James Woods-Davison speaks at the TL4 & ContTrA event | Boodle Hatfield

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01 Sep 2023

James Woods-Davison speaks at the ThoughtLeaders4 & ContTrA event on ‘Investments & ESG’

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Senior Associate, James Woods-Davison is speaking at the ThoughtLeaders4 & ConTrA Private Client Summer School: The Ultimate Insider’s Guide, taking place at Downing College, Cambridge on 30 August – 1 September 2023.

James will be joined by Joanne Morse, Deputy CEO at Summit Trust International (Switzerland) and Amy Blackwell, Founder of Amy Blackwell-Impact Advisory.

This year, TL4 Next Gen Wealth and ConTrA return for their 3rd annual summer school, presenting a programme that aims to give newly qualified private client practitioners an opportunity to broaden their knowledge and refine their skills. The unique summer school style offers attendees great networking opportunities with leading private client advisers, and the ability to bounce new ideas and questions off of their peers, along with forging relationships at an early stage in their career.

The interactive sessions hosted by an expert speaking faculty cover a mix of black letter law, networking and soft skills including:

  • Estate Planning – Back to Basics
  • Capacity
  • Trust Basics – What, Why, Where…
  • Business Development in the Private Client World
  • The Variation of Trusts & Post Death Variations
  • And more…

James Woods-Davison’s session covering ‘Investments & ESG’ is on Friday 1 September.

For more information about the Private Client Summer School, please visit Thought Leaders 4 | Private Client.

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