Speakers
Chris Bowmer
Chris started his advising career at the Leeds Permanent Building Society in 1984, since when he has worked in a range of organisations providing advice to clients of estate agents, insurance brokers and accountants, before setting up Fortitude Financial Planning Ltd in 2002.
David Fuller
David Fuller is a career analyst, writer, lecturer and investor/trader. His financial background commenced on Wall Street in the mid-1960s, and for the last three decades David has produced the Fullermoney Global Strategy Service.
David’s approach is top-down, using behavioural technical analysis and fundamental economic filters to assess global markets.
David Moffat
Born in Zimbabwe and educated in Scotland, David spent 15 years in the asset management industry with Fidelity, Threadneedle and Mellon Bank before joining JPMorgan as FundsHub Sales and Marketing Director. Since 2004 David has primarily worked as a consultant with Adnitor for a number of wrap and platform clients and with the Money Portal Group with responsibility for platform strategy and fund manager relationships. David joined IFDS in October 2007 with responsibility for UK sales and marketing.
Ian Shipway
Ian formed his own independent advisory business in 1990 and built it to become one of the leading financial planning businesses in the UK, before the firm was acquired by Thinc Group (now Bluefin) in 2003. He now runs the wealth management division of Bluefin.
Ian sat on the International CFP Council for three years and is a Past President of the Institute of Financial Planning. He specialises in financial planning and investment strategy.
James Saunders Watson
James Saunders Watson, vice president, is Head of Sales and Marketing for Investment Trusts at JP Morgan. An employee since 1991, James was previously Co-Head UK Institutional Business and Head of the Charities Team. Between 1998 and 2000 he was the investment director of the Charities Team, responsible for asset allocation and UK equity portfolios. He is a Fellow of the Securities Institute.
John Husselbee
John Husselbee is one of the most highly regarded practitioners of Multi-Manager investing in the UK. John has over twenty years investment experience, and is now Director of North Investment Partners, a specialist provider of Multi Manager Investment services. Prior to launching North, John was Director of Multi Manager Investment at Henderson Global Investors.
Kevin Murphy
Kevin Murphy is co-manager of the Schroder Recovery Fund alongside Nick Kirrage. Kevin is based in London and his investment career began in 2000 when he joined Schroders. From 2003 to 2006, he was a sector analyst responsible for construction and building materials.
Prior to that, he worked on private bank portfolios within the UK Equity fund management team. He holds a degree in Economics from Manchester University and is a CFA charterholder.
Ronan Kearney
Ronan is a financial services professional with a strong track record in structuring innovative solutions. He has experience in sales, project management, fund and product structuring, and was responsible for the launch of Omnis Investments in 2008.
Stuart Fowler
Stuart has worked in the investment industry for 40 years. Trained as a securities analyst, he managed international portfolios for Touche Remnant and Hill Samuel before co-founding Valu-Trac Investment Management. In 2004 he formed No Monkey Business, an integrated, financial planner and portfolio manager for wealthy individuals.
Tony Granger
Tony Granger has written over a dozen books in the fields of investments, pensions, retirement planning, school and university fees planning, inheritance tax and trusts, business wealth creation, business protection and personal financial planning.
He is a Certified Financial Planner and the only IFA in the UK who regularly writes consumer education books of interest for general consumers and professional advisers. He lectures widely to the professions and has degrees in law, economics and commerce.
Clive Waller
Clive held positions in sales and marketing in life companies for many years, including Sales Director at Zurich Life and Group Director at ZIFA. He set up the specialised research-based consultancy CWC Research in 1999 to provide data and advice to fund managers, life companies and platform and technology providers.
Sam Adams
Head of European Financial Adviser Services and Vice President Dimensional Fund Advisors Ltd.
Samuel C. Adams is head of Dimensional’s financial adviser business in Europe, the Middle East, and Africa. His primary role is to educate advisers on modern portfolio theory, Dimensional's investment philosophy, and adviser best practices. He has written for publications in the UK and US and presented at conferences globally.
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