Forthcoming Events

Recent ¦ Archives

14th September, 2007 – 8th English Golf Day, Foxhills, Surrey

This year our English Annual Golf Day will be held at Foxhills Golf Club in Surrey. Our day will be slightly different this year, taking a more relaxed approach in the evening with a BBQ and then screening of the England v South Africa rugby match. Let's hope the fine British weather comes up trumps for the day!

19th September , 2007 – Platform Strategy Conference

Neil Mayall, Director and Charles McCready, Executive Consultant in Investment Management of Troika are proud to be speaking at the upcoming Platform Strategy Conference on 19th September developed by Info Online. A focused industry event for Strategy, Distribution, Product Development, Customer Operations and Compliance professionals in Investment Product Providers, Distributors and Intermediaries, as well as Platform organisations and Third Party Administrators. For more information, please visit www.infoline.org.uk/platforms

3rd October, 2007 – Forum : Future of Retail Distribution in Retail Financial Services in the UK , Pendley Manor, Hertfordshire

We are delighted To announce a new initiative address strategic topics of the moment in Life and Pensions, Investment and Banking with other sectors considered in the future.

We felt that three factors created a gap in the current Conference market:

- the “packed Agenda” format constricting speakers, particularly when the Media may be present
- audience numbers often over 50, making REAL debate, learning and conceptualisation impossible
- inadequate vehicles for development of genuinely senior staff

So, we have created a series of Forums as a completely different, “ground up”, answer to these needs. The ethos of the Forums will be solution-oriented, at the very least giving attendees “brain food”.

Forums will follow the same generic pattern:

- held over one day, at a country house location near London, accessible to airports and railway stations
- a maximum of 5 speakers and 40 attendees only, to encourage real debate and learning, with at least 20 minutes available for discussion in depth.
- no commercial sponsors or other exhibitors with “Chatham House” rule at all events
- feature speakers not usually heard on the usual circuits, but who are experts and polemicists in their fields, to encourage debate and new insights
- attendance by invitation only, with the expectation that over time a invite to attend a Forum will become very valuable
- invitations primarily aimed at the direct reports of main Board or Divisional Directors and the Directors themselves. Invitations will also be extended to known “thinkers” in the sector who may not be speakers themselves
- media will be excluded to ensure confidentiality of debate and attendees are asked not to disclose Forum content

The first Forum will address the future of retail distribution in retail Financial Services in the UK and will be held on 3rd October 2007 at Pendley Manor in Hertfordshire.

For a pdf version of the agenda for this first meeting please - click here -

WHO CAN I TALK TO?

If you would like to know more, please e mail forums@troika.co.uk


1st and 2nd November, 2007 – Future of General Insurance, Queen Elizabeth II Conference Centre, Westminster

The Institute of Economic Affairs is proud to announce that its 7th annual 'Future of General Insurance' conference will be taking place on the 1st and 2nd November at the Queen Elizabeth II Conference Centre in Westminster. With over 350 attendees last year, this is now well established as the 'must attend' event in the insurance sector. Andrew Veal, Troika's Director, General Insurance will be leading a Personal Lines Forum on 'Redesigning distribution strategies to benefit the customer' on Day 1 of the conference. For more information, please visit www.marketforce.eu.com/insurance

22nd November, 2007 – Marie Curie Edinburgh Brain Game, Royal Museum of Scotland, Edinburgh

Troika is delighted to be taking part in this year's Marie Curie Edinburgh Brain Game. Played in teams of 10, the game is Marie Curie Cancer Care's flagship, black tie, corporate event and the battle for the Edinburgh Brain Game Championship 2007 has started!

4th and 5th December, 2007 – Future of Distribution in Financial Services, One Whitehall Place, London

Following last year's successful event, the IEA is proud to announce the Future of Distribution in Financial Services is back on for its second year. For more information, please visit www.marketforce.eu.com/FS