Colossal Conversation 1

Cameron Wood, Iress: Embrace your Superpower:  Cameron will explore the idea that everyone has a unique “superpower”, an innate trait that, when embraced, can lead to greater fulfilment and success. He’ll share how his own superpower, fierce competitiveness, was something he once tried to hide, believing it didn’t fit with societal expectations. But by leaning into it, he unlocked new opportunities, including a career move where that competitive edge became a real asset. Cameron will encourage the audience to reflect on their own superpowers and consider how these can be used not only for personal growth but also to make a meaningful impact.

Andrew Yule, M&G: Beyond the Numbers: A Human Lens on Risk When we talk about risk in financial planning, we often default to numbers—volatility, drawdowns, standard deviations. But risk isn’t just a metric. It’s a feeling. It’s the knot in your stomach when markets tumble. It’s the sleepless nights, the second-guessing, the quiet fear of not fulfilling their dreams. In this talk, Andrew will share a personal journey that challenged his understanding of risk -- not as a statistic, but as a profoundly human experience. He’ll explore how traditional models, while useful, only scratch the surface of what clients truly go through. And he’ll share how real transformation begins when we stop talking about risk and start listening to how it feels.

Ben Moxon, Orbis Investments (UK) Limited: Concentration Risk: Concentration Risk: Navigating the Narrow Market Markets today are increasingly dominated by a small group of US megacap tech stocks—the so-called “Magnificent 7.” This extreme concentration poses a hidden risk for investors, especially those in passive strategies or growth-focused active funds. In this session, Ben will explore why the current market structure leaves portfolios vulnerable and what investors can do about it. He will also examine how investors can navigate today’s concentrated markets by applying a more balanced style framework—one designed to enhance long-term outcomes and mitigate downside risk.

Brad Stratton, Morningstar Wealth UK Limited: Client approved AI user cases for financial advisers: Client approved AI use cases for financial advisers Bradley Stratton will overview Morningstar Wealth’s latest adviser and client research. Identifying AI use cases within your practices can drive efficiencies and free up time to focus on your business and your clients. Not all use cases are created equal. Insight from this research shows which areas clients are happy for you to utilise AI for and which they are not.