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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Mind the Lag - Is recession the next stop?
Expert: Ian Rees, Investment Director, Ruffer Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
BondsEquity releaseFinancial AdvisoryGlobal economyInflationInterest
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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
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Alternative Reality - How The Fixed Income Landscape Has Shifted
Expert: Matthew Russell, M&G Investments Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
active managementBondscomplianceFinancial AdvisoryFixed IncomeRegulation
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One Stop Shop: Why Gilts and Sterling Corporate Bonds can no Longer be Relied on for UK Fixed Income Investors
Expert: Fraser Lundie, Federated Hermes Facilitator: Andrew Mills, Insight Financial Research
23 March 2023A Meeting of Minds Gatekeepers - March 2023
BondsDiversificationFixed IncomeGatekeepersGrowthInvestments
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Taking Interest - The case for reviewing bond allocations in a more polarised world
Facilitator: Paul Kearney. Moderator: Mark Dowding
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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Time to fix? Why this could be the moment bond investors have been waiting for?
Expert: Adrian Hull, Aegon Asset Management Facilitator: Richard Clarke, Hannam & Partners
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
BondsFinancial AdvisoryFixed IncomeInflationMarket TrendsRecession
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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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How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
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GREEN BONDS – HOW TO FIND, MATERIAL, INTENTIONAL, AND TRANSFORMATIONAL IMPACT IN LIQUID MARKETS WHILE AVOIDING GREENWASHING
Expert: Bram Bos, Lead Portfolio Manager, Green Bonds, NN Investment Partners; Facilitator and Jo Goddard, Founder and lead consultant, Green & Good Consulting
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AssetBondsclimate changeEconomicEnvironmentalESGfundgovernanceGreenwashingInvestmentsliquidityPrivate BankingRegulationWealthWealth Management and Private Banking
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It's not just about the investors of the future. How are the baby boomers doing?
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
A Meeting of Minds Asset Management - 20 September 2018
AlternativesAsset ManagementBehavioursBondsBrandBusiness ModelClientCommoditiesEmerging MarketsEngagementExperienceInvestmentsJourneyMacro TrendsOnboardingReal EstateReputationalRiskSecurityTechnologyTrends