Agenda

What are the essential tools needed for a 21st Century International Advisor? And how will recent events and regulatory changes shape the adviser of the future?

How to stay ahead of the global regulatory changes, including navigating across multiple jurisdictions.

This session will offer a series of ideas and solutions, preparing the groundwork ahead of the case study presentation that will take place on stage later in the day.

When selecting the right cross-border jurisdiction for a financial services company what are the key drivers to a successful partnership? And how important is having the right jurisdiction in a post regulatory world?

Michael Crowe, CEO Finance Isle of Man will give the main presentation on this burning issue, which will be followed by an on-stage Q&A session featuring key players from other regions including Jersey, Guernsey and Ireland.

In this series of presentations on where to go and what to look for in a good discretionary fund manager and/or platform within the cross-border world, we bring together some of the industry’s key players.

What are the key investment themes of 2022 - ESG, Multi-Asset, Crypto, Fixed Income?

Following our networking lunch, onstage, a case study will be acted out by actors playing the clients and adviser.

In this innovative format, II Connect’s break out groups, will come up with ideas and solutions to help our couple overcome the dilemma faced by many clients that are returning home following a period working abroad.

In this series of Q&As there will be an important discussion on long-term future of international life amid global regulatory change and consolidation. And a session on how important is Insurtech to future advice?

The Rt Hon the Lord Owen CH FRCP – a hugely respected and extremely well-known politician and author will be our keynote presenter.

Lord Owen will be speaking about his recently published book entitled Riddle, Mystery and Enigma. Two Hundred Years of British-Russian Relations. This is particularly timely given the current war between Russia and Ukraine. Lord Owen will be presenting each of II Connect’s delegates with a complimentary copy of his book and will be signing copies after the event.