Agenda 24-25 October 2013

The Elvetham Hotel, Hartley Wintney, Hampshire
Thursday 24 October
The meeting will focus on the issue of fund share pricing, clean, cleaner than clean or slightly soiled. We foresee a fascinating debate with clearly legitimate views on both sides, but with the potential for unforeseen and unwanted consequences.
18:30 Pre-dinner drinks – Drawing Room bar
19:30 Welcome – The Library Clive Waller – Chairman
After Dinner Speaker Paul Feeney, CEO, Old Mutual Wealth
Big platform view
Friday 25 October - The Library
08:45 Welcome Clive Waller
09:00 IntroductionThe future of fund pricingHow did we get here and where are we going? David Moffat, Group Executive, IFDS
09:15 Big asset manager view Stephen Morris, Head of Product Development, EMEA, Aberdeen Asset Management
09:45 Big Intermediary View Malcolm Streatfield, CEO, Lighthouse Group
10:15 Discussion and debate
10:30 Coffee
11:00 Smaller platform view David Ferguson, Chief Executive, Nucleus
11:30 Smaller D2C view Rob Hudson, Head of Charles Stanley Direct
12:00 Discussion and debate
12:45 Morning’s conclusions David Moffat
13:00 Lunch – The Conservatory
13:45 Panel Discussion Chaired by David Moffat
14:45 Close Clive Waller
Tea and Coffee