Summary
The third Meeting of Minds Asset Management took place on Thursday 20 September at The Berkeley Hotel, London. This document summarises the key issues raised in the topics discussed during the roundtables that took place on the day.
A Meeting of Minds Asset Management is a biannual strategic forum organised by Owen James in association with Lansons. This Meeting brings together the asset management community focused on Retail Distribution Strategy. Participants are Director level and above and are personally invited.
Participants enjoy access to strategic insight, the opportunity to benchmark their businesses and access to best practice learning.
The day is a blend of roundtable sessions addressing a pre-researched and pre-agreed agenda with open discussion led by objective and professional moderators; keynotes provided by external speakers whose remit is to spark debate and encourage fresh and original thinking; plus substantial networking both structured and unstructured.
To find out more about taking part, please contact John Hall at Owen James: johnhall@owenjamesgroup.com or you can contact him on 01483 862696.
This Report
The Roundtable sessions were facilitated and written up by Lansons and we are very grateful for the time and energy they expended. We hope you will consider this report an interesting, thought-provoking and accessible read. As ever your feedback is much appreciated.
We would also like to thank the independent experts who were part of the sessions for sharing their knowledge and giving us their time and energy both in the run up to this Meeting and on the day.
The Findings
-
It's not just about the investors of the future. How are the baby boomers doing?
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
