09:30am - 10:00am

Registration & Tea/Coffee

10:00am - 10:05am

LEAP Introduction

Steve Garavan, Business Development Manager, Independent Trustee Company

10:05am - 10:30am

What is a Platform & What Can You Access

David Worrell, Senior Relationship Manager, Conexim – David will give an overview of how our platform works & operates, what investment solutions are available, and how our 'advisor led' offering is vastly different from the “one sized fits ...

10:30am - 11:10am

Introduction to Dimensional Fund Advisors

Patrick Fogarty, Regional Director, Dimensional Fund Advisors Ltd. – Patrick's presentation will be a detailed look at the investment philosophy and approach used by Dimensional. The focus will be on how Dimensional utilises research to build and ...

11:10am - 11:50am

Budget Update & Current Pension Market Opportunities

Aidan McLoughlin, CEO Independent Trustee Company  – Aidan will provide an update on “Budget 2018” with a key focus on the implications for your business and your clients. Aidan will also discuss current opportunities for advisors to win new ...

11:50pm - 12:00pm

Q & A – Close