Working in client relations (Fully Booked)
Tue 20 Feb 18 at Balls Brothers, Minster Exchange, London

Join our panel of client relationship experts from some of the UK’s top investment houses for an interactive discussion on what it takes to be successful in client facing roles and the different options available within the field.

 They will include information such as:

  • Their careers and how they developed their attitude and path
  • What is a typical day like?
  • What personality types are best suited to working in client relations?
  • The similarities and differences in mindset and skills that you need for the different roles

Please note if you require special assistance or have specific access requirements, please contact the events team at events@cfauk.org

Speakers
Catriona Buckley, CFA
Associate Director, Fidelity International


Catriona Buckley is an Associate Director at Fidelity International with responsibility for consultant relations. Catriona joined in 2016 and has worked in the industry for over 10 years. Before joining Fidelity International, she spent five years at Pioneer Investments where she had responsibility for managing and developing institutional and wholesale client relationships across Europe. Prior to this she spent six years in a variety of roles within Allied Irish Banks, most recently as a Credit Analyst on the Bank’s proprietary bond trading desk.

In her current role, Catriona focuses on managing and developing Fidelity International’s relationships with investment consultants with a view to promoting Fidelity International’s range of fixed income, real estate, multi asset and equity capabilities. Catriona is CFA charterholder and graduated from the University of Dublin Trinity College with a BA Hons in business and economics.

Tom Peberdy, CFA
Manager, UK Client Group, Investec Asset Management


Tom Peberdy, CFA, is a Manager within the UK & Ireland client group at Investec Asset Management. Having joined in 2013, Tom is responsible for developing the firm’s institutional client base, working directly with public and private sector pension funds, charities, investment consultants and other institutional organisations.

Previously Tom worked for UBS Global Asset Management within the UK Client Relationship Management team, supporting prospective and existing institutional clients. Tom graduated from Loughborough University with a Bachelor of Science degree in banking, finance and management, and is a CFA Charterholder.

Mairead O’Dowd, CFA
Client Associate, Global Client Relationship Management team


Mairead O’Dowd, CFA, joined Standard Life investments in April 2017 and is responsible for a portfolio of institutional clients in the UK. Prior to joining Standard Life Investments, Mairead spent over two years at Legal and General Investment Management as a Client Relationship Executive, working with a wide range of UK pensions schemes. She began her career in asset management at Franklin Templeton Investments in 2011. Mairead is a CFA Charterholder.

When and where?

Date
Tuesday 20 February 18

Time
Registration: 18:00
Event: 18:30 - 19:30

Location
Balls Brothers, Minster Exchange, Minster Pavement, Mincing Lane, London EC3R 7PP
View map | View directions

Nearest tube station
Monument
TFL journey planner

Price
Member - ££0
Non-member - ££50