Connect - Agenda 2024

9:00AM - 9:30AM

9:30AM - 9:35AM

Gary Robinson, Managing Director of G&M Media Ltd and Money Map Media - the owners and publishers of Investment International and its sister title International Adviser opens the Fourth Annual II Connect 2025 event

9:35AM - 9:50AM

In this session the CEO of our lead jurisdictional sponsor Finance Isle of Man, Michael Crowe, will address the delegates with an update from The Isle of Man.

9:50AM - 10:15AM

James Floyd, Managing Director Alltrust and Co-owner and Director The UAP Group will provide an update and overview of the most significant developments in the International Pensions and Trusts market and how the marketplace is dealing with recent changes implemented by the UK Government. How is the UAP Group and Alltrust ahead of the curve in being prepared for and being able to support advisory firms to deal with the change and ultimately capitalise on these developments?

10:15AM - 10:40AM

Darragh O’Sullivan, Business Development Director introduces Justin Oliver, Chief Investment Officer, Canaccord Genuity Funds, who speaks on the state of the markets that have been impacted by Trump, tariffs and taxes and discusses how to deal with unpredictable and reveals some insights into how the company intends to make the most of the opportunities across this turbulent landscape.

10:40 - 10:55AM

10:55AM - 11:20AM

Nathan Sweeney, Marlborough’s CIO of Multi-Asset, and Danny Knight, Commercial Director of the Marlborough Group, will take part in this key session hosted by Marlborough. They’ll cover the group, capability and positioning and multi-asset investment outlook and explain where their company is identifying the best opportunities.

11:25AM - 11.55AM II Connect favourite John Chew, Technical Specialist: Pension, Tax, Trust and Estate Planning, Canada Life outlines the latest developments across the UK and international cross-border retirement and trust and estate world.

12:00PM - 12.30PM

In this session we discuss the challenges facing the pensions and retirement industry, the wider impact of retirement planning in the UK and abroad following the change of government in the UK and how advisers and the industry in general can help clients navigate the choppy waters.

Featuring guest speakers including Rachel Meadows, MD IFGL Pensions , David White, MD and Owner QB Partners and James Floyd, MD Alltrust and Co-owner and Director The UAP Group. Chaired by G&M Media Director and Editor-in-Chief Mark Battersby

1:25PM - 2:20PM

This session will feature an exciting on-stage case study, with actors playing clients and advisers!

The session will be expertly led and presented by David White, MD and Owner QB Partners

2:20PM - 2:35PM

Finance Isle of Man’s Simon Pickering previews some of the key developments from the jurisdiction’s Third Innovation Challenge and will discuss how important a role can fintech play in international financial services. He also looks at the developing role that AI has within the international life assurance and pensions world.

2:35PM - 2:50PM

Sponsor Session to be announced

2:50PM - 3:05PM

Afternoon Networking Coffee Break

3:05PM - 4.05PM

A lively panel debate on the long term future of products and investments, international cross border advice world amid regulatory change, consolidation and an uncertain geo-political backdrop. How much life is there left in the cross-border advice world?

4:05PM - 4.10PM

4:10PM - 5:55PM