Executive Lunch

What CCI means for investment managers

A small-group discussion regarding CCI regulation and actionable next steps.

Kurtosys
What CCI means for investment managers 1

As the Consumer Composite Information (CCI) regime approaches, investment managers face increasing pressure to understand the practical implications for their businesses and prepare for implementation.

Join Kurtosys and industry experts for an exclusive in-person event exploring what CCI means in practice, and the actions firms should be prioritising now.

This focused discussion is designed for investment managers, distribution leaders, product specialists and regulatory professionals looking for practical insights beyond the headlines. Places are limited to encourage meaningful discussion and networking.

Agenda

Time
Session
12:00-12:20
Guests arrive
Canapes and welcome drinks
12:20-12:30
Welcome
Welcome from Kurtosys (Simon Bray)
12:30-12:45
CCI overview
Ian Runacres, FCA
12:45-13:15
CCI readiness panel discussion
Giles Swan, David Ostojitsch (PIMFA) and Ian Runacres in conversation
13:15- 14:15
Lunch
Seated lunch in The Tower Bridge Room
For those that can remain for the afternoon/evening to network with peers
14:15-16:00
Table discussions with peers
Open networking with all attendees and speakers
16:00-18:00
Drinks
Prosecco House, London Bridge

Reserve your seat

Limited capacity

Attendance for this event is limited to maintain a high-value discussion.

Speakers

Giles Swan

Giles Swan

Public Policy and Regulatory Consultant | Non-Executive Director

Giles Swan will share his views on the current state of CCI, what firms should be focusing on today, and how the industry is preparing for the new requirements.

Giles has two decades of public and private sector leadership experience with a wide-ranging background spanning capital markets, investment funds, asset management, insurance and digital finance.

Giles has been a regulator, policymaker, head of policy for a prominent global FinTech company, and the global policy director for a leading trade association. He is a non-executive director for several companies, an expert witness, runs a consultancy and advisory firm, and is the academic programme director and associate faculty for several finance-related courses and education certificates.