About Us

Some twenty-five years ago big bang and regulation changed the landscape of the investment industry beyond recognition. The rate of change continues unabated today. – the growth of hedge funds, the migration to platforms and the impact of more regulatory intervention in the shape of MiFID, the Review of Retail Distribution and Solvency II. The credit crunch has probably increased the rate of change, not least the increasing importance of the Far East and other emerging markets.

Lord Turner has now expressed his wish to see product regulation and fee capping in addition to the huge changes proposed in RDR. We now know that Martin Wheatley will become chief executive designate of the Consumer Protection and Markets Authority (CPMA) at the end of 2012. A new era will begin.

In this world, individuals of completely different disciplines, who combine to make investment products available to the investing public, may never meet in the business environment. There has been a growing need for a forum where senior people from the different strands of the investment industry can get together and learn from experts in different fields and network with each other away from the attentions of the press under Chatham House rules.

This need has been met since 2007 by The Investment Network.

The Investment Network is chaired by Clive Waller, and backed by a management board made up of some of the most respected and experienced figures in the industry, whose contacts and influence help to ensure that leading experts are engaged to speak on issues of the greatest importance and concern to members.

Many of us attend one or two day industry conferences through the year. Whilst some are excellent, many now offer a recipe of the same old speakers presenting loosely disguised commercials for their latest offerings to an audience beyond the doors of the conference hotel and to the trade press. As a result, attendance is limited, more and more, to relatively junior people.

For less than the cost of just one of these conferences, The Investment Network offers four conferences where members can listen to top rate speakers enjoying the freedom offered by Chatham House rules and addressing the real issues that we face today. In addition, there is often the priceless opportunity to join members, speakers and guests in one-to-ones at the bar or around the dinner or breakfast table and over coffee.

There is great benefit for senior professionals in the field of retail investment to be able to consider the effect of changes with their peers in a non-competitive, relaxed and informal environment, in order to best understand how to cope with them and advise their respective organisations.

Membership will be of vital interest to:

  • Fund managers
  • Discretionary managers and stockbrokers
  • Life and pensions companies
  • Platform providers
  • Advisers
  • Distributors
  • Investment industry service providers
  • Specialist consultants

Membership is strictly limited in order to obtain the best possible quality of debate. Corporate and individual memberships are available.

Conferences are run over 24 hours from a Thursday evening to Friday afternoon. Typically, they include a dinner with guest speaker and five further sessions. Conference locations are within 40 miles of central London. The objective is open, relaxed and constructive debate in an informal environment, allowing the opportunity for members to interact with their peers, colleagues and friends. Observers from government and the regulator are invited to attend. Members may invite guests (space permitting) for a small additional charge.