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    • [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing
      [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng Recorded: Apr 18 2018 2:00 pm UTC 61 mins
    • There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.

      In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.

      Key themes to be discussed include;

      * Investor appetite vs market supply
      * Unbundling of the responsible investments
      * Manual approaches and hybrid innovations
      * Regulatory environment and developments

      Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.

      Panellists
      Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
      Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
      Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth

      Moderated by;
      Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC

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    • Think a new thought
      Think a new thought Triodos Investment Management Recorded: Jul 18 2018 10:05 am UTC 4 mins
    • We invite you to think a new thought. Pressures on the environment, the prospect of irreversible climate change, and a rising number of people who are denied the means to fulfil basic needs, require a fundamental change in the way we live and how we invest. There is an extraordinary opportunity to harness a growing wave of optimism and awareness as more and more investors are looking for a long-term partner with whom to invest. The UN Sustainable Development Goals, which were agreed upon by 193 world leaders in September 2015, underpin the realisation that a global and concerted effort is needed to reach a set of goals to end poverty, protect our planet and ensure prosperity for all. There is an opportunity for the financial sector to play a role as an estimated USD 7 trillion in investment capital is needed to address these key global challenges. Video credit: ISSIMO

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    • Investment Consultants: The Final Frontier for Responsible Investment
      Investment Consultants: The Final Frontier for Responsible Investment Will Martindale, Head of Policy, Principles for Responsible Investment (PRI) Recorded: Apr 19 2018 4:00 pm UTC 42 mins
    • Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
      There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
      In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.

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    • Multi-Asset Investing – A Focus on Alternative Risk Premia (ARP)
      Multi-Asset Investing – A Focus on Alternative Risk Premia (ARP) Joan Lee, Investment Manager (Multi-Asset), Unigestion Recorded: May 9 2018 12:00 pm UTC 39 mins
    • The popularity of alternative risk premia (ARP) is growing and strategies that focus on ARP are increasingly being incorporated into portfolios. The attraction of this approach is that ARP can mimic strategies that have historically only been available through hedge fund vehicles, but with more favourable liquidity and cost characteristics, whilst retaining a low correlation to traditional equities and bonds.

      In multi-asset investing the search for non-correlated returns leads to Alternative Risk Premia. Key topics that will be covered in this session include:

      * What benefits do alternative risk premia (ARP) bring to a multi-asset portfolio?
      * How can investors construct a portfolio that is diversified to weather key macroeconomic regimes?
      * How can dynamic allocation in the alternative risk premia universe be used to manage downside risk?

      Joining this webinar will help you to understand how alternative risk premia strategies can help provide diversification benefits to your multi-asset portfolios as well as providing you with the knowledge to better understand how to differentiate between the various risk premia strategies available and to select the ones most appropriate for your needs.

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    • Investing in Industry 4.0
      Investing in Industry 4.0 HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Upcoming: Oct 25 2018 2:00 pm UTC 45 mins
    • Unlike the past, there are now many exponential technologies, many of which are combining to create an accelerating, virtuous cycle of almost limitless disruption.

      While previous industrial revolutions were localized, today's are interconnected and global with their impact already visible in homes and businesses across the world.

      Gaining diverse exposure to the global innovation opportunity has been challenging for European investors, until now.

      Join HANetf and GinsGlobal Investment Management who will explore the investment challenges and opportunities associated with "Industry 4.0" and introduce two new UCITS ETFs that target global innovation and cloud computing.

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    • [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets
      [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets Gabriel Altbach, Florian Schneider, Scott Brady, Peter Greenberger & Oscar D. Pulido Recorded: May 9 2018 3:00 pm UTC 64 mins
    • “Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.

      In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry

      This webinar will cover topics such as:
      * What are the key innovations in the multi-asset arena currently and in the future?
      * How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
      * What role does passive play in the multi-asset arena? Alternatives?
      * How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?

      After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.

      Panellists;
      Florian Schneider, CFA, Head of Product Research & Development at Amundi
      Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
      Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
      Oscar D. Pulido, CFA, MD & Global Head of Product Strategy for the Multi-Asset Strategies, Blackrock

      Moderated by;
      Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams

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    • How To Use Crypto Currencies As A Fixed Income Solution
      How To Use Crypto Currencies As A Fixed Income Solution Tim Enneking, Founder of Crypto Asset Management. Recorded: Sep 12 2018 7:00 pm UTC 28 mins
    • Most of us have heard about crypto “currencies”, ICOs and the tremendous volatility and risks involved. Is there any rationality in this space? Is there any room for a more traditional investor – or is investing in crypto anything but a crap shoot?

      The fact of the matter is that there is already quite a broad range of investments available in the crypto space, many of which carry far less risk and a far higher level of security than one might believe from general media reporting on the crypto sector.

      This session will briefly touch on all of the major categories of investments in the crypto space and then focus on the various fixed-income and pseudo-fixed-income investments which already exist. It will conclude with a brief look at where the sector is going – which we know with relative certainty because the “fiat” space (the traditional financial sector) has already been there…

      About Tim

      Timothy is the founder and the primary Principal of Crypto Asset Management, LP ("CAM"). Prior to founding CAM, Mr. Enneking was the founder and investment manager for the Crypto Currency Fund (“CCF”), one of the world's first private funds focused on cryptocurrencies.

      Prior to operating CCF, Mr. Enneking founded and managed Tera Capital Fund, a fund of funds focused on Eastern Europe (established in 2004). Simultaneously, in 2013, he was engaged to manage the world’s first Bitcoin fund.

      Mr. Enneking also has extensive M&A experience, having completed more than 70 transactions with an aggregate transaction value of over US$12 billion. He speaks near-native French and Russian, as well as German. He has five university degrees, all in international business and law.

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    • Finding Value in Asia: Discovering Tech Innovators in an Exponential World
      Finding Value in Asia: Discovering Tech Innovators in an Exponential World Koon Boon KEE, Director & Co-Founder HERO Investment Management Recorded: Jul 12 2018 8:00 am UTC 59 mins
    • Can the megacap tech elephants still dance? Or should the question be: Is there an alternative and better way to capture long-term investment returns, created by disruptive forces and innovation without falling for the “Next-Big-Thing" trap by overpaying for "growth" and chasing to invest in the fads, 'me-too' imitators, or even in seemingly cutting-edge technologies without the ability to monetize and generate recurring revenue with a sustainable and scalable business model?

      We see a distinct value opportunity in an exclusive group of under-the-radar Asian SMID-cap tech stocks who are exceptional market leaders in their respective fields with unique scalable business models run by high-integrity, honorable and far-sighted entrepreneurs with a higher purpose in solving high-value problems for their customers and society whom we call H.E.R.O. - “Honorable. Exponential. Resilient. Organization.”.

      - Investing in exponential innovators = The most relevant language in value investing?
      - Why are these exponential & exceptional innovators overlooked and mis-priced winners and the most relevant multi-year investment trend and opportunity?
      - The analytical framework to identify winners, including rejuvenating the defensive economic "moat" analysis by complementing with the more offensive “catapult” analysis, using this new lens to view the value creation process afresh and continually discover innovators creating, enabling and capturing new demand with exponential non-linear growth potential
      - Remaining skeptical and grounded in the Asian capital jungles and avoiding the investing pitfalls and traps of Asian-style accounting fraud and mis-governance which western-based fraud detection tools and techniques have not been adequately adapted to the Asian context
      - Selected case studies

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