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.
-
Mindful Markets - Have Better Conversations with Anxious Clients
Expert: Nathan McKerlie, Strategic Partnership Manager, Albemarle Street Partners Facilitator: Sam Shaw, journalist and consultant
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
Business ModelEmerging MarketsFinancial AdvisoryfundTechnologyYour clients
-
How to see clearly while the future economic picture remains unclear
Expert: Hugo Thompson, Multi-Asset Investment Specialist, HSBC Asset Management Facilitator: Ben MacGregor, Director Client Development, Savanta
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
CommoditiesEconomicEmerging MarketsGeopoliticsParaplanning CommunityPortfolios
-
Tightening Mode - Risks and opportunities in fixed income
Expert: Peter Fitzgerald, CIO Multi Asset & Macro, Aviva Investors Moderator: Sam Shaw, independent consultant/freelance journalist
12 October 2023A Meeting of Minds Gatekeepers - October 2023
Emerging MarketsEquity releaseFixed IncomeGatekeepersInflationInterest
-
Fine-tuning. Finding efficiencies without reducing quality
Expert: Chris Davies, Model Office Facilitator: Kathy Ellison, Savanta
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
ClientConsumer DutyEmerging MarketsFinancial AdvisoryTechnology
-
Investor Biases - Avoiding these in order to spot opportunities
Facilitator: Don Wild. Experts: Vera German and Juan Torres
23 March 2023A Meeting of Minds Gatekeepers - March 2023
Emerging MarketsfundGatekeepersInvestmentsOpportunitiesRisk
-
Regime Change - A new set of rules for navigating a new investment era
Facilitator: Leigh Fisher. Expert: Paul Skinner
23 March 2023A Meeting of Minds Gatekeepers - March 2023
Emerging MarketsGatekeepersInterestInvestmentsliquidityRegulatory Issues
-
The Future of Emerging Markets. An opportunity for sustainable growth in an era of great change?
Expert: Simon Henry (Wellington Management) Facilitator: Shireen Tyagi (Senior Manager, Consulting, KPMG)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
Emerging MarketsESGGeopoliticssustainableThematic investmentWealth Management and Private Banking
-
Emerging markets - a contrarian's wonderland
Expert: George Rolls, Investment Director on M&G Global EM Fund Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetChinaEmerging MarketsFixed IncomeGatekeepersGeopolitics
-
Staying strong. How behavioural finance informs investment decisions
Expert: Ashish Chugh, Portfolio Manager, Global Emerging Market Equities, Loomis, Sayles & Company Facilitator: Niall Buggy
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BehavioursDue DiligenceEmerging MarketsGatekeepersInvestmentsRegulation (Geographical)
-
Finding a clearer path down the foggy road to normal
Expert: Mike Gitlin, Partner, Capital Group. Facilitator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ClientCommoditiesEmerging MarketsGlobalInflationInterestMeeting of MindsMindful ofWealth managementWealth Management and Private Banking
-
THE EMERGING MARKETS. RESTARTING THE ENGINE THAT IS TOO BIG TO IGNORE
Expert: Kiran Nandra, Head of Emerging Markets Equities Management, Pictet Asset Management. Facilitator: Brod Whiting, Director, JoyndUp Ltd
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
Emerging MarketsESGFinancial AdvisoryInvestmentsPortfolios
-
Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
AssetDigitalEmerging MarketsInvestmentsMarket TrendsMindful ofPrivate BankingSocial MediaTechnologyWealth