After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Informed Choice - Finding value in real assets
Expert: Andrew Gill, Fund Manager, TIME Investments Moderator: Rupert Phelps, Independent Consultant
12 October 2023A Meeting of Minds Gatekeepers - October 2023
AssetGatekeepersInflationInterestPortfoliosrent
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Private Markets - How to access them more efficiently
Expert: Dr. Lulu Wang, Portfolio Strategist – Global Private Markets' Solutions, abrdn Moderator: Rupert Phelps, Independent Consultant
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Sustainable Returns - Climate transition within fixed income
Expert: Adrian Hull, Global Head of Core Fixed Income, Aegon Asset Management Moderator: Vanessa Bingle, Director, ESG & Responsible Investment, Alpha FMC
12 October 2023A Meeting of Minds Gatekeepers - October 2023
climate changeESGFixed IncomeGatekeepersInvestmentssustainable
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Tightening Mode - Risks and opportunities in fixed income
Expert: Peter Fitzgerald, CIO Multi Asset & Macro, Aviva Investors Moderator: Sam Shaw, independent consultant/freelance journalist
12 October 2023A Meeting of Minds Gatekeepers - October 2023
Emerging MarketsEquity releaseFixed IncomeGatekeepersInflationInterest
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US Equities - More than just growth tech stocks?
Expert: Daniel White, Head of Global Equities, M&G Investments Moderator: Paul Kearney, Managing Director, Asset Risk Consultants (UK) Limited
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Being Careful - Opportunistic and selective is now the order of the day
Facilitator: Blaise Cardozo. Expert: Pierre Debru
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ESGGatekeepersGrowthOpportunitiesProfitabilityStrategy
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Improvers Rather Than Exclusions - How Portfolio Decarbonisation is Changing
Expert: John Teahan, Redwheel Facilitator: Ian Saunders
23 March 2023A Meeting of Minds Gatekeepers - March 2023
DiversificationGatekeepersIntegrationInvestmentsPortfoliossustainable
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Investor Biases - Avoiding these in order to spot opportunities
Facilitator: Don Wild. Experts: Vera German and Juan Torres
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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One Stop Shop: Why Gilts and Sterling Corporate Bonds can no Longer be Relied on for UK Fixed Income Investors
Expert: Fraser Lundie, Federated Hermes Facilitator: Andrew Mills, Insight Financial Research
23 March 2023A Meeting of Minds Gatekeepers - March 2023
BondsDiversificationFixed IncomeGatekeepersGrowthInvestments
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Regime Change - A new set of rules for navigating a new investment era
Facilitator: Leigh Fisher. Expert: Paul Skinner
23 March 2023A Meeting of Minds Gatekeepers - March 2023
Emerging MarketsGatekeepersInterestInvestmentsliquidityRegulatory Issues
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Taking Interest - The case for reviewing bond allocations in a more polarised world
Facilitator: Paul Kearney. Moderator: Mark Dowding
23 March 2023A Meeting of Minds Gatekeepers - March 2023
BondsFixed IncomeGatekeepersInterestPortfoliosvalue
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Transition Opportunities - Investing in the transition and unlocking Green Alpha
Facilitator: Ian Saunders. Experts: Thomas Hohne-Sparborth and Didier Rabattu
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ESGGatekeepersGreen InvestingInflationInvestmentssustainable