Overview
Following on from the HUGE success of the inaugural PIMFA Virtual Fest in June 2020, PIMFA is proud to announce the Virtual Fest V2 will be taking place on 9 & 10 March 2021.
Just like the inaugural event, the Virtual Fest V2 is a great opportunity for attendees to gain valuable insights, hear from industry experts, earn CPD hours and make connections with fellow colleagues.
We remain dedicated to supporting your continued professional development during this period of isolation. The Virtual Fest V2 will provide access to a variety of content in the forms of webinars, virtual sessions with speakers & trainers, videos, PDFs and online resources.
To view a copy of the Post-event report, including profile of attendees and a summary of all sessions please click here.
Taking place over two days, the PIMFA Virtual Fest V2 will be delivering presentations on key areas which members have identified as their key short- and long-term focus including:
- CEO Panel – What Have we Learnt and How to do we Rebuild Together
- The Future of Work – What do You Need to Know?
- What Might 2030 Hold for Financial Advisers?
- Operational Resilience: Lessons Learnt in 2020 & What’s Next in 2021
- The Future of Regulation
- And more…
Speakers and panellists are being carefully selected to ensure the delivery of high level content and a broad spectrum of diversity.
If you’d wish to find out more about speaking or sponsoring this event please email events@pimfa.co.uk
Agenda Introduction - Read me First
Agenda Introduction - Read me First
The PIMFA Virtual Fest V2 will give you access to an array of content, both live and on demand.
Logging in to watch the presentations live will enable you to interact with the speaker via Q&A on the day. However, if you can’t log in at a specific time don’t worry – all presentations will also be available on demand.
You can click on each of the session titles for more information. If you have any questions please email us on events@pimfa.co.uk
Please note the agenda is subject to change
Welcome and Opening Keynote
Keynote
Welcome and Opening Keynote
Keynote
John Philip Glen is a British Conservative Party politician and former management consultant who has been the Member of Parliament (MP) for Salisbury in Wiltshire since the 2010 general election. Formerly Parliamentary Under-Secretary of State for Arts, Heritage and Tourism at the Department for Digital, Culture, Media and Sport, he currently serves as Economic Secretary to the Treasury and City Minister.
COVID-19 - The Economic Impacts
Keynote
COVID-19 - The Economic Impacts
Keynote
Responsible Investment 2021
ESG & Impact Investing
Responsible Investment 2021
ESG & Impact Investing
Ryan’s journey with Royal London began back in 2008 after starting his career in compliance with Aviva. As an Investment Proposition Manager, Ryan learnt how to live and breathe Royal London’s Governed Range contributing to both its growth and development as well as speaking all things investment at adviser events. Ryan moved to Aberdeen Standard Investments in 2017 for a stint in the strategic client’s relationship team before a return to the Royal London adventure followed in October 2018 and becoming a senior business development manager focusing on pensions. Ryan holds the IMC qualification.
Employee Wellbeing - A Must in your Business Strategy
Leadership
Employee Wellbeing - A Must in your Business Strategy
Leadership
Cyber Griffin - Tabletop Exercise
Cyber Resilience
Cyber Griffin - Tabletop Exercise
Cyber Resilience
This unique table top exercise is designed to explore the decisions that people make in order to protect their businesses from modern day threats. It tests people’s response to both hacking and malware attacks, in addition to physical security threats. The exercise was initially developed by Lancaster University and the Metropolitan Police, and has been further developed by Cyber Griffin specifically for the Square Mile.
This is an interactive session and limited to 30 attendees. Further information on how to register will be available int he coming weeks.
What Will 2030 Look like for Financial Advisers?
Looking Ahead
What Will 2030 Look like for Financial Advisers?
Looking Ahead
The Value of your Employees
Leadership
The Value of your Employees
Leadership
ESG First: A Practical Approach to Incorporating ESG in Wealth Portfolios
ESG & Impact Investing
ESG First: A Practical Approach to Incorporating ESG in Wealth Portfolios
ESG & Impact Investing
The rapidly-evolving world of ESG-aware investing offers new opportunities to position client portfolios and deliver value. In this session, MSCI will present a practical framework for creating model portfolios for Wealth clients using an “ESG-First” approach that integrates climate and ESG considerations, allows for expression of individual client preferences, and leaves room to incorporate tactical decisions without materially changing the portfolio’s overall risk/return profile.
Jean-Maurice Ladure is Executive Director and Head of Applied Research, EMEA with responsibility for research to support new and existing indexes and risk models, including factor, ESG, climate change, thematic and economic exposure indexes, as well as performance and risk attribution. He also serves as an ambassador to asset owners, asset managers and wealth managers on the role of indexes and factor models in asset allocation and portfolio construction.
Prior to joining MSCI, he held a number of roles at Coutts, the private bank of RBS. As Global Head of Quantitative Solutions, he was instrumental in developing Coutts’ client proposition and was responsible for investment performance analysis and portfolio risk. Before that, he was Head of Investment Strategy in Europe, primarily responsible for making investment recommendations within managed portfolios. This was based on modelling the interactions between economics and financial assets, assessing equity market valuations and capturing investor sentiment effects on markets.
Prior to Coutts, he was an investment strategist at Barclays Wealth and also worked at BNP Paribas Asset Management, as an institutional portfolio manager and quantitative analyst.
Jean-Maurice holds a Master’s degree in Economics and Statistics from ENSAE in France and is a CFA charter holder and a French actuary.
The Future of the Sector - A Leader's Perspective
Looking Ahead
The Future of the Sector - A Leader's Perspective
Looking Ahead
Adrian serves as Managing Director, Financial Planning, and Group Marketing Director for the Brooks Macdonald Group, and is a member of the Executive Committee. The Group, which was founded in 1991, has Discretionary Funds under Management of £12.2 billion as at 31 March 2020.
Adrian joined Brooks Macdonald in July 2018. In his role, Adrian has oversight of both the financial planning team as well as the Group marketing team. In 2019, the Brooks Macdonald Financial Planning team was awarded Chartered Financial Planner status and appeared at number 33 in the FTAdviser top 100 financial adviser firms.
Prior to joining Brooks Macdonald, Adrian was Head of UK Premier and Wealth Distribution at HSBC where he held a number of senior management roles over 17 years. Adrian led the national IFA business through its RDR transition, established the national “Wealth Centre of Excellence”, and gained extensive retail banking experience as one of four National Regional Directors. Adrian started his career at Lloyds Bank as part of their trainee scheme and has over 30 years’ experience in financial services.
Martin joined Close Brothers in 2005 and has been CEO of the Asset Management division since 2008. Previously he was with Merrill Lynch Investment Managers (MLIM) where he worked in a range of roles in the US and the UK, including strategy, distribution and marketing culminating in leading MLIM’s European private client business. Before MLIM Martin worked for McKinsey & Co in London. He has a First Class degree in Economics from Leicester University and an MBA from Harvard Business School.
Opening Keynote
Keynote
Opening Keynote
Keynote
The Future of Work
Looking Ahead
The Future of Work
Looking Ahead
Wealth Tax - A Debate
Savings & Investment
Wealth Tax - A Debate
Savings & Investment
Operational Resilience: Lessons Learnt in 2020 & What’s Next in 2021
Resilience
Operational Resilience: Lessons Learnt in 2020 & What’s Next in 2021
Resilience
Adam joined Brown Shipley as Head of Operational Risk in July 2017 from BNP Paribas where he held a number of senior positions during his 10 years with the bank. These included CRO Wealth Management UK Branch and Global Head of Capital Markets P&L Controls. Adam started his career with Morgan Stanley and has over 20 years’ financial services experience across Global Markets, International Private Banking and Wealth Management in the UK, Australia and New Zealand.
Adam is a Senior Manager in PwC’s Financial Services Regulatory Insights team, with a specialism in operational resilience. His focus is on interpreting domestic and international regulatory developments on the broad subject of operational resilience to support clients. He has a background in risk and operational roles formed at a regulator and in industry.
The FCA Approach to Sustainable Finance
ESG & Impact Investing
The FCA Approach to Sustainable Finance
ESG & Impact Investing
Alexander Smith is head of strategic and cross-cutting policy at the FCA and is responsible for the FCA’s cross-cutting policy initiatives including sustainable finance, operational resilience, senior managers and certification regime and prudential policy. Alexander joined the FCA from the Association of British Insurers in 2011. During his time at the FCA, he has led a range of projects including in relation to retail investment distribution, pension freedoms and firm culture.
Budget 2021 - A Review
Keynote
Budget 2021 - A Review
Keynote
Wealth Management Around the World - Lessons and Inspiration
Leadership
Wealth Management Around the World - Lessons and Inspiration
Leadership
Speakers
Partners
Royal London is the UK’s largest mutual life, pensions and investment company. When they first opened their doors in 1861, they wanted to help people to help themselves. And it’s been their way of thinking ever since. Royal London understand the importance of financial advice, that’s why they design a range of pension and protection solutions with advisers at the heart of their processes.
Worksmart has built it’s reputation by supporting the UK’s leading financial service businesses through the challenge of regulatory compliance. From Training & Competence to Quality Assurance, SM&CR to Complaints Management. Whether working with an SME or a large corporation, Worksmart software solutions create commercial improvements that also meet and tack shifting regulatory demands. Worksmart products are simple to configure, easy to implement and will help streamline your business processes. With Deep regulatory experience, comprehensive, award winning product range and consulting expertise. Worksmart can be trusted to ensure regulatory change can be turned into business advantage.