2015
Six students and a member of staff from Queen’s Management School attended a half day workshop at Brewin Dolphin’s office in Belfast. Brewin Dolphin is one of the UK’s leading providers of personalised, discretionary wealth management services.
The six students were chosen as a result of their involvement with the Trading and Investment Club, Student Managed Fund and CFA research challenge. The day was led by Andrew Burns and Emily Waterworth – investment managers at Brewin.
The day started bright and early at 8am with an overview of two companies which had released their earnings that morning – Lloyds banking group and International consolidated airlines. The students listened into a conference call of analysts talking about the morning announcements. Afterwards, students were challenged with being analysts themselves, looking through the published results to determine if they would invest in the selected companies.
The discussion then moved on to talk about portfolio construction, asset allocation and the global markets. The changed risk and return landscape was discussed as well as negative interest rates.
The workshop ended with an informal lunch and a chance to ask any further questions. Mark Russell, a final year actuary student and CEO of the Student Managed Fund (SMF) said of the event: “I found the visit very informative, and interesting. I took a lot away which I hope to apply to the SMF, including hearing what a professional investor looks for when valuing and rating stocks.”