An Introduction to Personal Financial Planning

16 MARCH 2018
8:30 - 10:30 AM

About the event

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

Careful planning can help you set priorities and work steadily towards long-term goals. It may also provide protection against the unexpected, by helping to prepare for things such as unexpected illness or loss of income.

Join us to find more from Michael Barry - one of the most experienced and highly qualified wealth managers in the Russian Federation and Ivan Belyaev, CFA, an equity research analyst and manager of Planning Department at Lorus Supply Chain Management.

Let's discuss the role of financial planning in achievement of life goals, importance of portfolio structuring and need for review on a periodical basis.
The main points:
1. Financial planning: what is it?
2. Who is it for?
3. How do you do it?
4. Getting to know your client - financial planning is an action plan
5. A look at the commonly available tools, particularly life insurance structures - legal and tax implications
6. A typical scenario in Russia
7. On overview of portfolio structuring
8. Ethical considerations
Michael Barry
Advisor to expatriates, Russian nationals and charities on both corporate and personal affairs in Moscow, Russia.
Beginning his career in England training as an auditor, Michael studied tax with PWC, having also qualified as a personal investment advisor. Michael went on to become head of Lead Advisory services at Moore Stephens in London before becoming Chief Financial Officer and Operations Director of a Private Equity backed insurance broker. Following its successful sale, he stayed with the new parent as CFO of part of the Insurance businesses of The Automobile Association.
During that time, Michael was an advisor to the Monetary Policy Committee of the Bank of England which sets interest rates in the United Kingdom. He was also Chairman of the Board of Directors of an Academy trust.
Key clients during his career have included Nokia Ventures, Bank Boston, T-Telematic Venture Partners, a number of British politicians, the Governor of one of central banks of a European Union country and at least one pop star.
A Fellow of the Institute of Chartered Accountants in England and Wales with membership of both the Chartered Institute of Securities and Investments and The Chartered Insurance Institute of London, Michael is one of the most experienced and highly qualified wealth managers in the Russian Federation.
Michael graduated with a B.A. (Hons) degree in Philosophy from the National University of Ireland and holds the degree of B.Ph. from the Pontifical University, St. Patrick's College, Maynooth, Ireland..
Ivan Belyaev, CFA
Strategic Planning Department at Lorus Supply Chain Management
Ivan Belyaev is a manager with the Strategic Planning Department at Lorus Supply Chain Management, a fast-growing 300-employee company, specializing in finished vehicle logistics. He helps heads of business departments report to the CEO and the shareholder of the company by preparing presentations on both new initiatives and achieved results. On the former, he does research on different segments and participants of the logistics markets as well as builds financial models to evaluate investment projects and M&A transactions. For the latter, he tracks achievement of key performance indicators by sales and operations departments on a regular basis.
Prior to that, he worked at Sberbank CIB, the corporate and investment business branch of Sberbank, the largest commercial bank in Eastern Europe. In its Industry Research Department, he wrote diverse industry reports, including initiation reports on the Russian automotive and timber industries, prepared annual strategies, and created financial models, e.g., three models for restructuring outstanding loans worth $300M. His clients were Sberbank CIB's internal Commercial Lending and Global Markets Departments.

Join us now


Moscow, Nizhny Susalny lane, 5/19
Business center "ARMA", 4th floor (Mazars office)

By metro
Kurskaya (ring) ~5 min
Kurskaya (Arbatsko-Pokrovskaya) ~5 min
Exit from the metro following the signs:
"Kazakova street"
"the Gogol theatre"
"to long-distance trains"
In the underground tunnel move along the left side until the left turn
(sign: to the Gogol theatre/Kazakova street), continue your way
straight inside the tunnel.
After exiting the tunnel turn right and follow straight until you reach
the building 5/19.
By car
Paid parking available on the territory of ARMA - 100 RUB per hour/
per entrance. Paying by cash only at any exit point.
1. From Sadovoe ring
- On the outside of Sadovoe Ring, turn right to Kazakova street
- After passing the Gogol theatre turn right at T-junction
- Move down the lane until you reach the entrance 3 or entrance 1
2. From Sadovoe ring
- On the outside of the Sadovoe Ring, turn right at the sign to Verkhnyaya
Syromyatnicheskaya street
- At the fork (Y) turn left on 4th Syromyatnichesky lane, then turn left on
Mrzuvoskiy lane
- Move up until you reach the entrance 2
3. From the Yauza embankment
- On the embankment Tupoleva take the turn to Mrzuvoskiy lane
- Follow the lane until you reach T-junction (right after gas station
«Tatneft») and then turn right
- You will get to the entrance 2

Please contact us:
e-mail: or mobile +7 968 593 3084.