FAQs

Please find below some frequently asked questions surrounding the format of the event. If there are any additional questions that you have, please feel free to contact our senior relationship manager Rebekah Dennis, rebekah.dennis@markallengroup.com.


Yes. We work very closely with you to ensure your experience is as relevant as possible. We ask you to stay for all the presentations in order to generate the most value for all attendees

Yes, Portfolio Adviser will make all presentations available to attendees on the event website.

Yes. Portfolio Adviser will provide your accommodation the nights of Wednesday 22 and Thursday 23 November. You may pay to extend your booking based on availability. If you wish to do so, please contact your dedicated events manager.

Yes. Portfolio Adviser will book your travel and arrange transfers between Horsham station and South Lodge on Wednesday 22 and Friday 24 November. We ask that you organise your own transfers to and from your local station. A dedicated event manager will liaise with you to ensure your requirements are met.

We will ensure that the most suitable travel option is booked for you. Once it has been booked, however, it will not be possible to change it.

No – Portfolio Adviser events are complimentary to attend.

No. Portfolio Adviser does not issue tickets for the forum, but selects attendees specifically. Fund selectors interested in joining the event are welcome to contact us for consideration.

No. The Congress is a working event from Wednesday 22  to Friday 24 November 2023. If you wish to have someone join you from the afternoon of the Friday we will be happy to help you arrange your stay at South Lodge using the preferential rates on offer to our group.

Yes, CPD certificates will be available post-event.

The events Portfolio Adviser organises are all designed to give professional fund investors the latest insight into different asset classes. Relevant titles include:

  • Fund selectors
  • Wealth managers
  • CIOs
  • CEOs
  • Researchers
  • Fund analysts
  • Portfolio managers