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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Could playing a lead role in the housing ecosystem give you a head start?
Expert: Faraz Ahmad, Associate Partner and Senior Solution Leader, McKinsey Facilitator: Ben MacGregor, Director, Savanta
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
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How might Artificial Intelligence (AI) enhance the mortgage lending process?
Expert and Facilitator: David Owen, Wealth Proposition Director, Openwork
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
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The house as an investment - A look at the buy-to-let market
Expert: Jennifer Lloyd, Head of Mortgage Products, Skipton Building Society Facilitator: Mark Spiers, Partner, Bovill
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
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Tightening up the definition of green mortgages
Expert: Rachael Hunnisett, Green Mortgage Campaign Lead, Green Finance Institute Facilitator: Kathy Ellison, Director, Savanta
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
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Choice Matters – Enabling advisers by measuring impact
Expert: Alex Whitson, Managing Director at VouchedFor
28 June 2023WealthTech Matters The Adviser - June 2023
advisersCommunicationConsumer DutyDigitalHybridWealthTech Matters
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Client Lifecycle Management – Putting IT at the heart of business and the role of AI
Expert: Alessandro Tonchia, Head of Strategy at InvestCloud Europe and Asia Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AIClient Data ManagementClient ExperienceOnboardingWealth managementWealthTech Matters
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Cost & Benefits – Leveraging technology to transform client-adviser communications
Expert: Luc Haldimann, Co-Founder and CEO of Unblu Facilitator: Blaise Cardozo, Director of Sionic
28 June 2023WealthTech Matters The Adviser - June 2023
CommunicationcompliancecostIntegrationTechnologyWealthTech Matters
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Digital Space – Adapting to evolving assets
Expert: Bruce Keith, CEO of Bridgeweave Facilitator: Stephen Wall, Co-founder and Head of Marketplace and Content at The Wealth Mosaic
28 June 2023WealthTech Matters The Adviser - June 2023
cryptoDigitalInvestmentsvalueWealth managementWealthTech Matters
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Efficiency Generation – What the future of work looks like for the adviser
Expert: Chris Thorne, Senior Solution Consultant at SS&C Blue Prism Facilitator: Gilly Green, Managing Partner at FoxRed Insight
28 June 2023WealthTech Matters The Adviser - June 2023
AutomationClient ExperienceRelationshipsTechnologyWealth managementWealthTech Matters
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Bold Step - Implications for Investors of the UK's Approach to Sustainable Investing
Expert: Jess Foulds, ESG Strategy Director, Aviva Investors Facilitator: Brod Whiting, Director JoyndUp
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
climate changeESGFCAFinancial AdvisoryGreenwashingsustainable
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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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Competitive Streak - Turning Consumer Duty into Opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director Change Squared
22 June 2023A Meeting of Minds Advisory Distributors - June 2023