A Meeting of Minds - Advisory Distributors

Virtual Event

24 June 2021

A Meeting of Minds - Advisory Distributors - 24 June 2021

A Meeting of Minds - Advisory Distributors - 24 June 2021

  • 24 Jun 2021

    Online Platform

    Virtual Event

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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. 

As the pandemic rumbles on, and the date falling close to the roadmap stages,we must continue in the virtual world. However, we have come up with a blended format which goes some considerable way to filling your need to share your thinking and experiences with peers from similar firms in a safe Chatham House environment. 

Having run several of these big Meeting of Minds virtually we have learned a lot along the way and believe we understand what it takes to keep you engaged in the virtual world! Humour helps!

The Benefits of Participating:

  • Strategic engagement - Share best practice.
  • Meet your peers - Virtual 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

How does it work?

A Meeting of Minds is a blended experience:


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.


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 around the virtual table. 


Scheduled Zoom meetings and breakout rooms to ensure you are able to achieve that crucial time developing new ideas and establishing new business relationships. However, we are experimenting! Watch this space. 

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.

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.


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

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



Sponsors & partners

Quilter PLC




Blue Prism Group

T Rowe Price


Aviva Investors

Goldman Sachs Asset Mangement


Sponsor the Advisory Distributor Event

Find out more about becoming a strategic partner on this event.

Find out More


  • Nick Wilson

    Nick Wilson

    Mental Health & Chronic Pain Expert through lived experience, Public Speaker and Vlogger

    Nick Wilson is an Army Veteran with an impactful story to tell. After 14 years of service, Nick left the Army, with Degenerative Disease Disorder of the spine, resulting in his managing Chronic Pain and Post Traumatic Stress Disorder as a result of multiple deployments across the globe. Through his battle with chronic pain, depression and PTSD, Nick has shown his resilience, overcome adversity and gone on to become a successful entrepreneur and mental health expert through lived experience; helping those who are facing the challenges which he too went through. As a public speaker Nick is passionate about inspiring, educating and empowering both individuals and organisations to better understand mental health and illness.

  • Dr Daniel Susskind

    Dr Daniel Susskind

    Dr Daniel Susskind is a leading thinker exploring the impact of technology, particularly artificial intelligence, on work and society. He is a Fellow in Economics at Balliol College, Oxford University, where he teaches and researches on the consequences of technology for earnings and employment. Before joining Oxford, Daniel worked in the British Government – as a policy adviser in the Prime Minister’s Strategy Unit, as a policy analyst in the Policy Unit in 10 Downing Street, and as a senior policy adviser in the Cabinet Office.