The Liminal Letter: July/August

From major industry events to meaningful conversations and community runs, May was a month of insight, influence, and purposeful connection for the Liminal team.

From footsteps to frontlines

May and June were particularly busy months for events, but as we edged into warmer weather, it gave us the rare opportunity to network outside, along with running a quite a few kilometres for a very good cause.

Liminal joined over 50 participants at HFC Kilometres for Kids Half Marathon at Denbies Wine Estate. A sunny run which aimed to raise money for initiatives supporting children affected by abuse across the UK. It may have been an uphill battle for most, but the wine at the end of the tunnel was a great motivator. We are extremely proud to have collectively raised over £70,000 for the charity. Congratulations to everyone involved and thanks to all who donated!

In May we also joined a packed crowd to explore the future of financial advice for Professional Adviser’s PA360 conference. Themes such as vulnerability, the next generation of clients, and adaptability in a digital and volatile world all came to the fore.

Additionally, the team at Liminal are always looking for opportunities to get a deeper understanding of what journalist’s in the space are keen to hear about. Which is why we frequently attend Roxhill’s Q&A, this time our Account Managers attended a session with Josh Spero, Wealth Editor at the Financial Times, who shared that he’s currently drawn to the human stories, the contradictions, and the cultural shifts.

May also saw the team attending ETF Stream’s ETF Ecosystem Unwrapped, the headline ETF event in the calendar. Active ETFs remained a hot topic, but other themes like listed share classes, the entry of more US issuers into Europe, and regulatory pressure also stood out. Big thanks to Jamie Gordon and the team for another standout event.

We were also honoured to be invited to ETF Stream’s market close bell-ringing, held in partnership with Cboe, a memorable way to mark the industry’s momentum.

We also joined an insightful evening at Brown Brothers Harriman, where the focus was on ETF distribution and the growing need for sophisticated, targeted marketing across Europe.
(Julian to add some notes on this and Morning Star).

As summer approached, June didn’t slow down. A standout event for us was the Women in Finance Football event, part of their wider sports series designed to support professional and personal development. From coaching from a couple ex-professional footballers, to a lively five-a-side match and some networking drinks to conclude the day, Anu and the WiF team definitely organised a stellar event.

Looking ahead to July, while the summer months tend to be quieter on the event front, there are a few worth flagging, especially if you find yourself (unluckily!) in London. These include, Women in ETF’s and Goldman Sach’s equity investing event, covering the dynamic world of career success by current and former athletes now thriving in the finance industry. July will also feature the Women in Finance second event hosted in partnership with eToro for its Trading and Investment series, which delves into Stock and Strategy, this time aiming to demystify equity investing.

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