26th May 2022 | 12:00 - 14:30 | Hotel du Vin, Brighton
2 SHIP STREET
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.
Nicola Dormehl, Investment Counsellor - Orbis
Nicola joined Orbis in 2015, having spent three years as a business analyst at Orbis’ sister company, Allan Gray Proprietary Limited. She is a member of Orbis’ team of investment counsellors and a specialist on the Orbis Global Balanced and Global Cautious strategies. She has a Bachelor of Commerce in Economics (Cum Laude) and a Bachelor of Commerce (Honours) in Financial Economics and Investment Management (Cum Laude) from University of the Free State.
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
Please be aware that there is no access to Ship Street via North Street. Access to Ship Street is gained from Middle Street via Kings Road.
FROM THE M25 / M23 / A27 Join the A23 signposted to Brighton 'Town Centre'. Follow the A23 (signposted 'Seafront') until you reach the roundabout opposite Brighton Pier. Turn right along the seafront onto Grand Junction Road, which becomes King's Road. Just past Black Lion Street, you'll find Ship Street, which is a one-way street with no access from King's Road. Drive past Ship Street and take the next turning right into Middle Street. Follow to the end bearing right until Middle Street meets Ship Street. Turn right into Ship Street. Hotel du Vin is on your right at the end of the street, just a stone's throw from the seafront.
The Lanes Car Park on Black Lion St, Brighton BN1 1ND
355 spaces (8 disabled spaces on level 1).
Electric car charging points.
0.2 miles from the hotel
Brighton train station is approximately 1 mile away, a 15 minute walk. When you exit the station walk straight down Queens Road until you reach the seafront. Turn left and continue along until you reach Ship Street. The hotel is located on this street. Alternatively there are taxis available at the train station.