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
Dinner
After Dinner Speaker Lord Howard Flight
Friday 4 NovemberThe Library
Proposition:
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
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<td>Thursday 30 June</td>
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