Advisory Distributors

Tylney Hall, Hampshire

28 June 2016

A Meeting of Minds Advisory Distributors - June 2016

A Meeting of Minds Advisory Distributors - June 2016

  • 28 Jun 2016

    Tylney Hall, Hampshire

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A Meeting of Minds Advisory Distributors has been built upon a platform of strategic engagement. 

This Meeting operates two streams - the CEO stream brings together those individuals who set the overall strategy for the firm - be it a national, network or consolidator. The CIO stream brings together those involved in setting their firm’s investment strategy in terms of the products and funds they market to their clients.

What’s the plan? 

  • A Meeting of Minds is an opportunity for you as a CEO or MD of a leading Advisory Distributor to work through a set of strategies crucial to the ongoing success of your business.
  • A parallel group of those tasked with setting the investment strategy from within these companies, will focus on topical investment themes and trends..

The day itself is built around roundtable sessions. We will meet with all confirmed participants either over the phone or face to face, to better understand the issues and concerns facing their company and the industry. These issues are input into what we call the discussion document, which is an ever evolving document, which forms the basis of the agenda. From this we are able to identify who the appropriate speakers, experts and moderators are to invite. The day is a mixture of industry relevant presentations, interactive roundtable sessions, structured and unstructured networking, followed by dinner and overnight stay.

What are the benefits to you on the day?

  • Network with like minded peers
  • To engage strategically on what is going on within the industry
  • To consider the current and future trends facing the industry during these volatile times
  • Case study learning


There is no cost to attend, just your time, and we will ensure it is well spent.

For further details please call Emily Landless at Owen James on 01483 862698 - or email


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Schedule of the Day

  • 08:15


    Informal networking over breakfast

  • 10:00

    Working session 1

    An opportunity to breakout into various hosted roundtable discussions

  • 11:10


    Blackberry or iPhone time!

  • 11:25

    Mini meetings

    An opportunity to exchange business cards

  • 12:15

    Working session 2

    An opportunity to exchange business cards

  • 13:25


  • 14:30


    Blackberry or iPhone time!

  • 15:35

    Working sessions 3

    An opportunity to breakout into various hosted roundtable discussions

  • 16:40

    Afternoon Tea

    Blackberry or iPhone time!

  • 17:45

    Fizz flows

    Time for some networking; some checking in; some farewells and some mini down time …

  • 18:45


    Back to rooms for a quick change/Drink on the terrace

  • 19:30

    Fizz flows

  • 20:00


  • 22:00

    Feet up, prop up, night- night or wave goodbye!

  • 07:00


    At your leisure

Sponsors & partners




Synaptic Software

Square Mile



SEI Global Wealth Services

Sponsor the Advisory Distributor event

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  • Joe Twyman

    Joe Twyman

    Co-Founder and Director, Deltapoll

    Joe Twyman is a co-founder and director of Deltapoll. He was previously Head of Political and Social Research for Europe, Middle East and Africa at YouGov, having begun as a research director at the very start of the company back in 2000. His first responsibility was to build the company’s online research operations, having previously developed internet research for Research Services Limited (now Ipsos-MORI). Prior to leading the Political and Social Research Team, Joe held a variety of senior positions within the company. This included spending two and a half years in Baghdad as a director of YouGov’s Iraq operation from 2007 to 2010, working closely with organisations such as the United Nations Development Programme and the Iraqi Independent High Electoral Commission. Joe has conducted research for a host of different clients on a wide range of subjects, spoken at conferences across the world and has been a project director for the 2001, 2005, 2010 and 2015 British Election Studies. He has co-ordinated election studies in countries beginning with the letters A, B, C, E, F, U and I (hoping to complete the alphabet by the time he retires). Joe is an affiliated lecturer at the University of Cambridge, a visiting professor at the University of Sheffield, a visiting Research Fellow at the University of Manchester and a lecturer in research methods at the University of Essex Summer School in Social Science Data Analysis and Collection. In addition he is the author of a number of academic journal articles He frequently provides expert analysis for both the national and international media including BBC television and radio, Sky News, ITN, Reuters, Bloomberg, Good Morning Britain and CNBC. On the night of the 2015 General Election he was the on-screen polling analyst for the Sky News live broadcast and was previously named a ‘World Opinion Leader for the 21st Century’ by El Comercio newspaper in Ecuador.

  • Matt Crabtree

    Matt Crabtree

    Founder, Positive Momentum

    Matt Crabtree is the founder and principal partner of Positive Momentum. Matt’s an unusual combination of farmer turned corporate guy. After spending the first 20 years of his life in the world of agriculture he significantly changed direction and started a corporate career that accelerated quickly, achieving his first executive board position running the sales function of a $500m telecoms company at just 28 and then went on to become one of the youngest senior executives at Barclays Bank at only 31.


Tylney Hall, Hampshire