Over the next few months Avalon are scheduling seminars with a selection of fund managers.

This is part of our Investment Innovation scheme in which we hope to provide a useful resource to advisers who wish to take advantage of our truely open choice platform that offers more funds from less well known specialist boutiques as well as those from  market leading fund managers.

For our first event we are joining up with Matrix fund managers.

Matrix Group is a privately owned financial services business founded in 1987 whose areas of expertise include Asset Management, Corporate Capital, Property and Specialised Finance.

Agenda as follows:

2.30pm - Introduction, Tea & Coffee: Richard Jones, Business Development Director Matrix.

·         An introduction to Matrix

·         What are UCITS?

3pm - Matrix Lazard Opportunity: Mike Wariebi, Head of Alternative Investments at Lazards.

·         Multi Strategy Bond Fund managed by Lazards
·         +64.9% in 2009
·         +60% since inception in 2007 vs. +20% average in Strategic bond sector .
·         Ability to go long and short across the full capital structure of a corporation.

4pm - Matrix Asia Fund: Rupert Foster,  Matrix Asia Fund Manager.

                ·         Pan Asian equity Long/Short Fund
                ·         +38%* since inception in August 2008 (Volatility 20.1%)
                ·         MSCI Asia -5.0% over the same period (Volatility 29.7%)
                ·         Strategy View; Long Term Bullish China, Long Term Bearish Japan

 

5pm - Drinks: Venue to be confirmed

 

To date, Matrix has raised over £9.5 billion for its investment products and currently has over £3 billion of funds under management.  If you would like to attend please contact David Kerr at our offices on 01666 501710 or send an email to dkerr@avaloninvestment.com.  If the time or location are not convenient, please let us know because other roadshows are planned around the U.K.