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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Investor Biases - Avoiding these in order to spot opportunities
Facilitator: Don Wild. Experts: Vera German and Juan Torres
23 March 2023A Meeting of Minds Gatekeepers - March 2023
Emerging MarketsfundGatekeepersInvestmentsOpportunitiesRisk
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Blade Runner- Future Business Models in Asset Management
Main concerns for D2C clients right now include the potential for a stock market crash, DB transfers and the impact of regulation and tech.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursBusiness ModelEngagementExperienceFintechFront OfficeInvestmentsJourneyManagement InformationOnboardingRiskSegementationTechnologyTrends
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Business models of the future
An insight into what the regulators are thinking about and commercial considerations.
A Meeting of Minds Asset Management - 20 September 2018
Asset ManagementBehavioursCommoditiesEngagementEquitiesExperienceInvestmentsJourneyRiskTrends
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How and why has cash become an integral part of the holistic financial planning process?
How and why has cash become an integral part of the holistic financial planning process, rather than just being a peripheral concern, and how is the cash world likely to evolve in the future.
A Meeting of Minds - Winning Advisers South - 15 October 2020
AdviceCash flowClientFinancial AdvisoryInvestmentsRisksavings
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It's not just about the investors of the future. How are the baby boomers doing?
Summary includes reference to the US where baby boomers hold 80% of net wealth, baby boomers continue to be risk-adverse and hold large amounts of cash, ongoing dependencies, challenges of paying for long term care and confirmation bias.
A Meeting of Minds Asset Management - 20 September 2018
AlternativesAsset ManagementBehavioursBondsBrandBusiness ModelClientCommoditiesEmerging MarketsEngagementExperienceInvestmentsJourneyMacro TrendsOnboardingReal EstateReputationalRiskSecurityTechnologyTrends