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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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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Election Fever - Anticipating a new political landscape in the UK
Expert and facilitator: Ralph Jackson, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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Second Coming - How should we be preparing for a return of Trump
Expert: James Ashley, Managing Director-Head of International Market Strategy & Head of Strategic Advisory Solutions, GSAM Facilitator: Rupert Phelps
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChinaElectionsInvestmentsTradeTrumpWealth Management and Private Banking
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Geopolitical Volatility - Navigating Uncertainty Through a Global Lens
Expert: David Roberts, Bond Fund Manager, Nedgroup Investments Facilitator: Ralph Jackson, Independent Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
BondsElectionsFinancial AdvisoryGeopoliticsMarket Trendsvalue
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Potential Impact of a Labour Party Victory on the Financial Services Industry
Expert: Ralph Jackson, Independent Consultant Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
ElectionsFinancial AdvisoryFinancial servicesLabourRegulationsustainable
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Second Coming - Should we be preparing for a return of Trump? Gatekeepers March 2024
Expert: Eric Shimp, Vice President, International Government Relations, Principal Global Investors, Facilitator: Rupert Phelps, Independent Consultant
14 March 2024A Meeting of Minds Gatekeepers - March 2024