs of buying options
To download presentations from some of the presenters please follow the links below:
- Ruth Lea - An Economic Update.pdf
- Emma Davidson - UCITS III as a structured product wrapper.pdf
- Mike Wallis - Delivering the RDR.pdf
- Adrian Neave - Reducing the cost of buying options.pdf
Risk Roundtable
24 September 2010
Recently, many investment professionals have raised the issue of how to quantify the risk of structured products. Client's risk profiles are mapped but how do you decide which product matches their approach?
Gilliat Financial Solutions is developing methodology that can be applied to all structured products and, to help achieve this, we hosted a roundtable event to get feedback and suggestions from members of the financial adviser community.
Structured Products: Deciding whether it's worth it?
26 May 2010
We hosted another educational workshop in our popular series on the 26 May. The workshop looked at the risk/reward profile of structured products. Guest speaker slots from industry experts included an economic perspective and current affairs update.
Structured Perspectives: An insight into structured products
3 february 2010
Gilliat Financial Solutions hosted a sellout educational workshop on the 3rd February. Investment professionals and journalists attended the workshop which discussed structured products and the economic climate.
Asset.tv Structured Products Live Masterclass
25 November 2009
Industry experts Adrian Neave, Emma Davidson, and Andy Savill discuss the outcome following the FSA's review of structured products, inlcuding:
- What the FSA's review of structured products means for you
- Counterparty risk and Lehmans
- Trends in product design