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This webinar is now available to watch as an on-demand recording.
This half-day virtual conference will explore the challenges that carbon zero and volatile investment markets presents to fund managers and personal investors.
Industry experts will consider how fund managers are coming to terms with the new investment paradigm and offer insights into how personal investors can create sustainable personal financial plans.
The big issues and how organisations are responding
When is a sustainable fund not a sustainable fund?
Creating a sustainable personal financial plan
Panel debate and virtual networking
ICAEW members and non-members are welcome to join.
Should you experience any difficulties booking onto the event, please go to our events support page - how to book.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
Please note that the programme is subject to change
The new paradigm
ICAEW’s Richard Spencer joins us to unpick the following issues:
Richard Spencer, Director - Sustainability, ICAEW
Key challenges for those seeking sustainable investment solutions for clients
In this session, Pru will look at the important areas of ESG and sustainable investing and answer the following key questions:
Paul Fidell, Head of Business Development (Investments), Pru – part of M&G plc
‘Sustainable’ has become a common term when considering your investment approach, but it should also be applied in the context of planning your personal finances. Ensuring that your lifestyle, rate of saving and future income can be sustained for both short and long-term goals is key to creating financial security for you and your family. In this session, Matt will discuss:
Matt Conradi, Head of Client Advisory, Netwealth
Panel debateA final discussion in which our speakers can answer any of your questions.
John Gaskell, Head of Personal Financial Planning, ICAEWJohn Gaskell is Head of Personal Financial Planning (PFP). He oversees the ICAEW PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the Financial Conduct Authority (FCA) and other regulators, working across different areas of ICAEW and with external stakeholders.John began his career as a private client stockbroker & investment manager in the City of London before working as an independent financial adviser for a national IFA, financial planning adviser at a regional ICAEW firm, head of personal financial planning at a legal practice, senior manager at Deloitte Wealth Management Ltd, and product development manager at Aviva. He has also held business development, staff training and consultancy roles.John chaired the Chartered Institute for Securities & Investments Private Client Examination Panel and represents ICAEW at the Global Accounting Alliance (GAA) PFP Expert Working Party, and was a member of the FSA examination standards working party. John has a BA in Economic History & Social Science, and an MBA. He is a Certified Financial Planner, Chartered Wealth Manager and Fellow of the Certified Public Accountants Association.
Richard Spencer, Director - Sustainability, ICAEWRichard Spencer joined ICAEW in 2005 to set up the sustainability practice within Reputation and Influence department. During this time Richard has led on the ICAEW’s thought leadership and engagement programme in sustainability.
Matt Conradi, Head of Client Advisory, NetwealthMatt heads up the Client Advisory team, which focusses on helping clients to plan for their financial futures and navigate investment markets. He has over 14 years' experience in wealth management as a portfolio manager and financial planner. Prior to joining Netwealth in 2016, Matt was a Director and Portfolio Manager at Julius Baer and Merrill Lynch, advising and investing on behalf of high and ultra-high-net-worth clients. Matt read Economics at Durham University and is a CFA charterholder.
Paul Fidell, Development Manager for Investments, Pru UKPaul is senior Business Development Manager for Investments at Pru UK. This is his 39th year in the industry and for over 30 of those he has specialised in the areas of investment, onshore and offshore tax planning and trusts. He now covers all Prudential’s investment funds and tax wrappers including ISA, onshore and offshore bonds as well as collectives. During his career he has worked for a variety of companies including AXA, Scottish Life International and Scottish Equitable. He is DipPFS and IMC qualified.
At Netwealth, we have extensive experience helping finance professionals to plan and manage their personal finances, and those of their family. We are an established partner of leading industry body ICAEW, providing members with education, advice, and investment management services. We combine a comprehensive investment offering, advanced technology and qualified advisory team to help our clients make the best investments decisions - all at a fraction of the industry cost. Our online planning tools make planning financial goals uncomplicated, adjusting the variables to visualise the impact on your finances and realise all your accounts in one screen.
Pru - Part of M&G plc help people build their futures with long-term savings, investments and pensions. And with nearly five million policy holders in the UK alone, we're one of the country's leading Life and Pensions providers. We're also one of the longest-established, with roots going back to 1848.
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