Birmingham Financial Services Half Day Conference

Following feedback from our financial services members after our previous full day conference their feedback was that they would prefer a shorter, punchier conference aimed at those working in the Financial Services Sector. As such we have added a half day free (to PFS and CII members) conference to our programme. There will be four speakers who will each talk about issues of topical importance to Financial Services professionals. This will be followed by a free networking buffet lunch.

Our first confirmed speaker is Tony Whincup of Close Brothers. Tony joined Close Brothers in May 2017 as a Director in the Investment Specialist team providing regulated investment advice across all of Close’s investment propositions. Tony is a Chartered Fellow & Wealth Manager of the Chartered Institute for Securities and Investments, a trained Broadcast Journalist holding a PG Diploma from City, University of London, and holds a BA in French and Geography from Keele University.

His talk will be on the topic of From QE to QT: Our Investment Outlook.

Learning objectives

• The bigger picture: what measures of global growth are telling us
• A look at the economic cycle: where we are and what kinds of investments tend to do best
• What Quantitative Easing and Quantitative Tightening mean
• “Normalisation” – what moving from QE to QT is and why now?
• How central banks and governments try to influence the relationship between full employment and inflation and why this matters
• Investments and markets: some thoughts on Brexit, the US, China and Emerging Markets

Our next confirmed speaker is Eileen Murphy. Eileen is Managing Director of Informed Training Limited. They are an Independent CRM Consultancy and Training Company based here in Birmingham. Informed Training specialise in helping clients utiilise their back offices/CRM software more effectively, saving time and enabling them to maximise their profitability

Her talk is Keeping your Sanity in a post MiFID 11 and Pre GDPR-World

Learning objectives

• Objectives and Overview
• Impact Assessment
• Communication
• User Awareness
• Automated Business Process/Workflow Examples
• Training
• Summary Checklist
• Questions and Answers

We are pleased to confirm the third speakers and topic will be Bharti Patel & James Thompson of Mills & Reeve talking about Professional Indemnity Insurance for financial professionals – a practical guide to the claims experience.

Learning Objectives to follow.

The Final Speaker is Alistair Rush. Alistair recently won the CII Building Public Trust award at the CII Presidents dinner. Alistair deservedly won it for his won on CHIVE and the British Steel Pension Scheme. Alistair will be talking about CHIVE and what more the sector can do to help build public confidence in our profession.”

Learning Objectives to follow.

Time: Registration 8.30am; Start 9am; Finish 12noon followed by a buffet lunch

Cost: PFS/CII members FREE; Non-members £25

If you wish to attend this event, kindly contact Ian Harris at Ian.Harris@Chubb.com