Agenda
Tuesday, 24 October 2017
09:30am - 10:00am
Registration & Tea/Coffee
10:00am - 10:05am
Introduction
Bill Casey, Director of Financial Advisor Services, Conexim – Bill will briefly outline the key reasons why we view Morningstar & PortfolioMetrix as adding significant value to an advisors proposition, and through Fundhouse will also address an area ...
Read More10:05am - 10:40am
Morningstar – Finding Value in a Low Return World
Emma Morgan, CFA, Portfolio Manager, Morningstar Investment Management – As advocates of investor-first, value-based, long-term portfolio management, Morningstar believe that the structure of portfolios should be done in such a way to minimise downside risks ...
Read More10:40am - 11:15am
Fundhouse – Focus Shifts to Judging the Fund Judges
Andrew MacFarlane, Investment Director, Fundhouse – The fund selection industry is beginning to come under significant scrutiny by the regulator, fund managers and clients. The three primary issues identified against fund evaluators are conflicts of ...
Read More11:15am - 11:50am
PortfolioMetrix – Comparing Portfolios & having a Robust Analysis Framework
Marc Westlake, Chief Executive Officer - Ireland, PortfolioMetrix – One problem the advisers PMX work with come across frequently is whether or not to alter a client’s existing investment portfolio. The Central Bank of Ireland through the ...
Read More11:50am - 12:25pm
MiFID 2, PRIIPS, and its implications for Financial Advisors
Ronan Gahan, Managing Director, Conexim – Ronan will cover the main regulatory changes to impact advisors in 2018, with a focus on the changes to the Consumer Protection Code which impacts the advisory process, remuneration, research, conflicts of interests ...
Read More12:25pm - 12:30pm
Q & A – Close