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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THE POTENTIAL OF EVOLVING CHANNELS TO MARKET SESSION 2
Expert and facilitator: Tony Crane, Crane Consulting
24 October 2024Mortgage Meeting of Minds - October 2024
AIConsumer DutyDigital platformMarket TrendsMortgageOpen Banking
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Assessing the global landscape for markets caused by uncertainty and shifting politics
Expert: Randeep Somel, Deputy Fund Manager, M&G Facilitator: Rupert Phelps
17 October 2024A Meeting of Minds Gatekeepers - October 2024
climate changeGatekeepersGrowthInflationMarket Trendstax
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The opportunities and pitfalls in high-yield bond investing
Expert: David Backhouse, Portfolio Manager, Columbia Threadneedle Facilitator: Paul Kearney
17 October 2024A Meeting of Minds Gatekeepers - October 2024
BondsGatekeepersInvestmentsMarket TrendsPrivate EquityRisk
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Future Proofing Your Business - Growing Your Book Up The Wealth Curve
Expert: Heather Christie, Head of the UK Adviser and Platform Sales Team, Blackrock Investments and Ben Roberts, MPS Manager, Transact Adviser Facilitator: Paul Miles, Founder, Silverback Consulting
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
CommunicationDigital mediaFinancial AdvisoryGoals-based planningMarket TrendsTechnology
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Handling market data - The opportunities and challenges
Expert: Preya Patel, Head of Data, Financial Software Ltd Facilitator: Matt Lonsdale, Davies Group
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChallengesDataMarket TrendsOpportunitiesTransparencyWealth Management and Private Banking
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Geopolitical Volatility - Navigating Uncertainty Through a Global Lens
Expert: David Roberts, Bond Fund Manager, Nedgroup Investments Facilitator: Ralph Jackson, Independent Consultant
25 April 2024A Meeting of Minds Winning Advisers North - April 2024
BondsElectionsFinancial AdvisoryGeopoliticsMarket Trendsvalue
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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
benchmarkcostforecastGatekeepersInvestmentsMarket Trends
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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
AIEquitiesESGGatekeepersInflationMarket Trends
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Changes Afoot - How should this sector respond to client concerns?
Expert: Mark McVitie, Senior Consultant, Pagefield Facilitator: Charlie MacFarlane, Managing Partner, The C & D Partnership
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
AssetInvestmentsMarket TrendsParty PoliticsResearchWealth Management and Private Banking
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First Innings - What will the AI frenzy mean for Gatekeepers?
Expert: Varun Rajwanshi, Senior Vice President, Lazard Asset Management Moderator: Chris Rushworth, Associate Director, Alpha Financial Management
12 October 2023A Meeting of Minds Gatekeepers - October 2023
AIGatekeepersMarket TrendsOpportunitiesPricingTechnology
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M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation
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Reality Cheques - Natural Risk, Geopolitics & Financial Markets
Expert: Alexander Chartres, Investment Directo, Ruffer LLP Facilitator: Ben MacGregor, Director, Client Development, Savanta
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Chinaclimate changeFinancial AdvisoryGeopoliticsMarket TrendsRisk