Sponsorship opportunities
Owen James seeks to provide a platform for strategic engagement within the finance sector, an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry.
We do four types of events:
Community-driven events
Strategic, biannual events bringing together decision makers from the largest distributors in certain channels;
- Wealth Managers & Private Banks
- Top 100 Advisers
- Top 100-500 regional Advisers
- Gatekeepers (heads of fund selection/research)
- Paraplanners
Thematic events
Biannual event series offering the opportunity to present tech solutions to COOs and their teams from the top Wealth Management & Private Banks and the largest Advisory firms.
Tactical events
Tactical event for key retirement decision makers who are setting the strategy when it comes to advising clients on their retirement planning options.
Bespoke events
Owen James Red Folder Events offers the total event management solution tailored to your needs. It can deliver all elements of your event requirements, from identifying and inviting the audience, to delivering an awesome event experience.
Our events stand out from the crowd...
Tailored event campaigns
Partnering with one of our events offers you an entire campaign for maximum exposure. We become a natural extension of your team throughout the whole event cycle.
Insightful content & data
Using data captured at our flagship Meeting of Minds and other events, we can help shape the event agenda and offer invaluable intel on the industry.
Delivering an effective campaign
We capture the highlights of the conversation and produce tangible outputs. We offer support in securing follow up meetings with those that attended.
Data provided before the event
The invited audience (the delegation) do not pay to participate. However, the quid pro quo is that we ask them to provide data and profiling information. This enables us to produce a summary report of the industry at a moment in time.
It also means we can compare and contrast with other parts of the FS industry.
You will also be provided with information around the delegation via the Event App which you will be invited to download in advance of the Meeting.
Ad Hoc Polling - thanks to the Event App, we are able to question our audience at any stage of the proceedings.
Data provided after the event
Post event follow up
You will continue to have access to the app. In addition, you will be provided with an excel (old school) listing of participants’ contact details. Owen James stands ready to support any follow up you are struggling with. We undertake to contact up to five people on your behalf.
Post event feedback report
All roundtable participants are asked to feedback on the roundtables in which they take part. This data is collated for you and provides a benchmark as to the success of your roundtable. Participants in the roundtable are also asked if they would like a follow up call. Again this is collated and passed onto you. More general feedback is collected to give you a sense of the success of the event in general. Transparency is key.
Brand awareness monitor
The delegation are asked how aware they are of your brand. For those of you who have supported past events, we are able to provide this data in trended format.
It's good to talk
Ahead of the event, we will ask you to have a look at the delegate list and cherry-pick up to ten people with whom you would particularly like to have a fifteen minute one-to-one meeting, and up to five people you would like to have lunch with.
From this, we will ensure you are lined up with two one-to-one meetings. These will take place over breakfast, morning coffee and afternoon tea. It is not a perfect science which is why we ask for 'extra' names. On the day, the Owen James team will be focused on ensuring these meetings take place.
Branding and marketing
Blogging
If you would like to convert your roundtable white paper into a blog – we can support.
Your branding
Will appear on allevent collateral, for example the event webpage, event holding site, post event findings, and more.
Social media
Owen James is keen to build the social media element of your participation. We seek engagement with your own social media team.
Brand awareness monitor
We will as always ask our audience how aware they are of your brand?
For those of you who have supported past events, we will provide this data in trended format.
Learn about our events programme and the opportunities it can present your business.
