Agenda

Thursday 27th April
18:30 Pre-dinner drinks
19:30 Welcome Clive Waller, Chair, The Investment Network
Dinner
Nick Eatock, CEO, Intellflo
Friday 28th April
08:45 Welcome Clive Waller, Chair, The Investment Network
08:50 Introduction by the Conference Chair Tom Ellis
09:00 Agreeing to Disagree Ola Abdul, CEO, Fundment
09:25 Discussion
09:35 How is the advice sector adopting Tech David Davies, Partner, Navos
10:00 Discussion
10:10 An Australian Perspective Mark Links, Director, Portfolio Cloud
10:35 Questions
10:45 Simplified advice is like placing a plaster on a stab wound Soapbox: Helena Wardle, Partner, Smith & Wardle Financial Planners
11:00 Coffee
11:25 Tick box consumer duty if you dare! Chris Jones, Proposition Director, Dynamic Planner
11:50 Questions
12:00 AI in Financial Services: Do not miss out. Sam Seaton, CEO, Moneyhub
12:25 Questions
12:35 Panel Session Adviser Panel
13:15 Close Clive Waller
13:20 Lunch