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Webinar

Good investing for the future: ESG for financial advisers

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Speaker(s):
Christopher Cade, Head of UK Sales, Sarasin & Partners
Martin Clark, Director/Lead Tutor, MLC Associates
Lee Coates OBE, Director, Ethical Investors
David Owen, Wealth Director, Lifetime Connect

If you work in financial advice, you'll need to incorporate 'environmental, social and corporate governance' (ESG) into your advice process following amendments to the Markets in Financial Instruments Directive (MIFIDD II).

But what does ESG really mean? And how will the changes affect your business?

In this webinar, our panel will share their expertise to help you critically assess retail investment funds and opportunities. You'll find out how to better match your clients' values to their financial goals - and help your business benefit from the rising demand for ethical investments.

Speaker(s):
Christopher Cade, Head of UK Sales, Sarasin & Partners
Martin Clark, Director/Lead Tutor, MLC Associates
Lee Coates OBE, Director, Ethical Investors
David Owen, Wealth Director, Lifetime Connect

Christopher Cade, Head of UK Sales, Sarasin & Partners
Christopher joined Sarasin & Partners in 2015. He focuses on distributing Sarasin & Partners collectives throughout Discretionary and Advisory businesses as well as Sarasin's Outsource Solution for IFAs.

Previously Christopher worked at Baring Asset Management and Skandia UK where he undertook various roles including Head of Third Party Distribution and Specialist in Investment Marketing respectively. Prior to this he was a Sales Manager at National Provident Institution.

Christopher holds the Investment Management Certificate (IMC) and a Diploma in Financial Planning, as well as the CFA UK's Certificate of ESG Investing.

Martin Clark, Director/Lead Tutor, MLC Associates
Martin is a Seminar Presenter and Business Development Consultant for Landmark IFA and a Chartered Financial Planner, specialising in building and supervising teams of Independent Financial Advisers.

Martin lives in Essex with his wife Lisa, law student son Callum and interior design and photography student daughter, Ciara. In his spare time, Martin is a marine fish enthusiast.

Lee Coates OBE, Director, Ethical Investors
Lee is a Director with 30 years' experience working in the financial services industry, specialising in ethical and responsible investment advice, product development, ethical research and public speaking.

He is an Associate of the Chartered Insurance Institute, a Member of the Society of Financial Advisers as well as an Associate of the Institute of Financial Planning.

In 2011, Lee was awarded an OBE for 'services to ethical business and finance'.

David Owen, Wealth Director, Lifetime Connect
David is the Wealth Director of Lifetime Connect, a podcaster and sometimes a Youtuber!

He was born in Staffordshire to a Welsh father and now lives in Derbyshire, with his wife Jo, son Griff and dog Yogi.

David dislikes cars when he's cycling and cyclists when he's driving. He enjoys a nice slice of cake.

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The London Institute of Banking & Finance event - Good investing for the future: ESG for financial advisers


Dear ,

saw this event and thought you may be interested...
Event title: Good investing for the future: ESG for financial advisers
Start date: Thursday 22 October 2020
Pricing: This webinar is free to attend.
Speaker(s): Christopher Cade, Head of UK Sales, Sarasin & Partners
Martin Clark, Director/Lead Tutor, MLC Associates
Lee Coates OBE, Director, Ethical Investors
David Owen, Wealth Director, Lifetime Connect
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