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US Wealth Managers

  • Episode #22: Beyond ESG: investment risk through a lens
    Episode #22: Beyond ESG: investment risk through a lens
    Paul Ellis | Ian Simm, Founder and Chief Executive, Impax Asset Management Recorded: Nov 12 2018 24 mins
    Ian Simm, Founder and Chief Executive, Impax Asset Management, discusses how to address three shortcomings of risk analysis in public and private market investing.
  • Ethical Markets Media and the UN Sustainable Development Goals
    Ethical Markets Media and the UN Sustainable Development Goals
    Paul Ellis | Hazel Henderson, Founder, Ethical Markets Media Recorded: Nov 6 2018 31 mins
    Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.
  • The Case for Gold and BAR
    The Case for Gold and BAR
    Will Rhind, Founder & CEO, GraniteShares ETFs Recorded: Nov 5 2018 4 mins
    GraniteShares CEO, WIll Rhind, discusses why gold may be an important component of any portfolio and how to access physical gold in a low cost, efficient manner with BAR.
  • Our Mission at GraniteShares
    Our Mission at GraniteShares
    GraniteShares Recorded: Nov 4 2018 3 mins
    GraniteShares is set on disrupting the ETF landscape by bringing new ETFs to market that put investors first.
  • Trade war - who win?
    Trade war - who win?
    Megan Greene, Global Chief Economist, Manulife Asset Management Recorded: Nov 2 2018 4 mins
    The final quarter of 2018 will bring about a daisy chain of events that could potentially reshape the global financial and political landscape. Key among them, November’s U.S. midterm elections, the outcome of which could affect—both directly and indirectly— the tone of ongoing trade negotiations between Beijing and Washington and in turn influence the performance of emerging markets in the months ahead. Our Global Chief Economist Megan Greene shares her views on these issues, and highlights others that investors should be aware of.
  • Trade war - what next?
    Trade war - what next?
    Megan Greene, Global Chief Economist, Manulife Asset Management Recorded: Nov 2 2018 3 mins
    The final quarter of 2018 will bring about a daisy chain of events that could potentially reshape the global financial and political landscape. Key among them, November’s U.S. midterm elections, the outcome of which could affect—both directly and indirectly— the tone of ongoing trade negotiations between Beijing and Washington and in turn influence the performance of emerging markets in the months ahead. Our Global Chief Economist Megan Greene shares her views on these issues, and highlights others that investors should be aware of.
  • Aviva Investors Multi-Strategy (AIMS) Target Return Q3 2018 Update
    Aviva Investors Multi-Strategy (AIMS) Target Return Q3 2018 Update
    Rahul Khasgiwale & Preston Johnson Recorded: Oct 31 2018 19 mins
    AIMS Target Return update for Q3 2018 with a Q&A
  • Talking with Clients about ESG, Performance, and Integration
    Talking with Clients about ESG, Performance, and Integration
    Paul Ellis, Jeff Gitterman, Katherine St. Onge, and Jennifer Sireklove Recorded: Oct 30 2018 47 mins
    A majority of advisors believe that ESG integration will become standard practice within their organization by 2022 , yet most of them are not asking clients retail & institutional about opportunities for ESG integration in their portfolio strategies. This will shift as Millennials become the predominant investor cohort; by 2030. How can advisors lead the conversation?

    This webinar will cover the following:
    - Understanding how millennials are approaching ESG and integrating it into their portfolios
    - Using Thematic ETFs to design an ESG Portfolio
    - What advisors should focus on when speaking with clients about ESG Integration.

    Panel:
    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management
    Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital
    Jennifer Sireklove, Director of Responsible Investing, Parametric
  • Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Luke Oliver, DWS, Janelle Woodward, BMO Global Asset Management and Alessia Falsarone, PineBridge Investments Recorded: Oct 29 2018 46 mins
    The Federal Reserve has planned 8 rate hikes over 2018-2019, and a world with "Quantitative Tightening" has forced fixed income investors to re-consider their liquidity strategies. Lower volatility and borrowing rates from the US may portend global markets to follow. This has huge implications for Fixed Income markets.

    This live panel webinar will cover the following questions:
    - How can Fixed Income investors adapt to a new world of rising interest rates and mediocre liquidity environment?
    - What other global macro events may happen that will affect fixed income investors’ portfolio?
    - Will developments in electronic trading platforms help fixed income liquidity?

    Panel:
    Luke Oliver, Head of ETF Capital Markets, DWS (Moderator)
    Janelle Woodward, Global Head of Fixed Income, BMO Global Asset Management
    Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
  • ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World
    ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World
    Matt Riley, J.P. Morgan Asset Management and Steven Quinn, Janus Henderson Recorded: Oct 29 2018 57 mins
    ETFs continue to rise in popularity. One-third of current equity ETF investors and
    almost 40% of asset managers expect to increase allocations to these
    funds in the coming year, according to Greenwich Associates. Still, ETFs have not been truly battle-tested in a bear market, not have they been tested in an environment where low volatility and increasing interest rates exist. Mut

    The dynamics between ETFs and Mutual Funds evolves with this environment, and this webinar will focus on what will happen to both mutual funds and ETFs moving forward, including:
    - Mutual funds are losing money to ETFs - will this trend continue in a Bear Market?
    - Buy vs. Build: consolidation in the ETF industry
    - Fees, margins & competition: big players are driving down margins, are smaller players coping?
    - Is Smart Beta the active manager’s answer to passive management?

    Panelists:
    Matt Riley, Vice President, J.P. Morgan Asset Management
    Steven Quinn, Head of ETP Distribution, Janus Henderson
  • Bob Browne: All My Gains are Gone. Now What?
    Bob Browne: All My Gains are Gone. Now What?
    Bob Browne, CFA - Chief Investment Officer Recorded: Oct 29 2018 3 mins
    After returning a whopping 7.7% in the third quarter, the S&P 500 is now down year-to-date. Why are equities suddenly turning for the worse and what should investors be doing in response? Bob Browne explains.
  • Ep 20: Due Diligence in Impact Investing
    Ep 20: Due Diligence in Impact Investing
    Paul Ellis | Eva Yazhari, CEO, Beyond Capital | Hummayun Javed, Senior Analyst, Align Impact Recorded: Oct 29 2018 31 mins
    Eva Yazhari, CEO, Beyond Capital, and Hummayun Javed, Senior Analyst, Align Impact discuss why due diligence is essential when investing in early-stage impact enterprises
  • The 6 Pillars of Multi-Asset Class Investing
    The 6 Pillars of Multi-Asset Class Investing
    Melinda Mecca - Director of Investment Solutions Recorded: Oct 24 2018 5 mins
    Today’s advisors demand multi-asset class solutions that do more than just offer diversification. We think these six key pillars form the foundation of what advisors want in today’s multi-asset class investing.
  • Michael Hunstad: Beware of the Sector-Rotation Trap
    Michael Hunstad: Beware of the Sector-Rotation Trap
    Michael Hunstad, Ph.D. - Head of Quantitative Strategies Recorded: Oct 24 2018 3 mins
    If equity volatility has you thinking about de-risking your portfolio, be sure to avoid this common mistake.
  • Emerging Markets – Navigating Rough Seas
    Emerging Markets – Navigating Rough Seas
    Jin Zhang, CFA, Emerging Markets Equity Portfolio Manager Recorded: Oct 23 2018 27 mins
    Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.

    With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
  • Episode #19: Holly Ruxin discusses the Montcalm Capital Fund
    Episode #19: Holly Ruxin discusses the Montcalm Capital Fund
    Paul Ellis | Holly Ruxin, CEO and Founder of Montcalm TCR Recorded: Oct 22 2018 23 mins
    Holly Ruxin, CEO and Founder of Montcalm TCR, on the benefits of investing in companies solving the world's most pressing environmental and social problems.
  • Buy or Hold: RAAIX Portfolio Update Call
    Buy or Hold: RAAIX Portfolio Update Call
    Burl East, CEO/Portfolio Manager, AACA Recorded: Oct 18 2018 37 mins
    Join Burl East, CEO and Portfolio Manager of American Assets Capital Advisers, for this Altegris/AACA Opportunistic Real Estate Fund (RAAIX) Q3 2018 portfolio update call.
  • The Money20/20 Payments Race USA is back
    The Money20/20 Payments Race USA is back
    Megan Hayes , Denis Trufin, Brittany Cooper, Renee Howard, Max Meilleur, Ali Paterson Recorded: Oct 18 2018 64 mins
    Racing all the way from the Money20/20 headquarters in New York City to Las Vegas, these 5 intrepid contenders will travel with only one payment method each.

    Megan Hayes - #TeamDevices
    Denis Trufin - #TeamCash
    Brittany Cooper - #TeamCard
    Renee Howard - #TeamChecks
    Max Meilleur - #TeamCrypto

    Join this webinar to meet the racers before they embark on the adventure of their lives.

    Moderated by Ali Paterson, Editor in Chief, Fintech Finance
  • Meet the Minds Behind the First Robotics ETF
    Meet the Minds Behind the First Robotics ETF
    Robo Global Recorded: Oct 17 2018 158 mins
    Join us for the live streaming of our exclusive event celebrating the 5 year anniversary of ROBO, the first index tracking the Robotics and AI revolution. The event is being held at the New York Stock Exchange on October 17th at 1pm. This is a rare opportunity to hear from world’s leading innovators in Robotics & Artificial Intelligence from MIT, ETH – Zurich, University of California and Case Western Reserve.
     
    Everywhere you look, robotics, automation, and AI (RAAI) is transforming how we live, work, and play. For investors, this multi-decade shift is driving unprecedented growth. We hope you can join us remotely to explore key trends and strategies for future-proofing your portfolios by investing in all that RAAI has to offer.

    Agenda:

    1pm: Welcome

    1:15 - 2:30pm: Research and Emerging Trends Presentations and Panel

    2:30 - 3pm: Investing in the Universe of Robotics and AI

    3 - 3:15pm: ROBO Value Proposition

    3:15pm: Q&A
  • Securitized Credit: A Timely Fixed Income Credit Alternative
    Securitized Credit: A Timely Fixed Income Credit Alternative
    Jeff Williams, Fund Manager, Securitized Credit Team, Schroders Recorded: Oct 16 2018 34 mins
    As investors contemplate the lower return environment, the potential for rising interest rates and rich valuations, many rely on traditional fixed-income credit strategies, or leveraged loans, as a way to generate return or income. These markets have become crowded, and the crowds pushing into risk by the global liquidity glut are, in our view, concernedly complacent.
     
    Now is the time to avoid these very crowded parts of the market through an alternative that’s been here in place sight all along - Securitized Credit. In this webcast we will explore the broad range of alternatives, from defensive to opportunistic, that can be found in Securitized Credit and lending. We will also demonstrate how these traditional credit replacements can consist of a hybrid of private debt and public securities to provide an attractive return profile, and offer better diversification with the most commonly held portfolio allocations. 
  • Jim McDonald: Shifting to Neutral
    Jim McDonald: Shifting to Neutral
    Jim McDonald - Chief Investment Strategist Recorded: Oct 15 2018 3 mins
    We've moved our tactical risk positioning back to neutral after years of being overweight risk. Jim McDonald explains.
  • Episode #18: The 2018 UN Sustainable Investing Conference
    Episode #18: The 2018 UN Sustainable Investing Conference
    Paul Ellis, Jeff Gitterman Recorded: Oct 15 2018 23 mins
    Jeff Gitterman, conference convener and founding partner of Gitterman Wealth Management recaps the event.
  • KKR Commitments Fund: Why Private Equity?
    KKR Commitments Fund: Why Private Equity?
    MIguel Sosa, Artivest Recorded: Oct 8 2018 8 mins
    In this video Miguel Sosa, Portfolio Strategist, Artivest discusses why now is the opportune time to invest in Private Equity and the Altegris KKR Commitments Fund.
  • Paul Ellis Podcast Episode 17: Jordan Kimmel, creator of FACTS Stock Selection
    Paul Ellis Podcast Episode 17: Jordan Kimmel, creator of FACTS Stock Selection
    Paul Ellis, Jordan Kimmel Recorded: Oct 4 2018 24 mins
    Paul Ellis speaks with Jordan Kimmell, creator of the FACTS Stock Selection Process.
  • ETFs in 2018: Strategies and Market Movements
    ETFs in 2018: Strategies and Market Movements
    Shelly Antoniewicz, ICI | Will Rhind, GraniteShares | Mike Venuto, Tesoro Investors | Chris Buck, ROBO Global Nov 14 2018 2:00 pm UTC 60 mins
    The flexibility of ETFs provides investors with the ability to gain exposure to a variety of asset classes and markets while controlling for market turbulence. What strategies are being employed, and what does the market look like now?

    This webinar will gather leaders in the field to discuss top level outlooks on the global economy, as well as deep dives into how ETF strategies are being used across asset classes and markets.

    Topics to be covered:

    - Broad Market Outlook
    - Equity Markets
    - Emerging Markets
    - China and APAC
    - Commodities
    - Robotics

    Moderator:

    Shelly Antoniewicz, ICI

    Panelists:

    Will Rhind, GraniteShares
    Mike Venuto, Tesoro Investors
    Chris Buck, ROBO Global
  • Targeting lower duration amid today’s higher rates
    Targeting lower duration amid today’s higher rates
    J.P. Morgan Nov 14 2018 7:00 pm UTC 60 mins
    While rates continue to rise from historic lows, core bond duration remain near record highs. In this upcoming webcast, join J.P. Morgan Asset Management to discuss market views and tax-advantaged, lower duration strategies amid today’s rising rates.
    Presenters:

    -       Matt Riley, ETF Sales Specialist, J.P. Morgan Asset Management
    -       Sam Azzarello, Global Market Strategist, J.P. Morgan Asset Management
    -       Rick Taormina, Portfolio Manager, J.P. Morgan Asset Management
    -       Ryan Szakacs, Capital Markets, J.P. Morgan Asset Management
  • Accessing Artivest: An Introduction to the Platform and Site Navigation Tutorial
    Accessing Artivest: An Introduction to the Platform and Site Navigation Tutorial
    Drew Anderson, Business Development, Artivest Nov 15 2018 6:00 pm UTC 60 mins
    Join this live online training to demonstrate how easy it is to review and purchase a sample private equity cannabis fund, or another alternative strategy, on the Artivest Platform.
  • The True Opportunity in Emerging Markets
    The True Opportunity in Emerging Markets
    Kathryn Langridge, Senior Portfolio Manager, Manulife Asset Management Nov 22 2018 12:00 pm UTC 60 mins
    While emerging-market (EM) stock performance has been volatile in 2018, long-term demographic and economic changes across EM continue to create fertile opportunities for well-managed businesses capable of sustained growth. An increasing number of EM companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals. Join Kathryn Langridge, Senior Portfolio Manager, who will discuss the True Opportunity in Emerging Markets.
  • A New Era of Proactive Finance Mobile Apps
    A New Era of Proactive Finance Mobile Apps
    Ash Seddeek Nov 28 2018 1:00 pm UTC 45 mins
    The financial services industry has been struggling to give
    its customers a delightful experience yet to date those experiences
    are still based on a mid-90s thought process around the customer
    experience that focuses on making transactions easier to do, less
    steps, move convenient.

    FinTechs have stepped in to create value by simplifying some
    transactions with companies such as Lending Tree lending club,
    Venmo and others but value remains minimal.

    We believe more value can be created if more thought is given to
    value creation for customers beyond the faster, more efficient or
    social transaction.

    With a proactive finance philosophy driving how we ideate about the
    next generation of financial products, we will bring financial advisor
    smarts to our product ideas and innovations and will connect more
    dots across the customer’s financial life style and events.

    This way customers will get a lot more value out of their existing and
    future assets and investments and as a result, they will get an
    optimized portfolio of services on an ongoing basis while adapting to
    their life events.

    About Ash Seddeek, bestcash Founder, Ex-Schwab, Deloitte, Cisco, Oracle

    Former Brokerage Software Project Manager @ Charles Schwab; Former Senior Consultant @ Deloitte, Oracle, Cisco

    Serial entrepreneur and accomplished professional with more than 20 years of account management business management, and strategic sales

    Experienced investor and advisor to early stage companies in the areas of sales, marketing and talent acquisition
  • Time to consider the risks and opportunities for markets in 2019?
    Time to consider the risks and opportunities for markets in 2019?
    Philip Lawlor - managing director, global markets research; Marlies van Boven - managing director, research & analytics Dec 6 2018 3:00 pm UTC 60 mins
    FTSE Russell will be hosting a webinar to discuss some of the key issues confronting investors next year.
    - Where next for the economic and financial conditions, earnings and valuation cycle after a year of ‘Trumpenomics’?
    - Global factor rotation: An examination of themes, outliers and inflection points..