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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Guaranteed retirement income: Stability vs flexibility? How do we get the pension portfolio mix right for clients? (Session 1)
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life Facilitator: John Lappin, Consultant
25 September 2024Retirement Matters - September 2024
Digital SolutionsDiversificationPortfoliosRegulationRetirementretirement income
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Improvers Rather Than Exclusions - How Portfolio Decarbonisation is Changing
Expert: John Teahan, Redwheel Facilitator: Ian Saunders
23 March 2023A Meeting of Minds Gatekeepers - March 2023
DiversificationGatekeepersIntegrationInvestmentsPortfoliossustainable
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One Stop Shop: Why Gilts and Sterling Corporate Bonds can no Longer be Relied on for UK Fixed Income Investors
Expert: Fraser Lundie, Federated Hermes Facilitator: Andrew Mills, Insight Financial Research
23 March 2023A Meeting of Minds Gatekeepers - March 2023
BondsDiversificationFixed IncomeGatekeepersGrowthInvestments
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Back to '82 - is it time to revive some "old skool" strategies
Facilitator: Niall Buggy Expert: Deborah Wardle (Mercer)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
DiversificationFixed IncomePortfoliosPrivate MarketTechnologyWealth Management and Private Banking
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The Long Game. It's not about the result, it's about the process when it comes to ESG
Expert: Jennifer Moynihan, portfolio specialist, NinetyOne. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceDiversificationESGFinancial adviserFinancial AdvisoryInvestmentsPerformanceRegulation
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Measuring and maximising the true impact of investing
Expert: Jessica Zarzyycki, Nuveen, Facilitator: Paula Pizzala
17 March 2022A Meeting of Minds Gatekeepers - March 2022
DiversificationEnvironmentalESGGlobal economyGreen InvestingSocial Impact InvestingsustainableWealth managementWealth Management and Private Banking
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The sleeping dragon - investing in china during war and peace
Expert: Elliot Hentov PhD, Head of Policy Research, Global Macro, SSGA. Moderator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ChinaDiversificationEconomicGeopoliticsGlobalGlobal economyInflationInvestmentsMeeting of MindsWealth managementWealth Management and Private Banking