Academy: Day One Agenda 2018-19


Day One: Overview of the UK Market

26 September @ 9:00 am – 5:00 pm


  • 0900 Arrival & registration
  • 0930 Richard Romer-Lee, Square Mile Research. Where to from here? How fund management groups have had to respond to changes in risk appetite, product demand, regulation and distribution dynamics
  • 0955 Jasper BerensThe context of how the market has evolved in recent years to our position today
  • 1020 Alexandra Haggard, BlackrockHow the institutional market has adapted and changed against the macro backdrop
  • 1045 Main stage debate with morning speakers
  • 1100 Break
  • 1130 Chartered Institute of Marketing
  • 1200 Workshop: Sasha Dabliz, Rothschild. Understanding the needs of high net worth investors and how this informs our communication and marketing strategies
  • 1300 Lunch


  • 1400 Workshop: Jeremy Fawcett, PlatforumRecent findings in relation to the changing distribution space. Advisers, robo-advisers, platforms
  • 1515 Workshop: Magnus Spence, Broadridge Financial SolutionsMaking comparisons between the institutional and wholesale parts of your business. Different audiences have different needs, impacting your marketing approach
  • 1625 Panel: Learning objectives – reflection & discussion
  • 1700 Drinks & close

                                                         View Day Two Agenda