Findings from Meeting of Minds Gatekeepers - 12 October 2023

The Context:

Our fifth Meeting of Minds Gatekeepers took place on Thursday 12 October. This document captures the outputs from the programme of eight interactive roundtables which took place.

This Meeting is a strategic forum organised on a biannual basis by Owen James. It 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 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
• 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 Chris Rushworth, Associate Director, Alpha Financial Management; Sam Shaw, independent consultant/freelance journalist; Vanessa Bingle, Director, ESG & Responsible Investment, Alpha FMC; Paul Kearney, Managing Director, Asset Risk Consultants (UK) Limited; Sascha Calisan, Director, Davies Group; Rupert Phelps, independent consultant.

Their role was to ensure that the roundtables maintained their focus and to encourage participation from all.