Agenda – 25-26 June 2015

Down Hall Country House Hotel

Agenda

Thursday 25 June
18:30 Pre-dinner drinks – Chester Suite
19:30 Welcome Clive Waller - Chairman
Dinner Prior Suite
After Dinner Speaker Tony Klim, CEO, Bravura
Friday 26 June
08:45 Welcome Clive Waller
08:50 The balloon debate – laying down the rules Clive Waller
09:00 The case for the life company David White, Zurich Insurance
09:40 The case for the asset manager David Bower, Invesco
10:20 The case for the platform David Ferguson, Nucleus Financial
11:00 Coffee
11:30 The case for the IFA Chris Gilchrist, Five Ways Financial Planning
12:10 Discussion All passengers
12:50 Closing arguments Each passenger
13:20 Vote
13:25 Close Clive Waller
13:30 Linch – The Grill room