A Meeting of Minds Advisory Distributors - November 2025

A Meeting of Minds Advisory Distributors is a high-level forum where the CEOs/MDs, 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.

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, forging new relationships over dinner, addressing the subjects which matter to you through our roundtables and structured networking, all within a time-efficient manner.

Who will be in the room?

Strategic and product heads from the top 100 UK Advisory Distributors i.e. the Nationals, Consolidators, Regionals, Networks, Rating Agencies, advice arms of Retail Banks and IFA.

What does it cost?

• Participation is by invitation, there is no fee to attend and is CPD accredited

Benefits of attending - how the event is shaped

• Beyond the Boardroom – structured networking with a twist that will let you connect with peers and build valuable relationships

• Strategic collaboration – share best practices and tackle key industry challenges through an informal breakfast, a seated lunch, and post-event drinks to keep the ideas (and the good times) flowing

• Visionary inspiration – hear from brilliant keynote speakers who knows everything about the latest industry news and innovations

• Tailored experience – customise your itinerary with roundtables and discussions on the topics that matter most to you

Be captivated by exclusive upcoming roundtable discussions that include:

• Geopolitics

• Productivity & innovation

• Organic & inorganic growth

• Client matters

• People and workplace

• Regulation

• Investments

Get ready for a day like no other - where the sharpest minds in fund selection and investment research come together to challenge thinking, spark debate, and uncover the next big opportunities.