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