IA Edinburgh Members' Briefing

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WHY ATTEND

We are excited to return to Edinburgh for the Investment Association's Scotland Members’ Briefing on 1st April 2025, a half-day event designed to provide valuable insights on the latest developments in the investment management industry.

Following remarks from IA CEO Chris Cummings, attendees will hear updates from IA leaders on the global political environment, tax developments, and regulatory changes in retail investment. The briefing will also feature updates on culture, talent and inclusion, pension reform, and private markets - all major topics for the industry in 2025.

To round off the day we will have a presentation on the outlook for the funds industry and an update from the Scottish Government's investment directorate. Don't miss this opportunity to hear from figures working across the investment management landscape - sign up today and be part of this must-attend event!

AGENDA

08:30 Registration and Breakfast

09:00 Host’s Welcoming Remarks 

  • Lauren Cooper, Audit Partner, PwC

09:10 Introductory Remarks from the CEO 

  • Chris Cummings, Chief Executive Officer, The Investment Association 
09:30 The Global Political Environment and what it means for Investment Management 
  • Karen Northey, Director of Corporate Affairs, The Investment Association 
09:50  Current Developments in Stewardship 
  • Andrew Ninian, Director of Stewardship, Risk and Tax, The Investment Association 

10:10 Culture, Talent, and Inclusion Update 
  • Karis Stander, Director of Culture, Talent and Inclusion and MD of Investment20/20 

10:30 Scottish Government Update 

  • Andy Hogg, Deputy Director, Investment and Financial Services Division, Scottish Government 

10:50 Refreshments and Networking Break 

11:20 Tax Update 
  • Chris Hewitt, Senior Tax Manager, The Investment Association 

 
 11:40 Pension Reform and Retail Market Update
  • Jonathan Lipkin, Director of Policy, Strategy and Innovation, The Investment Association
12:00 Latest on Private Markets at the Investment Association
  • Galina Dimitrova, Director of Investment and Capital Markets, The Investment Association
12:20 Investor Insights: 2025 Outlook for the Funds Industry 
  • Miranda Seath, Director of Market Insight and Fund Sectors, The Investment Association
12:40 Financial Conduct Authority (FCA) Update 
 
13:00 Closing remarks 
  • Chris Cummings, Chief Executive Officer, The Investment Association 
13:10 End

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