Mark Northway, Investment Manager at Sparrows Capital and ShareSoc Director, will be discussing ETFs and taking questions from the audience. Areas Mark will cover include:

• What is an ETF?
• Structure and involved parties
• ETFs versus Index Funds
• Passive vs thematic vs active
• ESG filters and screens
• Research sources
• Due diligence
• Ongoing monitoring
• Platforms and holding costs

Speaker: Mark Northway, ShareSoc

Speaker: Thomas Muir, APG Capital Ltd

Gold is renowned for its long term wealth preservation and value appreciation during uncertain times. In this talk we look at why the price of gold has continued to hit new all-time highs in 2024, whether we can expect more of the same next year, and review the best gold opportunities available to private investors.

Speaker: Paul Williams, Managing Director - Solomon Global

Gareth Stewart, will deliver an insightful presentation on the importance of cybersecurity in today’s investment environment. As businesses increasingly rely on digital systems, the risk of cyber threats continues to grow, with potential to disrupt operations, cause financial loss, regulatory fines and reputational damage that can erode profits.

The presentation will demonstrate how vulnerabilities in a company’s cybersecurity posture can translate to operational risk, emphasizing the importance of thorough cybersecurity due diligence.

Investors will leave with a clearer understanding of how to assess the cybersecurity readiness of their portfolio companies and insight on how to mitigate these risks, safeguarding their investments.

Speaker: Gareth Stewart, Co-founder & CISO, ThirtyNine Cyber

The Good Money Guide Awards aim to champion financial services firms that excel in innovation, product, and customer service. Each year thousands of clients tell us what they think to help others make smarter decisions about how to manage their money. The awards also provide financial service providers with valuable feedback to improve their services.

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Adam Harris talks investors through his strategy for riding a bull market and maximising the profit-taking. He also discusses how long this situation may be expected to last, given the new administrations on either side of the pond. How can investors protect their portfolio against any sudden market shocks in the wake of the UK budget? And what opportunities might arise next week, when America goes to the polls?

Speaker: Adam Harris

With an urgent need to raise revenue, the new Labour Government is going to be forced to look to other sources since they have pledged not to increase VAT, Income Tax or National Insurance. This most certainly means that the most likely targets will be Pensions and Inheritance Tax.

The presentation from the Generational Planning Group will therefore concentrate on Estate Planning and legal IHT mitigation. Exploring the use of Trusts and IHT business relief as legal ways of reducing the impact of IHT on your estate

Speaker: Tim Henderson, GPG

In conjunction with Edison, Meet the Company offers you the chance to hear directly from three exciting growth companies. Management will present future plans and answer any questions from interested investors. Includes an A4 Reearch Handout, giving full company information on each business.

Hosted by Fraser Thorne, Edison

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" Art has long been a valued alternative asset, both emotionally and financially, but since early 2021 ‘art investment’ has secured itself as a viable asset class in the wake of an unstable economic climate. Prints & Editions by blue chip artists in the secondary market are the only types of art, however, that you can track against market trends, historic performance and a whole other host of data points. But where do you begin?

Charlotte Stewart, MD of MyArtBroker - leaders in the Prints & Editions marketplace and data that surrounds it - will explain not only WHY to invest, but how NOT to lose money in the secondary art market. With experience working directly with new and established collectors looking to grow a diversified art portfolio, where trading can be easy, accessible and economical, this talk will leave you armed to tackle the secondary art market. "

Speaker: Charlotte Stewart, Managing Director (MyArtBroker)