Asset Allocation is becoming a serious challenge as investors are completely reassessing their concept of risk and return in various markets. This must-attend master-class will equip you with the advanced portfolio management skills you need to ride through the volatility to continue generating returns from your investments. Whether your goals are capital protection or portfolio growth, by employing the strategies and techniques you learn in this half-day session you will ensure that you that you hit them.

• Explore the optimal structure of a balanced and diversified portfolio that guards against market movements
• Evaluate passive and active management strategies and discover which will work most effectively for you
• Identify and incorporate sources of alpha that will generate out performance for your portfolio
• Assess the latest investment vehicles you can use to tailor your exposure and manage risk
• Develop advanced hedging techniques to offset exposure and limit risk across markets
• Portfolio monitoring – the importance of a disciplined review policy

Your Master-class host:

Mark McCarron, CFA Managing Director, EMEA Client Portfolio Management SEI

Mark is responsible for directing portfolio strategy, managing client portfolios and co-ordinating investment performance and communication for UK, European and Middle Eastern clients. Prior to this Mark held several roles within SEI’s Investment Management Unit including Manager Research Analyst, Senior Portfolio Manager and Director of Manager Research covering US, European and Asian equity markets.

Mr Jahangir Aka, Director, Private Banking & Wealth Management, UK and Middle East, SEI

Jahangir is responsible for the sales and marketing of SEI’s asset management offering, targeting strategic partnerships with Private Banks, Wealth Managers and Family Offices in the UK and Middle East for SEI. Jahangir previously spent 9 years at Standard Chartered Bank, working in roles across Europe, Asia and the Middle East. Formerly he was Head of Product, Sales and Marketing for International and Private Banking at Standard Chartered Bank based in London. In this role he was responsible for Standard Chartered’s product offering and relationship management teams covering clients in Europe, Middle- East, Africa and South Asia.