FBC Annual Members’ Conference on the 29th of November, 2022
Our Fund Boards Council (FBC) Annual Members’ Conference, hosted at the offices of FBC corporate member, Schroders, which included a keynote and Q&A with the FCA’s Nike Trost, followed by two main sessions:
Assessment of Value: A Three-Year Review
Led by FBC Senior Adviser Brandon Horwitz, this session presented highlights from FBC’s ongoing review of the implementation of Assessment of Value. FCA’s Garry Murdoch shared the regulator’s latest thinking on the subject and FBC’s Philip Warland moderated a panel discussion of your peers, including James Rainbow, Schroders Unit Trust Ltd.’s Chair, and investor insight and fund governance expert, Dawn Hyams.
Consumer Duty: Implications for AFMs and fund boards
A key policy intervention with implications across the financial services industry, this important discussion was be led by FBC Senior Adviser Simon Hynes with a particular focus on its impact on fund managers and their boards. He was joined by the FCA’s Michael Collins, Anna O’Donoghue, Global Head of Product Governance and fund board executive director at Schroders, Heather Hopkins, fund board NED and runs consultancy NextWealth, and Tim Sargisson, former CEO of Sandringham Financial Partners.