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Throughout the year, we hold seminars and workshops on a variety of topics which are designed to inform and help our clients’ decision making and secure their futures.
  


Recently we held a seminar entitled “Selling your Business” – a topic foremost on the mind of many SME owners and one which is key to their retirement planning. We were delighted to welcome Mark Flood of Renatus Capital and Frank Harrington of Harrington International Corporate Finance who both gave us the benefit of their extensive experience. Both gave some excellent pointers and tangible issues to consider.

 

 
Damian Gallagher, recently retired entrepreneur, gave us a thoughtful and inspirational insight into how to approach retirement, redefining what it is to retire, and how to be happy and purposeful in the years beyond work while continuing to meet our financial commitments.
 


Subsequently we hosted a series of Investment Workshops for our clients which was lead by our Director of Investment and Ireland’s leading investment fund researcher Graham O’Neill. Sessions were limited to 15 to facilitate interaction and debate! During the sessions, Graham explained how he develops his view on the world economy and the experience of meeting and interrogating a fund manager. He spoke about the rise of infrastructure funds and why Absolute Return/Alternative funds are structurally unable to make returns. He concluded by explaining how we construct our portfolio recommendations in this challenging economic environment.
  


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Unit 1 Leopardstown Golf Centre, Brighton Road, Foxrock, Dublin 18

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