A Meeting of Minds - Advisory Distributors

Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ

27 June 2024

A Meeting of Minds Advisory Distributors - June 2024

A Meeting of Minds Advisory Distributors - June 2024

  • 27 Jun 2024

    Tylney Hall Hotel & Gardens

    Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ

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This Meeting brings together 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


How does it work? 

A Meeting of Minds is a day long forum with a networking dinner and drinks the evening before and is 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

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


Franklin Templeton

Puma Investments

Nucleus Financial Services


SEI Wealth Platform

Goldman Sachs Asset Mangement

Dynamic Planner

Aviva Investors



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

Find out More


  • Meg Carpenter

    Meg Carpenter

    CEO and Co-Founder of FiComm Partners

    Meg Carpenter is CEO and Co-Founder of FiComm Partners, an award-winning growth marketing firm focused on the independent wealth management space, working alongside financial advisors, advisory firms, and wealth management platforms at every stage of growth. Meg has over 20 years of experience helping leading wealth management firms achieve greater organic and inorganic growth. Ficomm combines a multi-disciplinary strategic approach with human-first philosophy and unmatched bench of marketing talent to drive meaningful results for clients. Ficomm’s proven approach to strategic growth has earned them a seat in the ThinkAdvisor Luminaries Classes 2021-2023, back-to-back wins for digital campaign of the year from WealthManagement.com’s Wealthies in 2021-2023, and a top-4 Industry Disruptor in 2020 by WealthManagement.com. Included in InvestmentNews 40 Under 40 notable list, Meg sits on the Board of Trustees for the Foundation for Financial Planning, is a member of the CFP Board Advisory Council, and is also on the Advisory Board of Absolute Engagement.

  • Dr Hannah White OBE

    Dr Hannah White OBE

    Director of the Institute for Government

    Experienced Director with extensive knowledge of Whitehall and Westminster, based on over a decade’s experience of Parliament and the civil service. Research professional and media commentator. OBE for services to the constitution (2020 Birthday Honours).

  • Alex Atherton

    Alex Atherton

    Experienced educator, executive coach and leadership team coach

    Alex Atherton is an experienced educator, executive coach and leadership team coach. He worked in education for 25 years, over half of which was spent as a secondary school headteacher in large inner-London comprehensives. On appointment he was the youngest secondary school head in the country. He has also led a pupil referral unit, and has worked with both primary schools and further education. Alex Atherton runs a leadership development consultancy which supports individual clients and executive teams from a range of industries. He is highly passionate about the value of professional development and in empowering others to overcome their leadership challenges. He specialises in working with senior leaders, supporting them to think big, shatter glass ceilings, achieve beyond their wildest expectations and work together with impact they did not think possible. Clients include CEOs and leaders from the public, private and voluntary sectors.


Tylney Hall Hotel & Gardens, Tylney Hall Hotel & Gardens, Ridge Lane, Rotherwick, Hook, RG27 9AZ