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Dynamic Planner Conference Butterfly

Annual Conference 2019 Manchester and London

The Dynamic Planner Annual Conference reaches its seventh year in 2019. Due to popular demand, and for the very first time, Dynamic Planner is proudly hosting a Northern Conference in conjunction with London. Transform The Way Clients See You. #dynamicplanner19

Manchester

Thursday 24th January 2019
Manchester Central

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London

Wednesday 6th February 2019
I.E.T

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“Fantastic speakers, very knowledgeable and informative. Simon Jack really pulled the day together and made it superb event”

“The variety of presentations made the focussed parts of the day more valuable. The Dynamic Planner sessions were well thought out and well positioned during the day”

“I really enjoyed the Conference. Good, broad spectrum of speakers with a good mix between investment and non-investment content”

Transform The Way Clients See You

The Dynamic Planner Annual Conference reaches its seventh year in 2019. Due to popular demand, and for the very first time, Dynamic Planner is proudly hosting a Northern Conference in conjunction with London. Transform The Way Clients See You.

The premier Manchester Conference is being staged at the award-winning Manchester Central on 24 January 2019. The London Conference will once again be held at the beautiful IET (Institution of Engineering and Technology) along Victoria Embankment on 6 February.

These one-day investment focused events are the retail investment industry’s must-attend annual conferences. Attracting the very best talent in the UK, and putting the financial planning firm at the heart of the agenda, it’s an educational celebration of how technology can Transform The Way Clients See You.

Hear from heavyweight industry commentators on issues that matter most you to, as we look at 2019, sharing insight on latest market trends and behaviour. February 2019 marks just over a year since the introduction of MiFID II. London and Manchester Conferences provide the perfect opportunity to reflect on the impact over the last 12 months, as well as analysing its ongoing significance. And with Brexit looming what better time to hear from the UK’s leading investment commentators.

Conference Agenda*

08:20 – 09:10 Registration & Networking, iO Breakfast Integration Session
09:15 – 09:20 Welcome & Introduction – Yasmina Siadatan, Dynamic Planner Head of Marketing
09:20 – 09:45 Keynote – Navigating in an Era of Uncertainty – Gavin Esler, Journalist and Broadcaster (Manchester)
Keynote – Economic Update; Hot Off The Press –  Simon Jack, BBC Business Editor (London)
09:45 – 10:05 Transform The Way Clients See You – Ben Goss unveils Dynamic Planner’s latest developments to help you transform your firm and the way clients see you
10:10 – 11:10 Breakout Session – with market-leading choice of industry expert asset managers
11:15 – 11:30 Refreshments – tea and coffee
11:35 – 12:35

CIO Panel Debate – Macro view of the investment landscape

Manchester Panel chaired by Gavin Esler:

Jason Borbora – Investec Assistant Portfolio Manager
Marcus Brookes – Schroders Head of Multi-Manager
Abhi Chatterjee – Dynamic Planner Head of Asset and Risk Modelling
Emiel van den Heiligenberg – Legal & General Investment Management Head of Asset Allocation
David Jane – Miton Group Fund Manager
Guy Monson – Sarasin Chief Investment Officer

London Panel chaired by Simon Jack:

Henry Boucher – Sarasin Deputy Chief Investment Officer
Marcus Brookes – Schroders Head of Multi-Manager
Abhi Chatterjee – Dynamic Planner Head of Asset and Risk Modelling
Emiel van den Heiligenberg – Legal & General Investment Management Head of Asset Allocation
Ian Jensen-Humphreys – Seven Investment Management Deputy CIO
Bill McQuaker – Fidelity International Fund Manager

 

12:40 – 13:40 Lunch refreshments – network and ask questions
13:45 – 14:30

Compliance Panel – How To Thrive in a Post MIFID II World

Manchester Panel chaired by Gavin Esler:

Chris Jones – Dynamic Planner Proposition Director
Carl Wallis – Head of Compliance at Sesame Bankhall Group
Gary Crossley – threesixty Compliance Director
Cathi Harrison – Apricity Founder & Director

London Panel chaired by Simon Jack:

Chris Jones – Dynamic Planner Proposition Director
Carl Wallis – Sesame Bankhall Group Head of Compliance
Richard Allum – The Paraplanners CEO
Russell Facer – threesixty Managing Director
Cathi Harrison – Apricity Founder & Director
Dan Jordan – Lighthouse Wealth Managing Director

 

14:35 – 15:35 Breakout Session – with market-leading choice of industry expert asset managers
15:40 – 15:55 Refreshments – tea and coffee
16:00 – 16:20 Keynote – Taking the pain out of being the boss – Phil Young, Managing Partner at Zero Support (Manchester)
Keynote – Brexit and financial services and MiFID, why Europe will remain important to financial advisers – Kay Swinburne, MEP for Wales (London)
16:20 – 16:45 Keynote – Managing the Client, Not the Money – Chris Jones, Dynamic Planner Proposition Director
16:45 – 18:30 Drinks & Networking
*Agenda subject to change

What can you expect on the day?

The Dynamic Planner Annual Conferences are free for advisers and paraplanners to attend and offer an exclusive opportunity to engage with hundreds of your peers – dedicated investment focussed financial services professionals.

You will receive 5hr 15min of CPD over the full course of the 2019 Conference and be privy to keynotes from senior Dynamic Planner executives, including CEO Ben Goss, on how Dynamic Planner can help ensure your clients’ investment suitability, increase efficiency at your firm and demonstrate value in your relationships with clients. That is not all.

Simon Jack – the BBC’s Business Editor – will again be our host in London, while broadcaster and journalist Gavin Esler will be our host in Manchester in 2019. Respectively, they will expertly chair the CIO Panel Debate, always a huge draw and highlight at Annual Conference, absolutely packed with compelling opinion and perspective from industry leaders. Regular refreshments, lunch and post-Conference drinks punctuate and pace the day for delegates’ comfort.

We look forward to welcoming you to Manchester Central in January and to the IET in London in February for what promise to be our best Annual Conferences ever. From experience places fill quickly so we advise to register early.

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Don’t miss the opportunity to register your place. #dynamicplanner19

https://www.youtube.com/watch?v=sdSNGb4arcA

2018 Conference Highlights

Wednesday saw the most exciting event ever held by award-winning provider of risk profiling and asset allocation experts Dynamic Planner, at the IET in Savoy Place in London. The day was filled with controversial yet inspirational conversation, stacked with industry insight as well as macroeconomic expertise.

Advisers and paraplanners from all over the UK gathered with asset managers, platform providers, VIPs and speakers to learn the very latest in the world of investment. Simon Jack, the BBC’s Business Editor fresh from Davos, trotted us through the day with entertaining insight and mastery. Jack tells us French President Macron was the star of the Swiss slopes, and Brexit wows may be dampened by the prospect of global growth in 2018. The stage was set for a serious day.

Up next were five heavyweight CIOs from some of the UK’s top asset management houses. We heard that the giant global quantitative easing will continue to run, and we’re currently amassing pools of bonds normally associated with the latter part of wartime. The top-class debate had the CIOs agreeing that 2018 is the ‘year for portfolio housekeeping’ and advisers need to let investors know bull markets have to come to an end eventually, so make sure the risks are made clear. On cryptocurrency this was said, ‘It’s yesterday’s story already, it’s not an investment’.

Ben Goss at Dynamic Planner Annual Conference 2018
Delegates at Dynamic Planner Annual Conference 2018
Annual Conference – In Conversation with Alastair Campbell, Nic Coward and Ben Goss

Inspirational conversation stacked with industry insight

The Dragons’ Den session fired up the audience and pitches came in fast and hard from the Dynamic Planner team, with the Review Reports pitch winning over Charting and Investment Suitability Indices. The audience were delighted to hear that Dynamic Planner is taking the audience’s steer and developing the winning pitch into the product.

Updates to the Dynamic Planner risk profiler and the launch of a new questionnaire was delivered, arguably one of the most fiercely listened to addresses of the day. The remainder of the afternoon was seen through by some top-class keynotes spanning sport, politics and investment, all culminating in a quality panel debate with Dynamic Planner CEO Ben Goss, former General Secretary to the Premier League Nic Coward, Alastair Campbell, Tony Blair’s speechwriter and Simon Jack, the BBC’s Business Editor.

Firmly positioned as one the investment industry’s best events, the Dynamic Planner 6th Annual Conference has received critical acclaim by both the attendees and the wider community alike, and is set to be the must-attend conference in our industry’s calendar.

Register

Don’t miss the opportunity to register your place. #dynamicplanner19