Professional Adviser Working Lunch
with Orbis Investments

24 November | 12:30 - 14:30 | Buxted Park, East Sussex


The lang cat's State of the Adviser Nation survey is now in it's 3rd iteration, and is one of the most in-depth studies into the investment and advice sector. Mike Barrett (Consulting Director) will be giving delegates a sneak preview of the results from this year's survey, as well as talking about the key trends for the years ahead.


In past decades, the classic portfolio of 60% stocks and 40% bonds was a silver bullet. Now, however, its return prospects look grim, its risks heightened. Escaping those risks will require a very different approach in the decades ahead. In this session, Orbis Investments lay out the case for a far more active approach to multi-asset investing—one that takes advantage of the bottom-up opportunities that are available in markets today. With the right tools and a contrarian perspective, active investors can still pursue attractive returns. Even without a silver bullet.


Speakers


Rob Perrone
Investment Counsellor

Rob joined Orbis in 2011 and is an investment counsellor and a member of the Orbis multi-asset investment team. Rob holds a Bachelor of Arts (Honours) degree and a Master of Arts degree from Carnegie Mellon University, and is a CFA charterholder.


Mike Barrett
Consulting Director, lang cat


Mike is consulting director, and sole-proprietor of the lang cat Isle of Wight office. A driver and survivor of platform mergers, migrations and RDR he held a number of senior roles at Skandia and Old Mutual Wealth. He is now working with platforms, advisers, banks and asset managers to help them create and communicate in a way that is a little less corporate and a little more human.