Advisory Distributors

Virtual Event

17 September 2020

A Meeting of Minds - Advisory Distributors - 17 September 2020

A Meeting of Minds - Advisory Distributors - 17 September 2020

  • 17 Sep 2020

    Online Platform - Zoom

    Virtual Event

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Due to the government announcement and restrictions that are in place, this event will be running virtually.

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.

Obviously in light of the pandemic, your businesses, your clients and your people will have all been substantially affected. There will be a lot to discuss.

The benefits of participating:

  • Strategic engagement - Share best practice 
  • Meet your peers - Networking online 
  • 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 - the online kind will be a half day forum with virtual drinks on the evening of Thursday 17th September.

Keynotes may be staggered and roundtables smaller but more intimate and all participants will join via Zoom. However the event will maintain the collegiate discussions which drive these Meetings in a safe and engaging way. 

The Meeting is 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
  • Breakout Rooms - time to network with fellow participants 

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 John Hall at Owen James on 01483 861334 - or email


Sponsors & partners

AKG Actuaries & Consultants

T Rowe Price

Aviva Investors

Goldman Sachs Asset Mangement




  • Gabrielle Walker

    Gabrielle Walker

    Strategist – Speaker – Moderator Curator – Author – Broadcaster

    While the world is facing systemic challenges on an unprecedented scale, many of our institutions – both public and private – are trapped in silos, with short-term and short-sighted goals. Dr Gabrielle Walker and her team at Valence Solutions work at the boundaries between these silos. Using innovative approaches to engage and convene high-level players, they broker new cross-sectoral collaborations, help business leaders have fresh conversations across perceived divides, and develop new narratives to enable both longer term perspectives and more rapid collective action on sustainability and climate change. Gabrielle is an expert strategist, speaker and moderator. She works as an advisor at boardroom-level with a wide range of global companies and has covered many different sectors including: oil and gas, utilities, renewable energy, finance and investment, consumer goods, retail, risk management, certification and professional services.

  • Rob Masson

    Rob Masson

    CEO and Founder of the DPO Centre

    Founder of The DPO Centre and with over 30 years of business experience, Rob is a veteran entrepreneur and thought leader who has been involved in delivering solutions and services to some of the world’s largest and most respected companies. He has advised a broad range of organisations on the most effective strategies to meet their goals and is an expert adviser on compliance with data protection regulations. Rob founded The DPO Centre to provide outsourced Data Protection Officers and EU Representation services to its clients. The DPO Centre’s Data Protection Officers work with a wide variety of organisations managing personal data within the Medical, Healthcare, Education, Finance, Tech, Retail, eCommerce, Charity and Not-for-profit sectors. As well as fulfilling the statutory requirements required by legislation the DPOs assist in identifying how evolving data protection legislation will affect them, the steps they need to take to comply, and how, when implemented well, compliance builds trust, confidence, loyalty and engagement.