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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Pricing Right – Meeting the competition while remaining competitive
Expert: Tony Hanlon, Director and Mehul Kotecha, Partner, Strategy & Transactions - Financial Services, EY Facilitator: Roopalee Dave, Partner - UK Wealth Management Lead, EY
16 November 2023A Meeting of Minds Wealth Management and Private Banking - November 2023
CommunicationCompetitionConsumer DutyM&APricingWealth Management and Private Banking
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Merger and acquisition (M&A) activity: what are they looking for and what are their long-term strategies?
Expert: Keith Hare, Head of Corporate Development, Benchmark Capital. Facilitator: John Chapman, Consultant, Catalyst Partners
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
AcquisitionBusiness ModelClient acquisitionFinancial AdvisoryM&AMergerPrivate Equity
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WHEN ARE ADVISORY FIRMS READY TO SELL? WHAT IS DRIVING THEIR SUCCESSION PLANS AND WHAT KEY FACTORS CAN BREAK THE DEAL, PRE AND POST TRANSACTION?
Expert: David Swanwick and Joe Blackburn of Dimensional Investors. Facilitator: Martyn Laverick Divisional Director M&A, Paul Harper Search and Selection
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
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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