Location: Woodlands Park Hotel, Cobham, Surrey

Thursday 10th October
18:30 Pre-dinner drinks - Chester Suite
19:30 Welcome - Cornwall Suite Clive Waller - Chairman
Can new technology disrupt a luddite industry? Hugo Thorman, Octopus Platform
Friday 11th October - Prince of Wales Suite
08:30 Welcome Clive Waller - Chairman
08:35 Standardize or Humanize – How U.S. firms balance automation and personal interaction Mark Tibergien, CEO & Managing Director, Advisor Solutions BNY Mellon Pershing
09:05 Digital Wealth – View from Asia James Verner, Legg Mason
09:35 Discussion
9:55 Soapbox – SecureTheFile: You Clients Life, One Safe Space Josif Grace
10:10 Coffee - Lancaster Suite
10:30 Roadmap of Artificial Intelligence in Wealth - from Compliance to Digital Advise Pranav Pasricha, CEO, Intellect SEEC
11:00 Machine Learning: Sideshow or tidal wave? Simon Clare, Head of Technology and Innovation Bravura
11:30 Discussion
11:50 The Evolution of Human Behaviour Neil Bage, Founder, Be IQ
12:20 Discussion
12:35 More Dash than Bored: what the future of Pensions Dashboards could be Anthony Rafferty, MD, Origo Services Ltd
13:05 Discussion
13:15 Lunch – Cornwell Suite