AFM Conference 2024
2024 was another busy and lively conference with around 280 attendees across the two days. We would like to extend our thanks to all the speakers and breakout session leaders for their inspiring and thought-provoking content and to the wonderful sponsors and exhibitors who contributed so much to the conference with their generous support.
Here’s an outline of the programme including, where relevant, links (indicated in bold) to presenters’ material. If you would like any further information about this or any future Conference please contact [email protected].
DAY 1
Finding your recipe for success: James Brundrett, Mercer with Tom Razazan, Benenden and Margaret Swiderska, MDDUS
Political & Economic Context: Trevor Williams (Trevor’s blog)
Doubling the Size of the Sector: Turning Aspiration into Reality. Panel: Robin Fieth, BSA, Robert Kelly, ABCUL, Rose Marley, Coops UK
Headline Sponsor Presentation: The Lifetime Savings Initiative by Schroders : Richard Fox, Head of Public Policy, Schroders (LSI Whitepaper)
Breakout Session 1:
- Assessing and monitoring value to customers- initial findings from the FCA’s multi-firm review of smaller mutuals: Craig Burns, FCA
Breakout Sessions 2:
- Closing the Advice Gap: A Pivotal Step Toward Mass Personalisation of Investment: Robert Holford, Altus
- Irrational beings – a user guide to behavioural finance: Cath Hodges, 4Most
- Delivering value from Your Business: Tom Matthews, and Tim Hill, Zenith
- Loughborough MSc sample session: Negotiating and Influencing Successful Outcomes: Dr Jeannie Holstein, Loughborough University
Breakout Sessions 3:
- Financial Education – foundations for our future: Nici-Audhlam Gardiner, Foresters Financial
- Spotlight on Policy: Martin Shaw, AFM
- Everything you wanted to know about FCA Authorisations: Ian Adderley & Mike Stanton FCA
- Impact investing through fixed income: Nabil Owadally, Columbia Threadneedle with Danyal Sattar, CEO of Big Issue Invest and Aileen Mathieson, Group CIO at Aspen
Growth in an Uncertain World: Anthony Brown, PRA
Regulatory View: Matt Brewis, FCA
Mutual Collaboration in Action: sharing examples of cooperation between mutuals across the world: Liz Green, ICMIF
DAY 2
Winning Mindset: Maggie Alphonsi MBE
Changing Perceptions of Leadership: Veronica Pickering, Lord Lieutenant of Nottinghamshire
Headline Sponsor Presentation: Navigating Net Zero Opportunities and Risks, Aegon Asset Management: Anne Scott, Global Climate Change Solutions Lead, Aegon AM
Working together for our Members: AFM Collaboration initiative: Andy Morris, AFM Vice-Chair & Andrew Whyte, AFM CEO
Headline Sponsor Presentation: Gen AI – beyond the hype and into value realisation: Oana Beattie and Chris Joyce, EY (slides to follow)
AFM CEO Panel – What issues do you see for your firm, and the sector as whole, in the next few years? Jacqui Carr, Healthshield, Isobel Langton, The Exeter and Ben Pears, Holloway Friendly