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Bento for One Webcast – Getting ready for 2017

As we move towards 2017 we all need to consider what our businesses will look like in this new landscape. It's vital we all have an action plan to take our ideas forward. In the first of a three part series, Panacea Adviser and Glassagh consulting will look at how you can:

- Define the key opportunities for you and your clients in 2017
- Set yourself the goals to take your business forward and most importantly
- Start to draft your 2017 business action plan

This 30 minute session and is one not to miss and can help any business no matter their experience.
Recorded Nov 4 2016 32 mins
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Presented by
Sarah Paul, Panacea Adviser & John Joe McGinley, Glassagh Consulting
Presentation preview: Bento for One Webcast – Getting ready for 2017

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  • 2018 ETF Market Trends Mar 12 2019 2:00 pm UTC 60 mins
    Igor Tsukerman, President & CIO, Passed Pawn Advisors
    As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
  • Alternative Strategies: How Wealth Managers Are Using Smart Beta Feb 13 2019 4:00 pm UTC 60 mins
    Ryan Ross, BrightTALK
    The Wealth Management industry is increasingly required to cut costs & ensure their clients are getting the best returns for their money. Smart Beta, or creating passive investments that are chosen using more than just cap-weighted selection parameters, may seem like a panacea to this problem.

    This webinar will dive into how Wealth Managers are using Smart Beta in their strategies, and will ask questions such as:

    - How will regulations such as MIFID II affect wealth managers portfolios and usage of Smart Beta?
    - Is it possible to use Smart Beta as a Premium Offering?
    - Will Smart Beta mean the end of Active Management in the next 5 years?
  • 'Filling the funnel - 10 steps to success with Linkedin for B2B Senior Marketers Jan 22 2019 2:00 pm UTC 60 mins
    Matthew Wood Creative Marketing Strategist ClientsFirst
    Linkedin is now the go to B2B marketing platform with over 250 million active monthly users and 40% of those visiting the site daily. You can be sure than your audience is there are ready to have meaningful conversations.

    But, it's often underused as a way to generate new high quality leads. when really it should be one of the main platforms in a b2b marketers arsenal.

    In this webinar you will learn:

    - How to leverage Linkedin's advertising capabilities to generate high quality leads
    - How to start organic conversations on Linkedin using content
    - How to use thought leader tactics to increase your businesses reach
  • First Principles: Investing in Sustainable Energy Dec 12 2018 6:00 pm UTC 60 mins
    The oil & gas industry is an easy target for sustainable energy proponents; a convenient villain. But is that title accurate? They are keenly aware of the market opportunity in their industry, and may be the most well-positioned to create value & advancements.

    What other companies out there are focused on sustainable energy? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?

    For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?

    These questions and more will be answered in this webinar.
  • 2019: Outlook and Market Implications of Brexit Dec 12 2018 4:00 pm UTC 60 mins
    As Brexit approaches, some banks are relocating, currencies are fluctuating, and markets are moving as well - are there any possible scenarios are not priced into the market?

    This webinar will cover:
    The current state of negotiations.
    Who will win and who will lose if brexit happens - and if it doesn't.
    How Investment Managers are doing scenario planning.
  • 2019 Predictions Day 1 Dec 11 2018 4:00 pm UTC 60 mins
    2019 Predictions Day 1
    "Predictions are hard, especially about the future" - Yogi Berra. But predictions about FUTURES can give us a general idea of what will happen, especially when market-moving voices are talking.

    This webinar will look towards 2019 through the lens of a market-leading panel, providing:

    - Perspectives: Will the market be stronger or weaker than expected, and what is, and isn't, priced into the market?

    - Surprises: the confidence of one actor vs. the wisdom of the crowd. We ask the panel what are the disparities to create their top 3 surprises?

    Mega Trends: What does our panel see will be the major happenings of 2019?
  • Emerging Market Fund Selectors: A Guide to Approaching Uncertainty Nov 22 2018 4:00 pm UTC 60 mins
    Bo Huang, Tilney Group | Charles Morris, Atlantic House Fund Management | Mark Witten, ACT Capital Partners
    While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.

    This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:

    - The Impacts of a strong US dollar on Emerging Markets.
    - How trade agreements, and disagreements, will shape markets.
    - What industries will see the most and least activity from emerging markets investors?
  • Modern Strategies for Investing in Global Emerging Markets Nov 21 2018 4:00 pm UTC 60 mins
    Andre Junqueira, Spinnaker Capital | Ryan Ross, BrightTALK
    Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.

    What are good strategies to take advantage of this situation?

    This panel will join leading emerging market participants to discuss:

    - Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
    - How to think about where opportunities lie in chaos.
    - which securities are seeing the most flows and why?
    - Which industries will be most affected by trade wars, a strong US dollar, and elections around the world
  • Funds Showcase: Emerging Markets Nov 21 2018 11:00 am UTC 60 mins
    Oren Kaplan | Austen Robilliard | Karl Safft | D'Arcy
    Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.

    In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.

    Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.

    This webinar will cover:
    - What will be the impacts of a strong US dollar on markets?
    - How will trade agreements, and disagreements, will shape markets in the next 6 months?
    - What industries will see the most and least activity from investors?
    - Which emerging markets funds are seeing inflows and outflows, and why?
  • Crypto Funds: November Update Nov 20 2018 2:00 pm UTC 60 mins
    Ryan Ross, BrightTALK | Hugo van Veen, SwissOne | Marco Benvenuto, CryptoFunds AG
    A webinar series dedicated to informing investors in Cryptocurrency Funds on news in the market. Topics will include:

    1) Updates on Regulations
    2) Analysis & Investing Strategies
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    4) Breakdown of the Underlying Technology & Terminology
    5) Movers & Shakers in the industry
  • Cracking the ESG Code: Doing the Math from an Investors Perspective Recorded: Oct 31 2018 37 mins
    Elias Porse and Hugo Fredriksson
    As ESG performance has grown significantly in importance for companies and asset managers in recent years, it's time to look at the numbers.

    Is ESG screening a worthwhile tool? In a word, yes!

    High ESG focus contributes to risk mitigation and in this session, we will share with you our research which shows that this is also mirrored in strong operational and share price performance. We will also share how predictive attributes (e.g future earnings stability and share price volatility) suggest that ESG research belongs in company valuation.

    This live session (with Q&A) will give you insight into why we believe that companies and investors simply cannot afford not to care.

    Presented by;
    Elias Porse, Head of Strategy and Quant, Nordea Markets
    Hugo Fredriksson, Senior analyst, Nordea Markets
  • [Panel] How to Integrate ESG as part of a successful asset mix Recorded: Oct 31 2018 63 mins
    Richard Lightbound, Meryam Omi, Justin Simler, Adrie Heinsbroek
    A few years ago "ESG” was just a page at the back of a presentation. Today it has achieved greater prominence with new initiatives such as impact investing and the United Nation’s Sustainable Development Goals. However, questions still remain about what ESG integration really means and whether the increasing use of frameworks and questionnaires is distracting from engagement.

    This expert panel will look at what ESG integration means and at the practical implementation of ESG considerations within portfolios. They will discuss whether ESG can be implemented, at best, without negatively impacting returns or whether there is recent evidence that it can actually benefit both risk and return.

    While impact investing dominates the headlines, most of the assets that firms manage on behalf of their clients integrate an assessment of ESG factors into their process but do not tilt towards sustainable investments. The panel will discuss this issue and the likely future trends in ESG investment including how ESG fits in with the Mega trends defined by the PRI or WEF.


    Justin Simler, Independent Industry Expert
    Richard Lightbound, Managing Partner & CEO - EMEA, ROBO Global
    Adrie Heinsbroek, Head of Responsible Investing, NN Investment Partners
    Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management (LGIM)
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    Emily Steinbarth, Quantitative Research Analyst, Russell Invesments
    In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.
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    Ben Yeoh, Senior Portfolio Manager, RBC Global Equity
    The debate surrounding the use of ESG tools and information is clearly favouring ESG as a tool for lower risk and enhancing return.

    In the live webinar, we explain why companies and investors need to be thinking about ESG and intangibles to enable better performance and will take questions on ESG topics.

    We review;

    * the latest academic evidence on why ESG adds value
    * the latest frontiers of ESG, use of SDGs (Sustainable Development Goals)
    * debates on the imperfection of Sustainability Ratings and divestment campaigns
    * stewardship codes and increasing regulatory interest in ESG
  • Impact funds: the gateway drug to investing differently Recorded: Oct 17 2018 60 mins
    Rod Schwartz, CEO and Founder, ClearlySo, and Harry Humphreys, Head of Fund Advisory, ClearlySo
    Many investors want to engage in impact investing and feel strongly about societal issues they want to try and solve. But most people don’t know where to start, what investment opportunities exist, and how to figure out what makes sense for them.

    To help listeners cut through the hype, we will offer some ideas about what funds and products are available, how to access them, some of the possible pitfalls and how to find an impact investment strategy that works. We will focus the discussion on impact funds in the context of trends for the impact sector as a whole.

    This webinar will cover:
    - Why does anybody invest in impact?
    - How to cut through the hype about impact investing? What can I actually do today that makes sense?
    - What are HNWIs, Family Offices, and Institutions investing in (investment themes, solving problems, asset classes, alignment)?
    - Why do people invest in impact funds? What are the trade-offs? What works and what doesn’t? What to look for in an Impact Fund?
    - Lots of specific examples
    - Q&A

    You’ll hopefully leave this webinar with a clearer view on how you can invest to solve the world’s biggest problems.

    All welcome to join.
  • Making a Splash with USD5m Impact Investment: Asian Shrimp Farming Case Study Recorded: Oct 17 2018 38 mins
    Kennedy Tsang & Harry Yu (SBI E2 Capital Group)
    In this session, Kennedy Tsang and Harry Yu, from SBI E2 Family Advisors and SBI China Capital, will walk you through:

    - History of shrimp farming in the role of creating social and economic change;
    - The “SEED” principle to sustainable win-win success
    - Customisation of the model to enable social impact investment;
    - Keys to success for shrimp farming social impact investing;

    This session is specifically designed for HNW individuals, investment managers and funds that are interested in social impact investment.
  • Risk & Returns: Modern Risk Management for investing in India Recorded: Oct 16 2018 44 mins
    Anirudh A Damani, Managing Partner, Artha Venture Fund
    In this interactive session Anirudh A Damani, Managing Partner, Artha Venture Fund I, will walk you through successful Investment Strategies & Asset Allocation.

    What is the investment objective?
    * Capital preservation
    * Beating inflation
    * Beating market returns

    How (and why) investment objectives should drive allocation of assets?

    How we structured our family office
    * What were our objectives
    * What inspired our asset allocation
    * The results
    * What we have learnt
    * Where are we headed now

    There will also a live Q&A round!

    About Mr. Anirudh Damani

    Anirudh Damani is the Managing Partner of an early stage Investment Fund, Artha Venture Fund, based in India. He is a 4th generation entrepreneur who has invested in over 57 startups, participating in 100+ funding rounds of companies like Oyo Rooms, Exotel, CoutLoot, Tala and NowFloats. He graduated with a Double Major in Business Administration & Economics from Austin College, Texas.
  • Interrupted Entrepreneurship: Creating a Family Office Investment Fund Recorded: Oct 16 2018 28 mins
    Ramez Baassiri, AHB Group | Ryan Ross, BrightTALK
    Raméz A. Baassiri, a entrepreneur in multigenerational family business and author of the Amazon best seller book, and Forbes book Interrupted Entrepreneurship: - Embracing Change in Family Business.

    This book talks about the need for a family investment fund in order to face, handle and manage interruptions in family business.

    In this discussion we talk about:

    What separates an investment fund from a Family Investment Fund
    How his Investment Fund is structured
    What areas of industry the business operates in
    Whether multiple investment Funds are a good idea or not

    Plus much more!

  • Managing Risks when Investing in Turbulent Times Recorded: Oct 16 2018 46 mins
    John Redwood, Chief Global Strategist, Charles Stanley
    People with savings want to earn a decent return without running too much risk. Some have saved out of their earnings, some have built up capital in a business which they sell, some have inherited some money. None of them want to throw it away. In an era of ultra-low interest rates just putting it in a bank means the value of your capital goes down each year, as prices are rising faster than the return on a deposit. That’s why many conclude they do need to take some more risk, to own some shares and bonds that offer a higher income but can also go down in value.

    Investment managers need to maximise return for a given level of risk, and need to construct portfolios so not everything goes down at the same time if things do go wrong. This talk will examine how you spread your risks, and argues that over the longer term buying a portfolio of shares usually delivers a return above inflation, with a rising income from increasing dividends. Managers also are able to choose from a range of different countries with different currencies for their shares, and to look at the opportunities in commercial property as well. That can help find the right mix of return and risks.
  • Cyber Security and the Family Office: Why it Matters Recorded: Oct 16 2018 47 mins
    Malcolm Taylor, Director Cyber Advisory ITC Secure | Kiah Shabka, Senior Cyber Security Analyst, ITC Secure.
    ITC Secure will present a real-world, anonymised case study of a cyber attack on a private client. The study will describe what happened, how it felt, and the resulting impact on the victim.

    Following the study, ITC will outline how the attack succeeded, and the steps that would have prevented it.

    Attendees will learn:
    - The value that private clients have to cyber attackers.
    - Why private clients remain largely unprotected and vulnerable to attack.
    - How to begin advising their clients to be more secure.
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  • Title: Bento for One Webcast – Getting ready for 2017
  • Live at: Nov 4 2016 1:00 pm
  • Presented by: Sarah Paul, Panacea Adviser & John Joe McGinley, Glassagh Consulting
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