Agenda

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