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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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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Regime Change - A New Set of Rules For Navigating A New Investment Era Winning Advisers
Expert: Alistair Corden-Lloyd, Morgan Stanley Investment Management Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Financial AdvisoryGlobal economyInflationInvestmentsManagementMarket Trends
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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
ChinaEconomicFinancial AdvisoryInflationInvestmentsUkraine
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Solution Approach. From inflation surprise to structural opportunity
Expert: Nicholas Bratt - Lazard Facilitator: Ben Wright
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial adviserFinancial AdvisoryGoals-based planningInflationInsightsTrends
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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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New word disorder. How to negotiate this period of historically significant geopolitical uncertainty
Expert: Richard Clarke Facilitator: Jasmine Yeo, Ruffer
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
EconomicFinancial AdvisoryGeopoliticsInflationInvestmentsMarket Trends
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Adapting to the changes in later life advice and retirement incomes
Facilitator: Richard Parkin, Founder, Richard Parkin Consulting Experts: Kevan Ramanauckis, Pensions Technical Specialist and Paul Speight, Head of Key Account Development, Canada Life
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientEquity releaseFinancial AdvisoryInflationLater lifeRetirementRetirement Planning
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New World Disorder. How to negotiate this period of historically significant geopolitical uncertainty
Facilitator: Don Wild, Wild Ochre Consulting Expert: Alexander Chartres - Ruffer
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
active managementAssetFinancial AdvisoryGeopoliticsInflationliquidityPortfoliosRisk
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Navigating an interest rate and inflationary environment with economic franchises
Expert: Bertrand Cliquet, Lazard. Facilitator: Don Wild, Wild Ochre Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AdvisorsAdvisory investment servicesCIPClientFinancial adviserFinancial AdvisoryIndependent Financial AdviserInflationInvestmentsPortfolios
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Looming Risks For Fixed Income And How To Generate Alpha In An Optimal Risk-Controlled Manner
Expert: Sal Naro, Managing Director, Lazard Asset Management Facilitator: John Chapman, Orion Consultancy
12 October 2021A Meeting of Minds Gatekeepers - October 2021
Financial AdvisoryInflationM&AMacro TrendsWealth 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