Agenda

 

Agenda outline

Day 1 

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Registration and Arrival Breakfast
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Welcome Address from Katrina Lloyd, Editor in Chief of Investment Week
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Keynote: Navigating the evolving landscape of private markets

Nike Trost, Director - Wholesale Buyside, Financial Conduct Authority

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Panel Discussion: The private markets playbook - practical strategies for wealth managers
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Networking Break & Move to Boardrooms
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Lunch
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Boardroom sessions
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Presentation: UK retail appetite for private assets: Key opportunities and challenges

Mark McFee, Research in Finance

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Free time to enjoy South Lodge facilities
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Drinks and dinner
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Post-dinner drinks

Day 2

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Hotel Breakfast at Leisure
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Day 2 registration & sign-in
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Panel Discussion: Accessing Private Markets for Wealth
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Check out and break
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Boardroom sessions
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Networking break
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Boardroom sessions
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Lunch and close

Key discussion topics:

How UK wealth managers are building private market allocations

This interactive panel discussion will include speakers from wealth management firms and industry experts to discuss key considerations when boosting exposure to private markets. What has changed in the past 12 months? How are firms carrying out due diligence on these strategies? How are they managing liquidity concerns? Where do private market strategies sit in clients' wider portfolios and how can they improve client outcomes? How are they meeting regulatory requirements and responding to operational challenges? What can we learn from DC adoption of private markets?

How platform and data providers can support wealth managers' move into private markets

This interactive panel discussions will include speakers from platform and data providers to discuss key product and operational developments to support UK investors' adoption of private market strategies. Where have been the stumbling blocks so far and how are platforms and data providers responding to these challenges? Is including LTAFs in stocks and shares ISAs likely to be a game-changer? What are providers seeing across the wealth space in the UK in terms of private market allocations and how these could evolve in the future? What kind of private markets data is currently available and how could this expand in the future?