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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Mind the Lag - Is recession the next stop?
Expert: Ian Rees, Investment Director, Ruffer Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting Ltd
23 November 2023A Meeting of Minds Advisory Distributors - November 2023
BondsEquity releaseFinancial AdvisoryGlobal economyInflationInterest
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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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Solution Approach. From inflation surprise to structural opportunity
Expert: Nicholas Bratt - Lazard Facilitator: Ben Wright
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
Financial adviserFinancial AdvisoryGoals-based planningInflationInsightsTrends
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Time to fix? Why this could be the moment bond investors have been waiting for?
Expert: Adrian Hull, Aegon Asset Management Facilitator: Richard Clarke, Hannam & Partners
24 November 2022A Meeting of Minds Advisory Distributors - November 2022
BondsFinancial AdvisoryFixed IncomeInflationMarket TrendsRecession
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Adapting to the changes in later life advice and retirement incomes
Facilitator: Richard Parkin, Founder, Richard Parkin Consulting Experts: Kevan Ramanauckis, Pensions Technical Specialist and Paul Speight, Head of Key Account Development, Canada Life
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
AdvisorsClientEquity releaseFinancial AdvisoryInflationLater lifeRetirementRetirement Planning
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New World Disorder. How to negotiate this period of historically significant geopolitical uncertainty
Facilitator: Don Wild, Wild Ochre Consulting Expert: Alexander Chartres - Ruffer
23 June 2022A Meeting of Minds Advisory Distributors - June 2022
active managementAssetFinancial AdvisoryGeopoliticsInflationliquidityPortfoliosRisk
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POST PANDEMIC INFLATION: ARE YOU PREPARED?
Expert: Benjamin Suess, Investment Solutions, UBS Asset Management and Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
24 June 2021A Meeting of Minds - Advisory Distributors - 24 June 2021
AdviceAssetCOVIDEconomicFinancial AdvisoryGeopoliticsInflationInvestmentsRegulationUK economy