The Fundamentals of Investing

3 months ago

As part of our spring 'On the Road' tour, our topics took a slight tangent to our typical roadshow content, and we delivered sessions with a firm focus on the ‘fundamentals of investing’.

Maintaining that focus in this webinar, Managing Director of AJ Bell Investments, Kevin Doran, will cover sessions looking at risk profiling and capital market assumptions, and we’ve invited speakers from BlackRock and Vanguard to look at rebalancing strategies and implementation of ETFs.

We are also delighted to welcome Carla Langley, owner of Langley Consultancy Services. Carla will be addressing the importance of understanding the differences between ‘agent as client’ and ‘reliance on others’ and asking if your CIP is one of your biggest risks.

Tax and pension rules apply.


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Kevin Doran

Kevin Doran

Job Title
Chief Investment Officer

Kevin graduated with a First in Mathematics and Theoretical Physics from the University of Liverpool, and began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017 he joined AJ Bell Investments as Managing Director and CIO. He is a CFA charterholder.

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