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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
position today
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
macro backdrop.
Alexandra Haggard, Blackrock
12:25 – 12:45 Main stage debate with morning speakers Sarah Hatcher, host
12:45 – 13:30 Lunch

Afternoon workshops:

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


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27 September, 2017
10:30 am - 5:00 pm
Event Category:


Flora Harris
+44 (0)20 3405 8454


The Hospital Club
24 Endell Street
London, WC2H 9HQ United Kingdom
+ Google Map
020 7170 9100

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