Welcome to the Scotland & N.I. Investment Masterclass

2nd March 2023, 9:00 to 12:30


Uncertain times, inflationary markets, regulatory change - there is no doubt there are strong forces at work in the investment world today, and they are posing some tough questions for both financial advisers and their clients.

Professional Adviser's Investment Masterclass is designed to help Northern Irish and Scottish advisers gain a greater understanding of this tricky, evolving environment. Expert speakers will discuss the best ways - whether they be investment strategies, compliance, diversification, volatility management – advisers and their businesses can help clients trough this uncertain period.

We will look to provide a context for the case for multi-asset investing and an outlook for the sector over the year ahead.

2nd March 2023, 9:00 to 12:30

Event learning objectives:

• To improve delegate understanding of the key issues and trends in the investment market
• To network and develop relationships with peers in the industry
• To participate in Q&A sessions with industry experts and other financial services professionals

Time until the event


      Professional Adviser welcomes delegates with the following job titles within the Scotland and Northern Ireland geographic area:

      • Advisers

       • Independent Financial Advisers

      • Investment Advisers

      • Investment Managers

      •  Financial Planners

      •  Wealth Managers

      •  Directors/CEOs of Financial Adviser Companies


      Professional Adviser is committed to the journey in becoming more sustainable. By using the guidelines set out by Ecovadis, we will be working towards the accreditation. The goal is to reduce paper consumption across events and improve recycling rates, curb food waste and alter menus with an aim to include locally sourced, organic produce. We have also committed to deliver carbon offsetting at events wherever possible and provide delegates with accessible venues. We will be closely evaluating each event and considering how we can improve in the following areas; energy, transport, water usage, recycling, economic and local environment/community.

      Carbon Offsetting

      Incisive Media have partnered with Ecosphere+ to ensure all our remaining greenhouse gas emissions are offset. Working with Ecosphere+, we calculate the emissions from all our events, including those from event operations, venues and delegates. We then purchase the equivalent number of carbon offset credits to counter-act our activities. These credits are supporting the protection of vital rainforest in Peru, by funding conservation work and creating sustainable sources of income for locals to minimise incentives for deforestation. For further information about the project please visit ecosphere.plus/cordillera-azul-2

      For sponsorship queries, contact:
      Andrew O'Kelly
      Business Development Director
      07973 552381
      For sponsorship queries (Life COs), contact:
      Kim Harris
      Business Development Manager in Event Sponsorship Sales
      0207 484 9786
      For programme queries contact:
      Nieve Penford
      Event Coordinator
      0207 484 9842
      For marketing queries, contact:
      Lucas Citron
      Senior Marketing Executive

      This event is working towards the International Standard ISO 20121 and follows guidance set out by the Sustainable Event Alliance (SEA)