The IBSA have great pleasure inviting you to join Robert Alster of Close Brothers Asset Management, Carol Hipwell of EY Frank Hirth and Roy Saunders of the IBSA for a discussion group meeting on the economic and political outlook in the UK, US and EU, looking at the financial markets, business confidence and investments.
We will discuss the implications of the Autumn Statement for the UK, the Fed’s intentions in the US for interest rates, and the Autumn forecast of the European Commission for EU countries. The discussion will be informative, slightly alarming, but nevertheless will have a generally positive outlook!
This meeting will be hosted by Farrer & Co at their offices at 66 Lincoln's Inn Field, London WC2A 3LH on Tuesday 22 November at 18:00 (GMT).
Networking drinks will follow the discussion and offers the opportunity to meet fellow members and their guests. This event is free to IBSA members and invited guests.
Robert has leadership responsibility for the investment teams providing services and support to our investment professionals, including: all security research, performance, risk and governance as well as investment policy and asset allocation. He joined Close Brothers Asset Management in 2014 and previously established a research team of analysts covering equity, fixed income and macro research.
Robert has 28 years of investment experience having worked as an analyst, portfolio manager, and research head at AllianceBernstein, UBS Asset Management, American Express and Fleming Investment Management. Prior to working in the financial services industry, Robert worked in the coal mining industry as an Energy Analyst.
He holds an MA in Philosophy from Edinburgh University and an MBA from the Cranfield School of Management.
Carol has over 30 years’ experience in guiding individuals and families in all aspects of US tax. She understands international tax issues from a different perspective, as she has lived in three countries. She is a US Certified Public Accountant (CPA), and provides both US and UK advice on personal tax issues, as well as associated business and trust issues.
She assists individuals who have fallen behind in their tax compliance or learned of obligations only recently. Her tax specialties include the taxation of pensions, foreign tax credits, expatriation, and taxation of US nonresidents and green-card holders. She also leads the tax technical team within EY Frank Hirth — whose primary role is to provide technical support to the wider firm.
Carol holds a Bachelor of Science (BSc) in Business from the Carlson School of Management, University of Minnesota.
Since qualifying as a Chartered Accountant in 1967, Roy Saunders has accumulated a wealth of commercial experience working independently in commercial property, international tax, advertising and other industries. He is the Chairman of IFS, a boutique international tax practice based in central London. Academically, he is known throughout the world for his many books and publications, the foremost being his red book, International Tax Systems & Planning Techniques published by Sweet & Maxwell. Roy has also taught an MA Course on International Taxation at the Institute of Advanced Legal Studies at the University of London.
Roy is very proud of the fascinating client base of entrepreneurial individuals that he has built up at IFS. He feels strongly about the role that ethical tax structuring plays in the growth of an economy, and that this needs to be better understood by the public at large. Roy founded the IBSA to enable business professionals around the world to discover new business relationships and promote best practice by creating sustainable business structures compliant with international transparency, corporate governance and social responsibility.