event-feature

Investment Conference

Featuring keynote speakers, focused streams with breakout sessions, and an exhibition – it’s the event to hear from experts about the latest trends in investment strategies

Tuesday 23 May 2017
London

Overview

The financial sector is undergoing significant changes: uncertain market conditions, regulatory obligations, fast-evolving technology, and global shifts in economic power.

This unique conference will look at change from several perspectives by bringing together the UK investment and adviser community to discuss, question and debate the current investment climate, risks, developments and opportunities.

Featuring keynote speakers, focused streams with breakout sessions, and an exhibition – it’s the event to hear from experts about the latest trends in investment strategies.


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Why should I attend?

Remarkable content

Through inspiring keynotes, innovative talks, educational breakouts, and tons of networking, you’ll learn about new investment strategies and developments in multi-asset, retirement income and portfolio management.

Walk away with knowledge about how your clients’ investments are affected and how to communicate this to them. 

Networking opportunities

Enjoy networking breaks that connect you with your peers, fund managers and Defaqto experts.

This conference is for authorised financial advisers, paraplanners or officers of a regulated advice business. 

Earn CPD

Attend the conference and bank 5 hours of structured CPD, accredited by the Chartered Insurance Institute, Personal Finance Society and CISI.

CPD   

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Agenda

Featuring keynote speakers, focused streams with breakout sessions, and an exhibition – it’s the event to hear from experts about the latest trends in investment strategies.

The day will start with breakfast from 08:45, a welcome at 09:30. Our conference closes at 16:30, feel free to wind down at the end of the day over a drink from 16:35.

Core Sponsors

  • Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our …

    Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our specialism is in multi manager investing – and simplicity, with a focus on making the process of choosing a fund as straightforward as possible. Through our range of risk profiled, income generating and specialist funds of funds our goal is to meet the challenges faced by today's investor.

    As a business we recognise the importance of working in partnership with our advisers and have built a range of tools, which are designed to support you and your clients throughout the investment journey.

    As part of the global AXA Group, our clients can rest assured that we are built on solid foundations but maintain the flexibility and entrepreneurial dynamism of a smaller company. Launched during the difficult markets of 2008, Architas has seen strong growth with assets under management and under advisory totalling £23.3 billion.* 

    *Data correct as at 30 September 2016. Please note that Architas is 100% owned by the AXA Group but it has no legal right of access to the assets of the AXA Group. Our previous company performance is not a guide to how we will perform in the future.

     

  • Goldman Sachs

    Goldman Sachs

Exhibitors

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