The agenda has been revealed for the third annual II Connect 2024 event, to be held in London on 23 May in London with the very future of the cross border advice industry at the forefront of the topics set to be discussed.
This free-to-attend must-see event for international advisers and wealth managers is open exclusively to the readers of International Adviser (and our sister title Investment International) with places on a strictly first come, first served basis being snapped up.
Among the highlights in the agenda below include sessions by Canada Life, Finance Isle of Man, Marlborough, QB Partners, UAP Group and Block Asset Management, full details of which we 
will be rolling out details of across the next week or so.
“We are delighted to have some incredibly informative sessions lined up with the type of variety to really whet the appetite ,” Gary Robinson, Director of Money Map Media and IA Publisher, pictured left speaking at last year’s II Connect event, said. “We have fantastic sessions from our sponsors which will be revealed in full one by one in the next week and we are delighted to have secured our keynote. We have to keep the name under wraps until Thursday but we can say that it is a prominent front bench political figure that was a cabinet minister a cross all the Blair and Brown years of power for the Labour Party.
“This is particularly poignant given the forthcoming general election and what to expect from a likely Labour government this time around and how it might impact our industry.”
All speakers and panelists will be announced here this week and next on II and IA in a series of daily announcements from the event so watch this space for details.
To register your interest in attending this event, click here, or for further information please email [email protected]
Click here to view a highlights reel from last year’s event.
II Connect 2024 – Thursday 23 May, 2024, Hallam Conference Centre,
Cavendish Venues, 44 Hallam Street, London W1 W6JJ
AGENDA
8:45 – 9:10am
Registration/Refreshments
9:10 – 9:15am
Introduction
Speaker
Publisher
Investment International
9:15 – 9:35am
Connecting in the UK and across continents
What are the key tools needed for a 21st Century International Adviser and what connections are essential for success?
Introduced by Investment International editor Mark Battersby.
Panel debate discussion on how connections to tax lawyers, accountants, DFMs, platforms, life companies and key service providers can transform your business.
Speakers
Editor
International Investment
CEO
AILO
& MORE TBC
9:35am – 9.55am
Finance Isle of Man
Session details to be announced by our lead jurisdictional sponsor Finance Isle of Man
Speaker
CEO
Finance Isle of Man
9:55am – 10:15am
The UAP Group
Latest developments in International Pensions
Update and overview of the most significant developments in the International Pension market. How the UAP Group is ahead of the curve in being prepared for and being able to support advisory firms to capitalise on these developments.
Speaker
Managing Director
The UAP Group
10:15 – 10:35am
Speaker/Sponsor Session
Session details to be announced.
10:35 – 10.55am
Networking Break
10:55 – 11:20am
Canaccord Genuity Wealth Management
Session details to be announced.
Speaker
Head of International Sales
Canaccord Genuity Wealth Management
11:20 – 11:40am
Marlborough
Speaker & Session details to be announced.
11:40am – 12:15pm
Canada Life
Session details to be announced.
Speakers
Technical specialist: Pension, Tax, Trust and Estate Planning
Canada Life
12:15 – 1.15pm
Networking lunch
Lunch and beverages provided in the gardens (weather permitting) and atrium of the venue
1.15pm – 2:20pm
Case Studies & Breakout Groups
On-stage case study with actors playing clients and advisers. Break out groups come up with ideas and solutions. Each table led by a sponsor/expert.
Introduced by II editor Mark Battersby and hosted by David White of QB Partners
Speaker
Managing Director
QB Partners
2:20pm – 2:40pm
Fintech, Insurtech and Technology
How important a role can fintech play in international financial services and how has lockdown changed advice and how we all do business? And what role does Blockchain and Cryptocurrency have in savings and investments
We also discuss how Insurtech is driving serious change in products, advice and modern financial services.
Q&A segment with II publisher Gary Robinson and Simon Pickering of IOM Government and selected panelists TBC
Speaker
Head of Insurance and Pensions
Finance Isle of Man
Managing Director
Abbey Wealth
& Speaker TBC from Block Asset Management
2:40pm – 3:00pm
Sponsor/Speaker session
Session details to be announced.
3:00pm – 3:45pm
Future of Cross-Border Advice DEBATE
Does cross-border advice have a future? A discussion on long term future of products and investments. 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 and selected advisory and wealth management company heads including
Speakers
Group Managing Director
Blacktower Financial Management (International) Ltd.
Executive Chairman
TEAM plc
& More TBC
3:45pm – 4:15pm
Closing Keynote
Speaker
PROMINENT UK POLITICAL FIGURE – KEYNOTE TO BE ANNOUNCED VERY SOON
4:15pm – 17:45pm
Networking Drinks
