FTSE Russell Webinar
Feb 17th 2016, 4:15pm - 5:15pm EST
Experts from FTSE Russell and J.P. Morgan Asset Management come together for an interactive discussion on navigating through volatile markets and strategic beta ETFs.
Samantha Azzarello, J.P. Morgan Asset Management
Jillian DelSignore, J.P. Morgan Asset Management
Brad Zucker, FTSE Russell
A key aim of Pyrford Global Total Return (Sterling) Fund is not to lose clients' money. Lars discusses how the team have approached meeting this objective in recent volatile markets.Read more >
Volatile capital markets and the rapidly changing financial landscape make it important for issuers to recognise changes quickly and adjust their financing strategies accordingly.
For example, for an issuer that contemplated an IPO or is in the IPO queue, it is important to become familiar with other financing alternatives, such as venture debt or late-stage or mezzanine debt, as well as institutional equity private placements. Each of these markets is quite different. Familiarity with investor expectations and documentation requirements is essential in order to put your company in the best position to make crisp decisions. For issuers that already have their securities listed on a non-US securities exchange, which may offer limited liquidity, it may be time to consider undertaking a US IPO in order to establish a more liquid market for their securities. Already public companies considering their next capital raise also must be nimble - a PIPE transaction may be an attractive (and available) financing alternative. During this session, the speakers will discuss:
•Current market conditions;
•Financing alternatives for pre-IPO companies;
•The market for venture debt;
•The late-stage (or cross-over) private placement market;
•Options to consider on the way to an IPO;
•Financing alternatives for recently public companies; and
•PIPE transactions and other financing alternatives.
The webinar's speakers will be:
-Geoffrey Goodman, managing director, equity capital markets, Wells Fargo
-Gregory Ogborn, director, equity capital markets, Wells Fargo
-Brian Maier, vice chairman, Wells Fargo
-Anna Pinedo, partner, Morrison & Foerster
-James Tanenbaum, partner, Morrison & Foerster
As expected Angel Agudo’s FF America Fund has held up strong in the recent volatile market. In fact the fund has outperformed the market on a relative basis in the last 1 month, 6 months and year-to-date periods (as of 31 August 2015). In this webcast, Angel will give an update regarding the fund’s performance in light of the recent market volatility. Angel will also reflect on his outlook for the near future, and discuss how he has taken advantage of these turbulent times by identifying pockets of opportunities and acquiring companies for whom valuations have become attractive and outlook remain encouraging.Read more >
Capturing alpha in a volatile market – US long/short equity
A sharpened focus on macroeconomic and geopolitical concerns has driven higher market volatility, as US investors weigh issues including interest rate rises, dollar strength, slowing in China and the unfolding Greek debt crisis. Our long/ short equity approach seeks to capitalise on the enhanced opportunities presented by these volatile conditions, while targeting positive absolute returns in both rising and falling markets.
Join fund managers Neil Robson and Ashish Kochar and analyst Amit Kumar as they discuss topics including:
- How current market conditions can benefit a long/short portfolio
- The key features of a long/short approach
- Recent performance and portfolio positioning
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
Participants will be able to submit questions to Neil, Ashish and Amit during the call.
Please join Chief Investment Officer, David Warren, along with Éimear Moloney (Global Equities) and Philip Duggan (Fixed Income) as they discuss the outlook for global markets in 2017Read more >
With traditional safe-haven assets paying skimpy (even negative) yields, many investors realize that they may have to move up the risk curve to meet their long-term needs. But the bouts of volatility that have plagued equity markets can seem too risky to take on. We believe that efforts to not lose money can be harnessed to grow capital over time.
To hear more, please join Kent Hargis & Sammy Suzuki, Portfolio Managers—Strategic Core Equities, for an interactive discussion on reaching long-term goals with “The Upside of Less Downside”.