Wealth Management Conference 2022

Event Details

Free


Date and Time

Wed, 22 June 2022

09:00 - 11:30


Location

Online via Zoom. Link will only be available on IOB Learn

Event Details

Free


Date and Time

Wed, 22 June 2022

09:00 - 11:30


Location

Online via Zoom. Link will only be available on IOB Learn

Event details
+

Join IOB and a suite of key note speakers as we address the current trends and topics in Wealth Management and Financial Planning.

Kevin McConnell

Kevin, a Chartered Financial Analyst, is an external specialist consultant in the banking and investment sectors with over 25 years of experience in financial markets. Working with banks, regulators and investors in Credit, Capital, Stress Testing and Strategy, Kevin has experience in over a dozen regulatory jurisdictions across Europe, US and Emerging markets.

He has worked through a range of mid-tier to top tier M&A transactions providing stress testing/due diligence consultancy, and transaction advisory. He was a member of Committee on Collective Investment Governance (CCIG) of Central Bank of Ireland (2014) which supported the development of CP86.

He is currently a member of the Advisory Committee of the Certified Investment Fund Director Institute. He developed and delivers the post graduate programs in Alternative Assets at IOB (UCD), in Wealth Management in the Masters in Finance at Trinity College Dublin, and on the Certified Bank Director program in Ireland and UK.

Kevin is also deputy chair of the Irish platform one of the largest CLO originators in Europe and is chief executive of GEM Strategic, a specialist consultancy firm.

Kevin McConnell

Paddy Andrews

You may know Paddy Andrews as the Dublin Senior Gaelic Football player winning 11 Leinster Senior Football titles and 7 All-Ireland Senior Football titles, however Paddy has also been working in financial services here in Dublin for over 10 years. Having completed his honours degree in Business & Finance in DCU (2010) he began his career working in Davy, initially gaining his QFA designation (Qualified Financial Adviser) before moving on to Bank of Ireland Wealth Management and completing his CFP (Certified Financial Planner) exams.

His current role as Private Client Manager and Director of the Dublin office of Metis Ireland Financial Planning involves building financial plans and the wealth management for clients.

Paddy Andrews

Jim Connolly

Head of Retirement Panning for AIB Private Bank and Module Co-ordinator Retirement Planning

Jim Connolly is Head of Retirement Panning for AIB Private Bank, and is Module Coordinator for the Retirement Planning module in the CFP designation.

Jim has held many senior roles in the industry and is widely regarded as one of Ireland's leading pension consultants. He has a reputation for challenging the norm and is regularly featured in the media on pension related issues.

Jim Connolly