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 ...

10:05am - 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 ...

10:40am - 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 ...

11:15am - 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 ...

11:50am - 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 ...

12:25pm - 12:30pm

Q & A – Close