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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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
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Style Sense - Consistency, forecasting and market dynamics
Expert: Andy Evans, Fund Manager, Value and Jonathan Yow, Lead Data Scientist, Schroders Facilitator: Paul Kearney, Director, Asset Risk Consultants (UK) Limited
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Excellent report – enhanced reporting solutions to meet evolving client needs
Expert: Mina Patel, Client Reporting Consultant at FSL Facilitator: Caroline Burkhart, Director of Wealth Management Consulting, Alpha FMC
07 March 2024WealthTech Matters The Client - March 2024
DataInvestmentsreportingtaxWealth managementWealthTech Matters
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Hard Times - Industrial policy is back, now there is more natural risk
Expert: Joe Little, Chief Global Strategist, HSBC Facilitator: Brod Whiting, Director, JoynedUp Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
ChinaFinancial AdvisoryInvestmentsPortfoliosRecessionUS