| Thursday 10th October |
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| 18:30 |
Pre-dinner drinks - Chester Suite |
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| 19:30 |
Welcome -Cornwall Suite |
Clive Waller, Chair, The Investment Network |
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Dinner |
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Navigating the
Global Intergenerational Wealth Transfer Improving Engagement & Making an Impact |
Ray Tubman, Morpheus Wealth |
| Friday 11th October |
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| 08:50 |
Welcome |
Clive Waller, Chair, The Investment Network |
| 08:55 |
Introduction by the Conference Chair |
Natalie Holt, the lang cat |
| 09:00 |
Platform 3.0: Natural Evolution or Necessary Disruption |
Abraham Okunsanya, CEO, Timeline |
| 09:45 |
AI for Financial Planners - The Hype vs. The Reality |
Alan Smith, Capital Asset Management |
| 10:30 |
Coffee |
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| 11:00 |
Soap Box Hour |
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Ai in action:
From Buzzwords to Business Value |
Gary Abela, ReLoA |
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How can technology make
life easier for fund selectors? |
Sam Shaw, Redington |
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Harnessing the Power of
Artificial Intelligence: A Financial Adviser's Guide |
Alan Gurung, AdvisoryAI |
| 12:00 |
Technology Challenges for
Advisers: From Legacy to Innovation |
Alistair Cunningham, Wingate Financial Planning |
| 12:45 |
Trust in the Machine:Assuring and evaluating
AI Guides & Agents for financial services |
Felicia Meyerowitz Singh, Engage Smarter AI |
| 13:30 |
Lunch |
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