Advisory Distributors

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

17 September 2020

A Meeting of Minds - Advisory Distributors - 17 September 2020 with dinner on the preceding evening

A Meeting of Minds - Advisory Distributors - 17 September 2020 with dinner on the preceding evening

  • 17 Sep 2020

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

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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 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. There will be a dinner on the evening of Wednesday 16th September  and then the Meeting of Minds itself will take place on Thursday 17th September concluding at 4.30.

We are obviously having to flex as we await clarity around the parameters within which we will be working this autumn. We may have to stagger keynotes and keep the roundtables small and intimate; we may have to Zoom people in... We will do whatever we can to ensure you are able to maintain the collegiate discussions which drive A Meeting of Minds.

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.
  • 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 Evie Owen at Owen James on 01483 861334 - or email evieowen@owenjamesgroup.com.

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Sponsors & partners

Somers Partnership

T Rowe Price

AKG Actuaries & Consultants

Old Mutual Wealth

Aviva Investors

Lazard Asset Management

Goldman Sachs Asset Mangement

FundsNetwork

Carmignac

Location

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


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