| Thursday 19th January |
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| 18:30 |
Pre-dinner drinks |
|
| 19:30 |
Welcome |
Clive Waller, Chair, The Investment Network |
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Dinner |
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|
Heather Hopkins, MD, NextWealth |
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| Friday 20th January |
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|
| 08:45 |
Welcome |
Clive Waller, Chair, The Investment Network |
| 08:50 |
Introduction by the Conference Chair |
Heather Hopkins |
| 09:00 |
Vertical integration - the other axis |
Adam Smith - Chief Operating Officer, Fairstone |
| 09:30 |
Discussion |
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| 09:40 |
Redefining the vertical |
Ed Dymott, MD, Wealth, Benchmark Capital |
| 10:10 |
Discussion |
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| 10:20 |
Coffee |
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| 10:50 |
Soapbox - Outcomes based planning |
Alasdair Walker, Handford Aitkenhead & Walker Ltd |
| 11:05 |
Platform 3.0 - Adviser Controlled Platforms |
David Moffat, Director, SS&C |
| 11:35 |
Discussion |
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| 11:45 |
Exploring vertical integration in UK wealth market |
Tim O'Connor, Founder & Co-CEO, StratEx |
| 12:15 |
Discussion |
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| 12:25 |
Panel Session |
Panel, Chaired by Heather Hopkins |
| 13:15 |
Lunch |
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