Join our April Investment Forum

Join our April Investment Forum

Our monthly online Investment Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions. Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.

Our April Investment Forum will be focusing on how technology will help advisers address ESG. During the session we will hear from the following expert panellists:

  • Andy Pettit, Director, Policy Research, EMEA at Morningstar
  • Terence Moll, Head of Investment Strategy and ESG at 7IM
  • Leon Saunders Calvert, Head of Research & Portfolio Management, LSEG at Refinitiv 

About The Author

Emma Iskowitz

Originally from New Jersey, Emma previously worked as a writer, researcher, content creator and podcast producer for fintech consulting firm Ezra Group LLC. Emma graduated from London Contemporary Dance School in July 2020, and alongside her work at FTRC she is also pursuing a career in contemporary dance.

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