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US Wealth Managers

  • 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 Recorded: Jan 17 2019 40 mins
    Join this call for the latest RAAIX portfolio update and outlook, portfolio company examples and Q&A session.
  • FactSet Digital Wealth Solutions
    FactSet Digital Wealth Solutions
    FactSet Recorded: Jan 17 2019 2 mins
    Combine FactSet’s investment-grade content and award-winning technology to create a personalized digital experience for your clients and advisors.
  • Ep 30: Esther Pan Sloane; Head, Partnerships, Policy and Communications at UNCDF
    Ep 30: Esther Pan Sloane; Head, Partnerships, Policy and Communications at UNCDF
    Paul Ellis | Esther Pan Sloane; Head of Partnerships, Policy and Communications at UNCDF Recorded: Jan 16 2019 29 mins
    Esther Pan Sloane leads a team of ten people globally who work to tell UNCDF's story, raise funds to support it's programs, and seek partners for innovative new ventures, like the finance-industry managed, public-private investment funds we discuss in episode 30.
  • Jim McDonald: Embracing Some Risk
    Jim McDonald: Embracing Some Risk
    Jim McDonald, Chief Investment Strategist Recorded: Jan 14 2019 3 mins
    The fourth quarter sell-off in financial markets, alongside more dovish commentary from the Federal Reserve, improved our outlook for risk.
  • 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.
  • 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
  • Digital Wealth Management Applied - Optimization
    Digital Wealth Management Applied - Optimization
    Tasha Vashisht, Scorpio Partnership and Philipp Zerhusen Feb 19 2019 3:00 pm UTC 29 mins
    As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.

    Listen to the first of these 30-minute live sessions, and hear from two of the experts behind this industry research into the needs of high net worth clients, Philipp Zerhusen, FactSet and Tasha Vashisht, Scorpio Partnership. As industry professionals and consultants to financial advisors across the globe, our speakers share their insight on how the five tactics discussed in the first part of our eBook, Making Digital Pay, can be applied to the client experience and advisor workflow to develop a digital strategy that adds value - to the firm, to your high net worth investors, and to your book of business.