After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Increasing Obligations - Managing the Rules and Requirements
Expert: Olivia Shaw, Head of Compliance, Tribe Facilitators: James Marshall, Principle Consultant, Bovil
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AdviceCommunicationFinancial AdvisoryRegulationsustainableVulnerable client
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Potential Impact of a Labour Party Victory on the Financial Services Industry
Expert: Ralph Jackson, Independent Consultant Facilitator: Sam Shaw, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
ElectionsFinancial AdvisoryFinancial servicesLabourRegulationsustainable
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Productivity Push - How AI can Help Advisers add Value
Expert: Rob Tedder, Account Manager, Conquest Planning Participants: John Lappin, Journalist and Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
AICommunicationDevelopmenteducationFinancial Advisoryproductivity
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Results Focused - Strategies for Enhancing Team Performance
Expert: John Batten, Strategic and Technical Sales Manager, Columbia Threadneedle Investments Facilitator: Roderic Rennison, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationFinancial AdvisoryManagementPerformanceTrustVulnerable
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Valuable Oversight - Navigating Short-Term Distractions to uphold Clients' Long-Term Goals
Expert: William Marshall, CIO, Hymans Robertson Investment Services Facilitator: John Chapman, Catalyst Partners
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
CommunicationeducationFinancial AdvisoryGoals-based planningTrainingTrust
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Attractive Behaviours - The changing needs and expectations of investors
Expert: Elemi Ategolo, Managing Partner, Consult Venture Partners Facilitator: Darshita Gillies, CEO & Founder, Maanch
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Duty of Care - The need for evidencing reliable risk profiles
Expert: Paul Tinkler, Defaqto Facilitator: Paul Kearney, Director, Asset Risk Consultants (UK) Limited
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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High Yield Outlook - Unlocking opportunities and avoiding pitfalls
Expert: Thomas Hanson, Head of Europe High Yield, Aegon Asset Management Facilitator: Pan Andreas, Independent Consultant
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Second Coming - Should we be preparing for a return of Trump? Gatekeepers March 2024
Expert: Eric Shimp, Vice President, International Government Relations, Principal Global Investors, Facilitator: Rupert Phelps, Independent Consultant
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Sharp Focus - Thematic thinking for the next decade
Expert: Steve Wreford, Portfolio Manager, Lazard Asset Management Facilitator: Sascha Calisan, Director, Davies Group
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Style Sense - Consistency, forecasting and market dynamics
Expert: Andy Evans, Fund Manager, Value and Jonathan Yow, Lead Data Scientist, Schroders Facilitator: Paul Kearney, Director, Asset Risk Consultants (UK) Limited
14 March 2024A Meeting of Minds Gatekeepers - March 2024
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Taking Stock – Navigating shifting market regimes in global equities
Expert: Jeremy Richardson, Senior Portfolio Manager, RBC Global Equity Team, RBC BlueBay Asset Management Facilitator: Sascha Calisan, Director, Davies Group
14 March 2024A Meeting of Minds Gatekeepers - March 2024