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.
-
M&A Perspectives - What can we Expect to see Happen with PE?
Expert: Roderic Rennison, Partner, Catalyst Partners Facilitator: Don Wild, Founder Wild Ochre Consulting
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Consumer DutyFinancial AdvisoryM&AMarket TrendsTechValuation
-
Reality Cheques - Natural Risk, Geopolitics & Financial Markets
Expert: Alexander Chartres, Investment Directo, Ruffer LLP Facilitator: Ben MacGregor, Director, Client Development, Savanta
22 June 2023A Meeting of Minds Advisory Distributors - June 2023
Chinaclimate changeFinancial AdvisoryGeopoliticsMarket TrendsRisk
-
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
-
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
-
The consolidators are important players within the financial advisory distribution space
The consolidators are important players within the financial advisory distribution space. What are their ambitions? How do they want to be treated? What is the direction of travel?
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
AssetCOVIDdistributiondiversityFinancial AdvisoryInvestmentsMarket Trends
-
Business leaders forum- what does today’s uncertain economic landscape mean for business strategy?
Business leaders forum- what does today’s uncertain economic landscape mean for business strategy?
A Meeting of Minds - Advisory Distributors - 26 November 2020
BrexitCOVIDFinancial AdvisoryInvestmentsMacro TrendsMarket TrendsYour business