David Patterson

How to add value to your portfolio with ETFs

There are numerous source of value available today in both investment markets and in the products through which you can access them. This session considers various aspects of value, including how you can identify and add value to your portfolio through Exchange Traded Funds (ETFs) together with some practical ideas on the types of ETF you might consider and the important value aspects you should look for.

Keith R Ashworth-Lord

Buffettology: Turning Market Volatility into Opportunity

Buffettology is the study of the Business Perspective Investing techniques used by Warren Buffett and now put into practice by the recently launched Premier Sanford DeLand UK Buffettology Fund. Guest speaker, long-time advocate of Buffettology and Manager of the Fund, Keith Ashworth-Lord, will explore the outlook for the global economy and stock markets as we move towards 2012. Using an example of how to apply the strategy, he will show how identifying sound investments beforehand can leave you in a strong position to actually benefit from stomach-churning market volatility.

Sabrina Belkadi

Fine Wine – Alternative Investment and Portfolio Diversification

ENO Investments Ltd is an independent advisory company specialising in the creation of bespoke Fine Wine Investment portfolios. Sabrina Belkadi, the Founder and Director of ENO, will be introducing the concept of Fine Wine Investment as an alternative and viable capital asset.

The presentation will cover the concept and logistics of investing in Fine Wine. We will be analysing the factors that have influenced the growth of wine prices in the past decade as well as the UK tax regime of wine investment. Lastly, we will be looking at historical performance data of Fine Wine, comparing it to other asset classes such as equities, gold, fixed income and commodities, comparing absolute returns, risk profiles and volatility.