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.
Expert: Samantha Christopher - Head of Proposition, Strategy, Growth, Fidelity Adviser Solutions Facilitator: Paul Miles, Silverback Consultancy (substituted because of illness by Steve Boucher, Fidelity)
Facilitator: Martyn Laverick Expert: Barry Neilson
Expert: Catherine Parry, Deepview. Facilitator: Niall Buggy, Sionic
11 November 2021WealthTech Matters - The Business 11 November 2021
Expert: Simon Gottelier, Senior Portfolio Manager, Thematics AM, Nataxis Facilitator: Richard Romer-Lee, Square Mile Investment Consulting and Research Limited
12 October 2021A Meeting of Minds Gatekeepers - October 2021
Expert: Eric Tyree, Head of Research & Artificial Intelligence, Blueprism and Facilitator: Gilly Green, Sionic
A masterclass in understanding the different potential offered by AI, RPA, big data, machine learning, the Cloud and Voice.
We live in a tech savvy world
15 October 2019A Meeting of Minds Winning Advisers - 15 October 2019