Agenda
Location: Woodlands Park Hotel, Cobham, Surrey
| Thursday 10th October | ||
| 18:30 | Pre-dinner drinks - Chester Suite | |
|---|---|---|
| 19:30 | Welcome - Cornwall Suite | Clive Waller - Chairman |
| Dinner | ||
| Can new technology disrupt a luddite industry? | Hugo Thorman, Octopus Platform | |
| Friday 11th October - Prince of Wales Suite | ||
| 08:30 | Welcome | Clive Waller - Chairman |
| 08:35 | Standardize or Humanize – How U.S. firms balance automation and personal interaction | Mark Tibergien, CEO & Managing Director, Advisor Solutions BNY Mellon Pershing |
| 09:05 | Digital Wealth – View from Asia | James Verner, Legg Mason |
| 09:35 | Discussion | |
| 9:55 | Soapbox – SecureTheFile: You Clients Life, One Safe Space | Josif Grace |
| 10:10 | Coffee - Lancaster Suite | |
| 10:30 | Roadmap of Artificial Intelligence in Wealth - from Compliance to Digital Advise | Pranav Pasricha, CEO, Intellect SEEC |
| 11:00 | Machine Learning: Sideshow or tidal wave? | Simon Clare, Head of Technology and Innovation Bravura |
| 11:30 | Discussion | |
| 11:50 | The Evolution of Human Behaviour | Neil Bage, Founder, Be IQ |
| 12:20 | Discussion | |
| 12:35 | More Dash than Bored: what the future of Pensions Dashboards could be | Anthony Rafferty, MD, Origo Services Ltd |
| 13:05 | Discussion | |
| 13:15 | Lunch – Cornwell Suite |