OUR EVENTS
WMA Annual Summit
Thursday 12th November '15
Date: Thursday, 12th November
Venue: Hilton Tower Bridge Hilton Tower Bridge 5 More London Place, Tooley Street, London SE1 2BY
Agenda:
09:00 Registration & Networking Breakfast
09:50 Welcome - Liz Field, Chief Executive, Wealth Management Association (WMA)
09:55 Introduction - Anthony Hilton, Financial Editor and Chief Economic Commentator, the Evening Standard and the Independent
10:00 2015 & Beyond - Andrew Tarver, Founder, BOLDROCKET
10:20 UK Regulatory Developments in a Changing Retail Financial Market Environment - John Griffith-Jones, Chairman, Financial Conduct Authority
10:40 The Changing Face of Europe - Sharon Bowles, Baroness Bowles of Berkhamsted, Non-Executive Director, London Stock Exchange & Former MEP, Interviewed by Anthony Hilton
11:00 The Moral DNA of Wealth Creating Cultures - Professor Roger Steare, Cass Business School and Strategic Advisor to EY
11.25 Networking Break
11.50 On the Frontline: The changing nature of wealth management
Panel Discussion
Nick Hungerford, Co-Founder & Chief Executive, Nutmeg Stephen Ford, Head of Investment Management, Brewin Dolphin Tracey Reddings, Managing Director, J.P. Morgan Private Bank Adam Seale, Chief Executive Officer, Interactive Investor Jonathan Wragg, Chief Executive, Investec Wealth & Investment Moderated by: Anthony Hilton
12:25 The Last 25 Years: Lessons learned
Panel Discussion
Paul Killik, Senior Partner, Killik & Co.
Angela Knight, Senior Independent Director, Brewin Dolphin plc & Tullett Prebon
Dr. Iain Saville D.Phil ((Oxon), CBE
Marcus Stuttard, Head of AIM, London Stock Exchange
12:55 WMA announcement. New development - Liz Field
13:00 Networking Lunch
14:15 Breakout Streams
Stream 1: Macro themes: How to manage equity income & currency hedged investment trends using ETFs
Moderated by Nizam Hamid, Head of Sales, WisdomTree Europe
Stream 2: The Future Obstacles and Environment of Operations and Technology in Financial Services
15:00 Breakout Streams Repeated
15:45 Networking Break
16:10 From Frog to Princess? A new life for the Eurozone periphery - Luca Mezzomo, Head of Macroeconomic & Fixed Income Research, Intesa Sanpaolo
16:35 The Winning Mindset for Business - Jeremy Snape, Former International Cricketer, Founder, Sporting Edge
17:05 Do We Put Britain First? - Jon Moynihan, Board Member, Business for Britain & Former Executive Chairman, PA Consulting Group
17:25 Main Keynote Speaker - Michael Portillo, British journalist, broadcaster & Former Member of Parliament, Deputy Conservative Party leader and Cabinet Minister
17:55 Closing Remarks - Tim Ingram, Chairman, Wealth Management Association
17:45 Networking Drinks Reception
RSVP: Please register your interest by emailing [email protected] or click here.
However, please be aware that places are limited and therefore attendance will be confirmed on an individual case basis.
Kind regards,
WisdomTree Europe