Agenda
Location: Woodlands Park Hotel, nr Cobham, Surrey
Thursday 19th April | ||
18:30 | Pre-dinner drinks - Chester Suite | |
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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 |