The Federation of European Independent Financial Advisers
Schedule

SCHEDULE / AGENDA

Please note that times for all events within the programme are UK time.

The Autumn Conference Series 2021 will consist of 7 webinars; one per week, each Wednesday from 13th October to the 24th November inclusive. The first 3 webinars take place on BST, the remaining 4 on GMT and will run for between 60 and 70 minutes, dependent on the webinar. There will be a varied mix of excellent Keynote speeches, Presentations and TED Talks, as well as one expert Panel Session.

CPD will be available for every webinar, amounting to up to 7 hours of certification being potentially available (but with separate certificates for each webinar, in case you are unable or do not wish to attend every event).

Please note that all of these webinars will also be available as Video on Demand soon after the date on which they are live. We would, however, urge you to “consume” them live if at all possible, as this will be the most engaging way to benefit from the contents, of course. There are no limits to the number of attendees at the live webinars – all FEIFA members will be able to login if they wish to.

View the interactive ‘Schedule’ below (hover over the various sessions for a link to all the details) or download a PDF.

WEEK 1

Webinar 1: Wednesday 13th October

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.30

Keynote Presentation: The Future of Financial Advice
Keith Richards, Chair of the Financial Vulnerability Task Force

10.30 – 11.00

Presentation: Technology for Good
Tim Brown, Senior Product Specialist, Janus Henderson Investors

WEEK 2

Webinar 2: Wednesday 20th October

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.35

Presentation: Green is good, but it’s not a free lunch
Will McIntosh-Whyte, Fund Manager of the Rathbone Greenbank Multi-Asset Portfolio funds and Rathbone Multi-Asset Portfolio funds

10.35 – 10.50

TED Talk: Tesla, Tech and Bitcoin…The difference between speculation and investing
Christian Cole, Head of Equity Strategy, Dominion Funds

10.50 – 11.05

TED Talk: The Search for Alpha
Rod Guest, International Sales Manager, Marlborough Group

WEEK 3

Webinar 3: Wednesday 27th October

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 11.05

Panel Discussion:
Clive Moore, Managing Director, IDAD
Craig Reeves, Board Director and Founder, Prestige Funds
Keith Richards, Chair of the Financial Vulnerability Task Force
Host: Paul Stanfield, CEO, FEIFA

WEEK 4

Webinar 4: Wednesday 3rd November

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.35

Presentation: Events raise the risk of inflation
Daniel Casali, Chief Investment Strategist, Tilney Smith & Williamson

10.35 – 11.05

Presentation: Financial Planning, COVID-19 and Globalization
David Denton, Head of International Technical Sales, Quilter International

WEEK 5

Webinar 5: Wednesday 10th November

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.20

TED Talk: Avoiding pension transfer pitfalls
Paul Forman, International Sales and Technical Manager, Novia Global

10.20 – 10.35

TED Talk: The importance of Ireland as a location for unit-linked life assurance when advising Expat clients
James Clark, Head of Expatriate Sales (Europe), Utmost Wealth Solutions

10.35 – 11.00

Keynote Presentation: Your Formula for Success
Andy Gwynn, Business Coach, Speaker and Author

WEEK 6

Webinar 6:  Wednesday 17th November

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.35

10.35 – 11.05

Presentation: Taking a look under the hood of a TAM ESG investment portfolio
James Penny, UK Chief Investment Officer, TAM Europe Asset Management

WEEK 7

Webinar 7: Wednesday 24th November

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.20

TED Talk: VAM Global Infrastructure Fund
Mark Brennan, Partner, Foresight Capital Management

10.20 – 10.35

TED Talk: Tackling the ever changing retirement landscape
Craig Cheyne, Managing Director, iPensions Group

10.35 – 11.00

Keynote Presentation: How to get more business from LinkedIn without being pushy or salesy
Andy Gwynn, Business Coach, Speaker and Author

Closing Comments
Paul Stanfield, CEO, FEIFA