Agenda

LEAP | Pension, Investment & Upcoming Regulatory Changes Seminar | October 2017

Agenda

Wednesday, 11 October 2017

09:55am - 10:00am

LEAP Introduction

Eoin Hassett, Advisor Services, Independent Trustee Company

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10:00am - 10:40am

Budget Update & Current Pension Market Opportunities

Aidan McLoughlin, CEO Independent Trustee Company – Aidan will provide an update on “Budget 2018” with a key focus on the implications for your business and your clients. Aidan will also discuss current opportunities for advisors to win new ...

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10:40am - 11:20am

Introduction to Dimensional Fund Advisors

Patrick Fogarty, Regional Director, Dimensional Fund Advisors Ltd. – Patrick's presentation will be a detailed look at the investment philosophy and approach used by Dimensional. The focus will be on how Dimensional utilises research to build and ...

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11:20am - 11:55am

MiFID 2, PRIIPS, and its implications for Financial Advisors

Ronan Gahan, Managing Director, Conexim – Ronan will cover the main regulatory changes to impact advisors in 2018, with a focus on the changes to the Consumer Protection Code which impacts the advisory process, remuneration, research, conflicts of interests ...

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Featuring