27 January Second Annual Customer Retention seminar: Managing customer churn in a competitive marketplace
Up for discussion will be findings of PA Consulting's benchmarking exercise, which examines trends within the industry. This will provide an update on the movement since the 2002 customer retention study, and also in the development in approaches to support retention.
Venue: London Congress Centre, 28 Great Russell Street, WC1B 3LS
Organiser: CML (Council of Mortgage Lenders)
Contact: Sue Anderson - CML (Council of Mortgage Lenders)
28 January Institute for Fiscal Studies ' Green Budget 2004
The IFS Green Budget will assess key questions the Chancellor has to confront in drawing up his 2004 Budget statement.
Organiser: Institute for Fiscal Studies
Contact: www.ifs.org.uk/conferences/index.shtml
3-12 February Credit Suisse Whodunnit roadshow
CSAM's fund of funds team will investigate the world of multi- manager investing. Gary Potter and Robert Burdett, the group's joint heads of multi-manager services, introduce different ways for clients to use their products. They will be looking at the top managers in terms of their funds' performance, examining the investment outlook and giving some clues as to which managers they think will help them deliver strong performance in the future.
Venues: 3 Feb, Auchterarder, The Gleneagles Hotel; 4 Feb, Newcastle-upon-Tyne, St. James' Park; 4 Feb, Harrogate, Rudding Park Hotel; 5 Feb, Knutsford, Mere Golf and Country Club; Thurs 5 Feb, Sutton Coldfield, New Hall; 6 Feb, Bristol (Thornbury), Thornbury Castle; 10 Feb, Southampton, Southampton FC St. Mary's Stadium;10 Feb, Bagshot, Pennyhill Park; 11 Feb, East Grinstead, Ashdown Park Hotel;11 Feb, Newmarket, The Jockey Club; 12 Feb, London, Credit Suisse Asset Management offices
Contact: To reserve your place, call CSAM on 020 7426 2929
4 February Annual Charity Conference
A one-day conference tailored for experienced charity finance directors, bringing together high-quality advice relevant to larger, more complex organisations on topics that are of current interest and concern.
Venue: Gatwick Hilton Hotel
Organiser: BDO Stoy Hayward
Contact: Catherine Bourg on 01372 734300 or email catherine.bourg@bdo.co.uk
5 February Arete conference on structured regulations
Arete Consulting is hosting a conference on how FSA regulations will affect the marketing and development of structured products. The conference, hosted by the company behind website structuredretailproducts.com, will include speakers from Bradford & Bingley, Legal & General and National Savings & Investments.
Venue: The Brewery, Chiswell Street, London
Contact: 020 8347 0203
6 February Company winding up and bankruptcy petition statistics: Q4 2003
Figures for company winding up and bankruptcy petitions during the fourth quarter of 2003.
Organiser: Department for Constitutional Affairs
Contact: www.dca.gov.uk
25 February TD Waterhouse Investor Seminar: Technical Analysis
'Reading charts and deriving buy/sell signals' ' presented by Tom Hougaard, chief market strategist, city index. The seminar will take place from 5pm to 8pm. This is one of a series of investor seminars, provided free of charge by TD Waterhouse.
Organiser: TD Waterhouse Investor Centre, 71 High Holborn, London WC1V 6TD
Contact: Alison Cashmore, TD Waterhouse
25 February 2004 PRMA Conference and Exhibition
This years theme: Performance, Measurement, Risk and Attribution. Speakers include Richard Boardman of Isis Management on multi-asset portfolios, managing and budgeting risk; and Malcolm Kemp of Threadneedle on aiding the fund manager in effective risk budgeting.
Venue: The Brewery, Chiswell Street, London, EC1
Contact: www.prmacongress.com
2 March CII stepping ahead roadshows
Thirteen roadshows in the CII National tour (from November 2003 to March 2004) will focus on the role of the CII, the new FSA regulatory regime and what this will mean for CII members. There will also be an update on the recently launched new general insurance Qualifications Framework. The event can also be used to qualify for points as part of CII members' continuing professional development programme. There is no charge to attend. Places will be allocated on a first-come, first-served basis.
Venue: Swallow Nelson Hotel, Prince of Wales Road, Norwich
Contact: Tracy Wood, Events Co-ordinator, 020 7417 4436
3 March AITC Private Investors' Forum (West Sussex)
A chance for investors to learn more about investment. Investors can learn how investment trusts can be used effectively within an existing portfolio, or provide the foundations for a new one. Representatives from various fund management groups will be exhibiting at the event.
Venue: Goodwood
Contact: 020 8655 7809 or e-mail: paula@norwood-mailing.co.uk
17 March NAPF Investment Conference, Edinburgh
Two-day conference with key speeches from industry and media figures.
Venue: Edinburgh
Contact: www.napf.co.uk/conferences/invprog.cfm