This page lists all the events being held by Owen James for the financial services industry.
The events appear in chronological order and if you know the specific Meeting you would like to learn more about, please use the search function below.
You may also use the search facility to locate a past event.
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Paraplanning Excellence - Tuesday 17 November 2020
- 17 Nov 2020
Virtual
A day of high level investment briefings and industry updates for paraplanners based in the UK. Paraplanning Excellence is an intense half day of relevant investment-focused learning for those of you keen to get ahead.
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A Meeting of Minds - Advisory Distributors - 26 November 2020
- 26 Nov 2020
Virtual Event
This Meeting brings together 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. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole. Obviously the world has been through a cataclysm which has affected all our lives - there is a lot to discuss. Its goal is to address the key strategic issues affecting these businesses and the industry as a whole.
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