Session 1 - The Great Reallocation: Rebalancing Maslow’s Pyramid

Most people know Maslow’s Hierarchy of Needs: the idea that fulfilment of aspirational wants comes only after foundational needs like food, shelter, and security are met. The same principle applies to countries. After years of prioritising higher order wants, many developed nations are now being forced to shore up the base, as the world shifts from global cooperation to national self-reliance. This reversal may be painful, but it also presents opportunities for investors willing to focus on needs rather than wants.

Learning objectives:

• Explore how national priorities are shifting from aspirational wants to foundational needs
• Examine how past capital abundance in some areas contributed to underinvestment in others
• Understand how market dislocations can create opportunities for investors

Speaker (Bristol & Cheshire):

Nicola Dormehl, Investment Specialist, Orbis Investments

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.

Speaker (Southampton):

Rob Perrone, Investment Counsellor, Orbis Investments

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 charterholder.

Session 2 - Beyond the Noise: From Prediction to Preparation (Southampton & Bristol)

In a world overflowing with political noise, economic forecasts, and investment ideology, QuantQual invites advisers to step back and refocus on what truly matters: client outcomes. This two-part thought piece challenges the folly of market timing and explores how preparation — not prediction — underpins lasting investment success. The first talk examines how disciplined, well-researched diversification can help clients achieve stability and confidence through uncertainty. The follow-up session brings those ideas into the real world of advice, addressing the polarisation of passive versus active approaches, the difference between cost and value, and the growing importance of independent research and outsourcing to trusted experts. Together, they offer a timely reminder that the best portfolios — and the best advisers — are built for resilience, not reaction.

Speaker:

Matthew Dewsnap,  Investment Director,  QuantQual

Matthew joined QuantQual in 2022 as a Partner and Lead Analyst, where he leads the development of our quantitative screening models and oversees the final stage of our qualitative assessments. He brings valuable, hands-on experience in financial planning, having previously managed the Centralised Investment Proposition (CIP) and portfolios for a regional IFA with £250 million in assets under management. This background gives him a deep understanding of the practical needs and challenges faced by financial advisers, ensuring that QuantQual’s insights remain relevant, implementable, and aligned with real-world advisory work. Matthew also serves as the lead portfolio manager of our Blended Multi-Asset Flagship MPS, which he manages in collaboration with BlackRock and Legal & General.

Session 2 - The Budget 2025: opportunities for advisers and their clients (Cheshire)

Dan Russell, Founder of Funkled, will offer his expert commentary in the immediate aftermath of the budget speech, Dan will comment on the key points in the budget and offer some helpful suggestions on how advisers might communicate with their clients the next day and the business opportunities this budget may offer

Speaker:

Dan Russell, Founder, Funkled

Dan Russell has spent over 20 years at the heart of the UK retail financial services market, working with thousands of intermediary firms and hundreds of product manufacturers to make the market work better. He is now on a mission, to tackle to biggest issue facing the UK market - the financial capability crisis, driven by poor financial literacy, lack of knowledge and poor access to services.

REGISTER HERE

To register for a working lunch select the location you would like to attend below and enter your details.

11th November, Hilton Southampton - Utilita Bowl, Southampton

12th November, Tortworth Court, Bristol

26th November, Mottram Hall, Cheshire

 Please contact aaron.nursimooloo@incisivemedia.com if you have any queries.