Thursday 7th July |
|
|
18:30 |
Pre-dinner drinks - Main Bar |
|
19:30 |
Welcome - The Library |
Clive Waller, Chair, The Investment Network |
|
Dinner |
|
|
Ronan Kearney |
|
Friday 8th July |
The Library |
|
08:45 |
Welcome |
Clive Waller, Chair, The Investment Network |
08:50 |
Introduction by the conference Chair |
Richard Romer-Lee |
09:00 |
Personalisation VS Personalization |
Steve Croucher - Morningstar |
09:30 |
Questions |
Fund Manager in Multi-Asset Funds Team |
9:40 |
Fractional Trading- Helping to unlock direct indexing |
James Wharton - Winterflood Business Services |
10:10 |
Questions |
|
10:20 |
Evolution of Mass Personalisation |
Josh Fennell - abrdn |
10:50 |
Questions |
|
11:00 |
Coffee |
|
11:30 |
Consumer Duty for Fund / Investment Managers |
Vanessa Johnson - Threesixty Services |
12:00 |
Questions |
|
12:10 |
Speakers' Panel |
Chaired by Richard Romer-Lee |
13:00 |
Lunch |
|