Advisory Distributors

Speakers

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  Nils Elmark

  Founder, Incepcion

  Nils Elmark is consulting futurist and founder of Incepcion, a consultancy that helps companies create brighter and braver dreams. He is a speaker, writer and strategist specialised in fintech. He heads a programme that advises financial institutions on how to bring new radical ideas to life. He started his career as a business journalist from the Danish School of Journalism and has since worked as financial editor and consultant for the financial services industry. He has an MSc. in public relations from Stirling University and won the first European Business Ethics Essay Prize from London Business School. He has written three books and is a great motorcycle enthusiast.

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  Emma Napier

  Head of Distribution, True Potential

  27 odd years in financial services, from one of London's leading adviser firms in the 90's (Advisory & Brokerage Services now ORIGEN) to working side by side with Holly Mackay at The Platforum as Head of Adviser Relations and now Head of Distribution at True Potential. What I think I bring to anyone who is interested is a wealth of knowledge and expertise, in particular advisers use of platforms, the range of platforms in the UK today and how adviser firms might differentiate themselves in providing advice of the future. Most well known in the industry for working with the adviser community on platform due diligence - articulating and providing guidance to adviser firms individually of the FCA expectations of what good due diligence looks like.

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  Nigel Stockton

  CEO, Bellpenny

  Nigel has worked in financial services for almost 30 years. He joined Bellpenny from Countrywide where he was Financial Services Director responsible for over 1,000 mortgage advisers. Nigel was an integral part of the Executive Team who successfully led the IPO of Countrywide in 2013. Previously he has worked for Lloyds Banking Group and Halifax Bank of Scotland, in roles including the Managing Director of Birmingham Midshires, Managing Director of HBOS Intermediary and HBOS Head of Partnerships. Prior to this Nigel held commercial directorships with the Financial Times, FT.com and an internet start up firm. After graduating from York University, Nigel spent the first 12 years of his career with NatWest in various commercial lending, sales and service roles. Nigel holds an MBA from London Business School.

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  Jon Stein

  CEO, Betterment

  Jon Stein is the CEO and founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA charterholder. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.

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  Tara Swart

  CEO, The Unlimited Mind

  Tara is at the forefront of the application of neuroscience to business. She is a published author of two books and over 20 articles in journals of neuroscience and coaching. She speaks globally on the brain in business at international conferences, blue chip corporations and at top business schools including Oxford, Stanford and at MIT where she is a Senior Lecturer. She is regularly quoted in the press.