Agenda – 18/19 October 2012

The Elvetham Hotel, Hartley Wintney, Hampshire
Thursday 18 October
18:30 Pre-dinner drinks – Drawing Room bar
19:30 Welcome – The Library Clive Waller – Chairman
After Dinner Speaker Andy Creak - CEO, rplan
A provider’s view of changes past and future
Friday 19 October - The Library
08:45 Introduction Clive Waller
The proposition:The forces of regulatory change, legislation, IT and demographics are converging to change the face of retail investment beyond recognition – discuss!
09:00 A consultant's view Malcolm Kerr – Director of Financial Services, Ernst & Young
09:25 The future impact of regulation Nick Hurman – Principal at Hurman Management Consulting
09:50 Discussion
10:20 Tea/Coffee
10:50 How will the consumer respond? Dr Greg Davies – Director, Global Research & Investments, Barclays Wealth
11:15 Discussion
11:35 What might it all mean? Paul Bradshaw – Chairman
Nucleus Financial Group
12:00 Discussion
12:30 Lunch – The Conservatory
13:15 Panel/breakout session
14:45 Close Clive Waller
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