| Thursday 11th June |
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| 18:30 |
Pre-dinner drinks - Lounge Bar |
|
| 19:30 |
Welcome and dinner - Gibson Suite |
Clive Waller |
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After dinner speaker |
Roger Portnoy, Fintech Advisory Services |
| Friday 12th March |
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|
| 08:50 |
Conference - Fielden Suite |
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| 08:55 |
Introduction by the Conference Chair |
Natalie Holt, The langcat |
| 09:00 |
Ed Beckett |
Co-Founder Palindrome |
| 09:40 |
Soap Box by Andy Wealthall, Lifetime Financial |
"How Can Advice Firms Structure for Growth in the AI Age" |
| 10:00 |
Coffee |
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| 10:30 |
Dragon's Den |
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|
Charlie French, Co- Founder, Etcho |
'Enabling personalised investing at scale' |
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Mark Whitcraft, Co- Founder & CEO, PlannerPal |
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Nicky Sevel, Co- Founder, Woven Advice |
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|
Alex Simpson, Co- Founder, Fuze |
'The Data infrastructure layer for Wealth Management' |
| 12:00 |
John Blackman, Head of Al Products. FNZ |
"How Al is reshaping wealth management" |
| 12:40 |
Tim McCullough, Founder, Quando Analytics |
Practical AI : Creating & Delivering Financial Markets Research |
| 13:20 |
Close |
|
| 13:30 |
Lunch |
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