Advisory Distributors

The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL

21 November 2024

A Meeting of Minds - Advisory Distributors - 21 November 2024

A Meeting of Minds - Advisory Distributors - 21 November 2024

  • 21 Nov 2024

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL

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This Meeting brings together the CEOs/MDs, who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. 

THE BENEFITS OF PARTICIPATING:

  • Strategic engagement - Share best practice
  • Meet your peers - Networking at the highest level
  • Hear new thinking and explore the latest trends
  • Inspiring insights from external keynote speakers
  • Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to finding collective ways of driving change forward
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in three roundtables focusing on those subjects which matter to you
  • CPD accredited

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HOW DOES IT WORK?

A Meeting of Minds is a blended experience:

Keynotes:

Geared to encouraging new thinking – typically from outside of the industry. In this new more digitally acceptable world, it might offer us the opportunity to stream in speakers from across the world – which does broaden the scope.

Roundtables:

Carefully choreagraphed interactive sessions to ensure maximum engagement. The agenda is up to the minute and relevant. The whole Meeting is Chatham House and participants are encouraged and able to speak openly and freely. The roundtables typically have some 15 - 20 of your peers.

Networking:

Scheduled one to ones to ensure you are able to achieve that crucial time developing new ideas and establishing new business relationships and a formal seated luncheon.

In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.

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WHO WILL BE PARTICIPATING?

This event will bring together the Chief Executive Officers and Managing Directors - those who set the strategic direction for the business - and those key decision makers who are involved in designing the firm's investment strategy and client proposition.

WHAT DOES IT COST?

The Meeting is by invitation only and therefore free to attend.

REGISTERING AS A PARTICIPANT

Participation at A Meeting of Minds Advisory Distributors is by formal invitation only. 

For further details please contact John Hall on johnhall@owenjamesgroup.com

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Sponsors & partners

Downing

Ingenious

Puma Investments

Time Investments

Liontrust

Seccl Technology Limited

HSBC GAM

Hymans Robertson

Nucleus Financial Services

Dynamic Planner

SEI Wealth Platform

Goldman Sachs Asset Mangement

Dimensional Fund Advisors

Vanguard

For more information about sponsoring the event, please get in touch

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Speakers

  • Tim Papandreou

    Tim Papandreou

    Keynote Speaker - Gen AI, Robotics, Emerging Technologies & Google X Advisor, Ex-Waymo/Google & Forbes Writer

    Tim is a pragmatic futurist who uses his expertise in policy, emerging technology, and strategic operations to build the future, today. He's a thought leader with a deep understanding of AI ecosystems, supply chains, moonshot thinking, digital transformation, and the impact of technology on living, working, wellness, and cities. Tim's an architect of innovation. As the Founder and CEO of ETA Advisors, he empowers investors, companies, startups, and governments to navigate the ever-changing tech landscape with ever-shifting geopolitics. His guidance is built on real-world experience, serving as a key advisor at X, the Moonshot Factory (Google parent Alphabet's top secret innovation lab). Here, he focuses on commercializing cutting-edge technologies like generative AI and robotics.

  • James Kanagasooriam

    James Kanagasooriam

    Chief Research Officer, Focaldata

    Best-known for coining the phrase, ‘Red Wall’, James Kanagasooriam is one of Britain’s most closely watched pollsters and political commentators. He works for research company, Focaldata where he is chief research officer. The ‘Red Wall’ phrase came into common parlance pretty much after the 2019 election which saw Boris Johnson win an 80 plus seat majority.

  • Victoria Humphries

    Victoria Humphries

    Business resilience trainer

    Victoria Humphries is a polar adventurer, three times Guinness World Record holder, mountain climber, marathon runner, author, Bath based businesswoman and a ‘normal’ person. She prides herself on being just your average woman who happens to believe that Anything is Possible if you put your mind to it. Life is full of challenges and we always have a choice – step forward or run away, be overcome by the enormity of it or be brave and step into it. What’s the worst that can happen? Just give it a go! Victoria was a member of the first all-women's expedition to the North Pole and since then has embarked on various adventures and challenges. When not accepting challenges and generally being a little bit bonkers she has spent 25 years working in the education sector as a teacher, governor, Managing Director, consultant and trainer. She continues to work in education and also works with businesses and schools running resilience workshops; encouraging staff and students to use their lived experiences to build their ‘resilience toolbox’.

Location

The Berkeley Hotel, The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL


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