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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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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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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Reality Cheques - Natural Risk, Geopolitics & Financial Markets
Expert: Alexander Chartres, Investment Directo, Ruffer LLP Facilitator: Ben MacGregor, Director, Client Development, Savanta
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Chinaclimate changeFinancial AdvisoryGeopoliticsMarket TrendsRisk
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Permacrisis Point - The Cost of Living is High, But What About The Cost of Uncertainty
Expert: Rob Quartly-Janeiro Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
climate changeFinancial AdvisoryGlobal economyMarket TrendsPortfolios
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Future Proofing. How to make tomorrow better than today
Expert: Jess Foulds, Global Responsible Investment Senior Manager Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Advisorsclimate changeESGFinancial AdvisoryRegulationRisksustainable
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Climate change and ESG. How can finance help society address climate change through investment
Expert: Vincent Denoiseux, Head of ETF Research and Solutions, Lyxor ETF, Amundi Group. Facilitator: Justin Hodges
17 March 2022A Meeting of Minds Gatekeepers - March 2022
Client Data Managementclimate changeDataESGPortfoliosRiskWealth managementWealth Management and Private Banking
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Accelerating Decarbonisation - The Energy Of The Future
Expert: Dr. Aanand Venkatraman, Head of ETF Investment Strategies, Legal & General Investment Management Facilitator: Jo Goddard, Green & Good Consulting
12 October 2021A Meeting of Minds Gatekeepers - October 2021
climate changeEnvironmentalFinancial AdvisoryWealth Management and Private Banking
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CLIMATE INVESTING: ALIGNING ESG STRATEGIES WITH THE PARIS AGREEMENT
Expert: Matthieu Mouly, Chief Client Officer, Lyxor Asset Management International and Facilitator: Ralph Jackson, Partner & Director, Lansons
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
climate changeCOP26EnvironmentalESGgovernanceInvestmentsRegulationsustainableWealth Management and Private Banking
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GREEN BONDS – HOW TO FIND, MATERIAL, INTENTIONAL, AND TRANSFORMATIONAL IMPACT IN LIQUID MARKETS WHILE AVOIDING GREENWASHING
Expert: Bram Bos, Lead Portfolio Manager, Green Bonds, NN Investment Partners; Facilitator and Jo Goddard, Founder and lead consultant, Green & Good Consulting
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AssetBondsclimate changeEconomicEnvironmentalESGfundgovernanceGreenwashingInvestmentsliquidityPrivate BankingRegulationWealthWealth Management and Private Banking
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NAVIGATING A PATH TO NET ZERO - PRACTICAL CONSIDERATIONS FOR MEETING YOUR CLIENT COMMITMENTS
Expert: Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington and Facilitator: Mandy Kirby, City Hive Network
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Clientclimate changeCOP26EngagementEnvironmentalESGgovernanceInvestmentsPrivate BankingRegulationsustainableWealthWealth Management and Private Banking
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Supersonic Digital Masterclass - How did your company fare?
This session gave some perspectives on the impact of recent events on how the wealth management industry are addressing digital challenges based upon the insight on Accenture’s clients’ experiences and a survey of around 50 European and Asian Private Banks and wealth managers. The discussion was split into three areas: 1. Impact of recent events 2. Evolution into this new world – “Post” Covid 3. Potential winning moves to 2025
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
climate changeCOVIDDataDigitalGeopoliticsMarket TrendsWealth Management and Private Banking