FTAdviser Financial Advice Forum

By Nathan Cameron

Castlefield Investment Partner, Ita McMahon will be speaking at the FTAdviser Financial Advice Forum event, featuring in a panel debate on Sustainable investing - Establishing an industry ESG framework.

The past few years has seen a raft of regulatory changes regarding environmental, social, and governance considerations, signaling a sea change in the way advisers will do business with clients. Ita will be joining other sustainable investing experts to consider questions such as:

  • How are regulators incorporating ESG principles into financial services?
  • How close are we to establishing an industry standard for ESG investing with clear definitions?
  • What do advisers need to know about the FCA’s new sustainable labelling scheme and how will they be expected to explain it to clients?
  • How can advisers insulate themselves and clients from greenwashing?

Panelists include:

  • James Alexander, CEO, UKSIF
  • Jack Chellman, Chief Project Officer, Global Returns Project
  • Benjamin Reed-Hurwitz, EMEA Research Leader, ISS Market Intelligence
  • Roger Skeldon, Head of Real Estate, TIME Investments
  • Moderator: Tara O’Connor, Senior Reporter, FTAdviser

This flagship FTAdviser event will gather 200 senior representatives from across the financial advice sector for a day of high-level networking and thought leadership discussions on the latest developments within the industry. Now in its 5th year, the event will look to explore key issues facing advisers across later life, pensions, financial planning and investments and also deliver updates on the key regulatory developments which should be on everyone's radar

Hosted at the Leonardo Royal Hotel London City on 28th September 2023, this one day event will gather financial advisers, planners, regulators, industry associations and governing bodies as well as those who service the advice sector for a day of thought leadership discussion, lively debate and high level networking.

To learn more about the format for the day, including sessions and speakers, or to book tickets, please go to: https://financialadviceforum.ftadviser.com/home