Conference Programme

Showcasing the UK’s top independent experts

December 1st London, December 3rd Manchester

 

 

Download Programme

The event programme is provided in Adobe PDF format.

Download

You will need the free Adobe Acrobat Reader software to view the program.

 

 

9:00am Chairman’s Opening Comments

Ian Shipway - Managing Director, Bluefin

 

9:10am Keynote Speech - Outlook 2010: Global market opportunities and risks

David Fuller – Global Strategist & Director, StockCube

 

9:50am Investment Trusts and the opportunities post Retail Distribution Review

To be classified as providing "independent advice" post- RDR advisers will be required to offer a broader range of investment products and strategies. Among the changes, investment trusts are now "retail investment products". J.P. Morgan Asset Management, the UK’s leading investment trust provider, offers insight into how advisers can exploit the new rules.

James Saunders Watson – Head of Sales & Marketing for Investment Trusts, JP Morgan Asset Management

 

10:30am Diversification: Still the name of the game?

Last year was an exceptionally bad year for nearly all asset classes, which exhibited high levels of correlation. John Husselbee, Chief Executive of North Investment Partners, here examines the case for adopting a diversification strategy in a highly correlated universe. Delegates will learn how to construct and actively manage multi-asset portfolios that may minimise losses and capture long term equity-like returns with less volatility.

John Husselbee – Chief Executive, North Investment Partners

 

11:10am Coffee

 

11:25am How can outcome-driven investments improve your client proposition?

Liability-Driven Investment (LDI) is transforming decision making in the occupational pensions market. Applying the same outcome-driven thinking to personal financial goals provides powerful insights into asset allocation and risk management for both financial planners and portfolio managers.

Stuart Fowler – Managing Director, No Monkey Business

 

12:00pm How should a recovery strategy inform equity investment decisions?

Stock market investors are often swayed by short-term news flow, resulting in sound companies being underpriced. Taking a longer-term view, combined with rigorous assessment of earnings potential, may help identify value, and selecting out-of-favour stocks can generate higher longer-term yields.

Kevin Murphy – Fund Manager, Schroders

 

12:40pm Restructuring our industry: Providing investment advice in a fee-based world

The RDR presents a huge challenge for advisers, in terms of knowledge, capital adequacy and earnings. Here Clive Waller presents the results of his groundbreaking research into the impact of the legislation, and presents a road-map for building the most efficient advisory model for compliance, and for profit.

Clive Waller - Managing Director, CWC Research

 

1:15pm Lunch

 

2:15pm How do I put in place a process for providing investment advice

Efficient financial planning is all about creating a process that can be provided across the piece. Here we discuss how advisers can create a model that is profitable and which provides clients with the service they need in terms of costs, transparency and choice.

David Moffat – Group Executive, IFDS Managers

 

3:00pm Winning control over your clients’ assets and delivering the best investment solution

This session will explore how advisers can create legal structures to get control over investment assets for the benefit of their clients and their practice. Using a case study we will examine the pitfalls and benefits, and reveal the planning required to make this work.

Ronan Kearney – Managing Director, Allium Capital

 

3:45pm Coffee

 

4:00pm How to use Lifetime Cashflow Models to make better investment decisions

How can Financial Planners use a Lifetime Cashflow Model (LCM) to help clients see the “Big Picture” when making investment decisions, and what returns do they need to generate for them to achieve lifestyle and financial goals? Effective modelling will enhance clients’ perception of the value of the financial planning process and increase trust in the Financial Planner.

Neil Bailey – Director, Fortitude Financial Planning (Manchester)
Chris Bowmer – Director, Fortitude Financial Planning (London)

 

4:45pm The EMH is dead, long live the EMH!

The Efficient Market Hypothesis has been hotly debated for over 40 years, and has come under fresh criticism after the recent market downturn and volatility. This presentation will cover original assumptions and conclusions of the EMH, major tests of its’ validity as a model, and areas where it works. Will we find out what this means for practical investing.

Sam Adams – Head of Financial Adviser Services, Dimensional

 

5:30pm Chairman’s closing remarks

 

5:35pm Drinks



You will need the free Adobe Acrobat Reader software to view the program.