Agenda – 3-4 November 2011

The Elvetham Hotel, Hartley Wintney, Hampshire
Thursday 3 November
18:30 Pre-dinner drinks – Drawing Room bar
19:30 Welcome – The Library Clive Waller – Chairman
On behalf of RADAR Peter le Beau
After Dinner Speaker Lord Howard Flight
Friday 4 NovemberThe Library
The typical consumer is, at best ambivalent as to the value added by the retail investment industry. Is this true? If so why? What is the solution?
Our speakers:
Mike Faulkner, CEO, P-Solve 

Max Wind-Cowie, Head of the Progressive Conservatism Project, Demos

Ana Perales, Financial services consultant

David Norman, CEO, TCF Investment

David Blake, Professor of Pension Economics, Cass Business School

08:45 Background Clive Waller
09:00 Introduction Mike Faulkner
9.30 A consumer view Max Wind-Cowie
The case for the prosecution David Norman
Investment Performance: How good are fund managers? David Blake
10:15 Discussion
10:45 Tea/Coffee – The Hall
11:00 Who needs advisers? Ana Parales
Is there a case for the defence? Mike Faulkner
The verdict Max Wind-Cowie
12:00 Discussion
12:30 Lunch – The Conservatory
13:15 Summary of the morning’s debate Mike Faulkner
13:30 Break out groups
14:00 Group leaders’ reports
14:30 Conclusions/deliverables Mike Faulkner/Max Wind-Cowie
15:00 Close Clive Waller
Tea/Coffee – The Hall
<td>Thursday 30 June</td>