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A Meeting of Minds Gatekeepers - March 2022

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

17 March 2022

A Meeting of Minds Gatekeepers - March 2022

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A Meeting of Minds Gatekeepers - March 2022

  • 17 Mar 2022

    The Berkeley Hotel

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

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This Meeting brings together heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.

 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.

How does it work? 

A Meeting of Minds is a day long forum, breakfast through to drinks made up of 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. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities including a formal seated luncheon.
  • Some “me” time. We thought the art of sleeping might be a good start!

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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 heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.

What does it cost? 

  • The Meeting is free to attend.

REGISTERING AS A PARTICIPANT

Participation at A Meeting of Minds is by invitation only.

For further details please email charliemartin@owenjamesgroup.com

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Register as a Participant

Participant List - See who joined us on the day

Schedule of the Day and Roundtable Topics

Scene Setter - Pre event research - findings

Findings

Sponsors & partners

Nuveen

Capital Group

Allianz Global Investors

Redwheel

Ninety One

State Street Global Advisors

Goldman Sachs Asset Mangement

Sponsor the event

Find out More

Speakers

  • Graham Harrison

    Graham Harrison

    Group Managing Director, ARC

    Graham is co-founder and Group Managing Director of ARC Group Limited (ARC).  After obtaining a post graduate degree from the London School of Economics, Graham worked for HSBC in its corporate finance division where he specialized in financial engineering. Following a secondment with the Caribbean Development Bank, he moved to Guernsey to work for the Bachmann Group with a brief to develop asset management and investment consultancy services. In 2002 he led the management buy-out of ARC, taking the company independent. He is a Chartered Wealth Manager of the Chartered Institute for Securities and Investment. Graham serves as a non-executive director on a number of listed and unlisted investment vehicles and charities.

  • David Murrin

    David Murrin

    David Murrin is a polymath known for his advisory content in Murrinations. His career has focussed on the recurring patterns of history and using them to try and predict the future for markets and society in turbulent times. He has a remarkable track record.

  • Caroline Burkart

    Caroline Burkart

    Associate Partner, Client Insight, AON Client Insight

    Caroline is an Associate Partner at Aon and leads the development of client relationships in the UK and Europe. She has over 25 years experience in the Private Banking and Wealth industry, and consults to private banks and wealth managers with the goal of bringing the Voice of the Client into the boardroom, to contribute to strategy and business performance. Caroline draws on experience from an earlier career as Head of International Private Clients at Credit Suisse (London) to navigate the complexities of maintaining and growing local and global wealth businesses in a rapidly-changing environment.

Location

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


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