Grilling the Fund Manager Series with Mark Liu: Capital Group
Being one of the largest and oldest asset manager in the world with over 90 years of investment experience, Capital Group seeks to improve people’s lives through successful investing.
2024 is anticipated to be a year of transitions, with talks of US Federal rate cuts and the upcoming US elections presenting potential attractive opportunities in the equities environment.
Join this session to hear more about Capital Group New Perspective Fund, a core, flexible global equity fund which has over 50 years of track record that has been relevant year after year, decade after decade and generation after generation.
As we navigate in an environment of market uncertainty, Suyin who leads the business development efforts for the financial intermediaries segment will also introduce a client conversation framework and discuss the importance of empowering your brand through client engagement.
This is NOT your typical fund talk.
LOOK BEYOND numbers on the factsheet with this face-to-face update and networking session with fund managers, filled with engaging conversations.
QUESTION BEYOND the commonly asked questions as Mark Liu shares his expertise on the art of asking the right questions. Learn how to unlock the real insights from fund houses to gain a competitive advantage in the investment landscape.
LEARN BEYOND the average sales pitch to unlock the best approach to present to potential clients.
In light of recent markets, this session will serve as a valuable refresher for experienced advisers, and will provide indispensable knowledge for newer advisers to share with their clients.
Seminar Details:
Date: Wednesday, 4 September 2024
Time: 2.00pm – 5.00pm
CPD Hours: 3 Hours
Location: iFAST Financial Pte Ltd
10 Collyer Quay, #26-01 Ocean Financial Centre, Singapore 049315