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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Empowering Advisers With AI For Efficiency, Speed, And Effectiveness
Expert and facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
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Navigating Geopolitical Volatility Amidst Us Election Uncertainty
Expert: Ben Palmer, Lead Sustainable Portfolio Manager, LGT Wealth Management UK Facilitator: Roderic Rennison, Partner, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
educationElectionsFinancial AdvisoryGeopoliticsInvestment Platformsustainable
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The Rise Of Evidence-Based And Passive Investing
Experts: Hugo White, Business Development Manager, Timeline Facilitator: Michael Lawrence, Principal Consultant, Bovill
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
costeducationFinancial AdvisoryGoals-based planningpassive investingPortfolios
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Developing solutions for UK retirement income (session 2)
Expert: Claire Felgate, Head of International, Global Consultant Relations, GSAM Facilitator: Roderic Rennison, Catalyst Partners
25 September 2024Retirement Matters - September 2024
CommunicationeducationESGIntergenerationalRetirementretirement income
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Oh, by the way, you can actually spend your hard-earned pension
Expert: Colin Sloss, Senior Business Development Manager, Iress Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
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Unlocking housing wealth to meet retirement goals - an untapped opportunity?
Expert: Chris Smyth, Equity Release Partnership Development Manager, LV= Facilitator: Tony Crane, Consultant
25 September 2024Retirement Matters - September 2024
CommunicationeducationEquity releaseInterestRetirementWealth management
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Evolving Opportunities - Addressing the challenges in the financial advice profession
Expert: Éva Adravetz-Kadocsa, International Sales Director, Dorsum Facilitator: Ben Wright, Melo
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
AdviceClient ExperienceDigital platformeducationFinancial AdvisoryTechnology
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Known Unknowns – Building future competitive advantage in a changing world
Expert: Robert Crossley, Franklin Templeton Investments Facilitator: Martyn Laverick, Catalyst Partners
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
Business ModeleducationFinancial AdvisoryInvestmentsPrivate BankingSocial Media
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Private Markets - Democratisation and the opportunity for advice businesses
Expert: James Lowe, Sales Director, Private Assets and Investment Trusts, Schroders Plc Facilitator: Rupert Neville, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChallengeseducationFinancial AdvisoryPortfoliosPrivate MarketRisk
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Alternative investments - New solutions to access the private market opportunity
Expert: Oliver Wiedemeijer, Managing Director, Client Relationship Management, Brookfield Oaktree Wealth Solutions Facilitator: David Barks, Savanta
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
Digital platformeducationInvestmentsOpportunitiesPrivate MarketWealth Management and Private Banking
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Crafting a more strategic path for Paraplanners to survive
Expert: Rob Tedder, Account Manager UK, Conquest Planner
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationManagementParaplanningParaplanning CommunityTechnology
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The career progression to meet your potential
Expert: Eric Sharrad, Senior Recruitment Consultant, Financial Services & Regulated Wealth Management, Pavilion Recruitment Solutions Facilitator: Adam Flowers, Senior Consultant - Asset & Wealth Management, Davies Group
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
AIeducationFinancial adviserManagementParaplanningParaplanning Community