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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Informed Choice - Finding value in real assets
Expert: Andrew Gill, Fund Manager, TIME Investments Moderator: Rupert Phelps, Independent Consultant
12 October 2023A Meeting of Minds Gatekeepers - October 2023
AssetGatekeepersInflationInterestPortfoliosrent
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Tightening Mode - Risks and opportunities in fixed income
Expert: Peter Fitzgerald, CIO Multi Asset & Macro, Aviva Investors Moderator: Sam Shaw, independent consultant/freelance journalist
12 October 2023A Meeting of Minds Gatekeepers - October 2023
Emerging MarketsEquity releaseFixed IncomeGatekeepersInflationInterest
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Structural Change - Why it’s not too late to consider value done differently
Expert: Bertrand Cliquet, Portfolio Manager/Analyst, Lazard Asset Management Limited Facilitator: David Barks
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
fundGeopoliticsInflationInterestvalueWealth 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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Economic franchises in a time of inflation
Expert: Bertrand Cliquet, Lazard Asset Management Facilitator: Paul Kearney
20 October 2022A Meeting of Minds Gatekeepers - October 2022
GatekeepersGeopoliticsInflationInterestPrivate EquityStrategy
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Finding a clearer path down the foggy road to normal
Expert: Mike Gitlin, Partner, Capital Group. Facilitator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ClientCommoditiesEmerging MarketsGlobalInflationInterestMeeting of MindsMindful ofWealth managementWealth Management and Private Banking
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Scenarios for the world economy and markets in 2022
Expert: Shamik Dhar, Chief Economist, BNY Mellon Investment Management Facilitator: Henry Cobbe, Elston Consulting
12 October 2021A Meeting of Minds Gatekeepers - October 2021
EconomicEmploymentFinancial AdvisoryGeopoliticsGrowthInflationInterestInvestmentsWealth Management and Private Banking
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Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology