Winning Advisers

Tylney Hall, Hampshire

11 October 2016

A Meeting of Minds Winning Advisers October 2016

A Meeting of Minds Winning Advisers October 2016

  • 11 Oct 2016

    Tylney Hall, Hampshire

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Owen James are thoroughly embedded in the world of financial advice... A Meeting of Minds Winning Advisers

A Meeting of Minds - Winning Advisers is a one day event which brings together the owner managers of top financial advisory firms to work through a set of strategies crucial to the ongoing success of their businesses. These firms will typically have Funds Under Management in excess of £150M and between four and twenty advisers.

The day is a blend of roundtable discussions addressing a pre-researched and pre-agreed agenda, provocative keynotes and plenty of structured networking.

It provides an opportunity for the group to:

  • Exchange strategic insights on business critical issues
  • Share best practice
  • Hear new thinking from outside the industry - business school learning
  • Understand the most relevant trends
  • Network with peers
  • Explore business development opportunities. 

At Owen James, we do appreciate that your time is very precious so our goal is to ensure that your day is utilised efficiently and effectively and that you leave A Meeting of Minds armed and energised with fresh thinking to take your business (and by association your clients) forward in this challenging world. 

If you would like to take part, do please call Emily Landless at Owen James on 01483 861334 or email emilylandless@owenjamesgroup.com

DOWNLOAD KEYNOTE PRESENTATION BY GUY BROWNING, smokehouse - the power of outrageous optimism 

DOWNLOAD  PRESENATION BY ADAM MOORE, BLACKROCK ISHARES - FORECASTING THE FUTURE: WHAT COULD YOUR BUSINESS LOOK LIKE IN FIVE YEARS' TIME?

DOWNLOAD PRESENTATION BY MIKE MOUNT, jm fynn & IAN WHYTE, PARKWELL management consultants - PLACING OUTSOURCING AT THE HEART OF YOUR BUSINESS MODEL 

DOWNLOAD KEYNOTE PRESENTATION BY TOM JOHNSON, DIRECTOR, THE TRAJECTORY PARTNERSHIP. TECHNOLOGY - THE NEW GENERATION GAME 

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PREVIOUS FINDINGS FROM MEETING OF MINDS OCTOBER 2015 

CPD accredited event

cpd accreditation

 

 

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Schedule of the Day

  • 08:15

    Coffee and buns

    Informal networking over breakfast

  • 09:45

    Working Session 1

  • 11:00

    More coffee and buns

    A rapid exchange of business cards!

  • 11:50

    Working Session 2

    Session 2

  • 13:00

    Peer to Peer - should you pay attention?

    Graham Wellesley founder of Wellesley & Co one of the first movers in this part of the market will talk us through the evolution to it becoming almost mainstream!

  • 13:40

    Leisurely Lunch

  • 16:35

    Technology - the new generation games

    Tom Johnson, Director, The Trajectory Partnership

  • 17:15

    Fizz Flows

    Time for some networking: some checking in: some farewells and some mini down time

  • 20:00

    Dinner

  • 22:00

    Feet up, prop up, night night or wave goodbye!

  • 07:00

    The Following Day

    Breakfast - At your leisure...

Sponsors & partners

Thesis Asses Management

JMFinn & Co

Momentum

Blackrock

Vanguard

Square Mile

Tilney

Synaptic Software Limited

Carmignac Gestion

Architas

Sponsor the Winning Advisers event

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Location

Tylney Hall, Hampshire


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