| Thursday 7th July |
|
|
| 18:30 |
Pre-dinner drinks - Main Bar |
|
| 19:30 |
Welcome - The Library |
Clive Waller, Chair, The Investment Network |
|
Dinner |
|
|
Ronan Kearney |
|
| Friday 8th July |
The Library |
|
| 08:45 |
Welcome |
Clive Waller, Chair, The Investment Network |
| 08:50 |
Introduction by the conference Chair |
Richard Romer-Lee |
| 09:00 |
Personalisation VS Personalization |
Steve Croucher - Morningstar |
| 09:30 |
Questions |
Fund Manager in Multi-Asset Funds Team |
| 9:40 |
Fractional Trading- Helping to unlock direct indexing |
James Wharton - Winterflood Business Services |
| 10:10 |
Questions |
|
| 10:20 |
Evolution of Mass Personalisation |
Josh Fennell - abrdn |
| 10:50 |
Questions |
|
| 11:00 |
Coffee |
|
| 11:30 |
Consumer Duty for Fund / Investment Managers |
Vanessa Johnson - Threesixty Services |
| 12:00 |
Questions |
|
| 12:10 |
Speakers' Panel |
Chaired by Richard Romer-Lee |
| 13:00 |
Lunch |
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