Agenda

09:30am - 09:55am

Registration / Light Breakfast

09:55am - 10:00am

Introduction / Opening Words

10:00am - 10:40am

Dimensional Fund Advisors – Scaling Your Business: simple frameworks for building a successful practice

Dimensional Fund Advisors provide evidence-based investment solutions for clients and have partnered with financial planning firms for over three decades. Drawing on data from Dimensional’s Global Advisor Study, this will be an excellent opportunity to hear ...

10:40am - 11:20am

Amundi – Building portfolios in a world of choice

In this session, Ronan and David will delve into the world of portfolio construction – addressing some of the key questions advisors have when it comes to building a well-diversified portfolio. Ronan and Richard will discuss the positive benefits a much ...

11:20am - 12:00pm

T.Rowe Price – Opportunities in Global Equities

Explore the evolving landscape of global equities as we examine key themes shaping markets—such as sector divergence, innovation in AI and healthcare, and shifting consumer and financial trends. The discussion will highlight how a disciplined, ...

12:00pm - 12:15pm

Closing Words

12:30pm - 02:00pm

Lunch @ the Orchids Restaurant

A great opportunity to meet and interact directly with the investment managers.