02:30pm - 03:00pm

Registration & Tea/Coffee

03:00pm - 03:05pm

LEAP Introduction

Eoin Hassett,  Advisor Services, Independent Trustee Company

03:05pm - 03:15pm

What is a Platform & What Can You Access

Bill Casey, Director of Financial Advisor Services, Conexim – Bill will outline the key reasons why we view Morningstar, PortfolioMetrix and ML Capital as adding significant value to an advisors proposition, and why we have each of their solutions available ...

03:15pm - 03:45pm

The Morningstar Investment Process

Cyrique Bourbon, 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 ...

03:45pm - 04:15pm

PortfolioMetrix – A New Era of Personalised Investment Portfolios

Marc Westlake, Chief Executive Officer – Ireland, PortfolioMetrix &  Mark Bradley, Investment Analyst (Ireland: Head of Operations), PortfolioMetrix- their presentation will talk about how and why PortfolioMetrix challenges traditional investment ...

04:15pm - 04:45pm

Sequencing Risk – How ML Capital Manage it for ARF Clients

Professor Andrew Clare, Professor of Asset Management, Cass Business School – Andrew, who sits on ML Capital's Investment Committee will talk about how to make a pension last a lifetime and the importance of avoiding investment drawdown. He will also ...

04:45pm - 04:55pm

Technology Update & Practice Development Programme

David Worrell, Senior Relationship Manager, Conexim – David will give an overview of our new online reporting solution which represents a dramatic step forward for the Irish market, which we believe, will vastly improve the Advisor/ Client experience. He ...

04:55pm - 05:00pm

Q & A – Close