Sponsor an Event
Now into its twentieth year, Owen James has a proven track record of fielding audiences and strategic thinking of the highest quality at our events.
Ultimately, we do four types of events
A Meeting of Minds
Strategic, biannual events bringing together C-Suite decision makers from the largest distributors in certain channels (Wealth Managers & Private Banks/IFA/Gatekeeper)
WealthTech Matters
Tactical events offering the opportunity to present solutions to the COOs and their teams
Retirement Matters
Tactical event for key decision makers who are setting the strategy when it comes to advising clients on their retirement planning options
Red Folder Events
An opportunity to build your own bespoke event – anything from a small breakfast briefing to an annual forum or product launch.
New for 2025
Our new initiative The Pulse, our subscription model. Partner with us for at least two years, and we will plug you into key buyers and a wealth of data and content. This works as an annual membership and effectively gives you a 25% discount on events across the group.
Why Sponsor an event, what are the benefits?
Insight to help you identify the right people to target
Contact details, information on the key challenges that are keeping them awake at night - proving invaluable when deciding on who to target and why/how!
Putting you in front of key clients
Through a blend of one-to-ones, hosted mealtimes and speed networking you will have an opportunity to network at the highest level
Positioning you as a thought leader
You will have the opportunity to lead roundtable(s) and your branding will be carried on the post-event findings
Branding throughout and an opportunity to post content to our wider community
Support with follow-up opportunities
Cost and time effective
We have a number of examples from clients who state that our events deliver the greatest ROI in the market!
Inducement busting
Given the strategic nature of our events and sponsor contribution is reasonable, our events comply within the inducement rules
Sponsorship opportunities
We offer ready-made events for partnership opportunities, while our Red Folder Events team is available to create custom events tailored to your needs. Additionally, we have The Pulse, our online interactive portal, delivering insights on the key trends shaping the distribution landscape.
What do our clients say?
Another great event with some excellent sessions, thought-provoking content and networking with peers.
Fidelius
As always, Owen James delivers a highly valuable event through powerful insight and meaningful networking. Well done!
Community Fincentric
Fantastic, insightful, and thought-provoking! I am amazed how well executed this conference is, year after year. Best in the business!
GSAM
Excellent opportunities to network and learn about future trends that will most impact future success.
Multrees
To find out more about our sponsorship opportunities please contact us
Upcoming Events
Retirement Matters - April 2025
CFO Wealth Management and Private Banking Afternoon Briefing - April 2025
Chief Operating Officer Wealth Management and Private Banking Afternoon Briefing - May 2025
VouchedFor and Owen James Adviser Awards - May 2025
SEI - CEO Consolidator Breakfast Briefing - May 2025
