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JoshJamesRory and Emilia started the week off by having lunch with Senator and basketball legend Bill Bradley. Senator Bradley discussed the history of retirement savings in the US and contrasted the history in Europe. It was a fascinating discussion that gave us all an excellent understanding as to how Americans have become so heavily reliant on 401(k) and IRAs compared to Europeans who still rely more heavily on Defined Benefit plans for their retirement income.

With the upcoming rollout of NEST in the UK over the next few years, it will be very interesting to see if the public in the UK start to become more comfortable with investing in a similar manner to their counterparts in the US. Senator Bradley also discussed his views on healthcare in America and the upcoming presidential election before giving us signed copies of his new book ‘We Can All Do Better’.

On Monday evening, we joined a dozen or so other advisers attending the DFA European Study Group for dinner at The Cube restaurant perched above Royal Festival Hall overlooking the Thames. We enjoyed the most amazing seven-course meal prepared by Claude Bosithe 2 star Michelin Chef from Hibiscus Restaurant in London and Ludlow. We then all failed to stay up and watch Andy Murray win the first British Grand Slam victory since Fred Perry won 76 years ago – well done Andy!

On Tuesday we attended the DFA European Study Group Conference and heard from Bo Eason, the former Houston Oilers and San Francisco 49er safety now turned playwright and global speaker. We attended his Personal Storyworkshop and learned about human communication and interaction. We all found Bo to be one of the best speakers we have ever heard and were touched by his personal story and want to thank him for helping us develop ours. You’ll see more about this in later communications from us.

On Thursday we attended the Kensington & Chelsea Women’s Club Annual General Meeting at the lovely British Academy. We met some new people, talked with old friends and clients and raffled off a bottle of Laurent Perrier Rose Champagne. The ladies did an excellent job with the event and Mark was successful at giving away all of our Krispy Kreme donuts in the closing minutes of the event (before the ladies headed off to lunch) – well done Mark!


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