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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Future of Advice - The organisational changes shaping modern workplaces
Expert: Sean Hegarty, Europe Managing Director, Vanguard Facilitator: Georgia Stewart, CEO of Tumelo
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
AIOrganisationPortfoliosRegulationWealth managementWealth Management and Private Banking
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Private Markets - Portfolio construction and outlook
Expert: Alex Bozoglou Facilitator: Adam Croutear
08 June 2023A Meeting of Minds Wealth Management and Private Banking - June 2023
GrowthManagementPortfoliosPrivate MarketProfitabilityWealth Management and Private Banking
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Permacrisis Point - The Cost of Living is High, But What About The Cost of Uncertainty
Expert: Rob Quartly-Janeiro Facilitator: John Chapman
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
climate changeFinancial AdvisoryGlobal economyMarket TrendsPortfolios
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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
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Improvers Rather Than Exclusions - How Portfolio Decarbonisation is Changing
Expert: John Teahan, Redwheel Facilitator: Ian Saunders
23 March 2023A Meeting of Minds Gatekeepers - March 2023
DiversificationGatekeepersIntegrationInvestmentsPortfoliossustainable
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Taking Interest - The case for reviewing bond allocations in a more polarised world
Facilitator: Paul Kearney. Moderator: Mark Dowding
23 March 2023A Meeting of Minds Gatekeepers - March 2023
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Back to '82 - is it time to revive some "old skool" strategies
Facilitator: Niall Buggy Expert: Deborah Wardle (Mercer)
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
DiversificationFixed IncomePortfoliosPrivate MarketTechnologyWealth Management and Private Banking
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Net zero approaches: Can these be converted into meaningful communications?
Facilitator: Ben MacGregor Expert: Thomas Hohne-Sparborth
17 November 2022A Meeting of Minds Wealth Management and Private Banking - November 2022
CommunicationConsumer DutyNet ZeroPortfoliosRegulatory IssuessustainableWealth Management and Private Banking
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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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Climate change and ESG. How can finance help society address climate change through investment
Expert: Vincent Denoiseux, Head of ETF Research and Solutions, Lyxor ETF, Amundi Group. Facilitator: Justin Hodges
17 March 2022A Meeting of Minds Gatekeepers - March 2022
Client Data Managementclimate changeDataESGPortfoliosRiskWealth managementWealth Management and Private Banking
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THE EMERGING MARKETS. RESTARTING THE ENGINE THAT IS TOO BIG TO IGNORE
Expert: Kiran Nandra, Head of Emerging Markets Equities Management, Pictet Asset Management. Facilitator: Brod Whiting, Director, JoyndUp Ltd
25 November 2021A Meeting of Minds Advisory Distributors - 25 November 2021
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Initiating the ESG Conversation with your Clients
Expert: Phoebe Stone, Head of Sustainable Investing. Facilitator: Roderic Rennison, Rennison Consulting
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
AdvisorsBusiness developmentClientCommunicationCustomerEngagementESGExperienceFinancial adviserFinancial AdvisoryFinancial servicesHumanPersonalisationPortfoliosRelationshipsSustainable SolutionsWealthWealth TransferWinning AdvisersYour business