All about the right people at the right level, discussing and shaping
the financial services industry together in the right place.
the financial services industry together in the right place.
A Meeting of Minds events platform serves four distinct
financial services communities:
financial services communities:
·
WEALTH
MANAGEMENT & PRIVATE BANKING
WEALTH
MANAGEMENT & PRIVATE BANKING
·
FINANCIAL
ADVISORY
FINANCIAL
ADVISORY
·
BRAND
DISTRIBUTION OF RETAIL FINANCIAL SERVICES
BRAND
DISTRIBUTION OF RETAIL FINANCIAL SERVICES
·
ASSET
MANAGEMENT
ASSET
MANAGEMENT
For the Wealth Management and Private
Banking Meeting and the Financial Advisory Meeting the invited audience is
at CEO and CIO level.
Banking Meeting and the Financial Advisory Meeting the invited audience is
at CEO and CIO level.
For the Brand Distribution of Retail Financial Services, 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.
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.
Asset Management brings together Heads of Retail Distribution with
an interest in addressing current and future trends affecting their own
businesses and the industry as a whole.
an interest in addressing current and future trends affecting their own
businesses and the industry as a whole.
Why should you take part in A Meeting of Minds?
These Meetings offer you the chance to:
-
Gather strategic insight and explore business development opportunities
-
Review best practice solutions -
Hear new thinking from industry experts -
Network at the highest level -
Influence industry thinking -
Understand new customer trends -
Gain exclusive access to community research -
Be involved in an agenda for change both at a personal and at a corporate
level.
A Meeting of
Minds is structured around:
Minds is structured around:
·
A series of board room style meetings addressing the pre-research and
pre-agreed agenda
A series of board room style meetings addressing the pre-research and
pre-agreed agenda
·
An open discussion – led by objective and professional moderators
An open discussion – led by objective and professional moderators
·
External speakers to invigorate the thinking
External speakers to invigorate the thinking
·
Plenty of opportunities for both structured and unstructured networking.
Plenty of opportunities for both structured and unstructured networking.
·
Chatham House Rules rule!
Chatham House Rules rule!
What’s the
pre-event plan?
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”.
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.
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.
The outputs:
- The Findings – The full results of
the Scene Setter Research together with the detailed outputs from the
Meetings are published (under Chatham House Rules ie anonymously) as the
Findings. - An Executive Summary of the
Findings will
be published for the benefit of the press and other members of the
industry. This is used to demonstrate the relevance and importance of the
Meeting of Minds concept: it is imperative that they are not perceived as
talking shops, more as opportunities to anticipate and shape the future of
the industry.
The follow up:Where there is the potential for
follow up activity and where there is an appetite, Owen James will act as a
facilitator. This may take the form of research, setting up a working party or
organising a breakfast briefing.
follow up activity and where there is an appetite, Owen James will act as a
facilitator. This may take the form of research, setting up a working party or
organising a breakfast briefing.
How is it funded?
Some 12 companies who are looking to partner with our participants to
distribute their products and/or services fund the Meeting. They will be taking
part with the goal of better understanding what is going on in the market place
and ensuring that they know what they have to do to keep up with your needs.
They understand that the Meeting is not a ‘selling’ environment – more an
opportunity to ensure their business strategy is aligned with yours.
distribute their products and/or services fund the Meeting. They will be taking
part with the goal of better understanding what is going on in the market place
and ensuring that they know what they have to do to keep up with your needs.
They understand that the Meeting is not a ‘selling’ environment – more an
opportunity to ensure their business strategy is aligned with yours.
Want to know more?
- The Meetings are held biannually and typically
last from breakfast through to drinks in the evening* - The venues for the Meetings are fine hotels
with a reputation for offering a discreet and very high level of service
ensuring a relaxed and professional atmosphere - All participants are given the opportunity to
select the roundtable sessions they want to take part in and receive a
personalised itinerary in advance - These are open discussions – led by objective
and professional facilitators - External speakers provide short provocative
presentations to invigorate the thinking – the vision of the future - White Papers. The idea is that the
conversations on the day should be set against an informed background – so
all participants are encouraged to field papers which add value to the
discussions - An Event File is produced to include
comprehensive information on all participants and the companies they
represent, enabling all to be fully briefed on who else will be there - Opportunities for both structured and
unstructured networking are incorporated throughout the day.
