Agenda

Thursday 10th February
18:30 Pre-dinner drinks - Lounge Bar
19:30 Welcome - Gibson Clive Waller, Chair, The Investment Network
Dinner
Some thoughts on Regulation Clive Waller, Chair, The Investment Network
Friday 11th February The Fielden Suite
Theme: Intergenerational wealth and the next generation of adviser clients
08:45 Welcome Clive Waller, Chair, The Investment Network
08:50 David Ferguson (via Zoom) Founder and one-time CEO Nucleus
09:20 Questions
09:25 The Incredible Power of Conversation when managing 'What if?' across the generations John Porteous MD, CFS, Charles Stanley
09:55 Questions
10:00 Financial Planning for the next generation Chanelle Pattinson, DipPFS, Financial Planner
10:35 Coffee
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
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