Advisory Distributors

Lanesborough Hotel, Hyde Park Corner, London

27 November 2018

A Meeting of Minds Advisory Distributors  -  November 2018

A Meeting of Minds Advisory Distributors - November 2018

  • 27 Nov 2018

    Lanesborough Hotel

    Lanesborough Hotel, Hyde Park Corner, London

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

This Meeting brings together the 'C Suite', 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.

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 find collective ways of driving change forward
  • Bespoke and tailored - An opportunity to build your own itinerary enabling you to participate in 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.

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Who will be participating?

  • This event will bring together two streams: The CEO stream brings together those individuals who set the overall strategy for the firm - be it a national, network or consolidator. 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 does it cost?

  • There is no cost to attend.

For further details please call Emily Landless at Owen James on 01483 862698 - or email emilylandless@owenjamesgroup.com.

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Schedule of the Day

  • 19:00

    A Meeting of Minds Dinner

    A formal dinner

  • 00:00

    Tuesday 27 November

  • 08:30

    Registration & breakfast

    Informal networking over breakfast

  • 11:00

    Coffee & Networking

    Apple & Blackberry time followed by a spot of structured networking!

  • 13:00

    Lunch

    A seated formal lunch

  • 16:30

    Fizz flows

    More business cards to swap - an opportunity to relax with a glass of fizz and then wave goodbye

Sponsors & partners

Intelliflo

J.P. Morgan Asset Management

Experian

Russell Investments

Dimensional Fund Advisors

Goldman Sachs Asset Mangement

FundsNetwork

BMO Global Asset Management

Carmignac

Novia Financial Planning

Sponsor the Advisory Distributor event

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

Find out More

Speakers

  • Eliza Filby

    Eliza Filby

    Historian of Contemporary Values and Visiting Professor, King’s College, London

    Eliza is a speaker, writer and consultant specialising in a history of Generations and contemporary values. Eliza looks at how the people’s values and behaviours are changing and the implications for politics, work, consumption, society and economics. She studies the evolution of generations rather than lazy generalisations; nuance and history is key. Her job is to differentiate between what is age-related and what is generation-specific. Eliza published her first book God and Mrs Thatcher: The Battle for Britain’s Soul in 2015 based on her PhD. When writing about political change in the eighties, she became more and more interested in the generation that were born in that era i.e. Millennials. Out of which, spun a research career into generational change. Eliza has written for the major broadsheets in the UK from The Guardian, Times, Telegraph as well as reviewed for the Financial Times. She loves the thrill of a live broadcast and has frequently appeared on the media from BBC News to Fox News as well as radio programmes. Eliza also regularly appear on the Sky News Evening Paper Review Show. "Research for research sake is lovely but I relish sharing my knowledge with people and organisations for whom it has particular value and I’ve been lucky to speak at and work with some truly impressive companies both big and small. I have debated at the Oxford Union, sparred at the Conservative Party Conference, delivered Powerpoint slides at Buckingham Palace"

  • Greg Davies

    Greg Davies

    Head of Behavioural Finance, Oxford Risk

    Greg is an expert in applied behavioural finance, decision science, impact investing, financial wellbeing, and FinTech. He started the banking world’s first behavioural finance team at Barclays in 2006. In 2017 joined Oxford Risk to lead the development of behavioural decision support software to help people make the best possible financial decisions. Greg has a PhD in Behavioural Decision Theory from Cambridge. He is an associate Fellow at Oxford’s Saïd Business School and author of 'Behavioral Investment Management'. He is also the creator of Open Outcry, a ‘reality opera’ premiered in London in 2012, creating live performance from a functioning trading floor.

  • Professor Matthew Goodwin

    Professor Matthew Goodwin

    Professor of Politics, University of Kent

    Matthew J. Goodwin is Professor of Politics at the University of Kent and Senior Visiting Fellow at Chatham House. He is a political scientist known for his work on British and European politics, extremism, immigration and the UK-EU referendum. He is the author or co-author of four books and numerous academic articles and policy reports. In 2014 he received the Richard Rose Prize, which is awarded to one academic annually for their contribution to the study of politics and in 2015, he won the Paddy Power Political Book of the Year for Revolt on the Right. Matthew has worked with numerous clients in the financial and government sectors. He tweets @GoodwinMJ.

Location

Lanesborough Hotel, Lanesborough Hotel, Hyde Park Corner, London


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