After more than nine years of rising equities since 2008 it is easy to understand why wealth managers are becoming anxious about how to protect client assets if stock markets become choppy. Where’s the equivalent of an investment umbrella if the rain falls?
One approach may be to focus on generating income from stocks in all market conditions. An idea is holding a basket of equities and generate earnings by selling call options – the right to buy a stock at a specified price. If volatility rises, the premium paid for these options becomes even more attractive.
This Breakfast Briefing will focus on whether a strategy that seeks to generate income in this fashion can play a meaningful part in an investor’s portfolio, reduce overall risk, and be worth the effort. The event aims to cut through any jargon and explain the thinking behind such ideas.
- Registration & refreshments: 7:40am – 8:30am
Keynote: 8:30am – 8:50am
Panel discussion: 8:50am – 10:00am
Networking: 10:00am – 10:30am
Date and TimeDate: Tuesday 3rd October • 2017
Time: 7:40 am – 10:30 am
Address: 69 St James's Street, London, SW1A 1PJ
Telephone: +44(0) 020 7493 1164
Head of the UK Investment Office
UBS Wealth Management
As the Head of the UK Investment Office at UBS Wealth Management, Geoffrey manages the CIO team, providing detailed insights to clients across different regions and economies.
Before joining UBS Wealth Management in January 2016, Geoffrey served as the senior G10 FX Strategist for UBS Investment Bank for a decade in London and Zurich. During his time at UBS, he has built up a particularly strong track record advising clients on FX strategy.
Born in Beijing, Geoffrey spent the bulk of his childhood in the UK before returning to China for secondary education. He holds a double BA in Mathematics and Economics from Carleton College in Northfield, Minnesota and an MSc in Finance from the LSE.
Partner, Chief Investment Officer
Jonathan is a Partner and the Chief Investment Officer of the Group. He is also a member of the Wealth Management Executive Committee. Jonathan has 25 years of experience in fund management, asset allocation and manager selection. Jonathan was formerly Chief Investment Officer of Newton Private Investment Management and a member of Newton’s Executive Management committee, overall investment committee and strategy group responsible for the $37 billion under management. Previously he held senior positions at Principal Investment Management and BZW Portfolio Management. A Fellow of the Securities Institute, Jonathan received his MBA from Cranfield School of Management and holds a BA (Hons) in Economics and Politics. Jonathan is the author of ‘Start With The Map The Right Way Up’, an introduction to investment, and of numerous investment related articles.
ClearView Financial Media
Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.
Sales Director for ETFs
BMO Global Asset Management
Christine Cantrell is UK Sales Director for ETFs at BMO Global Asset Management. Christine joined BMO in 2016 to drive the ETF business development in the UK. She has over seven years’ experience in the ETF industry, most recently at State Street Global Advisors where she was responsible for relationships with UK asset management and financial intermediary firms.
Deborah Fuhr is the managing partner and co-founder of ETFGI, an independent research and consultancy firm launched in 2012 in London.
Previously Deborah served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors. Fuhr has also worked as managing director and head of the investment strategy team at Morgan Stanley in London, and as an associate at Greenwich Associates.
Ms Fuhr was named Recipient of 100 Women in Finance’s 2017 European Industry Leadership Award. She has been named as one of the “100 Most Influential Women in Finance” by Financial News for the past 4 years. Deborah has been the recipient of the 2014 William F. Sharpe Lifetime Achievement Award for outstanding and lasting contributions to the field of index investing. She has also won the Nate Most - Greatest Contributor to the ETF industry award and the ETF.com Lifetime achievement award. She is one of the founders and on the board of Women in ETFs.