A Meeting of Minds Winning Advisers South 2024

Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ

10 October 2024

A Meeting of Minds Winning Advisers South - October 2024

A Meeting of Minds Winning Advisers South - October 2024

  • 10 Oct 2024

    Tylney Hall Hotel & Gardens

    Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ

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This event brings together the owner managers of financial advisory firms which typically have £150M - £500M funds under management and between 3 and 20 RIs. The agenda will examine all aspects of your business, focusing on productivity and profitability, as well as overarching trends within 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 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

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How does it work?

A Meeting of Minds is a day long forum with a networking dinner and drinks the evening before and 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. 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.

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 owner managers, CEO's and MD's of independently spirited financial firms. 

What does it cost?

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

Registering as a Participant

For further details please email clarefrost@owenjamesgroup.com

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Sponsors & partners

Scottish Widows

Albemarle

Transact

Herrington Carmichael LLP

Columbia Threadneedle Investments

Tribe Impact Capital

LV=

Timeline

Fidelius Ltd

LGT Wealth Management

Capital Group

Standard Life

BlackRock

Hymans Robertson

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

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Speakers

  • Paul Holbrook

    Paul Holbrook

    Founder, Diary Detox

    Paul Holbrook is a former Financial Services MD, author of ‘What Are You Doing? – The Uncomfortable Truth About How You Waste Time at Work’, LinkedIn Top Voice, and founder of Diary Detox Limited, a company he created with a simple purpose in mind – to create a world of better led people. Having spent 20-years in fast moving technology change, he got fed up hearing managers say they didn’t have time to manage and left the fat pay-check to create the Diary Detox® – a method he designed to give managers at least a day back in their calendar, every week. As a speaker, Paul has wowed audiences of global organisations – Microsoft, Panasonic, Novartis, Johnson & Johnson, etc. – giving them eye-opening insights into where their time goes and offering crazily simple techniques that improve their productivity, leadership, and wellbeing. He’s even spoken live from the trading floor of the London Metals Exchange.

  • Alex Atherton

    Alex Atherton

    Experienced educator, executive coach and leadership team coach

    Alex Atherton is an experienced educator, executive coach and leadership team coach. He worked in education for 25 years, over half of which was spent as a secondary school headteacher in large inner-London comprehensives. On appointment he was the youngest secondary school head in the country. He has also led a pupil referral unit, and has worked with both primary schools and further education. Alex Atherton runs a leadership development consultancy which supports individual clients and executive teams from a range of industries. He is highly passionate about the value of professional development and in empowering others to overcome their leadership challenges. He specialises in working with senior leaders, supporting them to think big, shatter glass ceilings, achieve beyond their wildest expectations and work together with impact they did not think possible. Clients include CEOs and leaders from the public, private and voluntary sectors.

  • Nick Hulme

    Nick Hulme

    Head of Department, Financial Conduct Authority

    Nick joined the FCA in 2019 after a decade in financial stability and prudential supervision roles at the FSA, Bank of England and Prudential Regulation Authority. He has also worked in private office for two Ministers of State at HM Treasury. Prior to this role in Consumer Investments, he worked in the FCA’s Financial Resilience Department. He holds an MBA Dip from Said Business School, Oxford University and BA Hons in Financial Management and Italian from Royal Holloway, University of London. He is also a publicly elected volunteer Governor of East Kent Hospitals NHS Foundation Trust and previously a Treasurer Trustee at two sports charities.

Location

Tylney Hall Hotel & Gardens, Tylney Hall Hotel & Gardens, Ridge Lane, Hook, RG27 9AZ


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