Agenda – 10-11 July 2008

Thursday 10 July 2008
18:30 Pre-dinner drinks – Chester Room
19:15 Welcome Clive Waller – Chairman
19:30 Dinner – Drawing Room
After Dinner Speaker – Jim Reeve – CEO – Positive Solutions
Friday 11 July 2008
09:00 IntroductionClive Waller – Prince of Wales Suite
09:10 Michelle Cracknell Strategy Director Skandia Life
“Trust me, I am in Financial Services!”
09:40 Discussion
10:10 Tea/Coffee
10:30 Jamie Farquhar – Head of UK Retail – London and Capital
Understanding Alchemy Is The Way To Sell Gold.
11:05 Discussion
11:20 Ian Shipway – Wealth Management Director – Thinc
Asset manager’s products are too complex – the adviser’s view.
11:55 Discussion
12:10 Panel Discussion: Asset managers’ products are becoming too complex for advisers to understand and to explain or recommend to clients – including the compliance risks.
Panelists: Jamie Farquhar, Ian Shipway, Phil Billingham plus Steve Conley, Head of Investments HSBC and Chris Traulsen, Head of Research, Morningstar.
13:00 Lunch – Oak Room
13:45 Phil Billingham – Director – Perception Support
Managing liabilities - control your risk by controlling your advice process.
14:20 Discussion
14:40 Close – Clive Waller
14:45 Tea/Coffee