Investment Analysis Webinars

Join our live sessions where we break down market movements and share practical strategies. These aren't generic presentations — we cover specific scenarios from recent client portfolios and walk through actual decision-making processes that helped shape successful outcomes.

Upcoming Sessions for 2025

We run these webinars monthly throughout the year. Each session tackles different market conditions and investment challenges. You'll see real portfolio examples and understand why certain strategies work in specific situations.

August 14, 2025

Navigating Interest Rate Shifts

We'll examine how recent central bank decisions affected bond portfolios and equity positions. Using three actual client cases from 2024, I'll show you the adjustments we made and the reasoning behind each move.

90 minutes Interactive Q&A
September 22, 2025

Sector Rotation Strategies

Technology dominated portfolios in 2023. But by mid-2024, some clients needed balance. This session walks through sector analysis methods and shows how we identified emerging opportunities in healthcare and industrials.

75 minutes Live analysis
October 18, 2025

Risk Management in Volatile Markets

Market turbulence in late 2024 tested many investment strategies. We'll discuss protective measures that worked, ones that didn't, and how position sizing made the difference between manageable losses and portfolio damage.

85 minutes Case studies
November 12, 2025

International Diversification Approaches

Currency movements and geopolitical events created both challenges and opportunities for global investors. We'll review how different exposure levels performed and what we learned about timing international allocations.

80 minutes Regional focus

Questions Organized by Your Stage

People ask different things depending on where they are in the process. Before signing up, you want to know if these sessions match your experience level. During the webinar, questions shift to application. And after? You're thinking about next steps and ongoing support.

Investment analysis workspace showing charts and research materials

Before You Join

Most people want to know if they'll actually understand the content. Fair question. Our webinars work best for investors who already manage their own portfolios or work with advisors but want deeper insight into strategy decisions.

  • Do I need advanced financial knowledge to follow along?
  • Are these sessions recorded if I can't attend live?
  • What specific topics will be covered in upcoming months?
  • How interactive are the sessions — can I ask my own questions?

During the Webinar

Live sessions generate the most specific questions. Participants often ask us to clarify methodology or explain why we chose one approach over alternatives. This is where theory meets practical application.

  • How would this strategy apply to my current portfolio mix?
  • What metrics do you prioritize when evaluating sector opportunities?
  • Can you explain that chart analysis in more detail?
  • What were the warning signs you mentioned in that case study?

After Completion

Once the session ends, questions shift toward implementation. People want to know how to apply what they learned and whether we offer resources for continued development beyond the webinar format.

  • Can I access the analysis tools you demonstrated?
  • Do you offer follow-up consultations for personalized guidance?
  • Will there be supplementary materials sent after the session?
  • How can I stay updated on future webinar topics and schedules?

Ongoing Support

We maintain a community of past webinar participants who share insights and discuss market developments. It's not formal education — more like colleagues comparing notes and challenging each other's assumptions.

  • Is there a community forum or group for past participants?
  • Do you send periodic market updates between webinars?
  • Can I submit topics I'd like covered in future sessions?
  • Are there advanced sessions for returning participants?

Real Portfolio Analysis from Recent Cases

These examples come from actual client situations. Names and specific details are changed for privacy, but the investment challenges, our methodology, and the results are all genuine.

Financial charts and data analysis on multiple screens

Technology Sector Concentration Risk

A client came to us in March 2024 with 68% of their portfolio in technology stocks. Great returns for years, but concentration risk kept growing. They wanted growth but needed better balance without triggering massive tax implications.

Our Approach

We mapped out a 14-month rebalancing strategy that gradually shifted 25% of tech holdings into healthcare, industrials, and international equities. The pace matched their tax situation and gave us flexibility if tech momentum continued.

  • Systematic rebalancing beats trying to time perfect exit points
  • Tax planning needs to drive the timeline, not market predictions
  • Diversification works better as a process than a one-time event
  • Client comfort matters — we adjusted pace based on their feedback
Investment analyst Alastair Pemberton reviewing market data
Alastair Pemberton
Senior Analyst

Why We Focus on Real Case Studies

Most investment education feels disconnected from actual decision-making. You learn concepts but don't see how professionals apply them when money is on the line and markets aren't behaving as expected.

I started running these webinars in 2021 because clients kept asking why we made specific portfolio adjustments. They didn't want generic explanations — they wanted to understand our thinking process when we had incomplete information and competing priorities.

What Makes These Sessions Different

We show the full context, including what we considered but decided against. That's where real learning happens — understanding why certain approaches don't fit particular situations even when they sound logical.

Every webinar includes at least two detailed case studies with actual portfolio data, the reasoning behind our recommendations, and honest assessment of what worked and what we'd modify next time. No sanitized success stories — you see the messy reality of investment decisions.

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