Luminary 2019

We invite you to join us at Luminary 2019 for an afternoon of inspiring and educational talks, in a relaxed and friendly environment.

Brought to you in partnership with Jupiter Asset Management, our third Luminary event will feature sessions looking at investments, technical pensions issues and behavioural analysis, as well as motivational messages that demonstrate the benefits of pushing your own boundaries.

Luminary brings together a fantastic speaker line-up that focuses on promoting diversity within financial services and creates a learning network for like-minded professionals. It is designed to provide you with a balance of educational and motivational material, topped off with an opportunity to network with peers as you look over London from the head office of our event partner.

We look forward to welcoming you to the Luminary network. Spaces are limited, so please register below to secure your attendance.

Event feedback

Fantastic & inspirational. Nice to see something motivational in the mix - well delivered financial knowledge from others.

Samantha Moncrief
ProAct Financial Bolton Ltd

Secure your space today

Register now

Agenda

Venue
Thursday 20 June 2019 | The Zig Zag Building
Address

70 Victoria Street
London
SW1E 6SQ
United Kingdom

Agenda HTML
12.15pm

Registration opens

Lunch and drinks served on arrival

1.00pm

Welcome, introduction and platform market/business update

1:05pm

Amanda Sillars, Fund Management Director – Jupiter Independent Funds team

Markets update and outlook for 2019

Investors have enjoyed an unusually strong decade in financial markets. What is the economic and market outlook henceforth, and how is Jupiter Merlin poised to navigate within this on behalf of its clients?

1:25pm

Laura Suter, Personal Finance Analyst – AJ Bell

Are women the untapped investment market?

With fewer women investing than men, Laura Suter will dig into the reasons behind this and outline why the financial adviser community has subsequently become male-client focused. Addressing increasing wealth, the pension gender gap and how important it is for women to have a financial plan, Laura will also discuss what extra efforts financial firms and advisers have been making to target this market and who has been successful.

1:45pm

Tracy Watkinson, Managing Director - Credit Suisse

What is your action plan to tackle gender diversity?

Moving the conversation on from the business case for gender diversity to practical solutions leading to change.

Tracy will focus on tackling this issue like any other business problem; led by the Business, using data to understand the current state, agree targets and measure the success of actions. With an emphasis on implementing process changes to mitigate for potential bias and ensure a sustainable solution.

2:15pm

Bev Shah, Founder and CEO - CityHive

How to make best use of your EQ when assessing a fund manager

Having spent the majority of her City career researching funds and fund managers, Bev will impart what she learnt on her journey about the importance of factoring in your EQ alongside your IQ in all your analysis.

2:40pm

Coffee break

3:00pm

Lisa Webster, Senior Technical Consultant – AJ Bell

Cascading wealth

Lisa will take a look at tax-efficient ways of passing on wealth via pensions and ISAs. Using case studies she will investigate the planning options for those with lifetime allowance issues, how best to use the generous pension death benefit rules and how and when IHT may apply. She will also consider how to make the most of ISA additional permitted subscriptions.

3:30pm

Abbie Llewellyn-Waters, Fund Manager Environment & Sustainability – Jupiter Asset Management

Stock picking, ESG and diversity

Abbie will explore a new era of sustainable investing, delivering a deeper analysis of how ESG considerations can be used as an investment tool rather than a screen. She will also seek to understand the broader definition of 'stakeholder' for the incoming generation of savers; the future client base.

3:50pm

Cor Hutton, Founder - Finding Your Feet

Finding My Hands

Cor returns to AJ Bell Luminary to tell her story, and describe her experience of becoming the first quadruple amputee to climb Kilimanjaro, and the first Scot to receive a double hand transplant.

4:20pm

Close

4:25pm

Networking

Drinks, nibbles and networking

Get in touch

Got a question or want to provide feedback? Contact our events team below.

Kirsty Zollinger

Events Manager
kirsty.zollinger@ajbell.co.uk

Anya Gorton

Marketing Assistant
anya.gorton@ajbell.co.uk

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