Fundamentals of Investing MasterClass 

Please note: this is a temporary webpage, intended to confirm the details for the forthcoming event on Wednesday 15th July 2015.

Main Details

Venue:  Parmenion Capital Partners LLP, 2 College Square, Anchor Road, Bristol BS1 5UE 

Time:  9.00 coffee for 9.30am start.  Finishing at around 3.00pm

Nearest parking:  Millenium Car Park, Cannons Way, Bristol, BS1 5DB


Session 1:            The World Economic System
Session 2:            Asset Classes, Risk and Diversification
Session 3:            Strategic vs. Tactical
Session 4:            Active vs. Passive vs. DFA
12 pm                    Lunch
Session 5:            Socially Responsible and Ethical Investment
Session 6:            Taxation 
Session 7:            Psychometrics and Risk Profiling


Delegates Attending

Who From Diet
Chris Pearce Pearce Wealth  
John Tibble Aspire Financial Planning  
Jonathan Cooper Swindells Financial Planning  
Charles Clark Kumar Strategic Consultants  
Samantha Austin Lakin Clark Financial Planning Gluten-free, veg or fish OK
Matt Austin Austin Financial Planning Ltd  
Jon Cobb Trinity Wealth Management  
David Brown SWCO Ltd  
Kevin Moss ValidPath Ltd  

There is room for more!  If you are quick, you can still register to attend, by clicking here.


Kevin Moss, 10/07/2015