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.
-
Sustainable Returns - Climate transition within fixed income
Expert: Adrian Hull, Global Head of Core Fixed Income, Aegon Asset Management Moderator: Vanessa Bingle, Director, ESG & Responsible Investment, Alpha FMC
12 October 2023A Meeting of Minds Gatekeepers - October 2023
climate changeESGFixed IncomeGatekeepersInvestmentssustainable
-
Regime Change. Navigating the era of higher inflation and interest
Expert: Roger Skeldon, TIME Investments Facilitator: Don Wild, Wild Ochre Consulting
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
ESGFinancial AdvisoryInflationInterestInvestments
-
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
-
Risk-reward: Is it the adviser's role to promote sustainable investing?
Expert: Andy Ford & Fabian Wiesner Facilitator: Helen Clark
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Consumer DutyESGFinancial AdvisoryInvestmentsSimplifysustainable
-
Natural capital - The opportunities that arise from nature positive solutions
Facilitator: Sianne Haldane Expert: Sam Tripuraneni
20 October 2022A Meeting of Minds Gatekeepers - October 2022
ESGGatekeepersInvestmentsOpportunitiesRegulatory IssuesSustainable Solutions
-
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
-
Clearly Signposted, how to integrate ESG into the advice journey
Expert: Andy Miller, Investment Specialist, Quilter Platform. Facilitator: Richard Parkin, Founder, Richard Parkin Consulting
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceESGFinancial AdvisoryGreen InvestingInvestmentsRegulatorssustainable
-
The Long Game. It's not about the result, it's about the process when it comes to ESG
Expert: Jennifer Moynihan, portfolio specialist, NinetyOne. Moderator: Sam Shaw, independent consultant, Sam Shaw Media
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
ClientClient ExperienceDiversificationESGFinancial adviserFinancial AdvisoryInvestmentsPerformanceRegulation
-
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
Emerging MarketsESGFinancial AdvisoryInvestmentsPortfolios
-
How much importance do your clients place on the green credentials of their savings?
Expert: Andrew Pike, Head of Intermediary Relationships, NS&I. Facilitator: Jo Goddard, Green & Good
14 October 2021A Meeting of Minds - Winning Advisers - South - 14 October 2021
A Meeting of Minds Winning AdvisersAdviceBankBehaviourBondsClient acquisitionclimate changeCommunicationEngagementEnvironmentalESGExperienceFinance StrategyFinancial adviserFinancial AdvisoryFinancial servicesGovernmentGreen BondsGreen InvestingGreenwashingInterestIntergenerationalInvestmentsMeeting of MindsPeoplePerformanceRetirement PlanningsavingsSocial Impact InvestingsustainableWealthWealth TransferYour business
-
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
-
CLIMATE INVESTING: ALIGNING ESG STRATEGIES WITH THE PARIS AGREEMENT
Expert: Matthieu Mouly, Chief Client Officer, Lyxor Asset Management International and Facilitator: Ralph Jackson, Partner & Director, Lansons
10 June 2021A Meeting of Minds - Wealth Management and Private Banking - 10 June 2021
climate changeCOP26EnvironmentalESGgovernanceInvestmentsRegulationsustainableWealth Management and Private Banking