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UK Financial Advisers

  • Towards the SDGs: The Importance of Collaboration
    Towards the SDGs: The Importance of Collaboration
    Kate Larsen, SupplyESChange Nov 15 2019 4:00 pm UTC 60 mins
    Towards the SDGs: The Importance of Collaboration
  • European Small Caps: the sweetest spot in European Equities
    European Small Caps: the sweetest spot in European Equities
    Sam Cosh and Lucy Morris Recorded: Oct 15 2019 39 mins
    Sam Cosh and Lucy Morris, portfolio managers for European Asset Trust, will discuss why economic and political volatility provides the opportunity for long term investors to outperform in a fundamentally attractive sector. A huge pool of diverse businesses means that focused stock pickers can build a portfolio of businesses that offer structural niche growth and strong management teams yet do so with valuation support.
  • Deloitte's CFO Survey
    Deloitte's CFO Survey
    Tom Simmons Recorded: Oct 15 2019 32 mins
    The quarterly Deloitte CFO Survey is firmly established with media and policy makers as the authoritative barometer of UK corporates’ sentiment and strategies. It is the only survey of major corporate users of capital that gauges attitudes to valuations, risk and financing.


    Tom Simmons will present the findings of the Q3 Survey. Tom is an economist at Deloitte where he advises clients on macroeconomic developments in the UK and other advanced economies.
  • Q4 multi-asset outlook
    Q4 multi-asset outlook
    David Vickers, Senior Portfolio Manager Recorded: Oct 15 2019 36 mins
    David Vickers, Senior Portfolio Manager at Russell Investments, will review Q3 and outline how the team are positioning the portfolios against the backdrop of global market uncertainty going into Q4.
  • Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (Oct 2019)
    Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (Oct 2019)
    Ariel Bezalel Recorded: Oct 15 2019 51 mins
    Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

    Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

    Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.
  • Q3 Overview - LF Gresham House UK Micro Cap Fund
    Q3 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Recorded: Oct 14 2019 21 mins
    Hear from our Fund Managers, Ken Wotton and Brendan Gulston, as they share views on the market and discuss performance over the third quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM
    Global Equities update with Dr. Ian Heslop & Justin Wells - Q3 2019 PM
    Ian Heslop and Justin Wells Recorded: Oct 10 2019 29 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 68652
  • Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity
    Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity
    Paul Ellis | Eric Glass, Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernstein Recorded: Oct 10 2019 35 mins
    Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q3 2019 AM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q3 2019 AM
    Dr. Ian Heslop and Justin Wells Recorded: Oct 10 2019 30 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.

    Participant Dial In Number(s):
    +44 (0) 20 3003 2666 - Standard International Access
    0808 109 0700 - UK Toll Free
    1 866 966 5335 - USA Toll Free
    006633132499 - Japan Toll Free
    00801 126875 - Taiwan Toll Free
    800 120 4789 - Singapore Toll Free
    001 800 44 2132 - Thailand Toll Free
    1 800 813 207 - Malaysia Toll Free
    00 308 13 1807 - South Korea Toll Free
    800 900 476 - Hong Kong Toll Free

    Password: 68652
  • The Brave New Worlds of Wellness and Health Care Management
    The Brave New Worlds of Wellness and Health Care Management
    Buff Parham | John Samuels, Better Health Advisors, Inc. | Julie Wald, Namaste New York Oct 22 2019 3:00 pm UTC 60 mins
    This session brings together two recognized and seasoned experts to discuss how both wellness practices and holistic health care management are driving better outcomes for individuals.

    Given the ever escalating cost of health care, it has become obvious to many that staying healthy and efficiently managing health care needs is the only way forward. The intersection of these realms is an intense focus on the individual being served with a game plan uniquely fitted to his/her particular needs.


    The panelists will address:
    ● What exactly is "holistic" health care management and why is it superior to more traditional approaches?
    ● What distinguishes "wellness" from our typical understanding of "prevention"?
    ● How do wellness practitioners and health care managers work together on behalf of a given individual?
    ● What are the challenges regarding scaling these endeavors given the strong entrenchment of players in the health care industry's status quo?
    ● How do health insurance companies in particular view and engage with wellness practitioners and independent health care managers?
  • Guide to the Markets Q4 webconference
    Guide to the Markets Q4 webconference
    Karen Ward Recorded: Oct 9 2019 63 mins
    Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.

    Karen will be joined by Richard Titherington, Chief Investment Officer and head of the Emerging Markets and Asia Pacific (EMAP) Equities team, who will highlight the various investment opportunities which can provide quality exposure to this exciting asset class.

    You can submit questions throughout the call to receive answers from Karen and Richard on the issues that matter to you.

    Interested in CPD?
    The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

    By the end of the webconference, participants will be able to:

    • Understand the implications of geopolitical risks for investors
    • Consider how to track the likelihood of a US recession
    • Assess the outlook for central bank policy and how this may impact fixed income assets
    • Consider whether fiscal policy might work more closely together with monetary policy in the future
  • Alternative Investments: Art Advisory Pt 3
    Alternative Investments: Art Advisory Pt 3
    Antonio Curia | Stuart George | Arthur Touchot | Alfredo Behrens Recorded: Oct 8 2019 62 mins
    Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing.


    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Stuart George, Founder & Managing Director, Arden Fine Wines
    - Arthur Touchot, Head of Watches, Continental Europe and Middle East, Phillips Watches
    - Alfredo Behrens, Professor, University of Salamanca
  • Delivering strong returns from UK Equities, Responsibly
    Delivering strong returns from UK Equities, Responsibly
    Catherine Stanley, Fund Manager Recorded: Oct 8 2019 29 mins
    It’s a common misconception that investors have to forego some returns to invest in line with their principles. The strong performance of our UK Responsible Funds firmly belies this view. Catherine will discuss BMO’s long heritage in responsible investing, her investment process and show that businesses with good quality fundamentals and strong responsible credentials can be a winning combination
  • Sustainable Investing: Tools to spot the different shades of green
    Sustainable Investing: Tools to spot the different shades of green
    Triodos Investment Management | Andrea Palmer & Wouter van Maanen Recorded: Oct 4 2019 28 mins
    With the rise of sustainable investing, a spectrum has emerged. We call this the 50 shades of green.

    Triodos IM sustainable investment experts, Wouter van Maanen, Investor Relations Manager, and Andrea Palmer, Product Specialist, will shed light onto the most widely used sustainable investment strategies and dive into the key characteristics that make them each unique. They will explore ESG integration, best-in-class, negative exclusions, and impact investing. This webinar will equip you with the tools to identify the different ‘shades of green’ and to assess which of these strategies best fit your beliefs, needs, and ambitions.
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Paul Ellis | Matthew Blume Recorded: Oct 3 2019 28 mins
    Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
  • Alternative Investments: Art Advisory Pt 2
    Alternative Investments: Art Advisory Pt 2
    Antonio Curia (Wimmer Family Office) Giovanni Gasparini (Christies) Alain Mestat (Passion Protect) Recorded: Oct 3 2019 59 mins
    Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing.

    This webinar will discuss questions from our previous webinar:

    How long does it take for an 'outsider' become an 'insider'? Where to start?

    What drives appetite to invest in art? how much is emotion, i.e. "I like this piece of art", and how much is rational analysis of the art?

    What types of art are being bought besides Images, and who are they being bought by? Like Sculptures in Cities?

    I'm inclined to believe that "collecting" can be confused with "hoarding". The difference is SHOWCASING. Is this accurate? What is the difference?

    Are there any major collectors opening Museums? or using VR to share their art with the world?


    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Giovanni Gasparini, Director Christie's Education (London)
    - Alain Mestat, Founder PassionProtect® (Luxembourg)
  • Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Factors in Fixed Income - First Trust Global Rates & Currency Strategy Research
    Leonardo Da Costa (Director & Portfolio Manager) and Anthony Beevers (Portfolio Manager) Recorded: Oct 3 2019 47 mins
    In recent times, global interest rate markets have endured heightened volatility while certain yields across the global fixed income universe have turned negative. On this webinar, two of First Trust’s fixed income portfolio managers will discuss the opportunity set through a fixed income factor lens, as well as the attractiveness of individual country yield curves and currencies based on objective investment factors.

    Key Discussion Points:

    •Define carry, value and momentum factors impacting currencies and yield curves
    •Evidence the effectiveness of these factors
    •Apply these factors to real life examples
  • Global Outlook Update Quarter 3 2019
    Global Outlook Update Quarter 3 2019
    Andrew Milligan Recorded: Oct 2 2019 31 mins
    Our Head of Global Strategy, Andrew Milligan, will discuss our latest macro-economic and market views and answer your questions, which you can submit through our platform during this live presentation.
  • Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    Conviction in UK Mid Cap: the market cap sweet spot for UK equities
    David Moss, Matthew Parker Recorded: Oct 2 2019 30 mins
    The Mid Cap asset class has been a long-term outperformer; underpinned through a nimbleness to grow but with established leading positions in industry niches. We expect this combination to support continued outperformance, offering investors the best prospects for future value creation.

    David Moss and Matthew Parker, Portfolio Managers for the UK equity team will discuss how we differentiate versus peers through our core Mid Cap offering.
  • When rates and yields collide, where will you be invested?
    When rates and yields collide, where will you be invested?
    Adam Smears, Head of Fixed Income Research Recorded: Oct 2 2019 45 mins
    Fixed Income investors find themselves in a conundrum: investing in government bond yields implies a fear of recession, whilst turning to credit spreads suggests an expectation of growth. How do you navigate this potential collision course?

    Join Adam Smears, Head of Fixed Income Research at Russell Investments, during a live webcast as he discusses:
    •Risks in traditional fixed income
    •Opportunities in the wider fixed income market
    •Strategy to navigate a difficult market
  • Multi asset investing and the Governed Range - October 2019
    Multi asset investing and the Governed Range - October 2019
    Trevor Greetham Recorded: Oct 1 2019 34 mins
    Head of Multi Asset at Royal London Asset Management, Trevor Greetham offers an update on the positioning of the Investment Clock and the multi asset Governed Range.
  • Multi asset quarterly review
    Multi asset quarterly review
    Trevor Greetham Recorded: Oct 1 2019 39 mins
    Amid the political and economic uncertainty across the globe, what are the main factors affecting investors and the implications for asset allocation? Trevor Greetham, Head of Multi Asset at Royal London Asset Management, considers these points in his latest webinar.
  • The Family Office Digest
    The Family Office Digest
    Ryan Ross | Antonio Curia, Executive Director, Wimmer Family Office Recorded: Sep 30 2019 32 mins
    The Family Office Digest
  • Is sustainable investing ethical?
    Is sustainable investing ethical?
    Mike Fox, Head of Sustainable Investments Recorded: Sep 27 2019 43 mins
    The terminology can be confusing – what is the difference between sustainable and responsible, for example? The sector’s newly-fashionable status has led to some blurring of the terminology in the scramble to launch new products. So Mike Fox describes the sustainable investing landscape and explains the benefit of doing right rather than avoiding the bad.
  • Jupiter Asset Management: 1 Year of Jupiter's Multi-Asset Income Strategy
    Jupiter Asset Management: 1 Year of Jupiter's Multi-Asset Income Strategy
    Talib Sheikh Oct 17 2019 7:30 am UTC 60 mins
    Join Talib Sheikh and the team for an update on Jupiter's Multi-Asset Income Strategy, including first year performance, the macro outlook and current positioning.

    Talib Sheikh joined Jupiter in June 2018 and is Head of Strategy, Multi-Asset. He manages the Jupiter's Multi-Asset Income Strategy. Before joining Jupiter, Talib was managing director and portfolio manager at JP Morgan Asset Management where he has worked for nearly 20 years. He was instrumental in the formation and growth of the Multi-Asset Solutions team, since inception in 2004. Over this time, Talib has managed a number of products including multi-asset income, target return and flexible balanced funds plus diversified institutional accounts.

    Talib has an MSc in International Agricultural Marketing from Newcastle University and is a CFA® charterholder.
  • Multi Asset Credit Fund — 7-up and still fizzing
    Multi Asset Credit Fund — 7-up and still fizzing
    Colin Fleury & David Milward Nov 5 2019 10:00 am UTC 60 mins
    Date: Tuesday 5 November 2019 | 10am
    As the outlook for global growth becomes more uncertain and market sentiment more cautious, Head of Secured Credit, Colin Fleury, and Head of Loans, David Milward, portfolio managers of the fund, discuss current issues facing fixed income investors. Sharing how they are navigating the late cycle credit markets, they will expand on their asset allocation preferences in the current environment.

    With the fund currently celebrating its 7th anniversary in 2019, the managers also offer thoughts on what they have learnt from managing the fund over the past seven years and how this will help them manage through a somewhat uncertain future.

    Key points:
    •Market review
    •Trends in the underlying asset classes
    •A 7 year milestone
    •Performance and positioning
    •Outlook and Q&A
  • Defining 'Good Performance' - Hawksmoor Funds Q3 2019 Update
    Defining 'Good Performance' - Hawksmoor Funds Q3 2019 Update
    Ben Conway and Daniel Lockyer with David Chapman Oct 17 2019 1:00 pm UTC 45 mins
    Join our webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

    If you are unavailable to listen live, you can also register to access the recording.

    Our core investment objective has always been to deliver positive real returns over time for our investors. In this webinar, the Fund Managers will focus on the recent and longer term performance of the three Funds in light of recent market conditions.

    In addition, as Global Opportunities now has a one year track record, we are delighted to be able to share the performance data from it's first year. We will also highlight the Fund's exposure to exciting investment opportunities.

    The webinar will run for approximately 20 minutes with another 10 minutes allocated for Q&A. This webinar qualifies for 30 minutes CPD.

    To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.
  • Bitesize 30-minute update: JPM Asia Growth Fund
    Bitesize 30-minute update: JPM Asia Growth Fund
    Emily Whiting, Investment Specialist within the Emerging Markets and Asia Pacific Equities team Oct 22 2019 8:30 am UTC 60 mins
    Join Emily Whiting, Investment Specialist within the Emerging Markets and Asia Pacific Equities team, as she discusses why we remain constructive towards the long-term growth of Asia.
  • Quilter Investors Monthly Income Portfolios Q3 Update
    Quilter Investors Monthly Income Portfolios Q3 Update
    Head of Investment Directors, Danny Knight and Portfolio Manager, Helen Bradshaw Oct 22 2019 9:30 am UTC 45 mins
    Join Portfolio Manager, Helen Bradshaw and Head of Investment Directors, Danny Knight in their first quarterly income webinar. They’ll share insights on the portfolio construction and current holdings of the Quilter Investors Monthly Income portfolios and will discuss markets and opportunities for income investors.
  • Jupiter Merlin Portfolios webcast
    Jupiter Merlin Portfolios webcast
    Jupiter Independent Funds team Oct 22 2019 1:00 pm UTC 60 mins
    The Jupiter Merlin Portfolios are managed by the Jupiter Independent Funds team, consisting of fund managers John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis and product specialist Alastair Irvine. In this webcast, the team will present their latest views on markets and fund choices for the Jupiter Merlin Portfolios.

    To watch the live webcast or access the replay after the event, please register.
  • JOHCM Global Emerging Markets Opportunities Fund Q3 19 Update
    JOHCM Global Emerging Markets Opportunities Fund Q3 19 Update
    James Syme, Paul Wimborne Oct 22 2019 2:00 pm UTC 45 mins
    James Syme and Paul Wimborne give their country-led take on what happened to emerging markets and their portfolio in Q3
  • JOHCM Japan Fund Q3 2019 Update
    JOHCM Japan Fund Q3 2019 Update
    Ruth Nash Oct 23 2019 10:00 am UTC 45 mins
    Ruth Nash reviews a quarter that saw a welcome recovery in ‘value’ stocks in September
  • Trends in financial inclusion: Regional perspectives from a global investor
    Trends in financial inclusion: Regional perspectives from a global investor
    Triodos Investment Management | Regional experts and moderated by Dirk Elsen, Director Emerging Markets Oct 24 2019 12:00 pm UTC 45 mins
    Financial Inclusion: For What? is a call to action for our community to reexamine our goals and renew efforts to achieve them. During Financial Inclusion Week this year, October 21-25, 2019, Triodos Investment Management will host a webinar with top experts from Latin America, East and Southeast Asia, Eastern Europe, Caucasus and Central Asia, Africa & Middle East. During the webinar Dirk Elsen, Director Emerging Markets at Triodos Investment Management, together with regional experts will explore trends, developments, challenges, evolution and relevance of financial inclusion in different parts of the world. Expand your knowledge about financial inclusion, learn about the most prominent players in the field, ask questions, join the webinar!
  • Sustainable investing – the past, the present and the future
    Sustainable investing – the past, the present and the future
    Mike Fox, Head of Sustainable Investments Oct 24 2019 1:00 pm UTC 45 mins
    The last decade has seen huge developments in sustainability across much of the globe, and this is having a growing influence on the way investments are managed. The key change was the growing realisation that applying ESG factors and looking at sustainable themes was beneficial for returns – it doesn’t require investors to make costly choices. But what do the coming years have in store? Mike Fox examines how sustainability will develop over the next coming years.
  • JOHCM European Select Values Fund Q3 2019 Update
    JOHCM European Select Values Fund Q3 2019 Update
    Robrecht Wouters, Luis Fananas Oct 24 2019 2:00 pm UTC 45 mins
    The Fund Manager of the JOHCM European Select Values Fund, will review the performance and portfolio activity of the Fund over Q3 2019.
  • ESG and Pensions: How Long-Term Thinking Will Drive Investment Success
    ESG and Pensions: How Long-Term Thinking Will Drive Investment Success
    Blake Pontius, William Blair | Veronica Broomes | Alessia Falsarone, PineBridge | Derek Butcher, RBC GAM Oct 29 2019 4:00 pm UTC 45 mins
    The ideal retirement or pension fund starts the drawdown phase only after decades of savings. Similarly, many benefits of ESG become more easily recognisable after multiple quarters or years. This long-term scope conflicts with wall street's penchant for quarterly earnings. Should short-term investors be thinking more like long-term investors? This webinar will discuss:

    - Methods of valuing ESG
    - Benefits of applying ESG decision frameworks to your portfolios
    - How Pension funds look at potential investments

    Moderated by - Veronica Broomes, CSR and Sustainability Consultant

    Alessia Falsarone, Managing Director of Portfolio Strategy and Risk and Head of Sustainable Investing for Developed Markets Fixed Income, PineBridge Investments

    Blake Pontius, CFA, Director of Sustainable Investing and Global Portfolio Specialist, William Blair Investment Management

    Derek Butcher, Senior ESG Analyst, Corporate Governance & Responsible Investment, RBC Global Asset Management
  • European Fund Sustainability Labels: Navigating the jungle
    European Fund Sustainability Labels: Navigating the jungle
    Triodos Investment Management | Guest Speakers and moderated by Andrea Palmer Oct 30 2019 10:00 am UTC 60 mins
    Join Triodos IM and guest speakers Sebastian Hognabba of the Nordic Swan Ecolabel, Roland Koelsch of the FNG-Siegel, and Nicolas Redon from Novethic, for a live webinar discussing the European fund labeling landscape.

    Why should investment managers label their financial products? How many funds are choosing to label? And who does this aim to serve and how?

    Several of the major European fund sustainability labeling bodies will introduce their system and present how they arrived at their criteria to serve the needs of their local markets. As a group, we will explore how labeling organisations engage with their stakeholders to set standards that balance expectations, while maintaining a high bar. We will also discuss the role of country or sub-regional level labels in the light of an upcoming European-wide fund labeling scheme introduced by the European Commission.
  • Moving the dial on ESG in Real Estate
    Moving the dial on ESG in Real Estate
    Amanda Young Oct 30 2019 3:00 pm UTC 90 mins
    Amanda Young, Head of Global ESG Investment Research, and Dan Grandage, Head of ESG in Real Estate, discuss how and why it is important to include ESG into your portfolio construction and how it has been incorporated with Real Estate investing at Aberdeen Standard Investments.
  • Sustainable Investing Across Asset Classes: Crafting An Outcomes-Based Portfolio
    Sustainable Investing Across Asset Classes: Crafting An Outcomes-Based Portfolio
    Sandy Trust, EY | Igor Tsukerman, Passed Pawn Advisors Nov 30 2019 4:00 pm UTC 45 mins
    This webinar looks at how asset managers are deploying various asset classes to solve the sustainable development goals. While public equity is certainly a popular choice, other choices like fixed income instruments, and alternative investments are being employed in the quest for out-comes based investing. Our panel will answer questions such as:

    - What kinds of returns and risks are being seen across the asset classes?
    - Which asset managers are focused on which asset classes?
    - Can cross-asset class frameworks be used, or does each asset class deserve its own framework for success?

    Moderated Sandy Trust, Senior Manager - Wealth & Asset Management, EY
    Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors
  • Panel Discussion: Outlook for ESG, Impact and Ethical Investing
    Panel Discussion: Outlook for ESG, Impact and Ethical Investing
    Ron Bates, 1919 Investment Counsel | Scott Conlon, ASI | Randy Kaufman, EMM Wealth | Julie Davitz, BNP Paribas Oct 30 2019 6:00 pm UTC 45 mins
    The next three decades will see the largest transfer of inter-generational wealth in history. In the U.S alone, we expect that between $30 and $40 trillion of wealth will be transferred from Baby Boomers to Generation X and onto Millennials.

    Wealth managers will be dealing with a new generation of investors who are far more values-driven than earlier ones. And research indicates that both women and millennials are more likely to invest consistently with their values. A survey by BlackRock found that 67% of millennials want investments that reflect their social and environmental values, while 76% of women said the same.

    Independent reports from Standard Life and JPMorgan forecast the global impact investment sector will be worth $1 trillion by 2020, compared to $60 billion currently.

    This massive and wide-ranging trend raises a number of challenges for wealth advisors who want to succeed for their clients in this new environment. The panel will address these related issues:

    ● What is the most reliable methodology for identifying publicly traded companies that truly commit to specific ESG/Impact values in their operations?

    ● Can an ESG/Impact-driven portfolio perform at least at parity with a more traditional portfolio?

    ● What's the most effective way for a wealth advisor to convey to potential investors regarding his/her commitment to and expertise with ESG/Impact investing?

    ● Is the "typical" wealth advisory firm properly staffed and resourced to deal with this rapidly approaching trend? If not, what still needs to be done?

    Moderated by James A."Buff" Parham, President & Owner, Parham & Associates

    Randy Kaufman, Senior Vice President, EMM Wealth
    Ron Bates, Managing Director & Portfolio Manager, 1919 Investment Counsel
    Scott Conlon, CFA, Equity Investment Specialist, Aberdeen Standard Investments
    Julie Davitz, Head of Impact Solutions for Wealth Management, Bank of the West - BNP Paribas
  • Halloween: Was it trick or treat?
    Halloween: Was it trick or treat?
    Yoram Lustig Nov 1 2019 10:00 am UTC 60 mins
    Join us on 1 November at 10:00am BST / 11:00am CET for our quarterly asset allocation webinar. Yoram Lustig, Head of Multi-Asset Solutions EMEA, will discuss key asset allocation themes and ideas to help you position your portfolios and have more actionable conversations with clients.

    The webinar is scheduled for the morning after the current Brexit deadline day, so Yoram can also address the immediate implications for investors and answer any questions you might have.
  • JOHCM Continental European Fund Q3 19 Update
    JOHCM Continental European Fund Q3 19 Update
    Paul Wild Nov 6 2019 3:00 pm UTC 45 mins
    Paul Wild, manager of the JOHCM Continental European Fund, reviews performance and portfolio activity of the Fund over Q3 2019.
  • Bitesize 30-minute update: JPM UK Equity Plus Fund
    Bitesize 30-minute update: JPM UK Equity Plus Fund
    Callum Abbot, portfolio manager of the JPM UK Equity Plus Fund Nov 12 2019 9:30 am UTC 60 mins
    Join Callum Abbot, portfolio manager of the JPM UK Equity Plus Fund, for an update on how the fund can take both long and short positions in the UK stock market to enhance alpha opportunities without increasing net market exposure.
  • JOHCM UK Dynamic Fund Q3 2019 Update
    JOHCM UK Dynamic Fund Q3 2019 Update
    Alex Savvides Nov 12 2019 3:00 pm UTC 60 mins
    Alex Savvides reviews the drivers of the Fund’s strongest quarterly performance since Q1 2018
  • [PANEL] Volatility & ETFs: How to Craft a Smooth Portfolio
    [PANEL] Volatility & ETFs: How to Craft a Smooth Portfolio
    Allan Lane - Co-Founder - Algo-Chain Nov 12 2019 4:00 pm UTC 45 mins
    A proliferation of ETFs has given ETF investors a buffet of options for any market condition.

    This webinar will discuss which creative strategies are being used to counteract market volatility.

    Allan Lane - Co-Founder - Algo-Chain
  • Emerging Markets 2020 – Time to Re-engage?
    Emerging Markets 2020 – Time to Re-engage?
    Ernest Yeung Nov 13 2019 10:00 am UTC 60 mins
    Trade wars, geo-political shocks and a mixed global economic outlook have all taken their toll as emerging market (EM) equities as a whole have underperformed their developed counterparts in 2019. But in a diverse and dynamic region such as EM, opportunities remain for skilled and active investors: so where are they and what can investors expect from here?

    In this webinar, Portfolio Manager Ernest Yeung will look at how emerging markets are evolving, why he believes the region is still only in the early stages of a recovery cycle, and how he’s positioning for 2020.

    Please join us on Wednesday 13 November at 10:00am GMT / 11:00am CET, during which you will be able to put any questions directly to Ernest.
  • [PANEL] Driving Yield Through Smart Beta
    [PANEL] Driving Yield Through Smart Beta
    Nicolas Rabener, Managing Director, FactorResearch Nov 13 2019 4:00 pm UTC 45 mins
    With historically low-interest rates across all major economies, some investors are looking to smart beta to drive yield at low costs.

    This webinar will explore the initial results that investors are seeing.

    Nicolas Rabener, Managing Director, FactorResearch