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EDUCATION SESSION
Financial Planning 101
Put your financial health at the top of your agenda for 2019. Learn how much to save, how to invest and how to budget for family or education goals. Following the session, consider how you will prioritize these guidelines, whilst you mingle with peers and enjoy cocktails and a bird's eye view of the Hamilton Harbour.
DATE
21 February 2019
TIME
5:15 PM Registration
5:30 PM Event Begins
The program will begin promptly at 5:30 PM ; please allow time to register before the event begins.
LOCATION
Orbis House
25 Front Street
Hamilton, Bermuda
PARTICIPANTS

John Bonvetti
The Bank of N.T. Butterfield & Son Limited

Gillian Kersse
International Financial Planning Ltd

Carla Seely
Freisenbruch-Meyer Insurance Services Ltd.

Erin Williams
Moderator
Orbis Investments
HOST
Orbis Investments
 
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BIOGRAPHIES
John Bonvetti
Vice President, Private Banker, The Bank of N.T. Butterfield & Son Limited

John has over a decade of experience serving the long term financial planning needs of high net worth individuals, families, private businesses and foundations. Before joining The Bank of N.T. Butterfield & Son Limited in July 2016, John held wealth management roles at HSBC Bank Bermuda Limited and J.P. Morgan’s Private Bank. John holds the Certified Financial Planner® designation and is a member of the International Financial Planning Association.

Gillian Kersse
Financial Advisor, International Financial Planning Ltd

Gillian is a qualified Financial Advisor from the UK, with over 25 years’ experience. She joined International Financial Planning Limited in Bermuda in 2011, having previously worked in various capacities in the UK and Hong Kong. Gillian is the Philanthropy Committee Chair of 100WF Bermuda.

Carla Seely
Vice President, Pension and Investment, Freisenbruch-Meyer Insurance Services Ltd.

Carla brings over twenty years of extensive experience in wealth management, pension management, investment advisory and retirement planning both in Bermuda and internationally. Carla holds various investment licenses through the Canadian Securities Institute (CSI) including; CSC, PFP, WME. Through the Financial Planning Standards Council (FPSC) she holds a level 2 certification under the Certified Financial Planner (CFP) program, and obtained her ACIS through Chartered Institute for Securities & Investment in the U.K.

Erin Williams
Investment Counsellor, Orbis Investments

Erin leads Orbis’ institutional client servicing in Bermuda and the Cayman Islands. She aids in the firm’s Investment Counsellor Group’s overall strategic initiatives, responsible for servicing institutional clients and investment consultants globally. Erin leverages her background as a member of Orbis’ Quant team to articulate the firm’s unique investment process externally as well as working to generate analytical content for the Orbis client base. Before joining Orbis, she was an associate in the Family Wealth Division at Morgan Stanley. Erin is a member of 100WF Bermuda Philanthropy and Gala Committees.
ABOUT
Orbis Investments
Founded in 1989, Orbis manages approximately US$33 billion of client assets and has more than 350 employees in eight countries, including 75 at the Bermuda office. Our core skill is bottom-up stock selection using a fundamental, long-term, contrarian investment philosophy, and our primary offering includes a narrow range of long-only equity strategies: Global, International, Japan, and Emerging Markets. Since its inception in 1990, our flagship strategy, Global Equity, has exceeded the MSCI World Index by approximately 5% per annum, net of fees.
100 Women in Finance
100 Women in Finance is a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
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