Agenda

Thursday 19th January
18:30 Pre-dinner drinks
19:30 Welcome Clive Waller, Chair, The Investment Network
Dinner
Heather Hopkins, MD, NextWealth
Friday 20th January
08:45 Welcome Clive Waller, Chair, The Investment Network
08:50 Introduction by the Conference Chair Heather Hopkins
09:00 Vertical integration - the other axis Adam Smith - Chief Operating Officer, Fairstone
09:30 Discussion
09:40 Redefining the vertical Ed Dymott, MD, Wealth, Benchmark Capital
10:10 Discussion
10:20 Coffee
10:50 Soapbox - Outcomes based planning Alasdair Walker, Handford Aitkenhead & Walker Ltd
11:05 Platform 3.0 - Adviser Controlled Platforms David Moffat, Director, SS&C
11:35 Discussion
11:45 Exploring vertical integration in UK wealth market Tim O'Connor, Founder & Co-CEO, StratEx
12:15 Discussion
12:25 Panel Session Panel, Chaired by Heather Hopkins
13:15 Lunch