Agenda 4-5 July 2013

Woodlands Park Hotel, Nr Chobham, Surrey
Thursday 4 July
18:30 Pre-dinner drinks – Chester Suite
17:30 Welcome – Cornwall Suite
Dinner
Clive Waller – Chairman
After Dinner Speaker Daniel Godfrey, Chief Executive, IMA
Friday 5 July – Prince of Wales Suite
08:45 Introduction Clive Waller
09:00 ‘Trends, opportunities and threats in the digital era of wealth management’ Stuart Holdsworth, CEO, Financial Simplicity and Kevin Bonar, CEO, Pershing
09:30 Discussion
09:45 “Technology for advisers - Are meaningful improvements in efficiency now achievable?” Geoff Balzano, CEO, Morningstar
UK
10:15 Discussion
10:30 Coffee
10:50 “I’ve got a hole in my bucket” Trevor Cheal, CEO, Spire Financial
11:20 Discussion
11:35 “In a post RDR landscape – what is driving intermediaries’ technology needs?” Paul Yates, Business Development Director, Avelo
12:05 Discussion
12:20 Panel Discussion All speakers
13:20 Lunch – Cornwall Suite
14:30 Close Clive Waller
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<td>Thursday 30 June</td>
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