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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Changes to the tax treatment of pensions, inheritance and allowances
Expert: Paul Speight Business Development Director, Ingenious Facilitator: Ben MacGregor, Director, Client Development, Savanta
25 September 2024Retirement Matters - September 2024
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Eastern Flashpoint - The geopolitical risks from the near, far and middle east
Expert: Peter Fitzgerald, CIO Multi-asset and Macro, Aviva Investors Facilitator: Ralph Jackson, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
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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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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
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Mind the Lag - Is recession the next stop?
Expert: Ian Rees, Investment Director, Ruffer Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
BondsEquity releaseFinancial AdvisoryGlobal economyInflationInterest
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Changing Behaviour - Why investors should be wary of cash or short duration bonds
Expert: Jason Borbora-Sheen, Portfolio Manager, Ninety One Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Core Belief - How can investors get ‘more from the core’ in fixed income?
Expert: David Roberts, Head of Fixed Income, Nedgroup Investments Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Alternative Reality - How The Fixed Income Landscape Has Shifted
Expert: Matthew Russell, M&G Investments Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
active managementBondscomplianceFinancial AdvisoryFixed IncomeRegulation
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One Stop Shop: Why Gilts and Sterling Corporate Bonds can no Longer be Relied on for UK Fixed Income Investors
Expert: Fraser Lundie, Federated Hermes Facilitator: Andrew Mills, Insight Financial Research
23 March 2023A Meeting of Minds Gatekeepers - March 2023
BondsDiversificationFixed IncomeGatekeepersGrowthInvestments
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Taking Interest - The case for reviewing bond allocations in a more polarised world
Facilitator: Paul Kearney. Moderator: Mark Dowding
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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Time to fix? Why this could be the moment bond investors have been waiting for?
Expert: Adrian Hull, Aegon Asset Management Facilitator: Richard Clarke, Hannam & Partners
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
BondsFinancial AdvisoryFixed IncomeInflationMarket TrendsRecession
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Navigating fixed income through regime change
Expert: Scott Freedman, Newton – Portfolio Manager Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022