This very special Transparency Symposium is dedicated to the FCA's Asset Management Market Study Interim Report; a Report that has been seen by many to be a regulatory game-changer; a Report that most would agree indicates there are going to be significant and far-reaching changes ahead for the UK's Pensions, Investment and Asset Management sector and all connected professions.
The Active v Passive issues alone that are highlighted in the FCA's work throw up all sorts of questions that need answering and may alter the very nature of the market. Is the Report a saviour of active management or has it thrown it into crisis?
There may even be a 'Market Investigation Reference' to the Competition and Markets Authority about the way the Investment Consulting industry is (isn't?) working; most think that could be a very serious development indeed.
Without any doubt whatsoever the FCA's Interim Report looks to be a seismic shift in the way the sector is regulated and as such this event is an excellent opportunity to increase your understanding of the many complex issues the FCA have raised, listen to how others are planning to respond to it and of course debate what it's all going to mean.
We have an exceptional and highly relevant programme for you:
9:30 - Registration, refreshments & networking
10:00 - Campbell Fleming, Global Head of Distribution, Aberdeen Asset Management
10:30 - To be advised
11:00 - Becky Young, Manager, Wholesale & Investments, The FCA; plus Robin Finer, Head of Department, Competition, The FCA; plus Tony Daughton, Financial Analyst, The FCA. This session will cover the FCA's Asset Management Market Study in terms of: what they were looking for, what they found and their proposed remedies. It will also cover the profitability and charges analysis that has been undertaken, very important. There's lots of time scheduled for Q&A.
12:00 - Presentation of the Transparency Trophy to the latest lucky winner & Team Photo Time!
12:05 - Networking & Lunch
13:00 - Tim Giles, Head of Investment Consulting, AON Hewitt
13:30 - Mike Barrett, Consulting Director, The Lang Cat
14:00 - Panel Session #1:
Abraham Okusanya, Director, FinalytiQ Ltd
Daniel Godfrey, Co-Founder, The People's Trust
David Weeks, Co-Chair, AMNT
Sunil Chadda, Director, Cairn Consulting Ltd
14:30 - JB Beckett, UK Representative, The Association of Professional Fund Investors
15:00 - Networking & Refreshments
15:30 - Peter Glancy, Head of Industry Development, Scottish Widows
16:00 - Panel Session #2:
Dan Brocklebank, Head of UK, Orbis Investments
Philip Miller, Co-Founder, Pensions Focus
Rachel Haworth, Policy Officer, ShareAction
16:30 - Helena Morrissey, Chair, The Investment Association
17:00 - Key conclusions, wrap-up & close to the formal proceedings
17:05 - Time for an 'informal debrief' - complimentary wines & beers!
18:00 - Ends
This is an absolutely not-to-be-missed event for which there is likely to be high demand, so to avoid disappointment please crack on and book your place - click on Register above to do that.
Please note: If the ticket price of £150 is genuinely beyond your budget please Email me at firstname.lastname@example.org and we'll look to sort something out for you - we don't want cost to prevent people genuinely engaged with the subject matter from being able to participate - but please be quick as we only have a limited number of reduced price tickets available.
Some pics from previous events:
...is the campaigning community dedicated to driving up the levels of transparency in financial services, right around the world.
We believe that higher levels of transparency are a prerequisite for fairer, safer and more efficient markets that deliver better value for money and better outcomes to the consumer.
Furthermore, because of the correlation between transparency and trustworthiness, we expect that our work will help to rebuild trust and confidence in financial services, for the benefit of consumers, market participants and the efficacy of government policy.
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