Hi [[ session.user.profile.firstName ]]

Investment Management

  • Date
  • Rating
  • Views
  • Income At Retirement: US Outlook and Strategies
    Income At Retirement: US Outlook and Strategies Marguerita Cheng | Jamie Hopkins | Tom Hegna | Cherry Reynard Recorded: Sep 13 2018 42 mins
    For the best part of a decade, delivering income has been a battle. Low interest rates and bond yields have pushed investors to take greater risks to achieve high income. As US interest rates rise and bond yields spike higher, has the landscape changed? With cash potentially delivering an income in real terms, are we back to a more normal environment of bonds for income and equity for growth? What does this mean for portfolio positioning today?

    Panellists
    Marguerita M. Cheng, Chief Executive Officer, Blue Ocean Global Wealth
    Jamie Hopkins, Director of the New York Life Center for Retirement Income
    Tom Hegna, Economist, Author and Retirement Planning Expert

    Moderated by;
    Cherry Reynard, Consulting Editor, Boring Money
  • Income At Retirement: EMEA Outlook and Strategies
    Income At Retirement: EMEA Outlook and Strategies Jean Francois Hautemulle, George Lagarias, Adrian Lowcock, Toby Nangle Recorded: Sep 13 2018 58 mins
    This Webinar will bring experts together to discuss income at retirement investment strategies.

    We should hear about the challenges to generate income in a consistent and substantial manner in all asset classes, Fixed Income, Equity Income products as well as multi asset income products, which are becoming increasingly popular with savers and investors.

    We will also discuss solutions driven products that are being offered to savers and investors at retirement age, including draw down solutions to complement retirement income.

    Finally, we will address how distributors and advisors are helping their clients before retirement and once they are retired in meeting their financial needs.

    Panellists
    George Lagarias, Senior Economist, Mazars
    Adrian Lowcock, Head of Personal Investing, Willis Owen
    Toby Nangle, Global Co-Head of Asset Allocation & Head of Multi-Asset, EMEA, Columbia Threadneedle

    Moderated by;
    Jean-Francois Hautemulle, Principal, Terres Neuves Consulting Limited
  • How to Generate Attractive Income and Preserve Capital
    How to Generate Attractive Income and Preserve Capital Graham Neilson, Investment Director, Fulcrum Asset Management Recorded: Sep 13 2018 25 mins
    Generating income of base rates plus 4.5% is not a simple task but it can be done with a multi-asset absolute return approach. It can also be done by avoiding taking unnecessary risks in traditional asset classes, which Fulcrum believes are likely to face a challenging return phase over the medium term.

    In this session;

    * We address the current income dilemma – how to generate income without taking too much risk
    * We highlight the potentially low returns from traditional assets
    * We suggest alternative solutions
    * We provide the Fulcrum Income Solution

    Join this session to learn how to achieve consistent income, low sensitivity to equities AND bonds as well as long-term capital preservation

    About the presenter - Graham Neilson, Investment Director

    Graham has been with Fulcrum as an Investment Director since summer 2017. Before that he was the Chief Investment Strategist at Cairn Capital for seven years. Between 2004 and 2010 he worked at Credaris Portfolio Management where he was a Partner and Portfolio Manager. He has also worked at ABN Amro, HVB, Bear Stearns, BNP Paribas and Asia Equity where he started his career in Hong Kong in 1993. Graham has a MA in Economics from University of St Andrew’s.
  • How To Use Crypto Currencies As A Fixed Income Solution
    How To Use Crypto Currencies As A Fixed Income Solution Tim Enneking, Founder of Crypto Asset Management. Recorded: Sep 12 2018 28 mins
    Most of us have heard about crypto “currencies”, ICOs and the tremendous volatility and risks involved. Is there any rationality in this space? Is there any room for a more traditional investor – or is investing in crypto anything but a crap shoot?

    The fact of the matter is that there is already quite a broad range of investments available in the crypto space, many of which carry far less risk and a far higher level of security than one might believe from general media reporting on the crypto sector.

    This session will briefly touch on all of the major categories of investments in the crypto space and then focus on the various fixed-income and pseudo-fixed-income investments which already exist. It will conclude with a brief look at where the sector is going – which we know with relative certainty because the “fiat” space (the traditional financial sector) has already been there…

    About Tim

    Timothy is the founder and the primary Principal of Crypto Asset Management, LP ("CAM"). Prior to founding CAM, Mr. Enneking was the founder and investment manager for the Crypto Currency Fund (“CCF”), one of the world's first private funds focused on cryptocurrencies.

    Prior to operating CCF, Mr. Enneking founded and managed Tera Capital Fund, a fund of funds focused on Eastern Europe (established in 2004). Simultaneously, in 2013, he was engaged to manage the world’s first Bitcoin fund.

    Mr. Enneking also has extensive M&A experience, having completed more than 70 transactions with an aggregate transaction value of over US$12 billion. He speaks near-native French and Russian, as well as German. He has five university degrees, all in international business and law.
  • 3Q18 Fixed-Income Outlook - Tails Risks Are Getting Fatter
    3Q18 Fixed-Income Outlook - Tails Risks Are Getting Fatter William J. Costigan, Director, Guggenheim Investments Recorded: Sep 12 2018 20 mins
    While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy. The Fixed-Income Outlook webcast features Guggenheim Investments’ Bill Costigan, Director, Portfolio Management.

    Exclusive insights to cover:

    * What are risks of a full-blown trade war?
    * Is Fed policy heading into restrictive territory?
    * What fundamental concerns are rising in credit markets?
    * Will investor confusion prevail as the mid-2018 theme?
  • [Keynote Panel] Fixed Income EMEA Outlook and Strategies
    [Keynote Panel] Fixed Income EMEA Outlook and Strategies Charles Zerah, Mary Pieterse-Bloem, Callum Thomas, Darren Ruane Recorded: Sep 12 2018 59 mins
    This Webinar will bring together experts to discuss:

    - The Outlook for Fixed Income from the perspective of EMEA Investors
    - What strategies are being employed to achieve returns
    - How Fixed Income is evolving to include new asset classes.

    Panellists
    Charles Zerah, Fixed Income Fund Manager, Carmignac
    Dr Mary Pieterse-Bloem, Global Head Fixed Income, ABN AMRO Private Bank
    Darren Ruane, Head of Fixed Interest, Investec Wealth & Investment UK

    Moderator
    Callum, Founder, Topdown Charts
  • 3Q18 Fixed-Income Outlook - Tails Risks Are Getting Fatter
    3Q18 Fixed-Income Outlook - Tails Risks Are Getting Fatter William J. Costigan, Director, Guggenheim Investments Recorded: Sep 5 2018 20 mins
    While the U.S. economy remains on solid footing, exogenous risks threaten asset values, market confidence, and the strength of the U.S. economy. The Fixed-Income Outlook webcast features Guggenheim Investments’ Bill Costigan, Director, Portfolio Management.

    Exclusive insights to cover:

    * What are risks of a full-blown trade war?
    * Is Fed policy heading into restrictive territory?
    * What fundamental concerns are rising in credit markets?
    * Will investor confusion prevail as the mid-2018 theme?
  • Managing Regulatory Risk in the Cryptoasset Industry
    Managing Regulatory Risk in the Cryptoasset Industry Jonathan Nelson, Hackers x Founders Recorded: Sep 4 2018 58 mins
    Managing Regulatory Risk in the Cryptoasset Industry.

    Jonathan Nelson - Managing Director HACK Fund, CEO Hackers / Founders

    CEO and Co-founder of Hackers/Founders, a global tech founders co-operative. Jonathan helped achieve $600M portfolio market cap in the first 5 years. Member of SEC Advisory Committee for Capital Formation for Small and Emerging Business. Board member of Wilson Center for Public Policy, Latin America. Jonathan’s vision includes moving economies, reducing poverty, and improving life for tech founders around the world.
  • Crypto Funds: September Update
    Crypto Funds: September Update Jason Grant, Integral | Matt Dibb, Astronaut Capital | Ari Lewis, Grasshopper Capital Recorded: Sep 4 2018 60 mins
    A webinar series dedicated to informing investors in Cryptocurrency Funds on news in the market. Topics will include:

    1) Updates on Regulations
    2) Analysis & Investing Strategies
    3) Investment Management Industry Adoption of Cryptos
    4) Breakdown of the Underlying Technology & Terminology
    5) Movers & Shakers in the industry
  • Tim Enneking on The Cryptoization of The World
    Tim Enneking on The Cryptoization of The World Ryan Ross, BrightTALK | Tim Enneking, Crypto Asset Management Recorded: Aug 13 2018 29 mins
    I Speak w/ Tim Enneking, Managing Director of La Jolla, California-based Crypto Asset Management on what he calls "The Cryotoization of The World.

Embed in website or blog