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New Masterclass: The Long and The Short of Risk

Gresham Wealth

We are delighted to announce that a date and topic have been set for the first of our Professional Masterclass events to be held in 2017. Taking place on Thursday 23rd February, the session will look at the topic of risk from two perspectives.

To take us through what is set to be a stimulating and thought-provoking session, we will be welcoming James Clunie from Jupiter Asset Management and Alex Wheelan from Vanguard Asset Management as our speakers.

To start us off, James Clunie will be discussing how utilising long/short investment strategies can assist in managing investment risk. James, who is Head of Strategy at Jupiter and manages their Absolute Return Fund, will explain the concept of taking short and long positions in the market along with the theory of when and how the strategy works.

To follow, Alex Wheelan will direct our attention to the fascinating topic of investor behaviour in relation to risk. As an authority in the area of behavioural finance, Alex will discuss the role of risk in financial decision making, revealing the cognitive and emotional biases when choosing investments and how these can influence outcomes.

CPD Points

Accountants and solicitors alike will benefit from attending the Masterclass; gaining a valuable insight for themselves and their clients. As Gresham is a CPD accredited organisation, all professionals in attendance will qualify for 1.5 CPD points.

For further information about other Masterclasses we have held and to view feedback from previous attendees, please see our recent article.

Event Timings

Due to oversubscription at previous events, we will be running two sessions during the day – one in the morning over breakfast and the other at lunchtime.

Morning Session:

Arrival and breakfast – 8:00am
Start time – 8:30am
Finish – 10:00am

Lunchtime Session:
Arrival and lunch – 12:00pm
Start time – 12:30pm
Finish – 2:00pm


We have already had a number or pre-registrations for this event and as the first Masterclass of the year, we anticipate that demand will be high. As places are limited, we would advise getting in touch with us early in order to secure your place.

For more information or to book on to either the morning or afternoon session, please contact us.


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