08:50
BREAKOUT A or BREAKOUT B
BREAKOUT A
NAVIGATING THE TECH & AI REVOLUTION IN FINANCIAL SERVICES
BREAKOUT B
STRATEGIC BUSINESS SCALING | FROM SMALL PRACTICE TO INDUSTRY LEADER
In an era of rapid technological transformation, financial service practices must evolve or risk obsolescence. This session delivers a pragmatic blueprint for integrating AI and cutting-edge technologies, moving beyond theoretical discussion to real-world implementation.
Through practical insights and lived experiences, we'll explore how strategic tech adoption can revolutionise communication, streamline reporting, and enhance compliance. Featuring a hands-on demonstration of implemented technology, attendees will gain actionable strategies to future-proof their practice and unlock unprecedented operational efficiency.
SPEAKERS:
PETER WORN, Joint Managing Director, Finura Group
DANIEL RICKARD, Director | Investment Strategy,
Your Future Strategy
Your strategic decisions today directly shape the future value of your business. This session unpacks how every choice, particularly around client selection and pricing models, can drive significant impact on your firm's valuation and exit multiple. Learn why acting sooner rather than later to optimize these areas can generate profound positive effects on your ultimate enterprise value.
A session to navigate the complex journey of business growth with a comprehensive roadmap for expanding your financial practice. We'll explore strategic M&A approaches and models for scaling to a greater size.
SPEAKER:
PETER SMITH, Chairman & CEO, Evidentia Group
CHAPTER ONE
10:20
THE GREAT ESCAPE | WHEN EXITS CLOSE, NEW DOORS OPEN
What happens when traditional exit routes for private equity slam shut, yet unprecedented opportunities emerge from unexpected corners of the market?
A session to tackle the critical paradoxes in today's private markets. We'll explore why public companies are increasingly seeking private havens while private companies struggle to find traditional exits. Discover how this shift is creating both a 'great escape' to privacy and an explosion of secondary market opportunities, particularly as funding pressures, such as those affecting prestigious US endowments, drive significant deal flow.
Learn how today's market dislocations demand a complete rethinking of value creation and reshape private asset allocation decisions.
SPEAKERS:
DAVID CHAN, Portfolio Manager | Private Equity, MLC Private Equity
JOHN LEE, Partner | Hong Kong, Lexington Partners
11:20
MORNING TEA
11:50
QUALITY CONTROL | BUILDING PORTFOLIOS THAT ENDURE
In an era where market dominance often skews perception, are portfolios truly prepared for what lies ahead? While recent market trends have celebrated specific sectors, current valuations, geopolitical complexities, and evolving technological landscapes demand a vigilant re-evaluation of portfolio resilience.
This session moves beyond singular narratives to redefine what constitutes true quality investing. Discover how identifying high-quality companies that deliver sustainable growth and stability, even amidst market volatility, can strategically fortify portfolios. Learn how these defensive growth opportunities can fill a crucial gap, providing resilient foundations for enduring long-term value creation.
SPEAKER:
ALAN PULLEN, Portfolio Manager, Magellan Asset Management
12:50
NAVIGATING UNCERTAINTY | SELF-CARE AND CONNECTION IN A RAPIDLY EVOLVING WORLD
How do you truly fortify your well-being, support your team, and nurture your family amidst daily pressures? This candid session explores the powerful link between our perceptions, attitudes, and actions in managing stress and anxiety.
Discover simple, impactful self-care practices that can enrich your connection with others and empower you to choose responses that uplift rather than constrain. Our speakers will draw on personal experiences and practical wisdom, offering fresh perspectives on identifying challenges and fostering a mentally healthy environment for yourself and those around you. You'll leave with insights to cultivate resilience, both personally and professionally, ensuring you and your team are better equipped to thrive through continuous change.
SPEAKERS:
JOHN TOOMEY, Wellbeing Thought Leader, Wide Awake Wellness | Global Chair, Workplace Wellness Initiative, The Global Wellness Institute, Miami
TIM HEWSON, Founder, Mongrels Men & Betterment
13:30
CLOSING REMARKS
13:35
LUNCH & SYMPOSIUM CLOSE