Presentations
London - 1st December
Manchester - 3rd Manchester
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9:00am Chairman’s opening comments
Ian Shipway
9:10am Key Note 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
James Saunders Watson – Head of Sales & Marketing for Investment Trusts, JP Morgan Asset Management
10:30am Diversification: Still the name of the game?
John Husselbee – Chief Executive, North Investment Partners
11:25am How can outcome-driven investments improve your client proposition?
Stuart Fowler – Managing Director, No Monkey Business
12:00pm How should a recovery strategy inform equity investment decisions?
Kevin Murphy – Fund Manager, Schroders
12:40pm Restructuring our industry: Providing investment advice in a fee-based world
Clive Waller – Managing Director, CWC Research
2:15pm How do I put in place a process for providing investment advice
David Moffat - Group Executive, IFDS Managers
3:00pm Winning control over your clients’ assets and delivering the best investment solution
Ronan Kearney – Managing Director, Allium Capital
4:00pm How to use Lifetime Cashflow Models to make better investment decisions
Chris Bowmer – Director, Fortitude Financial Planning (London)
Neil Bailey- Director, Fortitude Financial Planning (Manchester)
4:45pm The EMH is dead, long live the EMH!
Sam Adams – Head of Financial Adviser Services, Dimensional
Liability and risk mitigation in fund recommendation
Tony Granger
You will need the free Adobe Acrobat Reader software to view the program.