7 May 2025 @ 10:00 AM
Agenda
Displaying 19 sessions
7 May 2025 @ 10:30 AM
Main Stage Content: Guest Speaker
7 May 2025 @ 11:00 AM
Dan Kemp: Investing for the Next Decade
7 May 2025 @ 11:30 AM
Coffee Break
7 May 2025 @ 12:00 PM
Breakout Option 2: Financial Faux Pas: Inadvertent Mistakes and Their Impact on Client Relation
7 May 2025 @ 12:00 PM
Breakout Option 1: Business Update from the CIOs
7 May 2025 @ 12:35 PM
Breakout Option 1: Finding Stocks with a Moat in the UK
7 May 2025 @ 12:35 PM
Breakout Option 2: Family Engagement Panel
7 May 2025 @ 1:05 PM
Lunch Break
7 May 2025 @ 2:00 PM
Retirement Panel
7 May 2025 @ 2:35 PM
Breakout Option 2: Incorporating Tax Changes into Your Clients' Financial Plans
7 May 2025 @ 2:35 PM
Breakout Option 1: How to Manage the Big Risks in Your Portfolio
7 May 2025 @ 3:10 PM
Breakout Option 1: Where Are the Best Fixed Income Managers Investing
7 May 2025 @ 3:10 PM
Breakout Option 2: Adviser Recruitment Strategy Panel
7 May 2025 @ 3:40 PM
Coffee Break
7 May 2025 @ 4:10 PM
Breakout Option 2: Update From the Regulator Specific to Small Firms
7 May 2025 @ 4:10 PM
Breakout Option 1: Future Portfolios
7 May 2025 @ 4:45 PM
Closing Keynote: Guest speaker
7 May 2025 @ 5:15 PM