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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Horizon Scanning. How will digital innovation impact the paraplanner
Expert: Joe Harris, Alpha FMC
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
complianceDigitalFinancial AdvisoryInnovationPrivate Banking
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Alternative Reality - How The Fixed Income Landscape Has Shifted
Expert: Matthew Russell, M&G Investments Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
active managementBondscomplianceFinancial AdvisoryFixed IncomeRegulation
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Growing pains. Barriers to scaling an IFA practice
Expert: John Chapman Facilitator: Duncan McKillop, Fidelius
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Cash flowcomplianceFinancial AdvisoryGrowthIndependent Financial AdviserRecruitment
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ESG: WHAT WAS IT? WHAT IS IT RIGHT NOW? AND WHERE IS IT GOING?
Expert: David Beacham, Business Development Director, Carmignac and Facilitator: Jo Goddard, Founder and lead consultant, Green & Good Consulting
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAuthenticityClientcomplianceCOP26Corporate GovernanceEnvironmentalESGFinancial AdvisorygovernanceGreenwashingInvestmentssustainable
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COMPLIANCE NIGHTMARE. HOW TO CREATE MIFID II COMPLIANT EX-ANTE AND EX-POST ILLUSTRATIONS AND REPORTS
A Meeting of Minds Advisory Distributors - 28 November 2019
complianceFinancial AdvisoryMIFIDIIproductivity