Agenda

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Registration and Coffee/ Pastries
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Welcome Remarks

International Investment Publisher Gary Robinson opens the event

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Evelyn Partners

The Next Decade - presentation by Daniel Casali, Investment Strategist at Evelyn Partners. Introduced by Jeremy Bezant PhD Associate Director, International Business Development, Evelyn Partners.

Speaker
Associate Director, International Business Development
Evelyn Partners
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Finance Isle of Man

Simon Pickering, Head of Insurance & Pensions – Finance Isle of Man, Dep’t of Enterprise, Isle of Man Gov’t, will provide a presentation on developments within the international life offices sector on the IoM and how the industry has prospered on the island across the years.

Speaker
Head of Insurance and Pensions
Finance Isle of Man
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Evolution, Education and Engagement - Continuing trends in the advice market

As a follow up from recent International Investment presentations regarding the overwhelming change within the industry, Richard will look at the advice market and expand on the major trends that impact all of our businesses. This is against the backdrop of the market volatility across 2023.

Speaker
Head of International Sales
Canaccord Genuity Wealth Management
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Morning Networking Break
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LGT Wealth Management

Topic/Presentation Title: Mastering the imagination: the potential of generative AI

Synopsis: The rapid evolution of Artificial Intelligence (AI) is propelling the AI software market to a projected USD126 billion revenue by 2025. AI's transformative impact spans from combating financial crime to revolutionizing education. Familiar AI applications like Apple's FaceID and Netflix recommendations are already seamlessly integrated into daily life. OpenAI's ChatGPT release marks a pivotal shift, with estimates indicating that AI will drive 95% of customer interactions within two years. Governments globally are swiftly devising safeguards for this powerful tool. As investors, how will we harness the potential of this ground-breaking technology?


Speaker
International Portfolio Manager
LGT Wealth Management
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Investors Trust

The Dilemmas and Challenges facing Advisers in 2023



Speaker
Senior Executive Officer & Head of EMEA Distribution
Investors Trust
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Panel debate: What is the future for products and financial advice in the Middle East?

In this series of regional adviser panel sessions we bring together some of the industry’s key players from the advice and brokerage world and key product providers to answer questions. Panel topics range from the importance of tools like Teams and Zoom to modern day advisers, the future look of advice and product delivery as well as the threats (and opportunities) that arise from regulatory change and consolidation.


Speakers/Panellists: To be announced

Speakers
Managing Director
Finsbury Associates
Managing Director
Abacus Financial Consultants
Partner
LGT Wealth Management
Head of International Sales
Canaccord Genuity Wealth Management
Head of Distribution EMEA
Investors Trust
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Case Study and Break Out Groups

Following our networking lunch, onstage, a case study will be acted out on stage with participants playing the clients and adviser. In this innovative format, II Middle East Forum’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.


Speakers
Publisher
International Investment
Managing Director
QB Partners
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Post-event lunch, networking and client giveaways