Advisory Distributors

The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL

21 November 2024

A Meeting of Minds - Advisory Distributors - 21 November 2024

A Meeting of Minds - Advisory Distributors - 21 November 2024

  • 21 Nov 2024

    The Berkeley Hotel

    The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL

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This Meeting brings together the the CEOs/MDs, who set the overall strategy for the firm - be it a national, network or consolidator, and those key individuals who are involved in setting their firm’s proposition strategy in terms of the products and funds they market to their clients. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. 

THE BENEFITS OF PARTICIPATING:

  • Strategic engagement - Share best practice
  • Meet your peers - Networking at the highest level
  • Hear new thinking and explore the latest trends
  • Inspiring insights from external keynote speakers
  • Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to finding collective ways of driving change forward
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in three roundtables focusing on those subjects which matter to you
  • CPD accredited

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HOW DOES IT WORK?

A Meeting of Minds is a blended experience:

Keynotes:

Geared to encouraging new thinking – typically from outside of the industry. In this new more digitally acceptable world, it might offer us the opportunity to stream in speakers from across the world – which does broaden the scope.

Roundtables:

Carefully choreagraphed interactive sessions to ensure maximum engagement. The agenda is up to the minute and relevant. The whole Meeting is Chatham House and participants are encouraged and able to speak openly and freely. The roundtables typically have some 15 - 20 of your peers.

Networking:

Scheduled one to ones to ensure you are able to achieve that crucial time developing new ideas and establishing new business relationships and a formal seated luncheon.

In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.

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WHO WILL BE PARTICIPATING?

This event will bring together the Chief Executive Officers and Managing Directors - those who set the strategic direction for the business - and those key decision makers who are involved in designing the firm's investment strategy and client proposition.

WHAT DOES IT COST?

The Meeting is by invitation only and therefore free to attend.

REGISTERING AS A PARTICIPANT

Participation at A Meeting of Minds Advisory Distributors is by formal invitation only. 

For further details please contact John Hall on johnhall@owenjamesgroup.com

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Sponsors & partners

Time Investments

Hymans Robertson

HSBC GAM

Standard Life

Vanguard

Dimensional Fund Advisors

For more information about sponsoring the event, please get in touch

Find out More

Location

The Berkeley Hotel, The Berkeley Hotel, Wilton Place, Knightsbridge, London SW1X 7RL


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