Advisory Distributors

Pennyhill Park Hotel & Spa, Surrey

4 July 2017

A Meeting of Minds Advisory Distributors - July 2017

A Meeting of Minds Advisory Distributors - July 2017

  • 4 Jul 2017

    Pennyhill Park Hotel & Spa, Surrey

    View Map

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

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 proposition strategy from within these companies, will focus on topical themes and trends.

The day itself is built around roundtable sessions. We will meet with 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


The Scene Setter Findings from the Meeting held in November 2016 (profiling data)




Schedule of the Day

  • 08:00

    Breakfast - Sandringham

    Informal networking over breakfast

  • 10:00

    Working Session 1

  • 11:10

    Coffee - Balmoral

    Apple and BlackBerry time!

  • 11:30

    Structured Networking - Balmoral

    Mini meetings - an opportunity to exchange business cards

  • 12:15

    Working Session 2

  • 13:25

    Luncheon - The Library

    A seated formal luncheon

  • 15:15

    Working Session 3

  • 16:25

    Afternoon Tea - Balmoral

    Apple and Blackberry time!

  • 17:30

    Fizz Flows - Stuart Loggia

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

  • 19:30

    Dinner - The Library


Sponsors & partners

SEI Global Wealth Services

Dynamic Planner


Aviva Investors

Goldman Sachs Asset Mangement

Dimensional Fund Advisors









Sponsor the Advisory Distributor event

Find out more about becoming a Strategic Partner or Sponsor on this event

Find out More


  • Mark Miles

    Mark Miles

    Associate Partner, European Wealth Management, McLagan

    Mark leads Aon’s Wealth Management & Private Banking practice in Europe, helping firms deliver better business performance through better people performance. He and the team provide actionable advice from their propriety insight of firm productivity, client experience and talent. Mark has over twenty years of consulting and industry experience in financial services, centered on the private banking and wealth management sector. Prior to joining Aon, Mark worked at Lloyds Banking Group, as a member of its Private Banking Board, and Head of its HNW private clients business. He also held senior executive roles in the Corporate Bank, in Shared Services and in Venture Development. This is complemented by several years' successful strategy consulting experience at Gemini Consulting.

  • Keith Coats

    Keith Coats

    Founding Partner, Tomorrow Today

    Keiths primary focus is on leadership in a changing world – looking at the shifts required of leaders and organisations in both their thinking and practice when it comes to leadership. Allied to this focus area are future trends and disruption, diversity and bringing out the best in those you lead. As a founding partner in TomorrowToday, he has had the privilege of working across multiple industries in a global context at both an executive and senior leadership level. He is comfortable in addressing sizable conferences to executive teams sitting around the boardroom table, and has repeatedly been told that the thinking that he, and TomorrowToday represents, is amongst the very best anywhere and is truly world class. He has formally studied leadership teams in organisation change and have a background in both corporate banking and the non-profit sector in South Africa. He is a published author and at the request of the King of Sweden did work with the Sweden Economic Forum.

  • Dean van Leeuwen

    Dean van Leeuwen

    Co-Founder, TomorrowToday Global

    Dean is a TEDx speaker and author who’s innovation and strategic leadership frameworks have been delivered for over ten years in more than 30 countries to thousands of senior leaders each year. Dean delivers keynote presentations, pre-dinner talks, facilitates strategy workshops and lectures on leadership development programmes run by the business schools he is affiliated with including Säid Oxford, Henley London and INSEAD Business School. He also runs leadership, consulting and strategic insights engagements through TomorrowToday Global where he is a co-founder and the chief exploration officer.

  • David Conway

    David Conway

    Chief Strategy Officer, KPMG - Nunwood’s Customer Experience Excellence Centre

    David co-manages the company’s customer experience management practice and oversees KPMG Nunwood’s Customer Experience Excellence Centre, an on-going approach to systematically identifying global best practise. David is a former PLC board director of N&P Building Society, Liverpool Victoria Group and The Co-operative Bank, where he was responsible for 3,500 staff charged with delivering world-class experiences to more than 6.5 million customers. He also led the design, set-up and launch of the group’s Smile brand. David is based out of the United Kingdom, but continues to work directly with clients around the world.

  • Tim Cullen

    Tim Cullen

    Associate Fellow, Saïd Business School and Director of the Oxford Programme on Negotiation,

    Tim Cullen is an Associate Fellow at Saïd Business School and Director of the Oxford Programme on Negotiation which he created in 2003. He co-designed and co-directed the Oxford Programme on Investment Decision-Making in 2004 and has taught negotiation on various other SBS programmes. He was also a member of the Steering Committee for the Oxford Centre for Corporate Reputation and helped design the Centre’s initial executive education offerings. He is a visiting professor at Lingnan (University) College of Sun Yat-sen University (Zhongshan University) in Guangzhou, China. He is an experienced practitioner and teacher on all aspects of negotiation.


Pennyhill Park Hotel & Spa, Surrey