Events

Event details

NextGen Hangout Ep 5

Date 
11 December 2020
Time
12:00 pm - 1:00 pm
NextGen






We are delighted to invite you to join us for the fifth monthly online NextGen Hangout this Friday (11th) at 12:00 GMT, which aims to provide connectivity between young professionals in the Private Wealth sector, share productivity and management hacks and discuss the latest trends impacting them and their career. The NextGen Hangout is sponsored by Waverton Investment Management.

The format is a discussion with our guests below and small group networking via Breakout Rooms. Each room will be mixed every 15 minutes to give you the chance to maximise the networking over the hour. We are seeking your ideas and support as we develop this new concept in networking. We hope you get involved and find it useful.

This session will focus on dealings with younger entrepreneurs and clients. What do they want from their service providers? What are their priorities and interests? To help look at this area, we will be discussing the topic with two guests:

Doug Barnett, Portfolio Manager - Waverton, London. Douglas joined Waverton in April 2016 as an analyst based in Asia for the Waverton Asia Pacific Fund and the Southeast Asian Fund following the acquisition of 2CG Senhouse by Waverton. In October 2018, Douglas returned to London to run global equity mandates for private clients. Prior to joining 2CG Senhouse held positions at Deutsche Bank and De Putron Fund Management. He graduated with a Chemistry degree from the University of Edinburgh in 2009, is Member of the Chartered Institute for Securities & Investment (CISI), holds the Investment Management Certificate and the Chartered Alternative Investment Analyst Designation (CAIA).

Doug is the host of Waverton's "Why Invest?" Podcast and will share some of his thoughts on the people he has met during the course of creating that series.

Daniel Channing - Director, Family Office Services, Crestbridge, Jersey. Daniel has over 15 years' experience working with global UHNW families and family offices. He has specific expertise supporting HNW families and family offices implement and manage effective family succession planning solutions. Daniel joined Crestbridge from a global private bank where he held responsibility for the Wealth Planning and Advisory services for the LEVANT region.

As a Director, Daniel is key to cementing exceptional and long standing relationships with our families and family office clients and is responsible for ensuring we continue to create bespoke strategies to preserve and enhance clients' global asset portfolios and succession plans. Daniel holds TEP accreditation with STEP and an advanced certification in Family Business Advising.

Register below or email tickets@pcd.club with any questions. If you have any questions or have any trouble with bookings please contact tickets@pcd.club

(last minute registrations will need to be managed at tickets@pcd.club - bookings on the day of the webinar will be closed via website).




Prices
Webinar Registration - Members Only
Free
Major credit cards accepted
credit cards accepted

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