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M2095 - Building the right portfolio to meet your investment objectives (Online)

  • 16 Oct 2020
  • 13:30 - 16:45
  • Online Webinar

Registration


Register
Registration Time: 13.15
Sessions Time: 13.30 - 16.45 including a 15-minute coffee break
Speakers: Mr. Gabriel Mansueto and Mr. Colin Vella
Venue: Online Webinar
Depending on the COVID-19 situation, CPE might be held face to face. 
Participation Fees (The Institute is now accepting payments via Paypal)
MIA Members: €40.00
Non-MIA Members: €75.00
Retired Members: €20.00
Students: €30.00

Background Information

  • Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.
  • Distinguishing between speculative trading and investing based on fundamentals is crucial to understand, while also addressing the impact of different behavioural biases on rational investment decisions.
  • Starting off with the risk-reward characteristics of the different investment asset classes that exist, by the end of this presentation, one should achieve a better understanding of how best to manage a portfolio in line with a person’s individual’s needs and circumstances.

Objectives of the Session

  • To understand the main risk-reward profiles of equities vs other major asset classes
  • To understand the factors which contribute towards volatility in equity markets
  • Learn why equities are a good long term hedge against inflation
  • Learn about emotional and cognitive biases when investing in equities
  • To understand the differences between speculative and fundamental trading
  • To see the benefits and costs of trading on your own vs portfolio management

Topics on the Agenda

  • Building an investment portfolio
  • Speculative vs. fundamental trading
  • Behavioral biases
  • Volatility
  • Equities and inflation
  • Trading on your own and portfolio management

Target audience

Individuals who may need to enhance their investment knowledge and want to understand what considerations investors should make when investing on their own or through portfolio management.

Speakers profile

Gabriel Mansueto joined Jesmond Mizzi Financial Advisors Ltd as an assistant investment advisor in 2009 and one year later was given the role of trader on the Malta Stock Exchange. He completed the CeFA qualification which led him to the role of investment advisor and he is now Head of Investment Advisors. He graduated with an honours degree in Economics in 2009 and later completed a Master’s degree in Banking and Finance from the University of Malta. Gabriel managed the B’Kara Branch and is now responsible for managing the team of investment advisors and traders. His areas of specialisation include providing investment advice on fixed income and multi-asset investing.
Colin Vella has been working within the financial services sector for the past seven years and joined the investment advisory team at Jesmond Mizzi Financial Advisors Limited in 2013. He is now Head of Wealth Management. He graduated with an honours degree in Banking and Finance from the University of Malta in 2013 and obtained his Chartered Financial Analyst designation in 2017. Colin has been primarily focusing on providing investment advisory and portfolio management services to high net worth investors and corporate clients. His role entails the structuring of investment portfolios in line with their risk profile and investment objectives.

EVENT CPE COMPETENCES

3 Hours Core 

WEBINAR TERMS AND CONDITIONS

Terms and conditions apply

DISCLAIMER

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