A Meeting of Minds Gatekeepers - March 2024

A Meeting of Minds Gatekeepers is a day long forum with a blend of fund management, that are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus.

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 in the room?

Heads of Fund Selection and Fund Research from the top 100 advisory and discretionary UK wealth management companies across both Wealth Management and Advisory – which we collectively call Gatekeepers

What does it cost?

• The event is free to attend and 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
• Innovation
• Investment trends
• Portfolios
• Sustainability

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.

If you would like to receive an invite, use the form below or for more information please get in touch with Mark Davison.