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Informed Choice Radio - personal finance peace of mind with Martin Bamford


Nov 14, 2016

My guest for this episode of Informed Choice Radio is Jon Beckett.

Jon is a thought leader in the fields of fund strategy, research and governance. He’s been a fund selector and strategist for over 16 years, acting as a gatekeeper for one of the UK’s largest insurance platforms. He’s held a portfolio of senior roles, including with the Association of Professional Fund Selectors and Chartered Institute for Securities & Investment.

Jon, affectionately known in the industry as ‘JB’, has long been an outsider of the City. He loves to challenge the status quo and cast light on the relationship between fund selectors and fund managers.

JB is author of New Fund Order: A Digital Death for Fund Selection?

In the book, JB hunts down the value chain between fund buyers and fund managers, tackling the difficult issues head-on. It’s described as a digital survival guide for anyone working in the fund and wealth industry.

In this episode of Informed Choice Radio, I speak to JB about the life of a professional fund selector, the relevance of human fund selection in an increasingly digital world, using liquid alternative investments in the current economic environment, and the danger of super tanker funds.

Welcome to New Fund Order with Jon Beckett, in episode 135 of Informed Choice Radio.

Some questions I ask

-How did you become a fund selector?

-What inspired you to write the book, New Fund Order?

-How is fund selection changing in this increasingly digital world?

-Can you explain what alternative liquid investments are and how they tend to perform in volatile market conditions?

-What's the problem with giant investment funds?

Thank you for listening!

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