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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Sharp Focus - Thematic thinking for the next decade
Expert: Steve Wreford, Portfolio Manager, Lazard Asset Management Facilitator: Sascha Calisan, Director, Davies Group
14 March 2024A Meeting of Minds Gatekeepers - March 2024
AIenergyGatekeepershealthcareInflationInvestments
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Core Belief - How can investors get ‘more from the core’ in fixed income?
Expert: David Roberts, Head of Fixed Income, Nedgroup Investments Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
BondsCOVIDFixed IncomeGatekeepersInflationInvestments
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Transition Opportunities - Investing in the transition and unlocking Green Alpha
Facilitator: Ian Saunders. Experts: Thomas Hohne-Sparborth and Didier Rabattu
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ESGGatekeepersGreen InvestingInflationInvestmentssustainable
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UK Retirement: Are Consumers Over Confident?
Expert: Philip May - Director Capital Group Facilitator: Don Wild
23 March 2023A Meeting of Minds Gatekeepers - March 2023
ConsumerGatekeepersInflationInvestmentsMarket TrendsRetirement
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Is 60/40 dead or just sleeping?
Expert: Altaf Kassam, MD, EMEA head of investment strategy and research Facilitator: Sam Shaw, independent consultant
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BankFixed IncomeGatekeepersGrowthInflationInvestments
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Navigating fixed income through regime change
Expert: Scott Freedman, Newton – Portfolio Manager Facilitator: Mark Rushton
20 October 2022A Meeting of Minds Gatekeepers - October 2022
BondsFixed IncomeGatekeepersInflationInvestmentsliquidity
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The greater good. A need for more positive thinking, not just more positive portfolios
Expert: Carol Storey, Roberta Barr Facilitator: Niall Buggy
20 October 2022A Meeting of Minds Gatekeepers - October 2022
ESGGatekeepersInflationInvestmentsPortfoliossustainable