Agenda – 28/29 June 2012

Woodlands Park Hotel, Cobham, Surrey
Thursday 28 June
18:30 Pre-dinner drinks – Chester Suite
19:30 Welcome – Cornwall Suite Clive Waller – Chairman
Dinner
After Dinner Speaker Otto Thoresen- Director General, ABI
‘Just when you think things can’t get any worse….a coping strategy for our new normal.’
Friday 29 June - Prince of Wales Suite
08:45 Introduction Clive Waller
08:50 Discretionary Fund Management’ Tom Sheridan - CEO, Seven Investment Management
09:20 Discussion
09:40 Tea/Coffee
10:10 “CIP, DIFs, Manager Portfolios – is there a way out of the regulatory maze without stepping on a landmine?” Jonathan Polin – Group Chief Executive, Ashcourt Rowan
10:40 Discussion
11:00 “What does a Discretionary Manager want from a platform to run a managed portfolio service?” John Martin - CEO, Præmium UK and
James King - Head of Private Client, Partner, Price Bailey
11:40 Discussion
12:00 “Assessing suitability: replacement business and centralised investment propositions” Rory Percival – FSA
12:30 Discussion
13:00 Lunch – The Oak Room
13:45 Panel session The morning speakers
14:30 Close Clive Waller