IA Edinburgh Members' Briefing

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WHY ATTEND

The Investment Association (IA) is pleased to invite you to the Edinburgh Members' Briefing, in person, on 30 April kindly hosted by State Street in Edinburgh.

This briefing will once again provide our Scottish members with an update on the key areas of focus for the investment management community. The event will include an update from Camille Blackburn, Director Wholesale Buy-Side, Financial Conduct Authority (FCA). Topics covered on the day are as follows:

  • Post-Budget and Pre-Election: The UK political environment and what it means for Investment Management
  • Investor insights: how are market shifts affecting investors?
  • Navigating the UK and International Tax Landscape: Current Priorities and Future Developments
  • SDR Implementation Update and IA Guidance
  • Culture, Talent, and Inclusion update
  • The Operational and Cyber Resilience Landscape in 2024

Our Scottish members are presented with a prime opportunity to engage and explore the investment management sector's crucial role in economic growth, as well as our dedicated efforts in managing savings, funding businesses, and fostering expansion throughout the UK.

Seats are limited so don't miss out and register today.

PARTNER

Kindly hosted by State Street

AGENDA

08:30 Registration and networking with refreshments

09:00 Host’s Welcoming Remarks (State Street)

Alistair Byrne, Managing Director, Head of UK Distribution, State Street Global Advisors

09:10 Introductory Remarks from the CEO

Chris Cummings, Chief Executive Officer, The Investment Association (IA)

09:30 Investor insights: how are market shifts affecting investors?

Miranda Seath, Director, Market Insight and Fund Sectors, The Investment Association (IA)

09:50 Navigating the UK and International Tax Landscape: Current Priorities and Future Developments

Chris Hewitt, Senior Tax Manager, The Investment Association (IA)

10:10 SDR Implementation Update and IA Guidance

Carol Thomas, Head of Sustainability and Responsible Investments, The Investment Association (IA)

10:30 Refreshments and networking

11:00 Culture, Talent, and Inclusion update

Karis Stander, Director, Culture, Talent and Inclusion, MD of Investment2020, The Investment Association (IA)

11:20 Update on Stewardship and Governance Approaches

Andrew Ninian, Director, Stewardship, Risk and Tax, The Investment Association (IA)

11:40 The Operational and Cyber Resilience Landscape in 2024

James King, Senior Policy Adviser, The Investment Association (IA)

12:00 Post-Budget and Pre-Election: The UK political environment and what it means for Investment Management

Karen Northey, Director, Corporate Affairs, The Investment Association (IA)

12:20 Keynote: Camille Blackburn, Director Wholesale Buy-Side, Financial Conduct Authority (FCA)

12:50 Closing Remarks

Chris Cummings, Chief Executive Officer, The Investment Association (IA)

13:00 End of Briefing

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