Tutors:

• Sally Boyle, Octopus Investments
• Will Gibbs, Titan VCT
• Samantha Ling, Titan VCT
• George Whitehead, Venture Capital Trust Association

Learning outcomes:

1. What is needed for a successful VCT
2. What kind of companies fit the VCT model?
3. How to know when to exit investments

Tutor:

• Nick Eatock, Intelliflo

Learning outcomes:

1. Main benefits of implementing technology for advisers
2. How technology is helping advice firms meet regulatory challenges
3. Why technology implementation might fail and how to avoid this

Tutors:

• Mark Loosmore, Executive General Manager, Wealth, IRESS
• Mike Barrett, Consulting Director, The Lang Cat
• Matt Noble, Head of Business Development, Origo
• Tessa Lee, Managing Director, moneyinfo

Learning outcomes:

1. What the tech providers are doing to facilitate data flows between platforms

Tutors:

• Marc McCarthy, AutoRek
• Andrew Henderson, Eversheds Sutherland

Learning outcomes:

1. An overview of regulatory changes in 2018
2. The role of technology in regulation and compliance
3. What to expect and how to be best prepared for new regulation in 2019

Tutor:

• Davydd Wyne, Cazenove Capital

Learning outcomes:

1. How can a DFM help you explain value versus price in light of MIFID II disclosure changes
2. Can using a DFM help increase the value of your business
3. How does a DFM improve diversification & access to a broader range of investments

Tutors:

• Kevin Silvester, Brewin Dolphin
• Pamela Murphy, Taylor Made Financial Planning
• Liz Campbell-Warner, Gabriel Research & Management Ltd

Learning outcomes:

1. Why IFAs turn to investment managers
2. The pros and cons of outsourcing
3. The cost of regulation

Tutors:

• Richard Kateley, Legal & General
• David Turvey, Avon House Wealth Management
• Lee Thomas, Portmore Life

Learning outcomes:

1. Understanding the core protection needs of business in the UK
2. How to work with 3rd parties such as lawyers and accountants
3. How to engage with business owners on business protection

Tutors:

• Colin Fitzgerald, Legal & General Group Protection
• Andrew Shiner, The Health Insurance Group

Learning outcomes:

1. The size and opportunity of the group protection market
2. Why IFAs should delve into the group protection market
3. How to approach the group protection market

Tutor:

• Laurence Forrester, Cazenove Capital

Learning outcomes:

1. How an adviser can partner effectively with a DFM
2. The investment implications of pension freedoms

Tutors:

• Alice Evans, BMO Global Asset Management
• Claudia Wearmouth, BMO Global Asset Management

Learning outcomes:

1. Whether ESG is a fad or here to stay
2. How investors can make a difference as 'active owners' of the companies they invest in through engagement on ESG issues by their fund managers

Tutors:

• Gillian Boston, AutoRek
• Michael Ruck, Pinsent Masons

Learning outcomes:

1. The continued speed of change of regulation and how to be prepared
2. How much need is there for automation and how are regulators themselves embracing technology
3. What new regulation is coming in 2019

Tutor:

• Mark Rimmer, Premier Multi-Asset Income Funds

Learning outcomes:

1. How to achieve long-term sustainable income
2. Potential issues of investing in equities for income
3. Using fixed income as a source of income