7IM EVENTS 2020

Throughout 2020 we’re going to be speaking and exhibiting at a number of adviser events around the country. Details of where we’ll be are below.

To register for events in 2020, please use the button below or scroll down to the form.

Previous webinars

Why we don’t look the same

Tuesday 15 September – Hosted by Ben Kumar and Matt Yeates

Nothing is static. It’s all about relatives.

At 7IM we do things differently. We construct portfolios with the aims of your clients in mind, and deliver them in a robust and sensible way. This helps us protect your clients when the going gets tough.

We focus our attention on building portfolios which are truly balanced with a variety of different return sources and themes suited to your clients’ expectations and needs.

So, how balanced is your balanced portfolio?

In our webinar, Ben Kumar, Senior Investment Strategist & Matt Yeates, Head of Alternatives & Quantitative Strategy team up and look at why ‘different’ looks good in the current climate.

View the webinar

Behavioural finance: The psychology behind cashing out

Thursday 23 July – Hosted by Ben Kumar and Chris Justham

How many clients have called you to talk about cashing out recently?

How many times have you explained about not trying to time the markets and having a long term view?

Judging by the advisers we’ve been speaking to, we’d guess a lot? That’s why this is the basis for our next webinar, Behavioural finance: The psychology behind cashing out.

Ben Kumar’s behavioural finance sessions always get great feedback from advisers, so in this session we’ll be asking him to delve deeper into what is going on in investors’ minds in times like these, and how advisers can use this panic to actually build stronger relationships for the future.

We’ll be putting questions to him such as:

• What’s the tipping point where the nerves kick in, and why?
• Is there a way you can help prevent this panic in the first place?
• Are certain clients more likely to experience it?

Register now to join us or to watch later on demand. You can also submit your questions in advance and help us shape the discussion.

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Market dislocation and cashing out

Thursday 18 June – Hosted by Martyn Surguy and Ahmer Tirmizi

As markets start to bounce following the lows in March, seemingly ignoring the economic turmoil that the COVID-19 crisis is expected to cause, many clients may be asking “is this the right time to cash out?”.

With the S&P 500 being almost back to record highs, paired with expectations that the global economy will suffer moving forwards, it’s an understandable question.

Join Martyn Surguy, 7IM’s Chief Investment Officer, and Ahmer Tirmizi, Senior Investment Analyst, as they analyse the dislocation between markets and recession level economic data, how we’re preparing for what’s next and why history tells us that cashing out, or attempting to time the market, can have a more detrimental effect on returns than simply riding out volatility.

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Government support schemes explained

Thursday 11 June – Hosted by Tony Wickenden

Join Tony Wickenden, Managing Director of Technical Connection, as he takes us through the very latest on the Job Retention Scheme (AKA Furlough), the SEISS, Loans, Grants and Tax Deferment - all with the benefit of a few months experience of these schemes in action. Tony will also be considering the increasingly asked question of what the estimated £300bn+ addition to Government borrowing might mean for future taxation.

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