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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Health Check - Annuities are for life, not just for Christmas
Expert: Paul Speight, Head of Business Development, Canada Life Facilitator: Roderic Rennison, Director, Catalyst Partners
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AnnuitiesAssetClientDrawdownFinancial AdvisoryRetirement
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Onboarding Solutions - And their peculiar place in wealth management
Expert: Balint Fischer, Chief Business Development Director, Dorsum Ltd Facilitator: Paul Miles, Founder, Silverback Consultancy
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AssetClientcostFinancial AdvisoryIntegrated systemsTechnology
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Party Lines – The pros and cons of outsourcing investments
Expert: James Lewis, UK Chief Investment Officer, Mercer Global Investments Facilitator: Don Wild, Wild Ochre Consulting
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
AssetFinancial AdvisoryInvestmentsOutsourcingResearchvalue
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Exiting Right – How to get the best outcome from the selling process
Expert: Alex Canham, Partner, Herrington Carmichael Facilitator: Roderic Rennison, Partner, The Catalysts LLP
05 October 2023A Meeting of Minds Winning Advisers South - October 2023
advisersAssetConsumer DutyFinancial AdvisoryRegulation
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Branching out - Expanding Across the Full Spectrum of Wealth
Expert: Vincent Tiseo, Global Head, Business Strategy, Goldman Sachs Asset Management Facilitator: Roderic Rennison, Catalyst Partners
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
AssetConsumer DutyFinancial AdvisorygenerationalInvestmentsWealth
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New World Disorder. How to negotiate this period of historically significant geopolitical uncertainty
Facilitator: Don Wild, Wild Ochre Consulting Expert: Alexander Chartres - Ruffer
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
active managementAssetFinancial AdvisoryGeopoliticsInflationliquidityPortfoliosRisk
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POST PANDEMIC INFLATION: ARE YOU PREPARED?
Expert: Benjamin Suess, Investment Solutions, UBS Asset Management and Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAssetCOVIDEconomicFinancial AdvisoryGeopoliticsInflationInvestmentsRegulationUK economy
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MULTI-ASSET APPROACHES TO RISK
Multi-asset approaches to risk
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
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Techtonics - Tech, markets and regime change
Techtonics - Tech, markets and regime change
29 April 2021A Meeting of Minds - Winning Advisers - 29 April 2021
Artificial IntelligenceAssetCyberDataDigitalFinancial AdvisoryInflationInterestMarket TrendsTechnology
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The consolidators are important players within the financial advisory distribution space
The consolidators are important players within the financial advisory distribution space. What are their ambitions? How do they want to be treated? What is the direction of travel?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AssetCOVIDdistributiondiversityFinancial AdvisoryInvestmentsMarket Trends
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Managing risk in a very challenging economic environment
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers North - 8 October 2020
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Managing risk in a very challenging economic environment (s)
Managing risk in a very challenging economic environment
A Meeting of Minds - Winning Advisers South - 15 October 2020