Dates: 15 December 2005
Venue: UBS, London

At the fifth meeting of CITI’s Centres of Excellence Club, held at UBS, the topic for the day was portfolio management.

Christopher Worsley of CITI, David Tuffs of UBS and David Lymer of Britannia led the discussions.

Thomas Docker of CITI set the scene and posed a few questions for club members to consider.

David Tuffs gave a short talk on portfolio management within UBS, and also provide some background information on our kind hosts, UBS.

David Lymer discussed the issues facing Britannia in their management of portfolios.

Christopher Worsley shared CITI’s view of portfolio management (presentation attached).

A number of exercises and workshops explored this topic. Access to all presentations, workshop outputs and papers are available to CofEe Club members via the online forum.