Introduction:
The 36th Meeting of Minds – Advisory Distributor event took place on Thursday 23rd November 2023. This document summarises the key issues raised in the topics discussed during the roundtables that took place.
The Meetings are Chatham House and thus participants are encouraged to speak openly and frankly and share insights and learning in the knowledge that any comments they might make will be non-attributable. Participants enjoyed access to strategic insight, active involvement in shaping the industry and networking at the highest level.
The Format:
This Meeting is a strategic forum organised on a biannual basis by Owen James. It brings together some 60 plus CEOs/Managing Directors - who are responsible for setting the business strategy of their organisations – and the CIOs/Heads of Investment - who set the overarching investment strategy for the organisation - for a blend of interactive roundtables addressing a carefully curated agenda, external keynotes and networking.
The Sponsors:
We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place.
The following groups took part in this Meeting and their motivation for taking part was threefold:
- To be, and to be seen as being supportive of the industry;
- To understand the stresses and strains being placed on the industry and, where possible, respond to them; and
- To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned
The Facilitators:
We would also like to thank our facilitators. The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators. We are very grateful for the help of Brod Whiting, Helen Clark, John Chapman, Emma Napier, Ben Wright, Paul Miles, Roderic Rennison, Martyn Laverick and Don Wild.
The Findings
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Pain Point – Pursuing productivity efficiencies without diluting depth of engagement
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Party Lines – The pros and cons of outsourcing investments
Expert: James Lewis, UK Chief Investment Officer, Mercer Global Investments Facilitator: Don Wild, Wild Ochre Consulting
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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PE Lesson - Growth and integration tips from the US
Expert: Vincent Tiseo, Head of Business Strategy and Marie-Laure Humbert, Senior Strategist, GSAM Strategic Advisory Solutions Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Risky Business - Selling in the time of the Consumer Duty
Expert: John Chapman, Director, Catalyst Partners Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
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Wealth Curve – Managing the new risks, rules and requirements
Expert: Jessica Reed, Partner, Financial Services, Farrer & Co Facilitator: Martyn Laverick, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
