The countdown to International Investment flagship UK and European event - II Connect 2023 - begins with the release of this year's event agenda.
This year's event, which once again takes place at the Cavendish Conference Centre in Marylebone London, on May 25, 2023 is sponsored by Canaccord Gennuity Wealth Management, Evelyn Partners, Finance Isle of Man, Huriya, UAP Group. II Connect 2023 features a mix of presentations, Q&A and panel sessions with key industry professionals and top level advisory firms from the UK and European cross-border marketplace.
Last year's event was II's first UK event outside of its prestigious awards events, to be held in London and the results were excellent with the
day filled with networking, connections and sessions that both informed and entertained. The live on-stage case study was such a success that it has been adopted across all international II events.
II Publisher Gary Robinson, said: "As with all of our events we aim to bring together the key decision makers from within our industry to present, discuss and debate the burning issues of the day. 2023 is a big year for our industry and we have some big topics ready to be debated on our agenda.
"We were pleased that our inaugural event went well last year and were blown away with the feedback and responses from attendees.
"And we already have a flurry of top level delegates already signed up and therefore expect another full capacity event, filled with cross-border advisers, wealth managers, bankers and brokers from the UK and Europe attending.
"It is fantastic to have had a a successful event in 2022 and will be a challenge to top that, but that is what we are planning do this year. We are delighted the way that the industry has embraced II and its events in recent years. With events in London, Miami, Dubai, Cape Town this year International Investment is truly established as having the must-see international financial services events in the industry."
II Connect 2023 - Agenda
9am - 9.10am registration/coffee
9.10am - 9.15am Introduction by Gary Robinson, Commercial Director/ Publisher, International Investment
9.15am - 9.35am - Key Connections - What are the key tools needed for a 21st Century International Adviser and what connections are essential for success - introduced by II Editor Mark Battersby. Presentations and panel debate discussion on how connections to tax lawyers, accountants, DFMs, platforms, life companies and key service providers can transform your business
9.35am - 10.10am - The Importance of Citizenship and Jurisdictions. In this session we look at the importance of basing your business in the right jurisdiction, or, in some cases, multiple jurisdictions. What do different jurisdictions bring to the table? We also discuss citizenship, both single and dual and its impact on adicce, investments and taxation in an often turbulent and evolving world. Presentations, Q&A sessions
10.10am-10.50am - IHT, Trusts and Taxation - Are you really IHT ready? What will the impact of the UK Spring Budget have on advice on trusts and taxation? And how can we really prepare for potential future government changes? Presentations, Q&A and panel session.
10.50am - 11.05am - Break/networking
11.05am - 11.45am Standing out in the intermediary service providers market - Where to go and what to look for in the DFMs, Platforms, Wealth management solutions provider market and why these services are essential to advisers and brokers. Presentations and Q&A and panel session chaired by II Publisher Gary Robinson
11.45am - 12.25pm - Investments Fund Selection - What are the key investment themes of 2023 - Property, ESG, Multi-Asset, Crypto, Fixed Income? Fund managers presentations with Q&A afterwards - featuring European fund selectors
12.25pm - 1.15pm - Networking Lunch
1.15pm - 2.15pm - Live on stage - case study - This case study, introduced by II Editor Mark Battersby, features live on stage case study acted out by participants playing the client/s and advisers. The break out group session - which is mediated by QB Partners David White, will see the audience come up with ideas and solutions to fit the client's needs. Each break-out group is led by a sponsor/expert.
2.15pm -3pm - Fintech, Insurtech and Technology - How important a role can fintech play in international advice and a look at how the rise of the blockchain. We also discuss how Insurtech is driving serious change in products, advice and modern financial services. Presentations and Q&A.
3pm-3.15pm - Break/networking
3.15pm - 3.55pm - Future of Cross Border Advice and Products - Discussion on long term future of products and investments. What will future products look like? We also discuss international cross border advice world amid regulatory change, consolidation and an uncertain geo-political backdrop. Sponsor Q&A and key panel debate chaired by II Publisher Gary Robinson
3.55pm - 4.25pm - Keynote speaker & questions. This year's II Connect 2023 keynote is a well-known UK politician - a Labour life peer and former Labour front bencher and multiple cabinet minister. To be be revealed soon!
4.25pm - 5.45pm - Post-event drinks and networking
Places at this event are limited so please click here to register your interest as soon as possible to avoid disappointment.
