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US Wealth Managers

  • CIO Outlook for 2019
    CIO Outlook for 2019
    Robert J. Horrocks, PhD, CIO Recorded: Jan 10 2019 51 mins
    2018 was a challenging year for the Asian stock market, driven by trade concerns and monetary policy issues in both the U.S. and China. While investor confidence may have fallen, we believe Asia's economic fundamentals remain resilient and the region should continue as a key driver of global growth over the coming decade.

    Please join us for an exclusive webcast with Matthews Asia's Chief Investment Officer Robert Horrocks, PhD, and Portfolio Strategist David Dali for an interactive discussion on what to expect in 2019 and beyond.
  • Altegris Millennium Fund: Why Invest Now?
    Altegris Millennium Fund: Why Invest Now?
    Brian Kelly, Managing Director, Millennium Management LLC and Miguel Sosa, Portfolio Strategist, Artivest Recorded: Jan 10 2019 34 mins
    Join this interactive webcast to discover why now is the opportune time to invest in the Altegris Millennium Fund.
  • Bob Browne: 2019 Outlook: Shifting to Neutral
    Bob Browne: 2019 Outlook: Shifting to Neutral
    Bob Browne, CFA, Chief Investment Officer Recorded: Jan 9 2019 3 mins
    Market volatility around the Federal Reserve and global trade might have investors worried about what 2019 will bring. While global growth may take a hit, we think there’s still plenty of room in left in this long and slow expansion. Learn more about our return forecasts and asset class views for 2019.
  • Ep 29: UN Capital Development Fund (UNCDF)
    Ep 29: UN Capital Development Fund (UNCDF)
    Paul Ellis | Jaffer Marchano, UNCDF Municipal Finance Expert Recorded: Jan 8 2019 27 mins
    Jaffer Marchano, municipal finance expert with the UNCDF leads the Municipal Investment Finance Programme, which is co-sponsoring the The International Municipal Development Fund. Tune in to learn about the design elements of this Fund, which will focus on municipal infrastructure projects in developing countries around the world.
  • Michael Hunstad: Defense for the New Year
    Michael Hunstad: Defense for the New Year
    Michael Hunstad, Ph.D. - Head of Quantitative Strategies Recorded: Jan 7 2019 3 mins
    Equity markets took a beating in December, but taking yourself out of the game now could be costly. Our head of quantitative strategies outlines a better way to defend your portfolio for the New Year.
  • Ep 28: Jessica Long, Managing Director - Strategy & Sustainability at Accenture
    Ep 28: Jessica Long, Managing Director - Strategy & Sustainability at Accenture
    Paul Ellis | Jessica Long, Managing Director - Strategy & Sustainability at Accenture Recorded: Jan 7 2019 26 mins
    Jessica Long, Managing Director - Strategy & Sustainability at Accenture, shares research about the negative impact to revenue growth and EBITDA following a decline in stakeholder trust.
  • The Global Sustainable and Impact Investing Outlook
    The Global Sustainable and Impact Investing Outlook
    Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace Young Recorded: Dec 28 2018 63 mins
    Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.

    Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.

    The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.
  • Ep 27: Sam Adams, CEO of Vert Asset Management
    Ep 27: Sam Adams, CEO of Vert Asset Management
    Paul Ellis| Sam Adams Recorded: Dec 18 2018 24 mins
    Sam Adams, CEO of Vert Asset Management, makes sustainable investing in publicly traded real estate trusts (REITS) easier for financial advisors and their clients. Tune in to hear how he does this for global investors.
  • Trade wars will fade
    Trade wars will fade
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 6 mins
    There are many in financial markets who believe that trade wars can bring down the global economy. We have a more sanguine view. Jon Adams joins Ben Jones on the Better conversations. Better outcomes. podcast to discuss this view and what it means for markets in the medium term.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • Interest rates: Potential headwind to growth
    Interest rates: Potential headwind to growth
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 9 mins
    Interest rates remain the “topic du jour” for investors as a potential headwind to global growth. Jon Adams joins Ben Jones on the Better conversations. Better outcomes. podcast to discuss rising interest rates, monetary policy and more as part of this year's Global Investment Forum.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • Key themes from BMO's 2018 Global Investment Forum
    Key themes from BMO's 2018 Global Investment Forum
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 8 mins
    Jon Adams joins Ben D. Jones on the Better conversations. Better outcomes. podcast to discuss the key themes impacting markets and portfolios globally in the medium term, including trade wars, technology, and the future of the Eurozone.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • Jim McDonald: 2019 Outlook
    Jim McDonald: 2019 Outlook
    Jim McDonald - Chief Investment Strategist Recorded: Dec 17 2018 3 mins
    We entered 2018 with a significant overweight to risk assets, but steadily pared that back to neutral as risks increased around the outlook for growth and monetary policy. What’s ahead for 2019? Jim McDonald explains.
  • The Global Sustainable and Impact Investing Outlook
    The Global Sustainable and Impact Investing Outlook
    Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace Young Recorded: Dec 12 2018 63 mins
    Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.

    Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.

    The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.
  • ESG in Emerging Markets: More Than Meets the Eye
    ESG in Emerging Markets: More Than Meets the Eye
    Sudhir Roc-Sennett, Senior Portfolio Adviser Recorded: Dec 11 2018 21 mins
    Join us for an interactive webinar with Sudhir Roc-Sennett of the Quality Growth boutique research team. Sudhir will discuss his approach to sustainable investing in emerging markets and why ESG considerations are integral to the Quality Growth approach.

    Victor Schraner, Relationship Manager, will moderate a Q&A with Sudhir.
  • Bob Browne: This Fed Meeting: An Exception to the Rule
    Bob Browne: This Fed Meeting: An Exception to the Rule
    Bob Browne, CFA - Chief Investment Officer Recorded: Dec 10 2018 3 mins
    It is important for investors to have good general rules which guide them, but sometimes there are important exceptions. The upcoming Federal Reserve meeting is an excellent example of this. Bob Browne explains.
  • What are the risks and opportunities for markets in 2019?
    What are the risks and opportunities for markets in 2019?
    Philip Lawlor - managing director, global markets research; Marlies van Boven - managing director, research & analytics Recorded: Dec 6 2018 45 mins
    An examination of global market drivers and factor dynamics

    FTSE Russell will be hosting a webinar to discuss some of the key issues confronting investors next year such as:

    •Where next for the economic ,earnings and valuation cycle and an assessment of the impact of tightening financial conditions.

    •The extent to which factor behaviour is influenced by different economic regimes.
  • Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, Parametric Recorded: Dec 6 2018 29 mins
    Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
  • 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 Recorded: Dec 5 2018 64 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
  • Factor Allocation How can investors decide on the appropriate factor allocation?
    Factor Allocation How can investors decide on the appropriate factor allocation?
    Marlies van Boven, managing director research & analytics. Vera Cady, senior research analyst, FTSE Russell Recorded: Dec 4 2018 46 mins
    Factors and factor investing continues to be the most popular index-based method of improving portfolio risk adjusted returns.
    But how should clients assess the impact of single and multi-factors indexes on their portfolios? How are return-profiles impacted by factor inclusion and other common smart beta strategies? Should clients routinely consider their overall underlying factor allocation? And how should factor allocation be assessed?
    Join Marlies van Boven, managing director Research & Analytics and Vera Cady, senior research analyst, FTSE Russell as they demonstrate how the impact of factors can be assessed in real-time via Analytics Plus, FTSE Russell’s propitiatory smart beta and factor assessment tool.
  • Investor expectations and corporate climate disclosure in Asia
    Investor expectations and corporate climate disclosure in Asia
    AIGCC, FTSE Russell, EY, Cathay Financial Holdings Recorded: Dec 4 2018 62 mins
    The Asia Investor Group on Climate Change (AIGCC) and FTSE Russell are pleased to host a webinar to discuss the findings from the report ‘Building on the base: TCFD Disclosure in Asia’, the first comprehensive guide developed by investors to look at climate change reporting by publically listed companies in Asia against the Taskforce on Climate-related Financial Disclosure (TCFD).

    AIGCC worked with EY and FTSE Russell to look at current levels of reporting by Asian companies in key industry sectors and across major markets in the region. It draws upon previously unpublished data analysis of corporate reporting on climate change and is the first report to benchmark performance against the TCFD for the region.

    This guide outlines the expectations that investors have of listed companies on their climate disclosure and is designed to provide a practical tool for investors as they work in partnership with their investee companies in Asia.

    Date: Tuesday 4th December
    Time: 3pm Taipei/HK/SG, 4pm Tokyo, 6pm Sydney, 7am London

    Speakers:
    Rebecca Mikula-Wright, Director, Asia Investor Group on Climate Change (Moderator)
    Arisa Kishigami, Head of ESG Asia Pacific FTSE Russell
    Dr Graham Sinden, Director of Climate Change & Sustainability EY
    Sophia Cheng, CIO, Cathay Financial Holdings
  • Colin Robertson: Bond Outlook: Expect a Steadier 2019
    Colin Robertson: Bond Outlook: Expect a Steadier 2019
    Colin Robertson - Managing Director, Fixed Income Group Recorded: Dec 3 2018 3 mins
    2018 was a volatile and challenging year for fixed income, with negative total returns in the U.S. due to rate hikes and higher long-term yields. Colin Robertson explains what we expect for 2019.
  • Episode #25 - Meg Voorhes, Research Director at US SIF
    Episode #25 - Meg Voorhes, Research Director at US SIF
    Paul Ellis | Meg Voorhes, Research Director at US SIF Recorded: Nov 30 2018 25 mins
    Meg Voorhes, Research Director at US SIF, discusses details of the 38% growth in professionally managed assets under management (AUM) reported in the 2018 Report on US Sustainable, Responsible and Impact Investing Trends
  • A New Era of Proactive Finance Mobile Apps
    A New Era of Proactive Finance Mobile Apps
    Ash Seddeek Recorded: Nov 28 2018 40 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
  • The True Opportunity in Emerging Markets
    The True Opportunity in Emerging Markets
    Kathryn Langridge, Senior Portfolio Manager, Manulife Asset Management Recorded: Nov 22 2018 43 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.
  • Global Energy- A Look to the Future
    Global Energy- A Look to the Future
    Portfolio Managers Jonathan Waghorn and Will Riley of Guinness Atkinson Asset Management Jan 17 2019 4:00 pm UTC 45 mins
    The energy sector has historically been a hot topic, with the second half of 2018 seeing the following: oil inventories continuing to tighten, positive revisions for global oil demand growth, growth in US shale supply as expected, OPEC raising its production, and free cashflow generation improving energy equities.

    Join portfolio managers Jonathan Waghorn and Will Riley of Guinness Atkinson Asset Management in an exciting quarterly webinar on January 17th, 2019 at 11am ET to explore their outlook of the energy sector for the year ahead.

    The Guinness Atkinson Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectus contain this and other important information about the Funds and may be obtained by calling 800-915-6566 or visiting gafunds.com. Read it carefully before investing.
    Mutual fund investing involves risk, including possible loss of principal.
    Distributed by Foreside Fund Services, LLC 
  • RAAIX Portfolio Update Call w/PM Burland East
    RAAIX Portfolio Update Call w/PM Burland East
    Burl East, CEO, AACA; Portfolio Manager, RAAIX | Shannon O'Neill, Head of Internal Sales, Artivest Jan 17 2019 9:00 pm UTC 60 mins
    Join this call for the latest RAAIX portfolio update and outlook, portfolio company examples and Q&A session.
  • Altegris Third Point Fund: Year in Review
    Altegris Third Point Fund: Year in Review
    Miguel Sosa, Portfolio Strategist, Artivest | Kara Gula, Managing Director, Third Point Jan 23 2019 9:00 pm UTC 60 mins
    Please join us for an interactive webcast on the Altegris Third Point Fund. During the session, you will hear from Kara Gula, Managing Director at Third Point, who will discuss:

    · Brief overview of Third Point, philosophy and investment process
    · Recent performance commentary
    · Current opportunity set and outlook for 2019
  • 2019 Commodities Outlook
    2019 Commodities Outlook
    Will Rhind,Founder & CEO, GraniteShares ETFs Jan 31 2019 6:00 pm UTC 45 mins
    Join Will Rhind, GraniteShares Founder & CEO, as he takes a look at some potential key commodity themes for 2019, including gold and oil.
  • Managing currency risk: A half hedged approach to full international exposure
    Managing currency risk: A half hedged approach to full international exposure
    Yan Yan, FTSE Russell; Sal Bruno, IndexIQ, a New York Life Investments company Feb 5 2019 7:00 pm UTC 60 mins
    Join FTSE Russell and IndexIQ, a New York Life Investments company, for an overview on international equities and a discussion on managing currency volatility through passive currency hedging approaches.

    This webinar will explore:
    - Opportunities in the current international equity environment
    - Currency hedging methodology and implementation considerations
    - Managing currency volatility with passive strategies

    Speakers:
    - Yan Yan, PhD, Associate Director of Research & Analysis, FTSE Russell
    - Sal Bruno, Chief Investment Officer at IndexIQ, a New York Life Investments company