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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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
BondsCOVIDFixed IncomeGatekeepersInflationInvestments
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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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Transition Opportunities - Investing in the transition and unlocking Green Alpha
Facilitator: Ian Saunders. Experts: Thomas Hohne-Sparborth and Didier Rabattu
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ESGGatekeepersGreen InvestingInflationInvestmentssustainable
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UK Retirement: Are Consumers Over Confident?
Expert: Philip May - Director Capital Group Facilitator: Don Wild
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ConsumerGatekeepersInflationInvestmentsMarket TrendsRetirement
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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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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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Navigating fixed income through regime change
Expert: Scott Freedman, Newton – Portfolio Manager Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BondsFixed IncomeGatekeepersInflationInvestmentsliquidity
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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 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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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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The sleeping dragon - investing in china during war and peace
Expert: Elliot Hentov PhD, Head of Policy Research, Global Macro, SSGA. Moderator: Blaise Cardozo, Director, Sionic
17 March 2022A Meeting of Minds Gatekeepers - March 2022
ChinaDiversificationEconomicGeopoliticsGlobalGlobal economyInflationInvestmentsMeeting of MindsWealth managementWealth Management and Private Banking