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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Sustainable Returns - Climate transition within fixed income
Expert: Adrian Hull, Global Head of Core Fixed Income, Aegon Asset Management Moderator: Vanessa Bingle, Director, ESG & Responsible Investment, Alpha FMC
12 October 2023A Meeting of Minds Gatekeepers - October 2023
climate changeESGFixed IncomeGatekeepersInvestmentssustainable
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Bold Step - Implications for Investors of the UK's Approach to Sustainable Investing
Expert: Jess Foulds, ESG Strategy Director, Aviva Investors Facilitator: Brod Whiting, Director JoyndUp
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
climate changeESGFCAFinancial AdvisoryGreenwashingsustainable
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Transition Opportunities - Investing in the transition and unlocking Green Alpha
Facilitator: Ian Saunders. Experts: Thomas Hohne-Sparborth and Didier Rabattu
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ESGGatekeepersGreen InvestingInflationInvestmentssustainable
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Risk-reward: Is it the adviser's role to promote sustainable investing?
Expert: Andy Ford & Fabian Wiesner Facilitator: Helen Clark
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyESGFinancial AdvisoryInvestmentsSimplifysustainable
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The Future of Emerging Markets. An opportunity for sustainable growth in an era of great change?
Expert: Simon Henry (Wellington Management) Facilitator: Shireen Tyagi (Senior Manager, Consulting, KPMG)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
Emerging MarketsESGGeopoliticssustainableThematic investmentWealth Management and Private Banking
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ESG and Sustainability in fixed income: Why tailoring to each fixed income sector is critical
Facilitator: Sam Shaw, independent consultant Expert: Paul Skinner, investment director – sustainable fixed income at Wellington
20 October 2022A Meeting of Minds Gatekeepers - October 2022
DataEquitiesESGGatekeepersRegulationsustainable
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The greater good. A need for more positive thinking, not just more positive portfolios
Expert: Carol Storey, Roberta Barr Facilitator: Niall Buggy
20 October 2022A Meeting of Minds Gatekeepers - October 2022
ESGGatekeepersInflationInvestmentsPortfoliossustainable
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Future Proofing. How to make tomorrow better than today
Expert: Jess Foulds, Global Responsible Investment Senior Manager Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
Advisorsclimate changeESGFinancial AdvisoryRegulationRisksustainable
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Clearly Signposted, how to integrate ESG into the advice journey
Expert: Andy Miller, Investment Specialist, Quilter Platform. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceESGFinancial AdvisoryGreen InvestingInvestmentsRegulatorssustainable
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Measuring and maximising the true impact of investing
Expert: Jessica Zarzyycki, Nuveen, Facilitator: Paula Pizzala
17 March 2022A Meeting of Minds Gatekeepers - March 2022
DiversificationEnvironmentalESGGlobal economyGreen InvestingSocial Impact InvestingsustainableWealth managementWealth Management and Private Banking
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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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Sustainable Finance – Your Customers Are Watching You. They Need You To Be Doing The Right Thing
Expert: John Southern, HBS Group Southern. Facilitator: Mandy Kirby, City Hive
07 October 2021A Meeting of Minds - Bank and Brand Distribution of Retail Financial Services - 7 October 2021
AssetBankBrandBusiness developmentBusiness ModelCultureCustomerESGretailRetail Financial ServicessustainableYour business