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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Navigating an interest rate and inflationary environment with economic franchises
Expert: Bertrand Cliquet, Lazard. Facilitator: Don Wild, Wild Ochre Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCIPClientFinancial adviserFinancial AdvisoryIndependent Financial AdviserInflationInvestmentsPortfolios
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Finding a clearer path down the foggy road to normal
Expert: Mike Gitlin, Partner, Capital Group. Facilitator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ClientCommoditiesEmerging MarketsGlobalInflationInterestMeeting of MindsMindful ofWealth managementWealth Management and Private Banking
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Scenarios for the world economy and markets in 2022 and beyond
Expert: Ian Cunningham, Ninety One. Facilitator: Andrew Mills
17 March 2022A Meeting of Minds Gatekeepers - March 2022
AsiaAssetBankConsumerEmploymentGeopoliticsInflationMonetary policyUK economyWealth Management and Private Banking
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The sleeping dragon - investing in china during war and peace
Expert: Elliot Hentov PhD, Head of Policy Research, Global Macro, SSGA. Moderator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ChinaDiversificationEconomicGeopoliticsGlobalGlobal economyInflationInvestmentsMeeting of MindsWealth managementWealth Management and Private Banking
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Looming Risks For Fixed Income And How To Generate Alpha In An Optimal Risk-Controlled Manner
Expert: Sal Naro, Managing Director, Lazard Asset Management Facilitator: John Chapman, Orion Consultancy
12 October 2021A Meeting of Minds Gatekeepers - October 2021
Financial AdvisoryInflationM&AMacro TrendsWealth Management and Private Banking
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Scenarios for the world economy and markets in 2022
Expert: Shamik Dhar, Chief Economist, BNY Mellon Investment Management Facilitator: Henry Cobbe, Elston Consulting
12 October 2021A Meeting of Minds Gatekeepers - October 2021
EconomicEmploymentFinancial AdvisoryGeopoliticsGrowthInflationInterestInvestmentsWealth Management and Private Banking
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POST PANDEMIC INFLATION: ARE YOU PREPARED?
Expert: Benjamin Suess, Investment Solutions, UBS Asset Management and Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAssetCOVIDEconomicFinancial AdvisoryGeopoliticsInflationInvestmentsRegulationUK economy
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Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
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Managing risk in a very challenging economic environment
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers North - 8 October 2020
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Managing risk in a very challenging economic environment (s)
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers South - 15 October 2020