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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Changing Behaviour - Why investors should be wary of cash or short duration bonds
Expert: Jason Borbora-Sheen, Portfolio Manager, Ninety One Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
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Core Belief - How can investors get ‘more from the core’ in fixed income?
Expert: David Roberts, Head of Fixed Income, Nedgroup Investments Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
BondsCOVIDFixed IncomeGatekeepersInflationInvestments
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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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The house as an investment - A look at the buy-to-let market
Expert: Jennifer Lloyd, Head of Mortgage Products, Skipton Building Society Facilitator: Mark Spiers, Partner, Bovill
21 September 2023NEW for 2023! Mortgage Meeting of Minds - September 2023
advisersbuy-to-letInvestmentslandlordMortgagerentals
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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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Future Fit - the Trends in Product Innovation
Expert: Chris Skinner Facilitator: Ben MacGregor
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
DevelopmentFinancial AdvisoryInnovationInvestmentsLegacy Products
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Pulse Check - UK Financial Adviser Survey on Meeting Clients' Needs
Expert: Gillian Hepburn, Head of UK Intermediary Solutions, Schroders Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
ClientConsumer DutyFinancial AdvisoryInterestInvestmentsPrivate Market
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Big Impact - Why successful client lifecycle management is so critical to business success
Expert: David Barks Facilitator: Christine Cirani
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
Client Data ManagementDataInvestmentsRegulationValuationWealth Management and Private Banking
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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
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Growing Pains - Strategies for growing rather than selling
Expert: Niall Buggy Facilitator: James Howick
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AssetClient ExperienceGrowthInvestmentsStrategyWealth Management and Private Banking
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Regime Change. Navigating the era of higher inflation and interest
Expert: Roger Skeldon, TIME Investments Facilitator: Don Wild, Wild Ochre Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
ESGFinancial AdvisoryInflationInterestInvestments
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Sense Check. How much does the paraplanner influence the final recommendation?
Facilitator: James Goad
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceConsumer DutyFCAFinancial AdvisoryInvestmentsManagement