Agenda – 24-25 January 2008

Thursday 24th January
18:30 Pre-dinner drinks – Frimley Lounge
19:15 WelcomeClive WallerChairman
19:30 Dinner – Frimley One
After Dinner Speaker – Campbell Fleming, Head of UK Business, JPMorgan Asset Management
Friday 25 th January
09:00 Introduction by Clive WallerFrimley Three
09:10 Jeremy Evans – Retail Distribution Review, Financial Services Authority
The Retail Distribution Review - rear view mirror
09:50 Discussion
10:10 Julie Lord – Cavendish Financial Management
Sex, Chocolate and the RDR.
10:50 Discussion
11:10 Tea & Coffee – Frimley Lounge
11:30 Jonathan Hocking – Executive Director – Morgan Stanley
Platforms: Where Are We?
12:10 Discussion
12:30 Lunch – Linden Restaurant
13:30 The platform debate:
Which platforms will be the winners – the fund supermarkets or the
fully open architecture wrap platforms?
Anthony Wolfe of Cofunds and Tom Sheridan CEO of 7IM
Each presentation will be followed by some 10 minutes of specific
questions. 30-40 minutes will be allowed for discussion thereafter.
15:25 Close – Clive Waller
15:30 Tea & Coffee – Frimley Lounge