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.
-
Confident conversations. Incorporating ESG into the advice journey
Expert: Liam Setna Investment Director, Quilter Facilitator: Roderic Rennison, Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
ESGFCAFinancial AdvisoryGreenwashingPortfolios