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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UK Retirement: Are Consumers Over Confident?
Expert: Philip May - Director Capital Group Facilitator: Don Wild
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ConsumerGatekeepersInflationInvestmentsMarket TrendsRetirement
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Economic franchises in a time of inflation
Expert: Bertrand Cliquet, Lazard Asset Management Facilitator: Paul Kearney
20 October 2022A Meeting of Minds Gatekeepers - October 2022
GatekeepersGeopoliticsInflationInterestPrivate EquityStrategy
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Emerging markets - a contrarian's wonderland
Expert: George Rolls, Investment Director on M&G Global EM Fund Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetChinaEmerging MarketsFixed IncomeGatekeepersGeopolitics
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ESG and Sustainability in fixed income: Why tailoring to each fixed income sector is critical
Facilitator: Sam Shaw, independent consultant Expert: Paul Skinner, investment director – sustainable fixed income at Wellington
20 October 2022A Meeting of Minds Gatekeepers - October 2022
DataEquitiesESGGatekeepersRegulationsustainable
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How to give your core allocation an ESG makeover
Expert: Vincent Denoiseux Facilitator: Sianne Haldane
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetDataESGGatekeepersNet ZeroThematic investment
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Is 60/40 dead or just sleeping?
Expert: Altaf Kassam, MD, EMEA head of investment strategy and research Facilitator: Sam Shaw, independent consultant
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BankFixed IncomeGatekeepersGrowthInflationInvestments
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Natural capital - The opportunities that arise from nature positive solutions
Facilitator: Sianne Haldane Expert: Sam Tripuraneni
20 October 2022A Meeting of Minds Gatekeepers - October 2022
ESGGatekeepersInvestmentsOpportunitiesRegulatory IssuesSustainable Solutions
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Navigating fixed income through regime change
Expert: Scott Freedman, Newton – Portfolio Manager Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022
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Staying strong. How behavioural finance informs investment decisions
Expert: Ashish Chugh, Portfolio Manager, Global Emerging Market Equities, Loomis, Sayles & Company Facilitator: Niall Buggy
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BehavioursDue DiligenceEmerging MarketsGatekeepersInvestmentsRegulation (Geographical)
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The greater good. A need for more positive thinking, not just more positive portfolios
Expert: Carol Storey, Roberta Barr Facilitator: Niall Buggy
20 October 2022A Meeting of Minds Gatekeepers - October 2022
ESGGatekeepersInflationInvestmentsPortfoliossustainable
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Tuning out noise: The practical importance of maintaining investment principles in volatile times
Expert: Marco Lo Blanco, research analyst and portfolio manager, Seilern Investment Management Facilitator: Sam Shaw, independent consultant
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetFlexibilityGatekeepersInvestmentsPerformance
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Value v. Growth: should portfolios have a style bias?
Expert: Mamdouh Medhat, Dimensional Facilitator: Paul Kearney
20 October 2022A Meeting of Minds Gatekeepers - October 2022
GatekeepersGrowthInvestmentsPortfoliosValuationvalue