Advisory Distributors

The Berkeley Hotel, London

1 December 2015

A Meeting of Minds Advisory Distributors - Autumn

A Meeting of Minds Advisory Distributors - Autumn

  • 1 Dec 2015

    The Berkeley Hotel, London

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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, large regional or network. 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.

A Meeting of Minds is a bespoke strategic think-tank bringing together 70 CEOs and CIOs from the top 60 IFAs. 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 their 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 in what is going on in the industry
  • To consider the current and future strategic issues and trends facing the industry during these volatile times
  • Case study learning
  • To identify and purpose appropriate solutions


There is no cost to attend, all we need from you is your booking form and your time, we ensure your day is well spent.

Download previous Schedule of the Day 

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

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  • Nils Elmark

    Nils Elmark

    Founder, Incepcion

    Nils Elmark is consulting futurist and founder of Incepcion, a consultancy that helps companies create brighter and braver dreams. He is a speaker, writer and strategist specialised in fintech. He heads a programme that advises financial institutions on how to bring new radical ideas to life. He started his career as a business journalist from the Danish School of Journalism and has since worked as financial editor and consultant for the financial services industry. He has an MSc. in public relations from Stirling University and won the first European Business Ethics Essay Prize from London Business School. He has written three books and is a great motorcycle enthusiast.

  • Emma Napier

    Emma Napier

    Head of Distribution, True Potential

    27 odd years in financial services, from one of London's leading adviser firms in the 90's (Advisory & Brokerage Services now ORIGEN) to working side by side with Holly Mackay at The Platforum as Head of Adviser Relations and now Head of Distribution at True Potential. What I think I bring to anyone who is interested is a wealth of knowledge and expertise, in particular advisers use of platforms, the range of platforms in the UK today and how adviser firms might differentiate themselves in providing advice of the future. Most well known in the industry for working with the adviser community on platform due diligence - articulating and providing guidance to adviser firms individually of the FCA expectations of what good due diligence looks like.

  • Nigel Stockton

    Nigel Stockton

    CEO, Bellpenny

    Nigel has worked in financial services for almost 30 years. He joined Bellpenny from Countrywide where he was Financial Services Director responsible for over 1,000 mortgage advisers. Nigel was an integral part of the Executive Team who successfully led the IPO of Countrywide in 2013. Previously he has worked for Lloyds Banking Group and Halifax Bank of Scotland, in roles including the Managing Director of Birmingham Midshires, Managing Director of HBOS Intermediary and HBOS Head of Partnerships. Prior to this Nigel held commercial directorships with the Financial Times, and an internet start up firm. After graduating from York University, Nigel spent the first 12 years of his career with NatWest in various commercial lending, sales and service roles. Nigel holds an MBA from London Business School.

  • Jon Stein

    Jon Stein

    CEO, Betterment

    Jon Stein is the CEO and founder of Betterment. Passionate about making life better, and with his experience from his career of advising banks and brokers on risk and products, he founded Betterment in 2008. Jon is a graduate of Harvard University and Columbia Business School, and he holds Series 7, 24, 63, and is a CFA charterholder. His interests lie at the intersection of behavior, psychology, and economics. What excites him most about his work is making everyday activities and products more efficient, accessible, and easy to use.

  • Tara Swart

    Tara Swart

    CEO, The Unlimited Mind

    Tara is at the forefront of the application of neuroscience to business. She is a published author of two books and over 20 articles in journals of neuroscience and coaching. She speaks globally on the brain in business at international conferences, blue chip corporations and at top business schools including Oxford, Stanford and at MIT where she is a Senior Lecturer. She is regularly quoted in the press.


The Berkeley Hotel, London