“Very professional, valuable conference. Excellently run & organised.”
Peter Chamberlain
Praemium
More testimonials
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"An invaluable 3 days of relevant and focussed CPD."
Mark Rogers, Clay Rogers & Partners
This is just one of the many quotes taken from the financial intermediaries that attended the various sessions on board Arcadia this year. Topics covered included: the RDR, European Regulatory Developments and the 2012 pensions Landscape.
To review the programme from the 2011 event please download the pdf.
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OPENING KEYNOTE ADDRESS
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| Further information to follow |
| Kevin Gaskell, Business Coach Leader, Speaker, Explorer & Consultant |
Kevin Gaskell was appointed Managing Director of Porsche GB at the age of 32. In 5 years his team rebuilt the brand and turned a business close to bankruptcy into the UK’s most profitable car company.
He moved to BMW as UK Managing Director where he led the company to 4 years of record growth and a 500% increase in profitability. He was recognised as one of the ‘top 40 leaders under 40’ in the UK.
In 2000 he left BMW to found a dotcom, epyx Limited. Quickly becoming the market leader for automotive e-commerce, the company was sold to a private investor in 2008.
From 2001 – 2007 he was also CEO of EurotaxGlass’s in Switzerland where his team integrated 30 businesses to create a world leader in electronic data before leading a €500 million sale of the company.
He now acts as Chairman to a number of growing companies, one of which won the ‘UK Sunday Times FastTrack Award’ as the best private equity investment of 2011. He is also a member of a global bank taskforce acting to support the turnaround of troubled companies.
He has played international cricket but now relaxes by playing in a rock band. He celebrated his 40th birthday climbing on Mount Everest. With his 21 year old son he has walked to both the North and South Poles and climbed some of the world’s highest mountains to fund the building of a cancer treatment centre.
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KEYNOTE ADDRESS
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| Further information to follow |
| Baroness Susan Greenfield CBE |
Susan Greenfield is a scientist, writer, broadcaster and member of the House of Lords. She is Professor of Pharmacology at Lincoln College, Oxford University. With a well earned reputation as one of the most influential women in the world, she is an outstanding keynote speaker on change and tomorrows' people. She has deeply insightful perspectives on the effects of scientific and technological advancements on the human race as well as business management and leadership.
Susan Greenfield achieved a first class degree at St. Hilda's College, Oxford and a DPhil in the University Department of Pharmacology. She was included as one of the 50 most powerful women in Britain by The Guardian and she has also made a wide range of broadcasts on TV and Radio particularly for the BBC's Tomorrow's World and Innovations. In addition she writes a column for The Independent as well as regularly contributes to a number of national newspapers including The Times and The Telegraph.
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KEYNOTE ADDRESS
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| Further information to follow |
| Mark Littlewood, Director General, Institute of Economic Affairs |
Mark Littlewood is the IEA’s Director General. He was educated at Balliol College, Oxford, where he read Philosophy, Politics and Economics. He went onto study at City University Law School. Since 1995, Mark has worked in political communications, public relations and public affairs – variously for the European Movement, the Environment Agency and the London Bus Initiative.
In 2001, he became Campaigns Director for the human rights group Liberty, leaving in 2004 to found NO2ID, the group which opposes identity cards and the database state, and became its first national co-ordinator. From December 2004 to May 2007, Mark was Head of Media for the Liberal Democrats. In 2007, Mark co-founded Progressive Vision, a classical liberal think tank and was its Communications Director until November 2009.
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INDUSTRY FOCUSED SEMINAR
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| A New World Order – A New Normal for the Year of the Dragon |
| Justin Urquhart Stewart, Marketing Director & Co-Founder, Seven Investment Management |
How to learn to develop and prosper in this fast changing environment.
The hyperbole of the populist media is designed to be fearful. Sadly the demands of 24 hour media seems forever dependent on an increasingly extreme rhetoric that allows little time for considered thought and debate. Yes, there are some very difficult issues that have to be addressed, but that is not to say that the global economy is doomed as some would have us believe.
Justin will take a global trip to try and put into perspective how the economic tectonic plates have been and will continue to be moving. He will highlight key areas that must be managed through but also identify those positive themes that will eventually lead to a path of recovery for the indebted western nations.
With key political changes occurring in the USA, China and Europe, 2012 may well lay down the direction for the globe over the next few years. The Year of the Dragon should be a year of good fortune and the dragon is seen as a master of authority, and if that means some more effective global statesmanship, then perhaps this year augurs well?
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INDUSTRY FOCUSED SEMINAR
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| Investment Advice 2015 – the future of the IFA landscape |
| Malcolm Kerr, Director - Financial Services practice, Ernst and Young |
- 2013, Brave New World?
- 2015, Professional Services world – a better place?
- Consumers
- Advisors
- Winning propositions
- Looking further ahead....
The session will propose that the IFA landscape will be in a great place by 2015. This success will be due to advisors’ resilience and creativity, consumers finally understanding the value of financial advice and massive demand from the retiring baby boomer generation.
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INDUSTRY FOCUSED SEMINAR
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| Building a business case for social media |
| Charlie Osmond, Co-Founder & Director, FreshNetworks |
Charlie will cover best practices for the development of a social media strategy. He’ll talk through case studies with measurable ROI that don’t pander to the social media hype-machine and explain why focusing on social media for marketing may be the least effective approach for your business. |
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INDUSTRY FOCUSED SEMINAR
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| Uncharted Waters |
| Mark Tibergien, Chief Executive Officer, Pershing Advisor Solutions LLC, a BNY Mellon company |
The winds of change have cast many advisory firms into uncharted waters. Most advisors are buffeted by regulatory reform, margin squeeze, talent shortages and an aging population of partners and principals. Stuck to their hulls are the barnacles of unclear strategies that need updating, inadequate succession planning and inefficient processes. Like a modern-day James Cook, visionary advisors will chart a new world order in which their firms will emerge as a compelling proposition for both clients and employees.
In this session, Mark Tibergien, will identify the characteristics of elite advisory firms, and the tactics advisors can deploy to build truly elite businesses by capitalizing on the uncertainty. In particular, Mr. Tibergien will address the critical elements of strategic positioning, building a structure to support the strategy, recruiting and retaining the right people, and building a business to last.
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INDUSTRY FOCUSED PANEL SESSION
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| Wraps & Platforms |
| Session chair: Emma Napier, Head of Adviser Relations, The Platforum, Panellists: Tom Sheridan, CEO, 7IM, David Thompson, Managing Director, AXA Wealth Marketing & Distribution, Paul Boston, Sales & Marketing Director, Novia |
An interactive panel session looking at the following areas:
- An overview of the UK platform market.
- Use of one platform or several – for and against views from the panel.
- Platform due diligence – how should advisers conduct this satisfactorily, what do the FSA expect to see?
- Will the market consolidate or will we see even more new entrants?
- Rebates ban – what are the implications to platforms and IFAs?
- The implications of re-registration of platform assets.
- Fund picking vs multimanager vs model portfolios.
- Adviser platforms, Direct to Consumer platforms, Corporate platforms – how do the panel see development of these markets?
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INTERACTIVE DISCUSSION GROUP
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| Risk and regulation: are financial services brands using social media effectively? |
| Charlie Osmond, Co-Founder & Director, FreshNetworks |
Using client case studies and real-world examples, Charlie will discuss with delegates how financial services brands are using social media in a way that complies with FSA legislation and other areas of risk. |
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INTERACTIVE DISCUSSION GROUP
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| Client proposition, marketing and retention |
| Nick McBreen, Independent Financial Adviser, Worldwide Financial Planning |
Areas to be looked at include:
- What does your ideal client look like and does this fit with what you currently have?
- Post RDR – how many clients can you actively manage?
- How do you test your client relationship and impact upon what they think/feel about you?
- Why are you different and better - what’s your USP?
- What do your competitors think/say about your company?
- New clients – do you believe your message, is it credible, do you have a sounding board?
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INTERACTIVE DISCUSSION GROUP
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| Due diligence |
| Emma Napier, Head of Adviser Relations, The Platforum |
An interactive discussion group looking at:
- Platforms one or several?
- Centralised investment process
- Adviser charging
- How often should I conduct due diligence?
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INTERACTIVE DISCUSSION GROUP
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| Business Strategies, profitability & new markets |
| Alex Morris, Managing Partner, Financial Relationships LLP |
This interactive discussion group will look at the following areas:
- Best practice ideas for financial planning and the industry of the future - what’s new?
- The role of technology in outstanding customer service.
- Key profitability drivers for a business, what’s new?
- What is the best way of marketing your company and raising your professional profile?
- Identifying new markets – the Holy Grail? Experiences & views from those in the room.
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PROFESSIONAL & CAREER DEVELOPMENT
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| Effectively Dealing with the media & presentations skills |
| Paul Coia, Presenter & Journalist |
2012, marks the 30th anniversary of the opening of Channel Four TV. Paul Coia was part of the launch team, and the voice that opened the new station. He has since gone on to build his presentation and media skills through hosting shows like BBC1's Pebble Mill At One, BBC2's Catchword quiz, ITV's Heaven Knows game show, and many more programmes for terrestrial and satellite broadcasters, as well as coaching Presentation skills across the world for household name clients in Europe, America, The Middle and Far East.
Paul has also voiced many documentaries for the BBC and Discovery channels on subjects as diverse as the clear up after 9/11, the American Presidential race, French fascism, and Shakespeare to name a few.
During the forum Paul will be passing on his experience in 2 separate sessions, one on effectively dealing with the media and a second on presentation techniques.
Areas covered will include: interview tips for media opportunities and advice that will ensure your business presentations are memorable. All lessons learned are communication techniques that will be pertinent in everyday office, and business, life. How can you bridge away from awkward questions when being interviewed? How do you maximise a publicity opportunity? Can you set your own agenda or are you governed by the direction an interviewer sets? How do you answer tough questions when making a business presentation? Are your slides informative, or are they just plain messy. Do you need to learn a memory technique rather than reading your presentation from cards or the screen? |
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PROFESSIONAL & CAREER DEVELOPMENT
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| Making conflict creative |
| Ruth Scott, author, broadcaster, mediator & conflict storyteller |
Conflict is an inevitable part of life. Most of us wish that wasn’t so. But I have learnt through hard experience that conflict can be immensely creative. Doctor and Psychoanalyst, M. Esther Harding said,
“Conflict is the beginning of consciousness”.
If we can learn so much from it, why then do we often experience it as destructive? How can we make conflict work for, rather than against, us? In this lecture I’ll suggest the answer to that question concerns awareness and attitude. I’ll explore the potential and pitfalls of conflict. I’ll illustrate how our understanding of human perception needs to change if conflict is to become creative. I’ll argue that excellence in a competitive environment can be fully achieved only when compassion is central to our approach to conflict.
This session is rooted in personal and professional experience. I’ll use illustrations from my work with individuals and groups living with the legacy of violent conflict in different parts of the world. I’ll show how the dynamics writ large in these stories can shed light on our own, usually less dramatic, conflicts. I’ll engage your imagination with visual images that will challenge your understanding of human perception. I’ll raise questions that I hope will open up your awareness and encourage you to explore further. I aim to make my lecture an enjoyable, thought-provoking experience that will help you deal better with conflict wherever it arises.
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PROFESSIONAL & CAREER DEVELOPMENT
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| 6 parts per million |
| Keith Brown, Inspirational Speaker |
This presentation is about challenging negative influences, ideals and attitudes in life and business, the kind of attitudes and mind-sets which stifle personal growth and thus business development. It provides an opportunity for individuals to re-evaluate their true purpose in life and business by delivering the mind tools necessary to align business ambitions and aspirations with personal goals.
The messages and call to action are brought powerfully home by personal accounts of real life events that are not easily forgotten. Delegates and their businesses will benefit from attending this session by understanding how to:
- Make all experiences serve their ultimate purpose.
- Create the life and business they really want by the way they think.
- Discover some fresh perspective to the meaning of their individual lives.
- Understand and utilise the power of the spoken word.
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PROFESSIONAL & CAREER DEVELOPMENT
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| From Purpose and Passion to Prestige and Profit |
| Steve Loepfe, Founder, President Loepfe & Partner AG |
In his conference session "From Purpose and Passion to Prestige and Profit" reputational strategist, author and keynote speaker Steven Loepfe takes his audience on a “mission intangible”. He shares value-creating strategies for building today’s No. 1 intangible asset from within: Your corporate reputation.
"From Purpose and Passion to Prestige and Profit“ – The four secrets of creating reputational value from within.
The session will specifically look at:
- The “why?”: Why every organization is better off to start with “why”…
- The “who?”: How passionate leaders inspire teams to get stuff done…
- The “how?”: How you do your thing is how you build your reputation…
- The “what?”: What you tell and what you sell is what comes last…
The overall theme of Steven Loepfe’s session is based on findings from over 2'500 strategic projects for more than 300 clients, many of them market leaders in their industry. A „No theory - all practice“ interactive workshop and session.
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AFTER DINNER ENTERTAINMENT
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| Thursday Evening Entertainment |
| Re-Take That |
This is the Northern Hemisphere's biggest, best & Most Authentic Tribute to one of pop's greatest bands. Superb sound, dramatic lighting and dynamic dance routines, complement breath-taking versions of All The Greatest Hits. Now also featuring the excellent Peter Owen as Robbie, this amazing band brings the unforgettable Magic of Take That to it’s audiences.
"Brilliant !...the attention to detail is amazing !"...Jason Orange
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AFTER DINNER ENTERTAINMENT
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| Friday Evening Comedy |
| Dominic Holland, author, actor and stand-up comedian |
Dominic Holland is an author, actor and stand-up comedian. He has been performing on the circuit for over ten years and has appeared on many television programmes including: Have I got News For You, The Royal Variety Show, The Clive James Show, Clive Anderson Now, The Stand Up Show, The Des O'Connor Show, The Brian Conley Show and Bring Me The Head Of Light Entertainment.
Dominic has performed four highly acclaimed sell out "One Man Shows" at The Edinburgh Festival, winning the Perrier Best Newcomer Award in 1993 and a Perrier Nomination at the 1996 Fringe.
Dominic’s BBC Radio 4 show ‘The Small World of Dominic Holland’ was broadcast in August 2000, it featured as one of the most popular comedy shows with the listeners of that station. The show was a stand-up series of six half hours of comedy which Dominic wrote and performed.
As a writer, Dominic has written for many other performers including Bob Monkhouse and Clive Anderson.
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Highlights from Past Conference Programmes
Summary of the 2011 Conference Programme
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| Keynotes, Seminars, Workshops & Professional Development |
| Sessions & Speakers Included: |
Keynotes:
- Opening Address: The Upside of Turbulence - Dr Donald Sull, Professor of Management Practice in Strategic and International Management, and Faculty Director, Executive Education, London Business School
- Keynote Address: Many Voices – One Sound - Christian Gansch, Renowned Conductor & Management Consultant
- After Dinner Speaker – Friday Evening - An audience with Phil Tufnell
Seminars & Workshops:
- How to maximise your prospects of being an RDR winner, not a casualty, and doing so compliantly - Roderic Rennison, Director, The Ideas Lab Ltd
- How to create a trust with your client in three minutes or less: the art of acknowledgement - Dr. Maria Nemeth, Speaker, Psychologist, Coach & Author
- Using technology to power your business – not just today but tomorrow… - John Porteous CFP FPFS FCSI, Chartered and Certified Financial Planner
- European regulatory developments and the impact on IFAs - Chairman: Justin Urquhart Stewart, Marketing Director & Co-Founder, Seven Investment Management - Speaker: Stephen Gay, Director General, AIFA
Panel Sessions:
- Will your in-house or outsourced investment process stand up to scrutiny by a court or the FSA - Chairman: Justin Urquhart Stewart, Marketing Director & Co-Founder, Seven Investment Management - Panel Members: Saran Allott-Davey, Managing Director, Heron House Financial Management, Paul Willans, Director and Chief Investment Officer, A J Buckley Asset Management Limited
- What is there in store for your profession – a bright future? - Chairman: John Porteous CFP FPFS FCSI, Chartered and Certified Financial Planner - Panel Members: Fay Goddard, Chief Executive, PFS, Nick Cann, Chief Executive, IFPJoel Adams, Joint CEO, LIFT-Financial, Alan Easter, Strategy, Product & Commercial Development Director, Honister Capital
- 2012 and the changing pensions landscape - Chairman: Justin Urquhart Stewart, Marketing Director & Co-Founder, Seven Investment Management - Speaker: Paul Gilbody, Director of Market Engagement, National Employment Savings Trust (NEST) - Panellists: Dick Strattan, Partner, Mercer and Richard Brown, Head of Business Development, Bestinvest
Discussion Groups:
- Advising female clients - are you getting it right? - Louise Walker, Managing Director, KMG
- Best practice ideas in financial planning - Julie Lord, Head of Strategic Development, Bluefin
- Financial advice for businesses - Tim Hines, Managing Director, Beckett Financial Services
- Is the only thing worse than being talked about, not being talked about? - David Morris, CEO, Premier Independent Investments (UK) Ltd
- Using adviser charging to enhance the value of your firm - Roderic Rennison, Director, The Ideas Lab Ltd
- Working with solicitors in a post Legal Services Act environment - David Seager, Development Director, SIFA
- The IFA dilemma: outsourcing of investment management in the new RDR world - Henry Shires, Senior Investment Director, Rensburg Sheppards
- Ways to retain and attract new clients - Michael Merrett, Principal, Independent Financial Advisory Centre
Investment Forums:
- WDB Assetmaster - Laurence Boyle, Investment Director, WDB Assetmaster
- SC Davies - Paul Denley, Chief Investment Officer, SC Davies & Co
- Deutsche Bank - Christos Costandindes, ETF Strategist, Deutsche Bank / db X-trackers
- Seven Investment Management - Tom Sheridan, Chief Executive, Seven Investment Management
- Absolute Fund Manager - Andrew Wheeler, Partner, Absolute Fund Managers LLP
- Martin Currie - Jeff Casson, Product Manager, Latin America, Martin Currie Investment Management Ltd
Exhibitor Presentations:
- Financial Planning Tools for the qualified adviser - Colin Sloss, Head of Sales & Strategic Accounts, Avelo
- Selecting the right ETF - Pollyanna Rhodes, Vice President, iShares, BlackRock/iShares
- Becoming a Successful New Model Financial Planner - Justin Urquhart Stewart, Marketing Director, Seven Investment Management and Andy McLaughlin, Managing Director, Astute Wealth Management
- Business funding – can pensions help? - isa Webster, Senior Teachnical Consultant, Hornbuckle Mitchell Group
- Your investment Process – de-risking your business - James Crossley, Strategic Alliances Director, Jupiter Unit Trust Managers
- Octopus – Enhancing Business Value - Hugi Clarke, Head of Third Party Relationships, Octopus Investments
Professional / Career / Business Development Sessions:
- How to effectively lead a group - Dr. Maria Nemeth, Speaker, Psychologist, Coach & Author
- So you think you have a poor memory? - Michael Tipper, speaker, facilitator, presenter and writer
- Influencer: the power to change anything - Richard Pound, Business Development Director, Grahame Robb Associates Ltd
- The reality of leveraging social media in the workplace - Euan Semple, Independent Adviser & Former Director of Knowledge Management, BBC
- Brave new world - Dean Van Leeuwen, Co-Founder, Tomorrowtoday
- Being the best - lessons from the front line - Neil Jurd, Former Squadron Commander, Queen’s Own Gurkha Logistic Regiment
- Mind the gap - Dean Van Leeuwen, Co-Founder, Tomorrowtoday
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