Agenda

II Connect 2022 - Agenda

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Registration and Coffee
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Welcome Remarks
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IFA Toolkit

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?

Speakers
Head of Business Development
Hansard
Chairman
Blacktower
Business Development Manager
LGT Wealth Management
CEO
Abbey Wealth
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Trusts and Taxation

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.

Speakers
Tax and Estate Planning Specialist
Canada Life International
Pensions and Estate Planning Specialist
Canada Life International
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What Jurisdiction?

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.

Speakers
CEO
Finance Isle of Man
Director and Head of Investments
Fairway Group
Head of Business
HSBC AM, Guernsey
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Morning Networking Break
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DFMs & Platforms

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.

Speakers
Head of International Sales
Canaccord Genuity Wealth Management
Head of Adviser Solutions
Brooks Macdonald
Head of International Business Development
Tilney Smith & Williamson
UK Regional Sales manager
Praemium
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Funds and Fund Selectors

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

Speakers
Director and Head of Investments
Fairway Group
Investment Strategist
Smith & Williamson Investment Management LLP
CIO
Canaccord Genuity Funds
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Survey and Preview of Afternoon
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Networking Lunch
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Case Studies and Break Out Groups

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.

Speaker
Managing Director
QB Partners
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Future Life

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?

Speakers
Global Sales & Marketing Director
Hansard
Head of Insurance and Pensions
Finance Isle of Man
CEO
Federation of European Independent Financial Advisers
CEO
AILO
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Afternoon Networking Break
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Closing Keynote

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.

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Survey Results and Event Conclusion
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Post Event Networking Drinks