Member Event: New Generation Investing

Sessions at 8.15am and 12.15pm

Our spring masterclass series focus on the business owner’s journey from building a valuable business, through realising that value – be it from a sale or other form of transfer – to investing well for retirement security.

During this session we will look at the investment side of the journey, reviewing investment theory and moving onto our research around long-term socio-economic trends such as the rise of robotics.  We will also cover:-

• cashflow modelling
• effective strategies
• effects of an aging population
• long-term investing
• the alternatives

The Masterclass will last around two hours with questions and be of interest to people looking wishing to understand more about investing, particularly at retirement.