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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First Innings - What will the AI frenzy mean for Gatekeepers?
Expert: Varun Rajwanshi, Senior Vice President, Lazard Asset Management Moderator: Chris Rushworth, Associate Director, Alpha Financial Management
12 October 2023A Meeting of Minds Gatekeepers - October 2023
AIGatekeepersMarket TrendsOpportunitiesPricingTechnology
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Seizing the Opportunity for Growth: to buy or to build (Inorganic vs Organic growth)?
Expert: John Chapman: Catalyst Partners Ltd Facilitator: Roderic Rennison: Catalyst Partners Ltd
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial AdvisoryIndependent Financial AdviserM&AMarket TrendsOrganic GrowthTechnology
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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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Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
Leveraging platform technology to minimise the risks and costs a wealth manager incurs in offering private markets investing to their clients.
11 March 2021WealthTech Matters - The Client - 11 March 2021
AssetDigitalEmerging MarketsInvestmentsMarket TrendsMindful ofPrivate BankingSocial MediaTechnologyWealth
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Few events have exposed such a sharp generational divide as the pandemic
Few events have exposed such a sharp generational divide as the pandemic. How about a look at how the different generations have coped with the crisis and what that might mean for your existing and future clients?
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
Client ExperienceCOVIDFamilyMarket TrendsTechnologyWealthWealth Management and Private Banking