Wealth Management Conference 2024
Event Details
Free
Date and Time
Wed, 26 June 2024
09:00 - 11:30
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
Event Details
Free
Date and Time
Wed, 26 June 2024
09:00 - 11:30
Location
Your event Zoom link is available via IOB Learn, but will also be emailed to you before 11am on the morning of your event.
IOB brings you this online Wealth Management conference, which is free for IOB Members. This conference will involve presentations and discussions with industry experts on key wealth management topics and themes such as: • Economic and Market Updates
• Pension Updates
• Tax for Financial Planners and Wealth Managers
• Personal Financial Planning
• Succession Planning.
There are 2 CPD hours available for the following Designations:
QFA- (Life Assurance, Pensions & Savings and Investments)
APA- (Life Assurance, Pensions & Savings and Investments)
RS- (Life Assurance, Pensions & Savings and Investments)
LCI
FCI Compliance
WMP
RPP
AMP
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.
