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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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
ESGGatekeepersGrowthPrivate EquityPrivate MarketTechnology
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Evidencing Value – The impact of higher interest on propositions and pricing
Expert: Lucy Grier and Dan Fairweather, Benchmark Capital Facilitator: Svenja Keller, Founder & Director, SK Inspire
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
AdviceConsumer DutyFinancial AdvisoryPricingPrivate EquityTechnology
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Mix it up: Hedge funds, fixed income, and the democratisation of private assets
Facilitator: Kevin Scully Expert: James Lowe
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
AssetFixed IncomeGrowthhedge fundsPrivate EquityWealth Management and Private Banking
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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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M&A Vs. organic growth. Is creating value and putting the client first mantra or myth?
Moderator: Richard Clarke, Hannam & Partners Expert: John Chapman, Catalyst Partners
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
compliancePricingPrivate EquityRelationshipsretailValuationWealth Management and Private Banking
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Private Market Prospects. Supply struggles and inflationary pressures in the post-pandemic world
Expert: Adam Harrison, Titanbay Facilitator: Chris Shaw, Dundas Consultancy
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
DigitalDue DiligenceInflationliquidityPerformancePrivate EquityPrivate MarketWealth Management and Private Banking
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Merger and acquisition (M&A) activity: what are they looking for and what are their long-term strategies?
Expert: Keith Hare, Head of Corporate Development, Benchmark Capital. Facilitator: John Chapman, Consultant, Catalyst Partners
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AcquisitionBusiness ModelClient acquisitionFinancial AdvisoryM&AMergerPrivate Equity
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How to exit your company and be happy with the outcome.
AcquisitionFinancial adviserFinancial AdvisoryFinancial servicesM&AMergerPrivate Equity
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How to exit your company on top and be happy with the outcome
AcquisitionFinancial AdvisoryM&AMergerPrivate Equity