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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Change Catalyst - Consumer Duty’s challenges and opportunities
Expert: Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Facilitator: Ben Wright, Director of Progress, Change Squared Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
CommunicationConsumer DutyESGFinancial AdvisoryvalueVulnerable client
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COMPANY ENGAGEMENT – GREENWASHING?
Expert: Sora Utzinger, Head of ESG Research, Aviva Investors and Facilitator Mandy Kirby, City Hive Network
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
ClientEngagementEnvironmentalESGFinancial AdvisorygovernanceGreenwashingvalue
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Business Purpose / Brand Authenticity - How to embed it into the business
Business Purpose / Brand Authenticity - How to embed it into the business. Strategy must come from purpose, there is no single approach but whatever it is, it must be real and go beyond the about us.
17 September 2020A Meeting of Minds - Asset Management - 17 September 2020
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Are you providing “Value for Money?” This is an area of growing regulatory interest. How do you go about creating a consistent framework to assess
Asset management should work together to agree a consistent framework to understand and interpret value for money. At present, there is a lot of confusion and many interpretations about the concept.