Better Business
Virtual Panels

26th April (10am), 24th May (2pm)
and 14th June (10am)


Click here to watch our event taster


Are you a financial adviser looking to better understand the major trends that are shaping and influencing markets and portfolios for discussion with end investors?

Throughout 2022 we'll be providing you with diverse and challenging discussions designed to examine the main drivers of the moment and provoke thought in terms of where markets are heading. Our Better Business Virtual Panels will cover every major asset class and combine our own investment research experience with insight from some of the best-known fund managers and advisers in the industry.

If you want to boost your knowledge and transform your client conversations, tune in to leading fund managers and advisers discussing their views together, in a succinct and independently moderated debate hosted by a range of investment specialists including RSMR’s market leading research team.

Our very own Stewart Smith, Head of Managed Portfolio Services will moderate our North America CPD accredited panel on 24th May at 14:00. We'll also be welcoming to the debate: 

  • Paul Flood, Portfolio Manager, BNY Mellon Investment Management
  • Lauren Romeo, Portfolio Manager, Franklin Templeton
  • Peter Bye,  Lead Portfolio Manager, UBS Asset Management
  • Kevin Johnson, Vice President, Dodge & Cox

Other dates for Q2:

- UK Equity Income on 14th June @ 10:00

Click here for the full line up for each event.


This event is FREE for advisers and attendance qualifies for CPD


We've been working with financial advisers since 2004, assisting them in delivering the right investment solutions for their clients.

Find out more