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 |
|