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Previous SRI events:

In January and February 2018 Julia Dreblow will be supporting Quilter Cheviot’s investment roadshows for financial advisers in Loughborough, Cardiff, London and Harrogate. The title of the SRI session is ‘Sustainable Investment: Fundamental or Fad.’ Event details and sign up instructions can be found here.

 

 

We are delighted to be supporting an SRI event in Leeds on 9 November 2017 (am) – organised and hosted by RSMR.

Details of the event can be found here.

To sign up contact: enquiries@rsmgroup.co.uk

Event overview

  • Thackray Medical Museum – Leeds
  • 8:30       Tea/Coffee & Bacon/Egg sandwiches
  • 9:00       Introduction       –              Geoff Mills (RSMR)
  • 9:15       Market Overview –          Julia Dreblow (SRI Services)
  • 9:35       Ketan Patel – EdenTree Investment Management
  •                Searching for ethical opportunities in a post-Brexit world
  • 10:10     Hugh Cuthbert – SVM Asset Management
  •                Using your power as a shareholder in the most constructive way possible
  • 10:45     Break – tea coffee
  • 11:00     Dominic Burke – Sarasin and Partners         
  • 11:35     Simon Moon & Fraser Mackersie – Unicorn Asset Management – Searching for income via small and mid-cap UK equities in a socially responsible way
  • 12:10     Break – tea coffee
  • 12:20     Roundtable panel discussion
  • Turkey’s voting for Christmas – Can the panel foresee a time when SRI principles are so firmly embedded into the global economy that specialist fund management is no longer required?’
  • 13:05     Closing remarks
  • 13:10     Finish – all attendees are free to explore the museum

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Earlier events can be viewed here – go to SRI Services site.

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