Agenda
Location: Woodlands Park Hotel, nr Cobham, Surrey
| Thursday 19th April | ||
| 18:30 | Pre-dinner drinks - Chester Suite | |
|---|---|---|
| 19:30 | Welcome - Cornwall Suite | Clive Waller - Chairman |
| Dinner | ||
| After Dinner Speaker | Lothar Mentel, CEO, Tatton Investment Management | |
| Friday 20th April - Prince of Wales Suite | ||
| 08:45 | Welcome | Clive Waller |
| 08:50 | The Rise of Segregated mandates in retail fund distribution | Heather Hopkins, MD, Next Wealth |
| 09:20 | Discussion | |
| 09:40 | What's good about ETFs? (And what's not) | Derek Fulton, CEO, First Trust |
| 10:10 | Discussion | |
| 10:30 | Coffe - Lancaster Suite | |
| 11:00 | Buddy, can you spare me a dime? | Samantha Seaton CEO, Moneyhub |
| 11:15 | What's under the bonnet, DFM, VI, et al | Dan Norman CEO, TCF Fund Managers |
| 11:45 | Discussion | |
| 12:05 | Tell me a story - lessons from a platform data | Bella Caridade-Ferreira CEO, Fundscape |
| 12:45 | Discussion | |
| 12:55 | Panel Discussion | Chaired by Clive Waller |
| 13:30 | Lunch - Cornwall Suite | Chaired by Clive Waller |