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Academy: Overview of the UK Market
27 September, 2017 @ 10:30 am - 5:00 pm
An introduction to the industry we work in, developing a solid understanding of our market, distribution channels and the historical context of financial services. The day will be hosted by Sarah Hatcher, ex-Head of Marketing for Zurich Life.
The launch day of the Fund Marketing Academy brings insight within the UK market across key customer bases. Offering a solid platform of information to
showcase the market changes, and how differing institutions have adapted strategically. We will look at the evolving platform space, institutional clients and complexities of wealth managers. This day aims to offer a broad overview of the market to provide solid foundations for the remaining four days.
Morning presentations & panel:
|10:30 – 11:00||Arrival & registration||Sarah Hatcher|
|11:00 – 11:10||Introduction|
|11:10 – 11:35||The context of how the market has evolved in recent years to our
|Richard Romer-Lee, Square Mile|
|11:35 – 12:00||Where to from here? How JPM has responded to product developments,
regulation and distribution changes.
|Jasper Berens, JPM|
|12:00 – 12:25||How the institutional market has adapted and changed against the
|Alexandra Haggard, Blackrock|
|12:25 – 12:45||Main stage debate with morning speakers||Sarah Hatcher, host|
|12:45 – 13:30||Lunch|
|13:30 – 14:30||The key tools in marketing to Wealth Managers.||Sasha Dabliz, Rothschild|
|14:30 – 14:45||Break|
|14:45 – 15:45||Recent findings from Platforum in relation to the changing distribution space.||Heather Hopkins, Platforum|
|15:45 – 16:00||Break|
|16:00 – 17:00||A look at the institutional market, how it is changing & who the key influencers are||Magnus Spence, Spence Johnson|
|17:00 – 17:15||Close in main room|
|17:15 – 19:00||Networking|