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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Ensuring Compliance With The FCA's Sustainability Disclosure And Labelling Regime
Expert: Neil Hill, Partner - Head of Adviser Team, Tribe Impact Capital Facilitator: Ben Wright, Chief Innovation Officer & Director of Progress, Melo
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
FCAFinancial AdvisoryInvestmentsPerformanceRegulationsustainable
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The Potential For Growing Your Business Intelligently
Expert: Duncan McKillop, Director of Corporate Development, Fidelius Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Financial AdvisoryGrowthInvestmentsPartnershipproductivityRelationships
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Let’s face it: with so much geopolitical uncertainty, living off invested savings in retirement is risky
Expert: Andy Sutherland, Director, Conduct Culture Ltd Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
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Productivity Push – How technology can help advisers add value
Expert: Patrick Jones, Sales Director, Collidr Facilitator: Sharmil Patwa, Opus Una
04 July 2024WealthTech Matters The Adviser - July 2024
advisersAIInvestmentsproductivityTechnologyWealthTech Matters
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Elevate Your Business - How to attract, serve, and retain the HNW investor
Expert: Vincent Tiseo, Head of Business Strategy, GSAM Strategic Advisory Solutions Facilitator: Paul Miles, Silverback Consulting
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ClientCommunicationFinancial AdvisoryInvestmentsTrainingWealth management
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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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Adapting to a world of three
Expert: Stephen Andrews, Portfolio Manager and co-Head of BlackRock's Global Emerging Markets Team Facilitator: Paul Kearney
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChinaGeopoliticsInvestmentsMiddle EastTaiwanWealth Management and Private Banking
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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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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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Duty of Care - The need for evidencing reliable risk profiles
Expert: Paul Tinkler, Defaqto Facilitator: Paul Kearney, Director, Asset Risk Consultants (UK) Limited
14 March 2024A Meeting of Minds Gatekeepers - March 2024
Cash flowGatekeepersInvestmentsPortfoliosRegulationRisk
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High Yield Outlook - Unlocking opportunities and avoiding pitfalls
Expert: Thomas Hanson, Head of Europe High Yield, Aegon Asset Management Facilitator: Pan Andreas, Independent Consultant
14 March 2024A Meeting of Minds Gatekeepers - March 2024
benchmarkBondsFlexibilityGatekeepersInvestmentsRisk
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Sharp Focus - Thematic thinking for the next decade
Expert: Steve Wreford, Portfolio Manager, Lazard Asset Management Facilitator: Sascha Calisan, Director, Davies Group
14 March 2024A Meeting of Minds Gatekeepers - March 2024
AIenergyGatekeepershealthcareInflationInvestments