We are delighted to invite you to Smith & Williamson and Tilney's inaugural National IFA Conference which will be held on Thursday 18 March from 9.30am - 11.30am.
The event will be hosted and introduced by Craig Wright, Head of Business Development at Tilney and Mickey Morrissey, Head of Distribution at Smith & Williamson.
The full agenda can be viewed below, to register please click here.
Agenda
9.30 |
Introduction |
Craig WrightHead of Business DevelopmentTilney |
9.35 |
CEO introduction |
Chris WoodhouseChief Executive OfficerTilney Smith & Williamson
|
9.40 |
Investment OutlookGlobal markets and the outlook for the remainder of 2021 |
Daniel CasaliChief Investment StrategistSmith & Williamson Investment Management LLP |
10.00 |
Navigating the Green MazeWhat to look for when selecting sustainable funds for your portfolio
|
Louie FrenchSustainable Portfolio ManagerTilney |
10.20 |
Q&A |
Q&A with Daniel and LouieHosted by Craig WrightHead of Business Development at Tilney |
10.30 |
Break
|
|
10.40 |
Business Sale PreparationHow to get your business primed for a sale |
Joe SuddabyHead of Merges & AcquisitionsTilney Smith & Williamson |
11.00 |
Tax UpdateThe 2021 Budget, how will this affect your clients? |
Julia RosenbloomPartnerSmith & Williamson LLP |
11.20 |
Q&A and close |
Q&A with Joe and JuliaHosted by Mickey MorrisseyHead of Distribution at Smith & Williamson Investment Management LLP |