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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Hard Times - Industrial policy is back, now there is more natural risk
Expert: Joe Little, Chief Global Strategist, HSBC Facilitator: Brod Whiting, Director, JoynedUp Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
ChinaFinancial AdvisoryInvestmentsPortfoliosRecessionUS
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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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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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Future Fit - the Trends in Product Innovation
Expert: Chris Skinner Facilitator: Ben MacGregor
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
DevelopmentFinancial AdvisoryInnovationInvestmentsLegacy Products
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Pulse Check - UK Financial Adviser Survey on Meeting Clients' Needs
Expert: Gillian Hepburn, Head of UK Intermediary Solutions, Schroders Facilitator: Helen Clark, Mint Blue Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
ClientConsumer DutyFinancial AdvisoryInterestInvestmentsPrivate Market
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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
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Sense Check. How much does the paraplanner influence the final recommendation?
Facilitator: James Goad
25 May 2023NEW for 2023! A Meeting of Minds Paraplanning - May 2023
AdviceConsumer DutyFCAFinancial AdvisoryInvestmentsManagement
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Regime Change - A New Set of Rules For Navigating A New Investment Era Winning Advisers
Expert: Alistair Corden-Lloyd, Morgan Stanley Investment Management Facilitator: Sam Shaw
27 April 2023A Meeting of Minds Winning Advisers North - April 2023
Financial AdvisoryGlobal economyInflationInvestmentsManagementMarket Trends
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Investing when terrified. Doing right for clients in disorderly times
Expert: Jasmine Yeo Facilitator: Don Wild
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
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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
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New word disorder. How to negotiate this period of historically significant geopolitical uncertainty
Expert: Richard Clarke Facilitator: Jasmine Yeo, Ruffer
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
EconomicFinancial AdvisoryGeopoliticsInflationInvestmentsMarket Trends
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On thin ice. How to slide from greenwashing to green lighting
Expert: Phoebe Stone, Head of Sustainable Investing, LGT Facilitator: Roderic Rennison: Catalyst Partners Ltd
13 October 2022A Meeting of Minds Winning Advisers South - October 2022
Client ExperienceFinancial AdvisoryGreenwashingInvestmentsNet ZeroResearch