MiFID, Models & Methods 

A date for your diary:  Friday 16th March


In conjunction with DeFaqto and Parmenion, ValidPath is organising a bespoke training event, covering the following core topics:

  • MiFID II - Practical considerations for your processes
  • DeFaqto Engage - using it for risk-profiling, establishing asset allocations, and integrating that with your chosen investment solutions
  • Working with Model Portfolios - help and guidance to streamline your processes and simplify your life
We're going to hold the event at Parmenion's offices in Bristol, for the following reasons:
  • Patrick Ingram (of Parmenion) is going to help us to focus on MiFID II
  • The relevance to model portfolios, something we have been running, with Parmenion's support, since 2011
  • Good rail-links from the rest of the UK, and proximity of the venue to Bristol Temple Meads station
  • Good road access - M4 & M5
  • Local airport in case anyone wants to fly
  • Proximity to the 'Gateway to Heaven' (the Severn Bridge will take you into Wales if you wish to use this event as an excuse for a weekend away)
We think this day should be useful to anyone who is concerned with the delivery of investment solutions to clients, and who suspect that DeFaqto Engage might actually revolutionise how they go about their due-diligence, but haven't quite worked out how.

Further detail

  1. To inculcate a robust methodology when using systems
  2. To focus the Due Diligence process on outcomes
  3. To demonstrate how research can be intuitive and therefore be consistent with the values and objectives of ValidPath and its Members
  4. To better enable ValidPath Members to access and use their own systems more intelligently and effectively.
Timescales 9.30 - 10.00am - Registration
10.00am - 12.30pm - Morning Session
12.30 - 1.30pm - Lunch
1.30 - 3.30pm - Afternoon Session
CPD This event will be CPD-able, and certificates will be issued
  • No charge for the day (but, alas, you'll have to get there)
  • Last minute cancellations or no-shows will pay for their lunch
  • Details of nearby parking available from Parmenion (but see map below)
  • Full agenda to be published nearer to the event.

The Day's Agenda

Here's an outline of the day ahead...

TimeSlot Activity / Theme Who?
9.30 - 10.00am Arrive, check-in, coffee  
10.00 - 10.10am Welcome / Housekeeping Kevin
10.10 - 11.00am MiFID II - Parmenion Implementation
MiFID II Data on DeFaqto
Tom Dudley (Parmenion)
Carly Bewick (DeFaqto)
11.00 - 11.10am Quick coffee / toilet-break  
11.10 - 12.30pm Joining up your DD on Defaqto Carly
12.30 - 1.30pm Lunch  
1.30 - 2.15pm Q&A on DeFaqto Engage Carly
2.15 - 2.45pm Model Portfolio Functionality on DeFaqto Carly
2.45 - 3.30pm Decumulation, Tools & Disciplines Patrick Ingram (Parmenion)
3.30 - 4.00pm Discussion & Close  
Dress code is... Smart / Casual!


Kevin Moss, 12/01/2018