The Federation of European Independent Financial Advisers
Schedule

SCHEDULE / AGENDA

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

As previously explained, there will be a themed Webinar on every Tuesday and Thursday in November. These will all commence at 10am GMT and run for between 60 and 70 minutes. There will be a varied mix of excellent Keynote speeches, Presentations and TED Talks, as well as an expert Panel Session during one event.

CPD will be available for every Webinar, amounting to up to 8 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 which includes links to the events or download a PDF of the schedule.

WEEK 1

Tuesday 3rd November 2020 – Brexit & COVID: Advising in a Digital World

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.30

Keynote Presentation: The Evolution of Professional Financial Advice
Keith Richards, CEO, Personal Finance Society

10.30 – 11.00

Presentation: Post-COVID – A New Economy
David Coombs, Head of Multi-Asset Investments, Rathbones

Thursday 5th November 2020 – Excelling in a Changing Environment

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.35

Presentation: Building your Business in a Digital Age
Penny Lovell, CEO, Sanlam Private Wealth (VAM Funds)

10.35 – 10.50

TED Talk: Are you challenging your clients enough?
James Clark, Head of Expatriate Sales (Europe), Utmost Wealth Solutions

10.50 – 11.05

TED Talk: International Pension Transfers – Coping with Change
Paul Forman, International Sales & Technical Manager and Darren Moth, International Sales Manager, Novia Global

WEEK 2

Tuesday 10th November 2020 – Brexit, COVID and ESG: Challenges and Opportunities

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 11.05

Panel Discussion:
Craig Reeves, Board Director and Founder, Prestige Funds
Keith Richards, CEO, Personal Finance Society
Simon Colboc, Secretary-General, FECIF European Pensions Institute
Host: Paul Stanfield, CEO, FEIFA

Thursday 12th November 2020 – Insurance-based Investment Products for 2021 and beyond

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.35

Presentation: The possibilities and benefits of a Luxembourg life assurance contract
Michele Nerantzis, Corporate Communication and Product Manager, Marie Salvo, Country Manager dedicated to the UK Expats business, Bernard Denis, Chief Investment Administration Officer and Fouad Charrite, Head of Investment Solutions and Business Coordination Departments, OneLife

10.35 – 11.05

Presentation: France: the compelling nature of assurance vie
David Denton, Head of International Technical Sales, Quilter International

WEEK 3

Thursday 17th November 2020 – ESG: Sustainable Investing and Regulations

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.35

10.35- 11.05

Presentation: The four pillars to sustainable investing
Tim Brown, Senior Product Specialist, Janus Henderson Investors

Thursday 19th November 2020 – Retirement Planning for the Modern Client

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.20

10.20 – 10.35

TED Talk: QNUPS – UK Legislation
Simon Ferbrache, Pensions Director, The Bourse Group and Matthew Harrison, Senior Associate, Withers LLP

10.35 – 11.00

Keynote Presentation: How to find retirement clients on LinkedIn
Andy Gwynn, Business Coach, Speaker and Author

WEEK 4

Thursday 24th November 2020 – Investment Strategies for the Future

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.20

TED Talk: Direct Equity Portfolios – diversification through individual stock selection
Andrew Prosser, Senior Investment Manager, Brooks Macdonald International

10.20 – 10.35

TED Talk: Managing income risks in retirement
Jim Henning, Head of Investment Services, Dynamic Planner

10.35 – 11.05

Presentation: Global Cities: positioned to thrive post-COVID-19
Tom Walker, Co-Head of Global Real Estate Securities, Schroders

Thursday 26th November 2020 – Succeeding in the New World

10.00 – 10.05

FEIFA Introduction & Welcome
Paul Stanfield, CEO, FEIFA

10.05 – 10.20

TED Talk: Navigating the green maze
Louie French, Sustainable Portfolio Manager, Tilney for Professionals

10.20 – 10.35

TED Talk: Pandemics and Politics – a recipe for resilience
Graham Bentley, Director, Marlborough Group

10.35 – 11.00

11.00

Closing comments