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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Style Sense - Consistency, forecasting and market dynamics
Expert: Andy Evans, Fund Manager, Value and Jonathan Yow, Lead Data Scientist, Schroders Facilitator: Paul Kearney, Director, Asset Risk Consultants (UK) Limited
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Taking Stock – Navigating shifting market regimes in global equities
Expert: Jeremy Richardson, Senior Portfolio Manager, RBC Global Equity Team, RBC BlueBay Asset Management Facilitator: Sascha Calisan, Director, Davies Group
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Transformative Potential - How to harness AI in asset management
Expert: Andy Uttley, Co-Head Business Data, Analytics & Tools at Capital Group Facilitator: Leigh Fisher, Head of Business Development, EMEA, Door
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Turning Red – Anticipating a new political landscape in the UK
Expert: Graham Hook, Head of UK Government Relations and Public Policy, Invesco Facilitator: Pan Andreas, Independent Consultant
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Automate to elevate – how to scale whilst lowering operating costs and heightening customer experience
Expert: Nigel Armstrong, Head of Wealth and Asset Management Solutions at SS&C Blue Prism Facilitator: Blaise Cardozo, Director at Davies - Consulting Division
07 March 2024WealthTech Matters The Client - March 2024
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Balancing act – unlocking productivity to deliver an improved client experience
Expert: David Hinton, Chief Operating Officer, SEI Facilitator: Gilly Green, Board Advisor and Management Consultant at FoxRed Insight
07 March 2024WealthTech Matters The Client - March 2024
AIClient ExperienceDataproductivityTechnologyWealthTech Matters
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Data driven – how to evidence value with a ‘less is more’ approach
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
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Excellent report – enhanced reporting solutions to meet evolving client needs
Expert: Mina Patel, Client Reporting Consultant at FSL Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
DataInvestmentsreportingtaxWealth managementWealthTech Matters
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Feeling the margin squeeze - how to thrive in a cost-cutting environment
Expert: Milan Patel, Global Head of Sales Engineering at FA Solutions Facilitator: Blaise Cardozo, Director at Davies - Consulting Division
07 March 2024WealthTech Matters The Client - March 2024
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Get closer – facilitating stronger client engagement with technology
Expert: Hakan Kocabeyoglu, EVP of Product at Unblu Facilitator: Karl Cranswick, Director at Solve Partners
07 March 2024WealthTech Matters The Client - March 2024
AIClient ExperienceEngagementTechnologyWealth managementWealthTech Matters
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Personal effects - harnessing AI to fuel the human experience
Expert: Elemi Atigolo, Managing Partner at Consult Venture Partners / Phil Carden, Product Director at SS&C Facilitator: Paul Miles, Founder at Silverback Consulting
07 March 2024WealthTech Matters The Client - March 2024
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Client profiling is not a game. What should we be measuring?
Expert: Louis Williams Dynamic Planner Facilitator: Brod Whiting
24 November 2023A Meeting of Minds Advisory Distributors - November 2022