Liz Field
Chief Executive
PIMFA

Sheree Howard
Executive Director, Risk and Compliance Oversight
Financial Conduct Authority (FCA)

Sneha Shah
EVP & Head of New Business Ventures
SEI

Helen Watson
CEO UK Wealth Management
Rothschild & Co

Michele Golunska
Managing Director, Wealth & Advice
AVIVA

Sarah Soar
Chief Executive
Hawksmoor Investment Management’

Liz Field
Chief Executive Officer
PIMFA

11:15 – 11:20
Personal Development – Stream Welcome

Samantha Pocock
Co-Chair
Raymond James UK Women Wealth Manager Network

11:20 – 11:50
Personal Development: Bystander training dealing with harassment

Jacqui Hobbs
Lead Training Consultant
Suzy Lamplugh Trust

11.15-11.20
Investment Topics – Stream Welcome

David Butler
Head of Distribution
Quilter Cheviot

11.20-11.50
Investment Topics – Sustainability: how can investment professionals make the most of green finance options?

Dr Rian-Mari Thomas OBE
CEO
Green Finance Institute

11.15-11.20
Practice Management – Stream Welcome

Simon Harrington
Head of Public Affairs
PIMFA

11.20-11.50
Practice Management – Growing Your Female Customer Base

Karen Gill
Co-Founder
Everywoman

Personal Development – Board & Community Roles as a Business Development and Career Strategy

Fiona Hathorn
Co-founder & CEO
Women on Boards

Investment Topics – UK Fixed Income

Speaker TBC

Practice Management – Financial Education & Wellbeing

Allison Barnes
Scotland Manager & Gender Lead
Money & Pension Service

Personal Development – Menopause in the Workplace

Deborah Garlick
Founder
Henpicked

Investment Topics – ESG Considerations for Wealth Managers

Julia Dreblow
Founding Director
SRI Services

Practice Management – Later Life Planning & Longevity

Tish Hanifan
Founder & Joint Chair
Society of Later Life Advisers

Katherine Hutchings
Executive Coach
Kat the Coach

Stacey Parsons
Managing Director of Fixed Income
Primary Bid

Janet Stevens
Head of Strategic Marketing
Isle of Wight College

Pippa Dale
Director, DCM Investment Banking Partnerships & Sparklive
LSEG

Personal Development – Stream Welcome
14.30-14.35

Annie Stacey
Co-Chair
Raymond James UK Women Wealth Manager Network

Personal Development – Burn Bright, Not Out
14.35-15.05

Wendy Carey Macartney
People Partner & Coaching Psychologist
Nedbank Private Wealth International

Investment Topics – Stream Welcome
14.30-14.35

David Butler
Head of Distribution
Quilter Cheviot

Investment Topics – Risk Management – Long and Short Term Perspectives
14.35-15.05

Megan Brennan
Global Equity & Multi-Asset Portfolio Manager
Sarasin & Partners LLP

Practice Management – Stream Welcome
14.30-14.35

Alexandra Roberts
Head of Regulatory Policy & Compliance
PIMFA

Practice Management – Issues for clients in drawdown
14.35-15.05

Nike Trost
Asset Management & Pensions Policy
FCA

Personal Development – The Power of team: Recruiting, Retaining and getting the best ‘out of your Team’

Faye Silver
Joint Branch Principal & Wealth Manager
Raymond James

Claire Limon
Managing Director
2Plan WM

Charlie Fisher
HR & Rewards Manager
LGT Wealth Management

Investment Topics – The Financial Implications of Life Events: What Women need to consider

David Butler
Head of Distribution
Quilter Cheviot

Petronella West
CEO 
Investment Quorum

Susan Hope
IFA Workplace Senior Manager
Scottish Widows

Practice Management – Soft Skills and People Facing Roles

Alexandra Roberts

Head of Regulatory Policy & Compliance

Laura Langton

Investment Manager
JM Finn

Leanne Sawers

Wealth Advice Business Manager
M&G Wealth

Personal Development – DE&I & Wellbeing

Kameka Mclean
Head of Human Resources
Walker Crips Group

Investment Topics – Emerging Markets: focusing on the passive opportunity

Liz Wright
Head of Sales EMEA, Indices 
Morningstar

Practice Management – How to pass on pension wealth tax-efficiency

Rachel Vahey
Head of Policy Development
AJ Bell

Liz Field
CEO
PIMFA

David Denton
Technical Specialist
Quilter Cheviot

Henry Dovland
Director
TIME Investments

Helen Howcroft
Private Client Director, Financial Planning
Atomos Financial Planning

Caroline Gorski
Chief Executive
Capital Enterprise

Liz Field
CEO 
PIMFA

Vicki Anstey 
Stress & Resilience Coach and Motivational Speaker