Gatekeepers, in the realm of fund management, are primarily responsible for researching and selecting the most suitable stocks, bonds, or other securities in alignment with the fund's outlined strategy in the prospectus. At the core of this community sits A Meeting of Minds Gatekeepers which brings together heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.
Their shared focus revolves around fostering collaborative insights, staying abreast of market trends, and exchanging expertise to optimise fund selection strategies and enhance overall investment performance.
If you would like to get involved please do call Mark Davison on 01483 861334 or email markdavison@owenjamesgroup.com.
Or request an invitation below:
Event Invitation Request
Events
- 17 Oct 2024
The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
This Meeting brings together fifty heads of fund selection and fund research from the top 100 UK investment companies (FUM >£1b) across both wealth management and advisory.
A Meeting of Minds Gatekeepers - October 2024
17 Oct 2024The Berkeley Hotel
The Berkeley Hotel, Wilton Place, Knightsbridge, London, SW1X 7RL
Findings from Gatekeepers
Informed Choice - Finding value in real assets
Expert: Andrew Gill, Fund Manager, TIME Investments Moderator: Rupert Phelps, Independent Consultant
12 October 2023A Meeting of Minds Gatekeepers - October 2023
Private Markets - How to access them more efficiently
Expert: Dr. Lulu Wang, Portfolio Strategist – Global Private Markets' Solutions, abrdn Moderator: Rupert Phelps, Independent Consultant
12 October 2023A Meeting of Minds Gatekeepers - October 2023
GatekeepersGatekeeperESGGrowthPrivate EquityPrivate MarketTechnology
Core Belief - How can investors get ‘more from the core’ in fixed income?
Expert: David Roberts, Head of Fixed Income, Nedgroup Investments Moderator: Sascha Calisan, Director, Davies Group
12 October 2023A Meeting of Minds Gatekeepers - October 2023
GatekeepersGatekeeperBondsCOVIDFixed IncomeInflationInvestments