Agenda 23-24 January 2014


The Nutfield Priory Hotel, Nr Reigate, Surrey
Thursday 23 January
18:30 Pre-dinner drinks – Lounge Bar
19:30 Welcome – Gibson Clive Waller – Chairman
After Dinner Speaker Geoff Towers
“Is Risk-Intolerance the New Disease?”
Friday 24 January - Fielden Suite
08:45 Welcome Clive Waller
08:50 “Practical implications for assessing suitability – art or science?” David Hazelton, Head of Business Development, Raymond James Investment Services
Jason Butler, Partner, Bloomsbury
09:30 “The evolution of a risk-targeted investment solution in the eyes of an asset manager.” John Yule, Director, Head of UK Retail, F&C Asset Management
10:00 Discussion and debate
10:30 Coffee – Bletchingley
11:00 “There be dragons. Risk profiling; perils or possibilities? An empirical review.” Ben Goss, CEO, Distribution Technology
11:30 “If you buy it off the shelf – then you have missed the point!” John Porteous, Head of Wealth Management, Baker Tilly
12:00 Discussion and debate
12:30 Summary of morning sessions David Hazelton
12:45 Panel Discussion Chaired by Clive Waller
13:15 Lunch – Cloisters Restaurant
14:30 Close