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.


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


For a PDF version of the event Findings please click here.


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


    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


Novia Financial Planning

J.P. Morgan Asset Management


Russell Investments

BMO Global Asset Management

Dimensional Fund Advisors


Goldman Sachs Asset Mangement


Sponsor the Advisory Distributor event

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

Find out More


  • 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 an academic, writer and speaker known mainly for his work on British and European politics, extremism, immigration and Euroscepticism. He is currently Professor of Politics at Rutherford College, University of Kent, and Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House. Matthew is a trained political scientist. He received his PhD from the University of Bath in 2007, after which he worked for a self-funded research institute at the University of Manchester. He was then awarded a Postdoctoral Fellowship with the Economic and Social Research Council. He was also recipient of an ESRC Knowledge Exchange Fellowship and spent twelve months on full-time secondment in a UK government department. In 2015 he was appointed Professor of Politics at the University of Kent. In the same year he was awarded an ESRC Senior Fellowship to examine Britain's 2016 EU referendum. In 2014 he received the Richard Rose Prize, awarded to one person annually for their contribution to the study of politics. In 2015, he won the Paddy Power Political Book of the Year for Revolt on the Right, co-authored with Robert Ford. Since completing his PhD he has attracted around £1 million in external research funding. Since 2008 he co-edited the Routledge book series on Extremism and Democracy. Between 2011 and 2015 he served as a member of the UK government's working group on anti-Muslim hatred. Since 2013 he served his profession as a Trustee and executive committee member of the Political Studies Association, which since 1950 has promoted the study of politics. Matthew is an outward-facing researcher who believes that social science should be as much about contributing to wider society as to social science. He engages widely and has worked with over two hundred non-academic organisations from the European Parliament and National Security Agency down to his local police authority.


Lanesborough Hotel, Lanesborough Hotel, Hyde Park Corner, London