A Meeting of Minds Advisory Distributors November 2021

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

25 November 2021

A Meeting of Minds Advisory Distributors - 25 November 2021

A Meeting of Minds Advisory Distributors - 25 November 2021

  • 25 Nov 2021

    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 - 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 day long forum: breakfast through to drinks made up of a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry;
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely.
  • Plenty of networking opportunities including a formal seated luncheon.
  • Some “me” time. We thought the art of sleeping might be a good start!

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.

email johnhall@owenjamesgroup.com.


Sponsors & partners

Wellington Management

LGT Wealth Management

Canada Life



Dynamic Planner


Goldman Sachs Asset Mangement

Aviva Investors



Dimensional Fund Advisors

Sponsor the Advisory Distributor Event

Find out More


  • Trevor Williams

    Trevor Williams

    Economist, Visiting Professor, Lecturer, Writer, Public Speaker

    Trevor Williams is the former Chief Economist at Lloyds Bank Commercial Banking, a position he held for well over 10 years. During this time he established a highly-regarded, award-winning, team of economists analysing global and domestic data to support clients ranging from financial institutions, large corporates to SMEs with bespoke insight. He is a visiting Professor at the University of Derby, rotating Chairman of the Institute of Economic Affairs Shadow Monetary Policy Committee (SMPC) and author of Trading Economics: A Guide to Economic Statistics for Practitioners (with Victoria Turton).

  • Chris Gledhill

    Chris Gledhill

    Chris Gledhill is an independent FinTech Futurist, Speaker, Writer and Advisor. Chris regularly ranks as a top global FinTech influencer and is considered a thought leader in FinTech, Banking and the future of financial services. Chris has both a technical & business background with expertise spanning multiple industries and a wide range of disruptive technologies including Blockchain, DeFi, Web3, AI, Metaverse, API, Big Data, Crypto, Biometrics, Quantum, Mobile & Wearables.

  • Annie Auerbach

    Annie Auerbach

    speaker, consultant, brand strategist

    Annie Auerbach is an expert on the future of work, an author and the co-founder of trends and cultural insight agency Starling, whose clients include Nike, Pepsico and Unilever. Her book FLEX: Reinventing Work for a Smarter Happier Life is a revolutionary guide to living and working on your own terms and was featured by Stylist magazine as the best book on working from home. Coronavirus has proven what she has long championed: working 9-5 in an office doesn't work for most of us. The world is changing for working women, but until the pandemic, companies turned a blind eye. Now, it's time to reinvent the systems that were holding us back. Annie is proud to be named an Evening Standard top 25 Change-maker and a Timewise Power Founder alongside a range of flex working trailblazers who are changing the future of work.


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