All about the right people at the right level, discussing and shaping the financial services industry together in the right place
A Meeting of Minds is a bi-annual series of strategic forums bringing together the CEOs and CIOs of the largest wealth managers, private banks, discretionary fund managers and multi-family offices.
Each event is built around a series of roundtables allowing product and service providers,consultants and regulators to work through the key challenges facing key influencers from the largest distributors and try to find ways to collectively drive change forward.
The Meeting of Minds events platform serves three distinct financial services communities:
For the Private Banking & Wealth Management Meeting and the Financial Advisory Meeting, the invited audience is at CEO and CIO level. For the Retail Financial Services sessions, the audience are typically senior decision-makers with responsibility for overseeing their company's strategy with regard to forming partnerships with product and service providers to enhance their financial services offering. They are typically drawn from disciplines affecting product development, distribution, client insight and marketing.
Why should you take part in A Meeting of Minds?
We believe these Meetings offer you the chance to:
A Meeting of Minds is structured around:
What’s the pre-event plan?
We will setup one to one meetings (either on the phone or face to face) with each of our participants to establish an understanding of their key issues and concerns at that time. This input will be fed into what is termed the “Working Document”.
At the beginning of the cycle, we will also carry out a substantive quantitative research exercise - The Scene Setter. This will be a combination of both current and ongoing issues - so that over time we can track industry trends. These responses will be analysed, published in full and will be fed into the Meeting’s agenda to ensure it is truly dynamic.
Please click the button below to connect with Owen James Group