Agenda

Location: The Elvetham Hotel, Hartley Wintney, Hampshire

Thursday 16th January
18:30 Pre-dinner drinks - The Morning Room
19:30 Welcome - The Library Clive Waller - Chairman
Dinner
After dinner speaker Damian Hinds, MP
Friday 17th January - The Library
08:30 Welcome Clive Waller - Chairman
08:35 The risk of culture Phillipa Hann, Clarke Willmott LLP
09:05 Transparency, divergence, reputation and costs: How regulatory risk is impacting the wealth management industry Linda Gibson
09:35 Discussion
10:00 Coffee
10:30 Panel session: What risk does DB transfer for business pose for the retail investment sector? Clive Waller - Chairman
11:00 Discussion
11:15 Soap box - Introducing The IFW (Initiative for Fincancial Wellbeing) Chris Budd
11:30 The Woodford Paradox Rory Maguire, Fundhouse
12:00 Discussion
12:20 How can investment manager forecast fund returns for investors Professor Andrew Clare, Cass Business School
12:50 Discussion
13:10 Lunch