Findings from A Meeting of Minds: Advisory Distributors, June 2021

The Context 

This document captures the outputs from the programme of ten interactive roundtables which took place at the thirty-first Meeting of Minds Advisory Distributors on Thursday 24 June.

This Meeting is a strategic forum organised on a biannual basis by Owen James. It brings together some 60 plus CEOs/Managing Directors - who are responsible for setting the business strategy of their organisations – and the CIOs/Heads of Investment - who set the overarching investment strategy for the organisation - for a blend of interactive roundtables addressing a carefully curated agenda, external keynotes and networking. 

The Facilitators

The roundtables are key to the success of A Meeting of Minds and integral to that role are our facilitators.

We are very grateful for the help of:

  • Mandy Kirby, City Hive Network
  • Lee Robertson, Octomembers
  • Roderic Rennison, Rennison Consulting
  • Martyn Laverick, Paul Harper Search & Selection
  • John Chapman, Orion Consultancy
  • Paul Miles, Silverback Consulting
  • Brod Whiting, JoyndUp
  • Gilly Green, Sionic
  • Jo Goddard, Green & Good

Their role was to ensure that the roundtables maintained their focus and to encourage participation from all on screen! In the virtual world, their biggest challenge was to ensure that everyone kept their videos on...We think they did pretty well!

The Sponsors

We would like to thank all our sponsors whose financial contribution enabled the Meeting to take place. 

The following groups took part in this Meeting and their motivation for taking part was threefold:

  • To be, and to be seen as being supportive of the industry;
  • To understand the stresses and strains being placed on the industry and, where possible, respond to them; and
  • To talk openly with these business leaders with a view to ensuring that their businesses are strategically aligned.

  • Quilter PLC
  • AllianceBernstein
  • Redwheel
  • UBS
  • Blue Prism Group
  • T Rowe Price
  • Ruffer
  • Goldman Sachs Asset Mangement
  • Aviva Investors
  • Carmignac

The Findings