The Dynamic Planner Annual Conference will proudly reach its seventh year in 2019. To help celebrate that fact, for the first time ever we are staging an Annual Conference in Manchester in 2019 – at the award-winning Manchester Central.

Transform The Way Clients See You

Come and hear from the brightest in the industry, learn, share and develop at the go-to investment conference of 2019.

• Confirm your attendance at the industry’s renowned investment conference

• Hear the latest market insights and analysis

• Free for advisers and paraplanners to attend

• Revealed: Exciting new Dynamic Planner updates

• 5hr 15min of CPD for Conference delegates

• Network with hundreds of industry peers

We look forward to welcoming you.

• Agenda subject to change

• This event qualifies for 5hr 15min of CPD

• Please note: This event is for an audience of regulated Financial Advisory Firms, Financial Advisers, Paraplanners and Administrators ONLY.

Please register your attendance to avoid disappointment, we look forward to seeing you.

Feedback from the 6th Dynamic Planner Annual Conference 2018

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

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

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

“Nic Coward’s presentation was outstanding - so interesting. The CIO Debate at the start of the day was one of the most insightful discussions I’ve witnessed in a while - incredibly enjoyable”

Transform The Way Clients See You 2019 - Agenda*

08:30 – 09:10
Registration & Networking, iO Breakfast Integration Session

09:15 – 09:20
Welcome & Intro - Yasmina Siadatan, Dynamic Planner Head of Marketing

09:20 – 09:45
Simon Jack, BBC Business Editor, Keynote – Economic Update; Hot Off The Press

09:45 – 10:05
Ben Goss, CEO Dynamic Planner, Keynote - Transform 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, chaired by Simon Jack

Panel:

• Abhi Chatterjee - Dynamic Planner Head of Asset and Risk Modelling
• Emiel van den Heiligenberg - Legal & General Investment Management Head of Asset Allocation
• Marcus Brookes - Schroders Head of Multi-Manager
• Mark Harries - Ravenscroft Head of Investment Management UK

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, with Compliance Leaders and chaired by Simon Jack

Panel:

• Chris Jones - Dynamic Planner Proposition Director
• Carl Wallis - Head of Compliance at Sesame Bankhall Group
• Russel Facer - threesixty Managing Director
• Cathi Harrison - Apricity Founder & 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
Regulatory update tbc

16:20 – 16:45
Chris Jones, Dynamic Planner Proposition Director, Keynote – Managing the Client, Not the Money

16:45 – 18:30
Drinks & Networking

*Agenda subject to change

Please register your attendance to avoid disappointment, we look forward to seeing you.

FAQs

How can I contact the organiser with any questions?

Please email events@dynamicplanner.com, contact us via our website or follow us on Twitter

Do I have to bring my printed ticket to the event?

Yes, this will ensure your registration on arrival is completed promptly

Can I update my registration information?

Yes, this is editable within your Eventbrite account and event registration

Is it ok if the name on my ticket or registration doesn't match the person who attends?

Unfortunately, you will only be permitted entry if you have registered confirmation in your own name