09:30am - 10:00am

Registration & Tea/Coffee

10:00am - 10:05am

LEAP Introduction

Eoin Hassett, Advisor Services, Independent Trustee Company

10:05am - 10:30am

The Platform, Global Investment Solutions – Morningstar & Dimensional

Bill Casey, Director of Financial Advisor Services, Conexim – Bill will outline the key reasons why we view Morningstar and Dimensional as adding significant value to an advisors proposition, and why we have each of their solutions available on platform.

10:30am - 11:00am

PortfolioMetrix – A New Era of Personalised Investment Portfolios

Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix – their presentation will talk about how and why PortfolioMetrix challenges traditional investment propositions, how it evolved and its mission in helping financial advisors better serve ...

11:00am - 11:30am

Sequencing Risk – How ML Capital Manage it for ARF Clients

Professor Andrew Clare, Professor of Asset Management, Cass Business School – Andrew, who sits on ML Capital's Investment Committee will talk about how to make a pension last a lifetime and the importance of avoiding investment drawdown. He will also ...

11:30am - 11:45am

Advisor Reporting Tools

David Worrell, Senior Relationship Manager, Conexim – David will give an overview of our new online reporting solution which represents a dramatic step forward for the Irish market, which we believe, will vastly improve the Advisor/ Client experience. 

11:45am - 12:00pm

Q & A – Close