The Forum PagesThe FormatTestimonialsResearchRichmond EventsContact Us
Conference | Delegates | Suppliers | Post Forum Tools

Testimonials
One of the best you have done and I must have attended at least 10 in previous years.

Garry Slatter
Lazard Asset Management

More Testimonials


Forum Features


More Richmond Events
The Finance Directors' Forum
13 - 16 October 2010
Southampton

PIMS International
11 - 13 November 2010
Interlaken

The Financial Industry Strategy Forum
12 - 14 May 2011
Interlaken

The Finance Directors' Forum at Savoy Place
8th June 2011
London

Full Forum Portfolio


"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: post election pensions, asset allocation and tax planning. 

To view the programme from the 2010 event please download the pdf.


 
 

Conference Programme


Opening Address 2011
The Upside of Turbulence
Dr Donald Sull, Professor of Management Practice in Strategic and International Management, and Faculty Director, Executive Education, London Business School

As volatility dethrones incumbent leaders, it also creates untold possibilities to create economic value. Turbulence has an upside, and managers who know how to seize the opportunities arising out of seething markets will become tomorrow's champions. Based on a decade of research, historical case studies, and intensive work with established enterprises and start-ups, Professor Sull will draw lessons from companies that have consistently spotted and exploited opportunities that rivals have missed, lays out the fundamental logic of opportunity, and provides a series of practical steps to translate insight into action.


Dr. Sull is a global authority on how companies compete effectively in turbulent markets. He has been identified as a leading management thinker by The Economist, the Financial Times, and Fortune which named him among the ten new management gurus to know. The Economist listed his theory of active inertia among the ideas that shaped business management over the past century.

As a consultant and management educator, Sull has worked with companies including Mars, Oracle, Nokia, Royal Bank of Canada, Standard Chartered Bank, Emirates Airline, Baker & McKenzie, Burberry, and Schneider Electric.

Sull received his AB, MBA, and doctorate from Harvard, where he taught entrepreneurship at the Harvard Business School before rejoining the London Business School faculty. He directs a week-long course on thriving in turbulent markets and teaches on the Senior Executive Programme. Sull has won teaching awards at both London Business School and Harvard.

Prior to academia, he worked as a consultant with McKinsey & Company, and a management-investor with the leveraged buyout firm Clayton & Dubilier on the Uniroyal-Goodrich Tire Company deal. He remains active in private equity as an investor and advisor to start-up companies.



Thursday Keynote Address 2011
Many Voices - One Sound
Christian Gansch, Renowned Conductor & Management Consultant

Christian Gansch is a highly respected conductor and a renowned management consultant. In his presentations he compares communication, motivation and leadership in organizations with that of an orchestra. A brilliant communicator Gansch inspires audiences with his insightful, innovative and unconventional addresses.

In his address Many Voices-One Sound Gansch will explore how people can maintain their individuality and work together to create "one sound" and achieve the corporate goal.

Interwoven into his speech will be lessons learned from his experiences as a conductor. These examples will highlight areas such as why it is important for people to listen to, and co-operate with each other in order to know when it is their time to lead or follow.

He will show how getting the communication, motivation and leadership balance right can create an environment in which innovation and excellence can flourish, whether in the world of music or business.




Highlights from Past Conference Programmes
Highlights from the 2010 Conference Programme
Keynotes, Seminars, Workshops & Professional Development
Sessions & Speakers Included:

Keynotes:
  • Where next for Great Britain economically and politically?" - Daniel Hannan, MEP for South East England & Justin Urquhart Stewart, Seven Investment Management
  • "The rise & fall and rise again of Gerald Ratner" - Gerald Ratner

Seminars & Workshops:
  • Charging structures: Which is the best model? Hourly, value added, monthly retainer? - John Baxter, Head of Financial Planning, Macquarie
  • Top 5 global best practice ideas for financial planning - Brett Davidson, Chief Executive, FP Advance Limited
  • What marketing isn't - a fascinating look at what not to do if you want to succeed spectacularly - Justin Urquhart Stewart, Marketing Director, Seven Investment Management & Brett Davidson, Chief Executive, FP Advance Limited
  • The Legal Services Act and the opportunity for IFAs - David Seager, Development Director, SIFA Limited
  • Financial planning for high net worth clients in a world of increasing taxes - John Woolley, Director, Technical Connection
  • Post-Election Pensions - Steve Bee, Managing Pensions Partner, Paradigm Pensions
  • Cash flow forecasting: Holy Grail or wholly garbage? - Simon Williamson, Managing Director, Broadway Financial Planning
  • The Importance of Asset Allocation - Peng Chen, Ph.D., CFA, President, Ibbotson Associates, A Morningstar company, & Tom Sheridan, Chief Executive, Seven Investment Management
  • Wraps & Platforms - Tom Sheridan, Chief Executive, Seven Investment Management & John Porteous, Head of Distribution, Macquarie Wrap

Industry Clinics:
  • Ways to retain and attract new clients - David Wingar, Managing Partner, Future Asset Management LLP
  • Regaining client trust – placing portfolio performance into context - Jonathan Gamble, Director, Asset Risk Consultants Limited
  • How to deal with legacy assets - John Baxter, Head of Financial Planning, Macquarie


Investment Forums:
  • Dispelling the Derivatives Myth - Thomas See, Fund Manager and Head of Structured Fund Management, Schroders Investment Management Limited
  • Merits of Multi Asset Investing - Laurence Boyle, Head of WDB Assetmaster, & Lead Fund Manager, WDB Assetmaster
  • Encouraging clients back into the market - Philip Saunders – Portfolio Manager & Head of Investment Strategy, Investec Asset Management
  • So did asset allocation really work in the financial storm? - Justin Urquhart Stewart, Marketing Director, Seven Investment Management
  • Student accommodation – mainstream or niche? - Adam Davis, Director of Sales, The Mansion Group
  • Corporate Bonds: Missed the Boat or More Opportunities to Come? - Danny McKernan, Fund Manager, High Income Bond Fund, Blackrock


Exhibitor Presentations:
  • Absolute Return Investing” - The Future Of Active Management? - James Crossley Director, Jupiter & Neil Carter, Director, Jupiter
  • Active V Passive – Sworn Enemies or The Best of Friends? - Alan Burnett – Director, Head Of UK Intermediary Sales, Martin Currie
  • Structured Products Explained - Gary Dale, Head of Intermediary Sales - Derivatives & Structured Products, Investec Structured Products
  • What Does Investment Risk Really Mean? - Simon Armstrong - Founding Partner And Fund Manager, Saltus LLP
  • The Attractions Of Exchange Traded Products And Etfs During The Global Recovery - Alexandre Houpert, Head Of Listed Products - Northern Europe, Société Générale Corporate & Investment Banking
  • Incentivising entrepreneurs in a high tax environment - Nimesh Kamath, Managing Director, Structured Products, Scion Financial Partners Limited


Professional  / Career  / Business Development Sessions:
  • The Hamish Taylor Master Class Seminars
  • Built for Greatness - Jim Rees Author, Ultra Cyclist & Director Ripple Leadership
  • Presentation skills – learning from the rules of magic - Nick Fitzherbert, Magician & Member of the Magic Circle
  • Risk-taking and decision-making in poker, business and life - Caspar Berry, Former Professional Poker Player 
  • The things you wanted to know about social media but were afraid to ask - Matthew Jeffery, Global Director of Talent Brand, Electronic Arts
  • All aboard the revolution: four steps every company can take now to reduce costs, increase sales and connect to a new generation of consumers - Dr Graeme Codrington, Co-Founder, TomorrowToday