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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What are the different investment approaches for the different stages of retirement?
Expert: Paul Speight from Canada Life & Henny Dovland from Time Investments Facilitator: Rupert Neville, Consultant
17 October 2023New for 2023! Retirement Matters - October 2023
complianceInvestmentsPerformanceRegulatorsRetirementRetirement
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Changing Behaviour - Why investors should be wary of cash or short duration bonds
Expert: Jason Borbora-Sheen, Portfolio Manager, Ninety One Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Core Belief - How can investors get ‘more from the core’ in fixed income?
Expert: David Roberts, Head of Fixed Income, Nedgroup Investments Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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First Innings - What will the AI frenzy mean for Gatekeepers?
Expert: Varun Rajwanshi, Senior Vice President, Lazard Asset Management Moderator: Chris Rushworth, Associate Director, Alpha Financial Management
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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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
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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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Age of AI - The potential for driving adviser productivity
Expert: Rob Tedder, Account Manager UK, Conquest Planning Facilitator: Ben Wright, Director of Progress, Change Squared and Paul Miles, Founder, Silverback Consultancy
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AIDataFinancial adviserFinancial Advisoryoutcomesproductivity
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Competitive Streak - Turning consumer duty into opportunities Winning Advisers South
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersClientCommunicationConsumer DutyFinancial AdvisoryPortfolios
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Delicate Balance – Could the pursuit of efficiency dilute the depth of engagement?
Expert: Chris Williams, Proposition Director, Nucleus Facilitator: Niall Buggy, Partner, Asset & Wealth Management, Sionic
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
Consumer DutyDigital platformEngagementFinancial AdvisoryTechnologyTraining