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Building your portfolio: event registration

Important information - The value of investments and the income from them can go down as well as up, so you may get back less than you invest.

We’re delighted to invite you to our Building your portfolio event, where Fidelity experts will share their knowledge, and personal experience, around the considerations and disciplines of building and managing investment portfolios.  

After a presentation that includes the top 5 things to consider when you’re planning your portfolio you’ll also have the opportunity to watch an interview with our Investment Director, Tom Stevenson, with questions around his own portfolio management.

Event and agenda details

Date: Wednesday 4 December 2019

Time: Arrive at 17:30 for a 18:00 start. 
         The event will finish at 19:00, followed by drinks and canapés.

Venue: Fidelity Investor Centre, 111 Cannon Street, London, EC4N 5AR

Agenda

  • Building your portfolio - Fidelity’s Emma-Lou Montgomery, Associate Director for Personal Investing, will talk about how to start building a portfolio, and present her top 5 things to consider when making your own plans
  • How an expert builds a portfolio - Tom Stevenson, Investment Director at Fidelity, will be interviewed about his own portfolio and bring Emma-Lou’s presentation to life with real life examples
  • Panel Q&A - your opportunity to ask all our speakers questions

Please register below to attend the forum.

Please note we will use your email address to send you further details of this event.

Meet the speakers

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Tom Stevenson

Tom joined Fidelity in 2008. A spokesman and commentator on investments, Tom is responsible for defining and articulating investment strategy for Fidelity’s Personal Investing business. Widely quoted in the national press and appearing regularly on radio and television, Tom is a sought-after expert on markets, investment trends and investment funds. He is a weekly columnist in the Daily Telegraph, and regularly appears on BBC News, Sky and major radio stations. Prior to joining Fidelity, Tom was a financial journalist working for publications including Investors Chronicle, the Independent and the Daily Telegraph.

Emma-Lou Montgomery

Emma-Lou is a former financial journalist with over 20 years’ experience working in the national and online press.  Emma-Lou joined Fidelity in 2016 and as well as presenting our weekly Stock Watch Live programme can be found regularly commenting in the press and on radio and TV on quoted company results and economic announcements. She is also our personal finance expert, covering all aspects of financial wellbeing from cradle to grave, with a special focus on issues that affect women and their money.

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Daniel Lane

Daniel Lane is a senior manager in Fidelity’s Personal Investing business. A Teach First ambassador, he joined Fidelity in 2014 and currently writes on funds, behavioural economics and personal finance. He has a degree in Politics and Modern Languages from the University of Bath.

Important information - This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to a financial adviser.