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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Digital human - how to clear your tech debt
Moderator: Carline Burkart, AON Expert: Andrew Back, Multrees
09 June 2022A Meeting of Minds Wealth Management and Private Banking - June 2022
costDigitalDigital SignaturesInvestmentsTechTechnologyWealth Management and Private Banking
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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
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The use of private market funds by sophisticated private investors is on the verge of becoming mainstream.
Expert: Nick Rosenblatt, Wealth Management Proposition Leader, Mercer Joined by Adam Harrison, Chief Commercial Officer, Titanbay. Facilitator: Gilly Green, Sionic
18 November 2021A Meeting of Minds Wealth Management and Private Banking - 18 November 2021
Investment PlatformInvestmentsPrivate MarketWealth Management and Private BankingYour businessYour clients
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THE CHANGING VIEW OF CHINA – INCREASINGLY DISTRUSTFUL?
WHAT ARE THE IMPLICATIONS FOR THE WORLD ECONOMY? Expert: Rob Secker, Portfolio Specialist, T Rowe Price. Facilitator: Frank Potaczek, Independent Consultant
12 October 2021A Meeting of Minds Gatekeepers - October 2021
Financial AdvisoryGrowthInvestmentsWealth Management and Private Banking
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BECAUSE GOLD IS FOR MORE THAN WEARING…
Expert: George Milling-Stanley, Chief Gold Strategist, State Street Global Advisors, Facilitator: Caroline Burkart, Aon Client Insight
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
AsiaAssetCOVIDEuropeInvestmentsMacro TrendsPrivate BankingUSWealthWealth Management and Private Banking
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CLIMATE INVESTING: ALIGNING ESG STRATEGIES WITH THE PARIS AGREEMENT
Expert: Matthieu Mouly, Chief Client Officer, Lyxor Asset Management International and Facilitator: Ralph Jackson, Partner & Director, Lansons
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
climate changeCOP26EnvironmentalESGgovernanceInvestmentsRegulationsustainableWealth Management and Private Banking
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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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NAVIGATING A PATH TO NET ZERO - PRACTICAL CONSIDERATIONS FOR MEETING YOUR CLIENT COMMITMENTS
Expert: Pete Drewienkiewicz, Chief Investment Officer, Global Assets, Redington and Facilitator: Mandy Kirby, City Hive Network
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
Clientclimate changeCOP26EngagementEnvironmentalESGgovernanceInvestmentsPrivate BankingRegulationsustainableWealthWealth Management and Private Banking
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A thought-provoking look at some of the evolving big investment themes of the future.
A thought-provoking look at some of the evolving big investment themes of the future. Lazards share some of their thinking.
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Artificial IntelligenceClient Data ManagementCOVIDFamilyInvestmentssustainableWealth Management and Private Banking
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As regulation will soon mean that your relationship managers will need to take into account your clients’ ESG preferences as part of their suitability
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
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The fundamentals of quantitative investing
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
InvestmentsPropositionWealth Management and Private Banking
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Understanding the investment implications of the gig economy
20 November 2019A Meeting of Minds Wealth Management and Private Banking - 20 November 2019
InvestmentsWealth Management and Private Banking