Luminary 2022

Luminary 2022


We invite you to join us at Luminary 2022 for a half-day of inspiring and educational talks, in a relaxed and friendly environment.

Welcome to Luminary 2022

COVID-19 has meant that our previous years’ events have been postponed, however registration is now open as we look to return for 2022, visiting Manchester, Belfast and London. 

Partnering with Fidelity International, we look forward to bringing you a series of talks delivered by an array of leading ladies. 

We will provide welcome refreshments on arrival and, following the presentations, we hope you’ll stay and enjoy a drink with us whilst increasing your network connections. 

Select a session below for details of the agenda and register today to secure your seat. Seats at these sessions are limited. 
 

About the day

FIL Investment Management HQ
4 Cannon Street
London
EC4M 5AB
United Kingdom

Welcome and introductions
Speaker Name
Danni Hewson
Speaker Job Title
Host
Speaker Firm
AJ Bell

About Danni

Speaker Bio

Danni spent more than 19 years at the BBC, presenting and reporting on business news across a variety of programmes – including BBC Breakfast, BBC News Channel, BBC Look North and latterly Radio 5 Live’s flagship business programme ‘Wake up to Money’. She is now responsible for producing analysis and commentary across a broad range of subjects at AJ Bell, from financial markets, to economics and personal finance.

What’s new at AJ Bell, financials, developments and D&I
Speaker Name
Andy Witter
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Your local Business Development Manager will run through the latest financial figures, take a quick look at platform developments and will take a look at the D&I efforts AJ Bell have been working on over the past 12 months, and where we’re looking to take these initiatives into the future.

About Andy

Speaker Bio

Andy has worked in the financial services industry since 2001 and joined AJ Bell in 2004. Following roles in our SSAS, SIPP and New Business Departments, he worked latterly as a Technical Services Consultant involved in, amongst other things, our Retail Distribution Review and illustrations projects. Andy has now joined our AJ Bell Investcentre Business Development Team, and is responsible for promoting the platform and supporting intermediaries across the North of England.

Awaken your mind and unleash your creativity
Speaker Name
BoostBySecretSunrise
Speaker Job Title
Emily - Director
Speaker Firm
Silent disco with a twist
Session Overview

This innovative session will take you on an immersive experience using wireless headphones to relax and energise you ready for the day ahead

 

About BoostBySecretSunrise

Speaker Bio

You will leave the sessions feeling incredibly alive and pumped to take on your day, connected to a wonderful community and inspired to share the positive energy with the world! So, do you have the courage to say yes to join our movement and start spreading joy? Let’s dance into a better future, one sunrise at a time!

What’s new at AJ Bell, financials, developments and D&I
Speaker Name
Alison Mollard
Speaker Job Title
Head of South East Sales
Speaker Firm
AJ Bell Investcentre
Session Overview

Your local Business Development Manager will run through the latest financial figures, take a quick look at
platform developments, and will take a look at the D&I efforts AJ Bell have been working on over the past
12 months, and where we’re looking to take these initiatives into the future.

About Alison

Speaker Bio

Alison is a finance graduate with over 27 years’ experience in the financial services industry. Having worked as the National Key Accounts Manager for a large investment trust for over 10 years, she joined AJ Bell in September 2010 as a member of the Business Development Team, responsible for sales and the promotion of our platform and pension products to advisers across the South East.

What’s new at AJ Bell, financials, developments and D&I
Speaker Name
Kenny Boyd
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Your local Business Development Manager will run through the latest financial figures, take a quick look at
platform developments and will take a look at the D&I efforts AJ Bell have been working on over the past 12
months, and where we’re looking to take these initiatives into the future.

About Kenny

Speaker Bio

Recently joined, Kenny is on hand to explain the various ways our platform can benefit your business and your clients across Scotland and Northern Ireland, including arranging a demonstration of the many features AJ Bell Investcentre has to offer.

Decarbonising society as investors
Speaker Name
Radhika Surie
Speaker Job Title
Investment Director
Speaker Firm
Fidelity International
Session Overview

In order to keep global warming to the 1.5 degrees Celsius above pre-industrial levels as recommended in the Paris Agreement, the global economy will need to go through a radical transformation, affecting every area of human activity.


This transformation will span decades and will have significant investment implications, creating structural growth opportunities in some sectors while rendering some business models obsolete. Radhika will delve into the different approaches being considered and the crucial role advisers and investors can play in accelerating the adoption of decarbonisation solutions globally, while also benefitting from the long duration structural growth opportunities decarbonisation will provide.

About Radhika

Speaker Bio

Radhika has over 15 years industry experience. She joined Fidelity as a product specialist and progressed through to senior product specialist and Associate Director in the Global Equities team. 

She attended the Delhi School of Economics and holds a Masters degree. 

Decarbonising society as investors In order to keep global warming to the 1.5 degrees
Speaker Name
Cornelia Furse
Speaker Job Title
Co-Portfolio Manager
Speaker Firm
Fidelity International
Session Overview

In order to keep global warming to the 1.5 degrees Celsius above pre-industrial levels as recommended in the Paris Agreement, the global economy will need to go through a radical transformation, affecting every area of human activity.
This transformation will span decades and will have significant investment implications, creating structural growth opportunities in some sectors while rendering some business models obsolete.


Cornelia will delve into the different approaches being considered, and the crucial role advisers and investors can play in accelerating the adoption of decarbonisation solutions globally, while also benefitting from the long duration structural growth opportunities decarbonisation will provide. 

About Cornelia

Speaker Bio

Cornelia has over 11 years of investment experience. She joined Fidelity in 2010 and worked as an analyst until 2021 covering a number of sectors including European Mid-cap Utilities, US Health Care, US Consumer Discretionary and US Capital Goods. She was appointed Co-Portfolio Manager on the Fidelity Sustainable Climate Solutions Fund in 2019 and as Co-Portfolio Manager on the Fidelity Sustainable Water & Waste Fund in February 2021. She has an MA in Classics from Oxford University.

Pensions and divorce
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell Investcentre
Session Overview

With the biggest shake-up in divorce law for more than half a century now in force, it’s easier than ever for couples to separate. With the pension gender gap still growing it’s crucial that pensions are properly considered, or women especially could be losing out. Lisa will look at the options for dealing with pensions, along with practical issues and pitfalls to watch out for.

About Lisa

Speaker Bio

Lisa is an economics graduate with over 12 years’ experience in the financial services industry. Prior to joining AJ Bell in May 2014, she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Resources Team, responsible for providing regulatory and technical analysis to the business and outside world.

From passion to purpose
Speaker Name
Belinda O’Neill
Speaker Job Title
Founder and author
Speaker Firm
Be Inspired To Be
Session Overview

Belinda will take you on her journey from bank manager to author and explain why she’s never looked back since. She will also discuss the positive impact social media has had supporting the growth of the Be Inspired To Be brand – and how you could make your social media work better for you – before reciting some of her personal favourite pieces of work.

About Belinda

Speaker Bio

Belinda has recently left her career as a Bank Manager, working in the same bank for almost 25 years, taking a leap of faith and leaving that career in pursuit of her own entrepreneurial dreams! She is an Author and the Founder of her own brand, a registered trademark, called ‘Be Inspired To Be®’ which she established in 2017. She currently has over 175,000 global followers across social media.

Belinda graduated from the University of Ulster, graduating in 2016, at the age of 38, “It’s never too late to graduate!”

She is a wellness advocate, especially in relation to women’s health given her own journey and an active fundraiser, mainly for cancer related charities, organising and hosting 2 sell-out charity events and is scheduled to host a 3rd charity event this November.

What the cost-of-living crisis now means for the longer-term
Speaker Name
Laura Suter
Speaker Job Title
Head of Personal Finance
Speaker Firm
AJ Bell
Session Overview

With millions of people facing financial crises with the current rises in the cost of living, headlines in the press are focussing on ways to budget and cut corners with spending. For some that unfortunately means cuts to ISA and pension contributions. Laura Suter addresses this conundrum and digs into the long-term implications of cutting savings contributions, and how this also results in the gender investment gap widening further. A session not to be missed.
 

About Laura

Speaker Bio

Laura Suter is Head of Personal Finance at AJ Bell. She is a multi-award-winning former financial journalist, having specialised in investments. Laura joined AJ Bell from the Daily Telegraph, where she was Investment Editor. She has previously worked for adviser publications Money Marketing and Money Management, and has worked for an investment publication in New York. She has a degree in Journalism Studies from the University of Sheffield.

How diversity and inclusion leads to better business
Speaker Name
Anna Lane
Speaker Job Title
President
Speaker Firm
Women in Banking and Finance Group
Session Overview

The world has changed dramatically since COVID-19 impacted so many people’s lives, and a person’s mental health is now openly respected as much as a their physical wellbeing is. In turn, never before has D&I in the workplace had such a focus and spotlight, as many businesses understand the true importance of how D&I strategies support and strengthen a workforce focussing on the wellbeing of employees.

Anna will discuss what D&I practices in the workplace look like and how these could be implemented, and ultimately how this leads to a better business.

About Anna

Speaker Bio

Anna is founder and CEO of The Wisdom Council and is passionate about promoting a sustainable financial services industry that has a positive impact on society. The Wisdom Council has a reputation for delivering strategic, technically complex, innovative and actionable strategies to improve consumer engagement and financial awareness. As part of TWC’s overall insights driven proposition Anna has prioritised the adoption of AI-driven technology and behavioural science to better understand and predict human behaviour and engage consumers at scale. 


Prior to launching TWC Anna ran a specialist wealth and asset management consultancy and worked in the City for over 20 years in senior roles within JPMorgan Private Bank and Morgan Stanley Investment Management.
Anna is a member of MAPS UK Financial Wellbeing Strategy – Gender and Financial Wellbeing Challenge Group and is a judge on the Private Asset Management (PAM) Awards. Anna is a member of the British Association of Women Entrepreneurs (BAWE) and recently stood down after 8 years on the Board of the Young Vic Theatre. She has been a member of WIBF for over 18 years.

How diversity and inclusion leads to better business
Speaker Name
Nicola Higgins
Speaker Job Title
Co-chair and head of Mentoring & Relationship Manager
Speaker Firm
Women in Banking and Finance Group
Session Overview

The world has changed dramatically since COVID-19 impacted so many people’s lives, and a person’s mental health is now openly respected as much as a their physical wellbeing is. In turn, never before has D&I in the workplace had such a focus and spotlight, as many businesses understand the true importance of how D&I strategies support and strengthen a workforce focussing on the wellbeing of employees.

Nicola will discuss what D&I practices in the workplace look like and how these could be implemented, and ultimately how this leads to a better business.

About Nicola

Speaker Bio

Nicola is one of the founder members of the Manchester branch of WIBF and joined the board in May 2019. A qualified lawyer, she currently works in-house at Santander in its Retail Litigation team and prior to that was a Legal Director at DLA Piper. She has over 20 years’ experience advising clients in the Financial Services sector in relation to a range of contentious and regulatory issues.


Nicola is a strong believer in the benefits of positive role models and mentors to aid career development for women at all stages of their careers. While at DLA Piper, she was instrumental in setting up a mentoring programme for those returning to work after a period of leave, and she now leads the Manchester branch’s newly launched mentoring programme.
 

Shifting stacks in enlightening times
Speaker Name
Julia Streets
Speaker Job Title
Founder & CEO
Speaker Firm
Streets Consulting
Session Overview

Julia is an investor, advisor and podcaster with listeners in 50+ countries, and is invited to speak, host and curate content at conferences around the world, drawing on her experience as a sell out stand-up comedian.

As she straddles the real and virtual worlds of debate, development and innovation, Julia shares some of the themes that are dominating discussions right now, offering suggestions about what we might want to start thinking about. (And all in about 25 minutes, so brace yourselves!)

About Julia

Speaker Bio

Julia is a champion of tech and entrepreneurship, innovation, diversity and inclusion.  

In 2007, she incorporated her business Streets Consulting, the business development, marketing and communications consultancy. Since then, she and her team have advised a wide range of international firms in the field of fintech, capital markets and payments innovation, and offer specialist technology including blockchain, artificial intelligence, cyber and more. 

In 2017 Julia launched a podcast series ‘DiverCity Podcast’. On each episode, she interviews industry luminaries to shine a light on positive progress, calls out areas requiring further focus and offers insights and best practice to help listeners drive change. Julia is recognised as one of the world’s 20 global diversity champions in The Global Diversity List and is recognised widely for her work in this field. She is an advisor, mentor and investor and is called upon to chair many of the world’s leading conferences drawing not only on her industry experience, but also on her skills as a speaker, host and sell-out stand-up comedian.

Addressing the gender investment gap
Speaker Name
Panel session
Speaker Job Title
Interactive session
Speaker Firm
Open Q&A forum
Session Overview

Our latest initiative, Money Matters, is a programme designed to help women have more open conversations about money and investing, and provide more understanding around financial matters. 

In this interactive panel session we will introduce our Money Matters project, dig into some interesting statistics which highlight the extent of the gender investment gap, and we’ll address past experiences and our thoughts for the future for both adviser and investor.

About Panel

Speaker Bio

Our experts will be raising some interesting stats and would love for your input and for you to share your experiences and add to our conversation. 

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