WMA JOURNAL Working for the Investment Community & their Clients
SLUG
Annual Conference 2013
This year we chose to hold our first annual conference under the banner of the Wealth Management Association in the Dorchester Hotel in London. Continuing on the success generated in the last two years we are pleased to say that over 330 people registered for the event this year. As has been the case over the last few years, with this event we try to cover a diverse range of topics which in any given year might include a selection from politics, regulation, investment, operations etc. However, with this year being the inaugural WMA conference and itself taking place on the official date of rebranding, we felt there was a need to look more closely at our own community. 10 WMA JOURNAL
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ANNUAL CONFERENCE 2013
Agenda 9.00 – 9.10
Welcome
14.25 – 14.50
The Scrutiny Role of UK Parliament
Tim Ingram, Chairman, WMA
in EU Economic and Financial Affairs
9.10 – 9.40
The Challenge of Conduct Regulation
Lord Harrison
John Griffith-Jones, Chairman, FCA
14.50 – 15.30
Living the Dream
Liz Jackson MBE, entrepreneur
and businesswoman
9.40 – 10.10
Underwriting at Lloyds
Neil Smith, CEO, Hampden ..........
H
ighlights of the morning session included a presentation by FCA chairman John Griffith-Jones and a Wealth Management panel that included four CEOs from within our membership who were probed by WMA chairman Tim Ingram on the issues that were currently concerning them. In this session delegates were able to get a glimpse from these firms of just four of the varied business models that make up our trade association’s membership. Completing the morning session were presentations by Neil Smith of Hampden Capital and Verena Ross of ESMA. Our afternoon speakers proved just as interesting and entertaining as those who preceded them. Dr Frederick Mulder spoke about his life and his passion for both art and philanthropy. Lord Harrison informed delegates of the scrutiny role of the UK parliament in EU economic and financial affairs. He was in turn followed by Liz Jackson, a successful entrepreneur and business woman who enthralled and inspired those present with her achievement and her “can do” attitude – achievements made all the more remarkable given she is blind. The final session of the conference was dedicated to economics and the markets. Three economists delivered excellent presentations beginning with Kevin Gardiner of Barclays who provided a very positive picture of the UK and the world in a presentation entitled ‘Life after Debt’. He was followed by Katie Koch of Goldman Sachs who focussed on emerging markets, making a very good case for investing in them. Finally Dr Gerard Lyons (Economic Advisor to the Mayor of London) put the microscope on the UK in the context of the global economy. After the formal part of the conference was over, a drinks reception was held with our special guest speaker Rory Bremner who entertained those remaining with jokes and impressions of politicians and other public figures. This light-hearted end to the day ensured everyone left with a smile on their face.
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Agencies Limited
15.30 – 16.00
Afternoon break
10.10 – 10.40
Morning break
16.00 – 16.40
Life after Debt
10.40 – 11.40
Wealth Management Panel chaired by
Kevin Gardiner, Chief Investment Officer
Tim Ingram
Europe, Barclays
Richard Charnock, Chief Executive Officer,
16.40 – 17.20
Emerging Markets:
Standard Life Wealth
Underperforming, Unloved
Nick Hungerford, Chief Executive Officer
and Underappreciated
Nutmeg
Katie Koch, Managing Director,
Goldman Sachs
17.20 – 18.00
Positioning the UK in a Growing Global
Paul Killik, Senior Executive Officer,
Killik & Co
Simon Lough, Chief Executive, Heartwood
Economy
11.40 – 12.10
The EU Legislative and
Dr Gerard Lyons, Economic Adviser to the
Regulatory Agenda
Mayor of London
Verena Ross, Executive Director, ESMA
18.00 – 18.05
Closing remarks
12.10 – 12.20
A review of the morning
Dr Tim May, Chief Executive Officer, WMA
Dr Tim May, Chief Executive Officer, WMA
18.05 – 21.00
Drinks reception with special guest
12.20 – 14.00
Lunch
14.00 – 14.25
Picasso, Profits, and Philanthropy:
Another Kind of Business
Dr Frederick Mulder CBE, private art dealer
www.thewma.co.uk
speaker
Rory Bremner, impressionist, playwright
and comedian
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NEW LOGO TO COME
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