Speakers: Shane Gill, Key Capital Private & Conail Flynn, Grant Thornton
Shane Gill FCCA is a Director with Key Capital Private, a private wealth management firm providing advice and investment solutions to Irish private clients. Key Capital Private is the exclusive partner of Deutsche Bank Private Wealth Management in Ireland. Shane is a Qualified Financial Advisor and a Certified Financial Planner. Shane advises Individuals, Families, Pensions, and Charities on strategic asset allocation and tactical implementation of investment portfolios. Shane is a member of the ACCA Leinster Council.
Conail Flynn is a Director with Grant Thornton. Prior to joining Grant Thornton in 2002, Conail worked for pension and actuarial consultancy firms, both in Ireland and Scotland. Conail has extensive experience in providing advice on pensions, business insurance, life assurance, disability, critical illness, lump sum investment and inheritance tax. Conail is a Qualified Financial Advisor and holds a Joint Financial Services Diploma. He is a Fellow of the Life Insurance Association of Ireland and is an Associate of both the Irish Institute of Pension Managers and the Institute of Management Consultants in Ireland. He is also a member of the Insurance Institute of Ireland and Irish Association of Pension Funds as well as being a member of the Association of Compliance Officers in Ireland.
Topic:
- Brief macro economic outlook to give context to the investment strategies for Pensions.
- Asset class overview, risk and returns characteristics in the pension context
- Strategic asset allocation for pre and post retirement portfolios
- Tactical Implementation options in light of recent legislative changes