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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Impact Awareness. Are we at a tipping point for sustainable investing
Expert: Tom Wildgoose - Nomura Asset Management Facilitator: Ben Wright
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
AdviceESGFinancial AdvisoryFinancial EducationInvestmentssustainable
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Investing when terrified. Doing right for clients in disorderly times
Expert: Jasmine Yeo Facilitator: Don Wild
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
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Eastern Headwinds. The far-reaching consequences of war in Ukraine
Expert: Tim Ash Facilitator: Richard Clarke
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
ChinaInvestmentsleadershipRussiaUkraineWealth Management and Private Banking
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Goal Based Planning. A more holistic way to service your clients
Expert: Iwan Schafthuizen (Managing Director Business Development, Ortec Finance) Facilitator: Shelley Doorey Williams (Partner, Consulting, KPMG)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
Client ExperienceGoals-based planningInvestmentsTechnologyTrainingWealth Management and Private Banking
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Taking Back Control. How firms can harness integrated business and investment processes
Expert: Geoff Towers (CEO GPP Group) and Tom Wooders (Group Head of Sales at Titan Wealth Holdings) Facilitator: Sarah Bennett
10 November 2022WealthTech Matters The Business - November 2022
DatagovernanceIntegrationInvestmentsRegulationWealthTech Matters
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The Client Experience. Doing things 'a bit better' or rethinking the whole problem?
Expert: Farzana Khalil, Chief Customer Officer, Seccl and James Holmes Chief of Staff, Seccl Facilitator: Sarah Bennett (EY)
10 November 2022WealthTech Matters The Business - November 2022
AdviceClient ExperienceConsumer DutyInvestmentsTechnologyWealthTech Matters
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Is 60/40 dead or just sleeping?
Expert: Altaf Kassam, MD, EMEA head of investment strategy and research Facilitator: Sam Shaw, independent consultant
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BankFixed IncomeGatekeepersGrowthInflationInvestments
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Natural capital - The opportunities that arise from nature positive solutions
Facilitator: Sianne Haldane Expert: Sam Tripuraneni
20 October 2022A Meeting of Minds Gatekeepers - October 2022
ESGGatekeepersInvestmentsOpportunitiesRegulatory IssuesSustainable Solutions
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Navigating fixed income through regime change
Expert: Scott Freedman, Newton – Portfolio Manager Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022
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Staying strong. How behavioural finance informs investment decisions
Expert: Ashish Chugh, Portfolio Manager, Global Emerging Market Equities, Loomis, Sayles & Company Facilitator: Niall Buggy
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BehavioursDue DiligenceEmerging MarketsGatekeepersInvestmentsRegulation (Geographical)
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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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Tuning out noise: The practical importance of maintaining investment principles in volatile times
Expert: Marco Lo Blanco, research analyst and portfolio manager, Seilern Investment Management Facilitator: Sam Shaw, independent consultant
20 October 2022A Meeting of Minds Gatekeepers - October 2022
AssetFlexibilityGatekeepersInvestmentsPerformance