09:30am - 10:00am

Registration & Tea/Coffee

10:00am - 10:05am

Welcome & Introduction

David Worrell, Senior Relationship Manager, Conexim

10:05am - 10:40am

SSGA – Active views, in a passive body

Peter Smith, Senior Relationship Manager, State Street Global Advisors – A reduced appetite for active strategies has encouraged further adoption of Smart Beta strategies. Peter Smith of SSGA will detail how investors may target specific characteristics to ...

10:45am - 11:20am

EBI Portfolios – Evidence Based Investing

Craig Burgess, Managing Director, EBI Portfolios – Craig will talk about how advisers outsource their investment management to EBI Portfolios and the benefits to individual firms. EBI currently work with a network of 75 advisory firms in the UK, who in ...

11:20am - 11:45am

Mortgages | Outsourcing Opportunities for Financial Planners

Adam Dunne, Manager – Mortgage Division, One Platform – Adam will talk about our mortgage outsourcing solution which is available to financial advisors. He assists financial advisors in dealing with all the major lenders in the Irish mortgage market, ...

11:45am - 12:00pm

Q & A - Close