Thesis Investment conference

In pursuit of excellence: helping advisers build better businesses

Join Thesis at their conference on 23 May 2017 to hear from the latest experts and advisers on the most effective ways to build better business through the pursuit of excellence.
The diverse panel of speakers will cover a range of topics to help you achieve even more in the disciplines most relevant to your clients. Rory Percival and Keith Richards, together with experts in pensions, clients service, stock selection, buying and selling IFA firms, compliance and performance analytics, all combine to make this a must-attend event.

• Free to attend
• 23 May 2017, Holiday Inn Winchester
• 8:30am – 1:00pm
• A panel of expert presenters
• Wide variety of relevant topics
• Preselect your breakout sessions
• Breakfast and lunch provided
• Easy access venue with free parking
• CPD learning outcomes provided

Visit their website for investment professionals at thesis-plc.com. Here you can register and choose your preferred breakout session via the events page.
Alternatively, please contact Sarah Hess on 01483 406 128 for more information.

Conference agenda

08:30 Registration and breakfast
09:00 Introduction and welcome – Lawrence Cook, Thesis Asset Management
09:15 Risk profiling: pitfalls and solutions – Rory Percival, Rory Percival Training and Consultancy Ltd
09:45 Pensions – the 2017 version – Mike Morrison, AJ Bell
10:15 Break
10:30 Breakout sessions (one of four)

• Compliance in practice: making it work for you – Leon Thompson, Jigsaw Compliance Services
• Delivering an amazing client experience – Keith Hare, Benchmark Capital
• The practicalities of buying and selling IFA firms: managing the process to maximise the value and minimise the risks – Roderic Rennison, Rennison Consulting
• Sentimentalist cynic or cynical sentimentalist? Which is your manager and why does it matter? – Jonny Gamble, ARC

11:00 Breakout sessions (one of four)

• Compliance in practice: making it work for you – Leon Thompson, Jigsaw Compliance Services
• Delivering an amazing client experience – Keith Hare, Benchmark Capital
• The practicalities of buying and selling IFA firms: managing the process to maximise the value and minimise the risks – Roderic Rennison, Rennison Consulting
• Sentimentalist cynic or cynical sentimentalist? Which is your manager and why does it matter? – Jonny Gamble, ARC

11:30 Break
11:45 The good, the bad and the ugly: UK equities Giles Marriage, Thesis Asset Management
12:15 The further evolution of professional advice Keith Richards, Personal Finance Society
12:45 Thanks and Q&A Lawrence Cook, Thesis Asset Management
13:00 Lunch