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.
-
Reframe & Reclaim - Winning the ESG Argument
Expert: Richard Butters, Aviva Investors Facilitator: Dan Russell
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
AdvisorsESGFinancial AdvisoryMarketingNet ZeroPortfolios
-
ESG – what does it mean to you, your business and your clients?
Expert: David Beacham, Business Development Director, Head of Regional Sales, Facilitator: Jo Goddard, Green & Good Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
ClientClient ExperienceCommunicationCultureEngagementESGFinancial AdvisoryMarketingRegulationRelationshipsRiskValuesYour clients
-
STEWARDSHIP – THE SAFE INVESTMENT OF CAPITAL TO CREATE SUSTAINABLE VALUE.
Rising economic inequality has caused public trust to decline and that, combined with the huge amount of company data in the public domain, has left companies vulnerable to reputation issues.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
Asset ManagementEnvironmentalESGGreenwashinginstitutionalInvestmentsMarketingRegulation