12th May 2022 | 12:00 - 14:30 | Shankly Hotel, Liverpool


Millennium house

60 Victoria Street

Liverpool

L1 6JD


Risk in the real world

In a world beset by low bond yields, high equity valuations and the looming spectre of inflation, we have long worried about the risks facing investors in traditional stock and bond allocations. Now, the trends of past decades have begun to turn like boomerangs. Those shifts have been exacerbated by the war in Ukraine – a tragic reminder of what risk means in the real world. Amid heightened volatility, the case for active, contrarian investing has rarely looked more necessary. Valuation gaps within markets remain wide, creating ample opportunities for bottom-up investors. Using examples from the Orbis Global Balanced Fund, we discuss some of the attractive opportunities we have found to mitigate real-world risks by investing in undervalued, real-world companies.


Speakers


Rob Perrone, Investment Counsellor - Orbis

Rob joined Orbis in 2011. He is a member of Orbis’ team of investment counsellors, with primary responsibility for covering the Global Balanced Strategy. Rob has a Bachelor of Arts and a Master of Arts from Carnegie Mellon University, and is a CFA charter holder.




Heather Hopkins, Managing Director - NextWealth

In a career spanning Toronto, Boston, Tokyo and London, Heather Hopkins is a data and research expert specialising in the UK financial adviser and retail wealth management markets. Heather is the Managing Director and Founder of NextWealth. She is also on the board of the Mercantile Investment Trust and Orbis Investments UK.


Session: Tech enabled advice - how humans and machines will work together to deliver better and faster advice in future.


By the end of the session the delegates will be able to :

  • Explain how are advisers using technology in their business today
  • Recognize which aspects of advice will be mostly human and mostly machine in future
  • Identify which firms are using tech today to reach more customers and better meet customer needs


Directions


The Shankly Hotel is located in Liverpool City Centre, just a stone's throw away from many of the city's transport links.


Rail

Liverpool Lime Street Station (5 minute walk)

Liverpool Central Station (7 minute walk)