Investment seminar overview
We were excited to host our first investment seminar on 28 November 2023 at The Royal Yacht in St. Helier, Jersey. With an excellent turnout of interested investors, independent advisers and experienced professionals, it is safe to say the event was a roaring success.
Our Managing Director, David Baker, gave an introduction to the seminar before handing over to Jeff Brummette, our Chief Investment Officer, who provided the audience with a 2023 investment update and our company’s outlook for 2024. In case you missed the event, you can recap the themes covered in our Investment Summary Note.
You can also view and download our presentation slides by clicking below.
Thanks for your interest
We would like to give a special thank you to all those who attended, especially those that had the courage to pose such great questions to our CIO during the discussion. We appreciate all of the positive feedback we have received from you post-seminar and look forward to welcoming you to our next event in 2024 – watch this space!
If you want to explore similar content from Jeff and our investment team, you can read more in our News & Insights.
Get in touch with us
If you would like to learn more about any of the themes discussed or just provide us with some feedback, then please do not hesitate to contact us. We would love to hear from you.
Want to become an Oakglen client? Book a call with one of our wealth team to hear more about our products and services, and how suitable they are for you and your personal circumstances.