Can’t make one of our webinars? Catch up here on-demand with recordings of latest virtual events we have staged, alongside podcasts we have helped produce.
March 2024
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
September 2023
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
July 2023
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
May 2023
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
January 2023
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
October 2022
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next and upcoming asset allocation changes.
July 2022
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next in his session titled ‘Prepare, don’t predict…’
April 2022
In a packed and lively 25min talk, Abhimanyu provided a whistle-stop markets and economic update before looking forward to what we can expect next, while Louis discussed ‘Investment decisions in times of turmoil’.
January 2022
Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
October 2021
Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
July 2021
Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
April 2021
Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
January 2021
Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
October 2020
Abhi Chatterjee [Chief Investment Strategist, Dynamic Planner] distils the last quarter into 25, inimitable minutes, as only he can. Followed by 15min Q&A with audience. Always fascinating.
Risk Managed Decumulation Solutions
March 2024
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by LV=
Risk Managed Decumulation Solutions
February 2024
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by EPIC Investment Managers
Risk Target Managed Solutions
December 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by 8AM Global
Risk Profiled Solutions
September 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by M&G
Risk Profiled Solutions
June 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Sarasin & Partners
Risk Managed Decumulation Solutions
March 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by EPIC Investment Management.
Risk Profiled Solutions
March 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by M&G
Risk Target Managed Solutions
February 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Brooks MacDonald
Risk Profiled Solutions
January 2023
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Brooks MacDonald
Risk Managed Decumulation Solutions
December 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Bordier UK.
Risk Target Managed Solutions
September 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Profiled Solutions
June 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Aegon
Risk Managed Decumulation Solutions
May 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by EPIC Investment Partners.
Risk Managed Decumulation Solutions
March 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes. Chris and Abhi are joined by Sam Liddle from Church House Investments
Risk Profiled Solutions
March 2022
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Target Managed Solutions
December 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Profiled Solutions
September 2021
Part of our solutions webinar series enabling Dynamic Planner users to uniquely understand more about how we risk profile funds and what our different fund badges mean, in terms of expected volatility and client outcomes.
Risk Managed Decumulation Solutions
April 2021
A packed 45 minutes in which Chris Jones, Proposition Director at Dynamic Planner and Jim Henning, Head of Investment Services, discuss decumulation solutions for your clients in this target market.
Adam Shaw Keynote
Keynote from Adam Shaw British Business Journalist and Presenter for the BBC and ITV. Adam talks to us about his views on the economy and politics through the eyes of a broadcast journalist
Ben Goss Keynote
The future of financial planning technology has arrived; The Dynamic Planner big reveal from CEO Ben Goss. Ben unveils a series of industry beating technological advancements delivered live from Dynamic Planner
Panel debate – With Financial Advisers.
A panel debate with financial advisers representing the full spectrum of firms today. What is their experience in 2022? Their challenges? And their successes?
Panel debate – With Chief Investment Officers
A Dynamic Planner Conference highlight. Hear from top CIO’s, sharing their views on the very latest in investments and markets in 2022.
Keynote – With Rt Hon Lord Deben
Keynote – With Rt Hon Lord Deben, Chairman, Committee on Climate Change. A passionate advocate for the power of financial services to drive transformational change in the world today. Powerful insight from a key figure and industry expert.
Adam Shaw Keynote
Award-winning journalist Adam Shaw looks at unexpected results of previous crises and what lessons we can learn from them in light of today’s pandemic. Adam then spotlights successful business leaders and what they have in common.
Ben Goss Keynote
The Annual Keynote from Ben Goss, the CEO and co-founder of Dynamic Planner. Hear him discuss the future of financial planning technology, how it’s been impacted by the last 12 months and how the industry is set to respond moving forward.
Cash Flow panel debate – with Financial Advisers.
Deepening client relationships with cash flow modelling in 2021 – Hear from advisers who have adopted Dynamic Planner Cash flow to support their clients during the pandemic and in the process, have grown both their relationships and practice.
Naomi English Keynote
A rare chance to hear exclusively from the Managing Director of ESG Product Strategy at MSCI.
Press Panel
2020 from the media’s perspective. Editors from leading industry titles live to tell the tale of 2020 and, in a rare opportunity, transparently discuss the role they play in financial services.
Gerd Leonhard Keynote
The next 10 years: How to develop a future mindset and make better decisions today – With Gerd Leonhard, futurist, humanist, author and CEO, The Futures Agency. An internationally renowned speaker, who focuses on ‘people, planet, purpose and prosperity’.