IBA Global Challenges and Opportunities for the Asset Management Industry Conference
9 Jun - 11 Jun 2024
Session information
Value for money – Changing the retail investor landscape
Tuesday 11 June (1145 - 1245)
Description
This session will explore:
• the origin of the value for money regime;
• UK consumer duty;
• EU retail investment strategy: where are we now? and
• adapting and adopting a rule 15(c) and/or UK approach for EU funds.
Session / Workshop Chair(s)
| Sophie Dupin | Elvinger Hoss Prussen société anonyme, Luxembourg City, Luxembourg |
Speakers
| Peter Capper | Investment Association, London, England |
| William Davis | Fidelity International, London, England |
| Tom Dunn | Burges Salmon, Bristol, England |
| David Kotler | Dechert, New York, New York, USA |
| Katie Walmsley | Portfolio Management Association of Canada , Toronto, Ontario, Canada |