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.
-
Is it prime time for global bonds?
Expert: Alexandra Ralph, Portfolio Manager, Nedgroup Facilitator: Sam Shaw
17 October 2024A Meeting of Minds Gatekeepers - October 2024
-
Navigating Geopolitical Volatility Amidst Us Election Uncertainty
Expert: Ben Palmer, Lead Sustainable Portfolio Manager, LGT Wealth Management UK Facilitator: Roderic Rennison, Partner, Catalyst Partners
10 October 2024A Meeting of Minds Winning Advisers South - October 2024
educationElectionsFinancial AdvisoryGeopoliticsInvestment Platformsustainable
-
Let’s face it: with so much geopolitical uncertainty, living off invested savings in retirement is risky
Expert: Andy Sutherland, Director, Conduct Culture Ltd Facilitator: Michael Lawrence, Principal Consultant, Bovill
25 September 2024Retirement Matters - September 2024
-
Eastern Flashpoint - The geopolitical risks from the near, far and middle east
Expert: Peter Fitzgerald, CIO Multi-asset and Macro, Aviva Investors Facilitator: Ralph Jackson, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
-
Election Fever - Anticipating a new political landscape in the UK
Expert and facilitator: Ralph Jackson, Consultant
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ElectionsFinancial AdvisoryGeopoliticsPensionpolicyUK
-
New Era - Responding to the changing geopolitical and economic tensions
Expert: Joseph Cornwall, Investment Manager, Puma Investments Facilitator: Brod Whiting, JoyndUp Ltd
27 June 2024A Meeting of Minds Advisory Distributors - June 2024
ChinaFinancial AdvisoryGeopoliticsInflationproductivityTechnology
-
A snapshot of M&A activity - As well as the current and future trends in the sector
Expert: Anthony Turner, Corporate M&A Partner, Farrer & Co LLP Facilitator: Sharmil Patwa
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
GeopoliticsInflationM&APricingTechWealth Management and Private Banking
-
Adapting to a world of three
Expert: Stephen Andrews, Portfolio Manager and co-Head of BlackRock's Global Emerging Markets Team Facilitator: Paul Kearney
13 June 2024A Meeting of Minds Wealth Management and Private Banking - June 2024
ChinaGeopoliticsInvestmentsMiddle EastTaiwanWealth Management and Private Banking
-
How to see clearly while the future economic picture remains unclear
Expert: Hugo Thompson, Multi-Asset Investment Specialist, HSBC Asset Management Facilitator: Ben MacGregor, Director Client Development, Savanta
23 May 2024A Meeting of Minds Paraplanning - 23 May 2024
CommoditiesEconomicEmerging MarketsGeopoliticsParaplanning CommunityPortfolios
-
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
-
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
-
Change of Guard - How the direction of British politics will shape wealth management
Expert: Michael Grady, Head of Investment Strategy and Chief Economist, Aviva Investors Facilitator: Niall Buggy
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GeopoliticsGrowthInvestmentsManagementRegulationWealth Management and Private Banking