CNM Autumn Reception (Thursday 12th October, 5.30pm-8.30pm)
:
Location:
Kagool, One Friargate, 5th Floor, One Station Square, Coventry, CV1 2GN
About:
This invitation only event (for members of CNM's Reimagining the Region network and clients of BRI Wealth Management) will provide a regional perspective on what the Global Markets, their trends and current activity, mean for the West Midlands.
This event will feature a talk from Dan Boardman-Weston (Chief Executive & Chief Investment Officer, BRI Wealth Management) who will guide our guests through this huge theme with humour and plain English, followed by a Drinks Reception.
You do not need to be an investor or an expert in the stock market for this session. We are expecting 80 delegates from across the West Midlands to join us for this reception and the dress code is smart casual.
This event has been generously sponsored by Kagool and BRI Wealth Management.
OUR SPEAKER:
Dan Boardman-Weston (Chief Executive, BRI Wealth Management)
Dan joined BRI in 2011 and has held roles of increasing seniority within the investment team at BRI. Dan left BRI in 2017 to conduct an MBA at Warwick Business School, specialising in the strategies of high growth companies. Dan re-joined BRI in 2018 and was appointed to the role of Chief Investment Officer in March 2019.
As Chief Investment Officer, Dan is responsible for the strategy, research and management of investments at BRI. Dan is often quoted in the media (BBC, Telegraph, Investors Chronicle) giving his views on investment matters. Dan is a Chartered Fellow of CISI, holds an MBA from Warwick Business School and is the Chairman of a charitable trust. Dan has also been awarded the Citywire top 30 under 30 rising stars of investment management three times and the IOD West Midlands Young Director of the Year in 2016.
OUR SPONSORS
'Kagool is a leading global data & analytics and ERP specialist, offering consultancy and best of breed integration solutions. We empower clients through cloud platforms and emerging technologies by understanding complex challenges to make informed decisions and accelerate potential business value.
Kagool has grown rapidly since its founding in 2004. We are well established in the UK, India and the USA and are now expanding our operations in the EU, Central and South America and Malaysia.
Our distributed service model allows us to provide the best possible combination of skills and resources for our customers’ needs, offering exceptional value for money when compared to some other global systems integrators.'
'BRI Wealth Management plc is an independently owned wealth management company. We have over 50 years’ experience of protecting and growing our clients’ assets.'