EVENT DETAILS
The London Stock Exchange will be hosting a collection of industry experts and speakers to explore some of the most critical questions surrounding the beating heart of financial markets: retail investors.
Despite the complexities of the world’s financial markets, the retail industry is rapidly evolving, empowering retail investors with choices like never before. However, with market downturns retail investors are now, more than ever, looking to generate long term, sustainable investment returns whilst contributing to financing the real economy.
How can brokers juggle consumer scepticism and increasing regulatory demands, and take advantage of the plethora of cutting-edge technologies, trading mechanism and investment vehicles to better serve their clients?
Date
Thursday 9 February, 2023
Venue
LSEG Offices, 10 Paternoster Square, London, EC4M 7LS
Agenda
13:30 Networking & Coffee
14:00 Opening Remarks – Julia Hoggett (CEO, London Stock Exchange plc and Head of Equities) An update on regulatory change and product development to enable Retail access to the market
14:10 Retail Investor Inclusion – Chair, Marcus Stuttard (Head of Aim, Capital Markets)
Evolving retail investor access to the market: tools, products and opportunities
- Nick Osborne (VP Distribution, Primary Bid)
- Joe Parkin (Head of Banks and Digital Channels, Blackrock)
- Raj Sheth (Commercial Director, Leverage Shares)
14:55 Market Structure - Chair, Michael Stanley (Head of ETP Product Development & Product Management)
What are the available execution mechanisms and how can they aid brokers to deliver best execution?
- Alicia Suminski (Senior Business Development, Execution Services)
- Simon Dove (Managing Director, Head of Liquidity, Instinet Incorporated)
- James Webb (Head of Systematic Trading, Peel Hunt)
15:40 Break
16:00 Servicing Retail/ First Time Investor Education - Chair, Adam Wood (CEO Turquoise)
Recent evolutions within Retail Broking and key Investor Education considerations
- John Dobson (Senior Dealer, Interactive Investor)
- Tom Lee (Head of Trading Proposition, Hargreaves Lansdown)
- Caroline Wayman (Partner, PA Consulting)
- Cliff Weight (Director, Share Soc)
- Wander Rutgers (COO, Lightyear)
16:45 Closing Remarks – Murray Roos (Group Head of Capital Markets, LSEG)
Summary of topics discussed and highlights from panel discussions
17:00 Cocktail Reception & networking
Thursday 9 February
LSEG Offices, 10 Paternoster Square, London, EC4M 7LS
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For more information on how LSEG uses your data, see our Privacy Statement.
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You can adjust your preferences at any time through the preference link in any electronic communication that you receive from us.
