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.
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.
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.