Asset Management

The Berkeley Hotel, Wilton Place, Knightsbridge, London

19 September 2019

A Meeting of Minds Asset Management - 19 September 2019

A Meeting of Minds Asset Management - 19 September 2019

  • 19 Sep 2019

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London

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A Meeting of Minds Asset Management brings together the CEOs, the COOs and the Strategic Distribution Heads within the UK asset management community for a half day of strategic discussion. With so much disruption sweeping through the industry – be it tech, regulatory, evolving business models, competing for a different talent base – and that is before we talk about investment performance, geopolitical uncertainty and disruptive new entrants - sitting at the top of all this is not an easy or particularly comfortable place to be.

This is your opportunity to share some of the angst, to benchmark with your peers, to share best practice and discuss the changing face of asset management.

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 find collective ways of driving change forward
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you
  • CPD accredited

How does it work?

A Meeting of Minds is a carefully curated half day running from a networking breakfast through to a formal luncheon. The format is a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry;
  • Roundtables – small facilitated groups addressing a carefully researched agenda. Conversations are Chatham House allowing participants to speak openly and freely
  • Plenty of networking opportunities including a formal seated luncheon
  • Some “me” time. Leadership can be a lonely old place!

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.

Who will be participating?

  • This event will bring together the CEOs, the COOs and those responsible for overseeing the firm's distribution strategy.

What does it cost?

  • There is no fee to take part - just your time - and we appreciate that is a very precious commodity.

If you would like to join or discuss the Meeting in more detail, do please call John Hall or Evie Owen on 01483 861334 or email johnhall@owenjamesgroup.com

 

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Schedule of the Day

  • 08:15

    Breakfast

    Informal networking over breakfast

  • 09:35

    Roundtable 1

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 10:40

    Roundtable 2

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 11:40

    Morning Coffee

    Apple & BlackBerry time

  • 12:00

    Roundtable 3

    The participants will take part in small facilitated groups addressing the session they have chosen.

  • 13:00

    Lunch

    A seated formal luncheon incorporating the second keynote.

  • 14:20

    Farewell

    And back to work we go!

Sponsors & partners

FundsLibrary

InvestCloud

Vanguard

SPONSOR THE ASSET MANAGEMENT EVENT

Find out more about becoming a Strategic Partner or Sponsor on this event.

Find out More

Speakers

  • Jamie Broderick

    Jamie Broderick

    Advocate for Social Impact Investment, Government Sponsored Taskforce on Social Media Investing

    Jamie Broderick was CEO of the UBS Wealth Management business in the UK & Jersey, which has over 200 client advisors providing wealth and investment management services to private clients. He joined UBS in January 2013 and was appointed UBS Group Managing Director in March 2014. Jamie spent the majority of his career prior to UBS with JP Morgan, having joined JP Morgan Investment Management in 1993. He held a number of senior roles before becoming Head of EMEA, JP Morgan Asset Management in 2005. He began his investment management career with Wellington Management Company. He received an AB in Linguistics and Arabic from Harvard College, extending his studies with a teaching fellowship at Phillips Academy and doctoral studies in ‘Linguistics and near Eastern Languages and Civilisations’ at University of Chicago.

  • George Pascoe-Watson

    George Pascoe-Watson

    Senior Partner & Chief Advisor, Portland Communications

    Who needs politicians? Do they add value? Whose side are they on? George Pascoe-Watson, Senior Partner and Chief Advisor, Portland Communications. A former Political Editor at the Sun and a frequent panellist on BBC Question Time, Any Questions and the Week in Westminster makes him well-positioned to judge.

Location

The Berkeley Hotel, The Berkeley Hotel, Wilton Place, Knightsbridge, London


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