Conference agenda

Thursday 26 November

Day

08.00 - 09.25 Check-in and registration


09.25 - 09.35 Welcome and opening address

Dave Seager, Managing Director, SIFA Professional


09.35 - 10.20 A moment in time: The evolution of the platform market

Jamie Drewett, Head of Retail Sales, Zurich


10.20 - 11.05 Global and domestic markets overview

Paul Danis, Head of Global Strategy Research, Brewin Dolphin


11.05 - 11.30 Coffee break, networking and exhibition area


11.30 - 12.10 Legal Keynote Session

What solicitors are worrying about and how to help them

Amy Bell, Managing Director, Teal Compliance


12.10 - 13.00 Fund manager panel

ESG and Social Impact Investing across sectors

Charlie Thomas, Jupiter

Simon Bond, Columbia Threadneedle

Nick Scullion, Foresight

Pan Andreas, Head of Insight and Consulting, Defaqto (Panel Chair)


13.00 - 13.45 Lunch


13.45 - 14.30 Workshop choice 1 (choice of eight)


14.30 - 14.35 Short break to move to next workshop


14.35 - 15.15 Workshop choice 2


15.15 - 15.35 Coffee break, networking and exhibition area


15.35 - 16.15 Workshop choice 3


16.15 - 16.20 Short break to move from workshop to business development session


16.20 - 17.10 Business development session (choice of three)


17.10 - 17.15 Short break to all reconvene in main suite


17.15 - 17.30 Close and feedback



Evening

19.15 - 19.45 Champagne reception

19.45 - 22.30 Conference dinner

Dress code: Black tie

1.30am Bar closes


Friday 27 November

07.00 - 09.15 Breakfast


09.15 - 09.20 Welcome and opening address


09.20 - 09.55 From challengers to champions - The winning mindset approach

to leadership, change, innovation and success

Mark Rhodes, Rhodes2Success


09.55 - 10.25 Intergenerational wealth and working with the next generation of

clients

Sean Osborne, Head of National Accounts, Charles Stanley


10.25 - 11.00 Teaming up: Why solicitors and financial advisers should work

together on wealth planning and estate administration

Ian Bond, Chair of 'Wills and Equity' committee, The Law Society


11.00 - 11.20 Coffee break, networking


11.20 - 11.50 Investing in today's themes, tomorrow's sectors

Aanand Venkatramanan, Head of ETF Investment Strategies, Legal &

General Investment Management


11.50 - 12.30 Vulnerability, older clients and social care

Tish Hanifan, Joint Chaire, Society of Later Life Advisers


12.30 - 12.45 Closing address and questions

12.45 Conference closes (take-away lunch provided on departure)