Findings from Meeting of Minds Gatekeepers - 14 March 2024

The Context:

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 across both wealth management and advisory.

This document captures the outputs from the programme of eight interactive roundtables which took place.

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. of A Meeting of Minds and integral to that role are our facilitators. We are very grateful for the help of Rupert Phelps, Independent Consultant, Pan Andreas, Independent Consultant, Sascha Calisan, Director, Davies Group, Leigh Fisher, Head of Business Development, EMEA, Door, Elemi Ategolo, Consult Ventures and Paul Kearney, Director, Asset Risk Consultants (UK) Limited.

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