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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Reframe & Reclaim - Winning the ESG Argument
Expert: Richard Butters, Aviva Investors Facilitator: Dan Russell
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
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Net zero approaches: Can these be converted into meaningful communications?
Facilitator: Ben MacGregor Expert: Thomas Hohne-Sparborth
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
CommunicationConsumer DutyNet ZeroPortfoliosRegulatory IssuessustainableWealth Management and Private Banking
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How to give your core allocation an ESG makeover
Expert: Vincent Denoiseux Facilitator: Sianne Haldane
20 October 2022A Meeting of Minds Gatekeepers - October 2022
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On thin ice. How to slide from greenwashing to green lighting
Expert: Phoebe Stone, Head of Sustainable Investing, LGT Facilitator: Roderic Rennison: Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceFinancial AdvisoryGreenwashingInvestmentsNet ZeroResearch
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Inflation Proof. Finding growth with megatrends.
Moderator: Philip Biber, Sionic Expert: Mobeen Tahir, WisdomTree
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
ElectricEnvironmentalInnovationMegatrendNet ZeroThematic investmentWealth Management and Private Banking
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Navigating client expectations about climate investing
Moderator: Philip Biber, Sionic Expert: Rick Lacaille, State Street
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
Green InvestingImpact investingNet ZeroOpportunitiesPortfoliosTransition financeWealth Management and Private Banking
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Net Zero: Targets are set but how do you implement them in your portfolio?
Moderator: David Barks, Savanta Expert: Tim Smith, Lazard
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
CommunicationFiduciaryGreenwashingMetricNet ZeroRegulationWealth Management and Private Banking