Events
Is anyone managing the retirement gamble?
Tuesday 25th May 2010
In this seminar, Stuart Fowler (No Monkey Business founder and author of the no-nonsense investment book from which we take our name) and Joe Clark will together ensure you are clear and realistic about the retirement gamble and how to manage it.
Event Summary:
- Location: Grange St. Paul’s Hotel, 10 Godliman Street, London, EC4V 5AJ
- Date: Tuesday 25th May 2010
- Time: 6.15pm for 6.30 start, 7.30 finish
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler and Joseph Clark
Test Drive No Monkey Business
Wednesday 3rd March
One criticism of our seminar series on retirement financing has been that we left attendees better-informed, engaged and intrigued but unclear as to what exactly they would get from us if they hired us. They wanted more of the ‘sales pitch’ that we were trying to avoid! In this seminar you will get the pitch!
Event Summary:
- Location: Grange St. Paul’s Hotel, 10 Godliman Street, London, EC4V 5AJ
- Date: Wednesday 3rd March
- Time: 6.15pm for 6.30 start, 7.30 finish
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler, Joseph Clark and Amanda Cleaver
Retirement planning, but not as you know it
Friday 29th January 2010
In this workshop, gain a better understanding of pensions as part of lifetime risk management and 'capital efficiency' planning; and ensure you do not make mistakes in the snake pit of HMG's 'simplified pensions' regime.
Event Summary:
- Location: Olswang Offices, 90 High Holborn, London, WC1V 6XX
- Date: Friday 29th January 2010
- Time: 8.30am
- Event Type: Workshop for the Olswang partners hosted by Stuart Fowler and Joseph Clark
How can outcomes-driven investment improve the client proposition?
December 1st (London), repeated December 3rd (Manchester)
Liability Driven Investment (LDI) is transforming decision making in the occupational pensions market. Applying the same outcome-driven thinking to personal financial goals provides powerful insights into asset allocation and risk management for both financial planners and portfolio managers.
Event Summary:
- Location: Sofitel, St James, 6 Waterloo Place, London, SW1Y 4AN
- Date: December 1st (London), repeated December 3rd (Manchester)
- Time: 11.25am
- Event Type: 'Investment Strategies 2010' industry conference organised by Dealers' Group
Smart pensions: actions to improve retirement outcomes
Thursday 12th November 2009
Smart pension thinking: sees pensions as just part of a retirement spending plan; uses pension maths to reveal pension myths; seeks true optimal application of complex pension rules; adopts best practice for solving similar problems in the occupational pension world; uses modeling techniques that are designed to deal with multiple sources of uncertainty; applies ideas of 'personal utility' to help people make choices with confidence; relies on a single, trusted adviser to plan and manage retirement assets.
Event Summary:
- Location: Grange St. Paul's Hotel, 10 Godliman Street, London, EC4V 5AJ
- Date: Thursday 12th November 2009
- Time: 6.15pm for 6.30 start
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler and Joseph Clark
Integrating financial planning and investment management
1st September 2009
Within this IFP London Branch Meeting, Stuart Fowler of No Monkey Business will share his insights from ‘outcomes-driven’ investment practice. Please note this is only open to IFP Members
Event Summary:
- Location: UBS Offices, 1 Finsbury Avenue, London, EC2M 2PP
- Date: 1st September 2009
- Time: 5.30pm
- Event Type: IFP Branch Meeting
Understanding the odds: valuing clarity from retirement outcomes
Thursday 23rd July
In this seminar, we will ensure you: see the true nature of the retirement funding goal as a management task calling for a solution; can judge better the solutions typically available to private clients; understand the potential benefits of our solution (in clarity and confidence along the way as well as better eventual outcomes).
Event Summary:
- Location: Baltic Exchange, 38 St Mary Axe, London, EC3A 8BH
- Date: Thursday 23rd July
- Time: 6.15pm for 6.30
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler and Joseph Clark
Understanding the odds: valuing clarity from retirement outcomes
Tuesday 19th May 2009
In this seminar, we will ensure you: see the true nature of the retirement funding goal as a management task calling for a solution; can judge better the solutions typically available to private clients; understand the potential benefits of our solution (in clarity and confidence along the way as well as better eventual outcomes).
Event Summary:
- Location: Baltic Exchange, 38 St Mary Axe, London, EC3A 8BH
- Date: Tuesday 19th May 2009
- Time: 6.15pm for 6.30
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler and Joseph Clark
Equity risk is everywhere and unavoidable
6th April 2009
Presentation to MMC Ventures, Please note this is only open to MMC Syndicate Members
Event Summary:
- Location: MMC Ventures, Braywick House, Gregory Place, London, W8 4NG
- Date: 6th April 2009
- Time: 6.30pm
- Event Type: Seminar Presentation by Stuart Fowler
Markets don't destroy wealth, people do
Thursday 19th March 2009
This seminar will challenge you to question your assumptions about equity risk and its role in meeting personal financial objectives, about the seductive alternatives to equity risk and about your relationships with the financial services industry as your gateway to capital markets. As always, we do this without hype or exaggeration, by reference to a few simplifying principles, graphical historical evidence and easily-followed logic.
Event Summary:
- Location: Baltic Exchange, 28 St. Mary Axe, London EC3A 8BH
- Date: Thursday 19th March 2009
- Time: 6.15pm for 6.30
- Event Type: No Monkey Business Seminar hosted by Joseph Clark and Stuart Fowler
