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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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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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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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