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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Help Your Clients Retire With Confidence By Powering Up Your CRP
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, journalist and consultant
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
advisersDecumulation marketFinancial AdvisoryRetirementRisktax
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Making The Right Decision When It Comes To Buying Or Selling A Business
Expert: Alex Canham, Partner, Corporate, Herrington Carmichael Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 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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Private Markets - Democratisation and the opportunity for advice businesses
Expert: James Lowe, Sales Director, Private Assets and Investment Trusts, Schroders Plc Facilitator: Rupert Neville, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChallengeseducationFinancial AdvisoryPortfoliosPrivate MarketRisk
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Delivering good retirement outcomes in a challenging climate
Expert: Lesley Whyte, Head of Strategic Partnerships, Standard Life UK
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
Cash flowClientIntergenerationalParaplanning CommunityRetirementRisk
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Implementing AI through a phased approach
Expert: Mark Whitcroft, CEO, PlannerPal
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Delicate Balance - Why Risk Managed Solutions are Good for Both Your Clients and Your Business
Expert: George Pullar, Partnerships Development Manager, LV= Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationFinancial AdvisoryRegulatory IssuesRetirementRiskTechnology
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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
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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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Research Driven - How to use Machine Learning and Generative AI to drive investment recommendations at scale
Expert: Dr. Boris Rankov, Head of Product Strategy International (EMEA and APAC), at Investcloud Facilitator: Stephen Wall, Founder at The Wealth Mosaic
14 November 2023NEW for 2023! WealthTech Matters Switzerland - November 2023
AICommunicationResearchRiskWealth managementWealthTech Matters
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Retirement is a risky business. How much emphasis are you placing on your clients’ attitude to risk these days?
Expert: Paul Hogg, Head of Distribution, 8am Global Facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023New for 2023! Retirement Matters - October 2023
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How might Artificial Intelligence (AI) enhance the mortgage lending process?
Expert and Facilitator: David Owen, Wealth Proposition Director, Openwork
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023