Platforum ID: The Investment Distribution Conference 2019 | emap Publishing Limited | 2 October 2019 | etc.venues St Paul's, London EC1A 4HD, UK

Platforum has brought together its Retail Investment, D2C & Digital and European Fund Distribution events to create a new event: Platforum ID.

Platforum ID this year, allowed 150 senior individuals to tailor their day to suit their individual needs with 25+ dynamic & thought provoking sessions and streamed content from UK Investment Distribution, D2C & Digital Investing and European Fund Distribution.

Why Attend?
Platforum ID is the retail investment distribution conference for the UK and European markets.

It brings together the dynamics of UK intermediated distribution, advised distribution, D2C and digital investing and European fund distribution over two different content streams allowing delegates to tailor their day to their specific business needs.

The conference is designed for investment distribution professionals working at all points from manufacturer to end-consumer including asset managers, life and pension providers, banks, wealth managers, distributors and platforms.

Don’t miss the opportunity to network with your peers, hear from leading industry figures and gain a whole day of the latest learnings around this dynamic sector.

Who should attend?
Platforum ID brings together the major players in the investment distribution eco-system to share views, benchmark business models and best practice and to shape the development of this dynamic sector.

The event is aimed at:
• Banks & building societies
• Asset managers
• Fund managers
• Platforms
• Adviser firms - nationals and networks
• Technology providers
• Consultancies

2019 Speakers

Adrian Boulding
Chief Innovation Officer, Spire Platform Solutions

Andrew Ashwood
Senior Analyst, Platforum

Carsten Mahler
CEO and founder, FundConnect

Charles Berry
Director, SS&C

Dan Scholey
COO, Moneyhub

Danby Bloch
Chairman, Helm Godfrey

Felicia Meyerowitz Singh
Co-Founder & CEO, Akoni

Gerald Rehn
International Head of Product, BNY Mellon Investment Management

Dame Helena Morrissey DBE
Head of Personal Investing, Legal & General Investment Management

Hugo Thorman
Executive Chairman, Seccl

Jaime Pérez-Maura
Global Head of Business Development and Sales Planning, Allfunds Bank

James Rainbow
CEO, Schroders Personal Wealth

Jeremy Fawcett
Head of Platforum, Platforum

Julie Patterson
Head of Asset Management, Regulatory Change, KPMG

Lucian Camp
Principal, Lucian Camp Consulting

Malcolm Kerr
Non-Executive Director, Fairstone Group

Mark Adams
VP & Head of Innovation, Vice

Matthew Newnham
Managing Director, MFEX

Mike Roberts
Chief Proposition Officer, PortfolioMetrix

Miranda Seath
Head of Market Insight, The Investment Association

Neil Sharp
Partner, PEN Partnership

Neil Wise
Senior Vice President, Global Head of Sales, Investment Fund Services, Clearstream

Richard Bradley
Research Director, Platforum

Richard Theo
Chief Executive Officer, Wealthify

Roddi Vaughan-Thomas
Head of Communications and Marketing, Tatton Investment Management

Roger Bootz
Head Distribution 3rd Party Fund Platforms Europe ex Germany, DWS International

Romi Savova
Chief Executive Officer, PensionBee

Simon Ellis
Independent Director and Adviser, Independent

Sir Steve Webb
Director of Policy, Royal London

Dr Sven Kasper
Senior Vice President and International Head of Regulatory, Industry and Government Affairs, State Street

Verona Kenny
Head of Intermediary, Seven Investment Management

Wade McDonald
Senior Director, Asset and Wealth Management, SS&C

Will Allport
Senior Strategist, Vanguard

2019 Sponsor, Partner and Exhibitors

PARTNER:
• SS&C

ASSOCIATE SPONSOR:
• Clearstream

EXHIBITORS:
• Akoni
• FundConnect
• Moneyhub
• Seccl