| Thursday 10th February |
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| 18:30 |
Pre-dinner drinks - Lounge Bar |
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| 19:30 |
Welcome - Gibson |
Clive Waller, Chair, The Investment Network |
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Dinner |
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Some thoughts on Regulation |
Clive Waller, Chair, The Investment Network |
| Friday 11th February |
The Fielden Suite |
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| Theme: Intergenerational wealth and the next generation of adviser clients |
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| 08:45 |
Welcome |
Clive Waller, Chair, The Investment Network |
| 08:50 |
David Ferguson (via Zoom) |
Founder and one-time CEO Nucleus |
| 09:20 |
Questions |
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| 09:25 |
The Incredible Power of Conversation when managing 'What if?' across the generations |
John Porteous MD, CFS, Charles Stanley |
| 09:55 |
Questions |
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| 10:00 |
Financial Planning for the next generation |
Chanelle Pattinson, DipPFS, Financial Planner |
| 10:35 |
Coffee |
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| 11:05 |
The challenges of creating a (really) mass-market adviser business, and why the industry is still missing the point. |
Anthony Morrow, Co founder, Open Money |
| 11:35 |
Questions |
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| 11:40 |
Keeping it in the Family: How technology outsourcing is the keystone to intergenerational wealth |
Murphy & Andy Back, Multrees |
| 12:15 |
Panel |
Chaired by Lawrence Gosling, Bonhill Group |
| 13:00 |
Lunch |
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