Creating Efficient & Scalable Investment Solutions

Join this talk with Laure Peyranne on how fixed Income ETFs have held up during the March drawdown and how they have passed the liquidity test there were due for.

We are seeing more demand for ESG investment solution and regulation is also pushing. ETFs are easy tools to use from an allocation perspective and from a regulatory approach.

About the speaker:
Laure is a professional with 15 years of experience in the asset management industry, with very strong expertise in the ETF field, together with an in-depth knowledge of clients’ needs. Prior to joining Invesco in 2018, Laure worked for 6 years as Head of Amundi ETF & Smart Beta strategies for Iberia and Latin America, boosting Amundi from scratch to become the 3rd ETF provider in the region. Before that, she was Senior Sales Manager for Societe Generale for 6 years, covering France, Iberia and Latin America.

This talk with Guidance Consultancy's Kaleem Hussain will cover:

Economic Contraction – Fall in GDP and Increase in Unemployment,

Financial Services Change – Increase in debt, state dependency, Universal Income Proposition

Legal & Regulatory Changes – Covid-19 Secure workspaces, compliance, business continuity

Working Patterns Shift – Increase scope for remote working, health and well being, collaboration meetings, less dependency on business office space, automation.

Education & Learning – Increase in distance learning and online learning. Impact on higher education, international students, fees. Learning provider adjustments.

Society – Role of the state, Big Society, localism and regionalism

Risk Management – Cyber attacks, threats, Covid-19 mitigation, fraud, crime, Brexit impacts

Winners and Losers in a Pandemic World – Amazon, Tesco, Netflix, Zoom, Youtube, Markets, Sports, Theatre, Arts, Movies, Charities.

Kaleem has a multi-disciplinary public and private sector background working on regulatory change and transformation programmes for the major financial services and government organisations in the UK.

Understand how Active and Passive ETFs are faring in the current market, and learn how to employ them in a portfolio to reduce volatility.

Panel:
Paul Ellis, Impact Investing Marketing & Social Media Consultant, Advisor Education and Founder, The Sustainable Finance Podcast (moderator)
Martina Macpherson, Senior Vice President, Strategic Partnerships & Engagement, Moody's Corporation
Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices
Linda Zhang, CEO and Founder, Purview Investments

Tavistock Wealth is a leader in the ETF asset management industry with a track record approaching 6-years – “one of the longest in the world” to the best of our knowledge.

ETFs have become increasingly popular over the last few years and their unique characteristics make them ideal for top-down, asset allocation driven investing. Which is what we do.

We adopt a top-down view of the world. This allows us to determine the broad macroeconomic and geopolitical trends that drive markets. We then allocate risk as appropriate around the globe and across asset classes including equity and bond ETFs and commodity ETCs via a mixture of traditional market cap weighted indices as well as smart beta strategies.

In addition, our ESG range adheres to a best-in-class environmental, social, governance investment policy which is a data-driven framework designed to distinguish between ESG leaders and laggards.

China during Covid-19: Creating Opportunities for Aubrey Global Emerging Markets

The Global Economy at the beginning of this year was hit by arguably two black swan events. The collapse of OPEC-Russia cooperation on oil production has triggered a financial market shock. This event was however dwarfed by a coronavirus-induced growth shock on an unprecedented scale. Theoretically, we should have been prepared.

We live in an era of rapidly changing global landscapes and local environments. Viruses with RNA as their genetic material can quickly adapt to and exploit these varying conditions” – This and similar quotes, which were warning us even more explicitly about a potential pandemic, we could have read in books published already five or even 10 years ago. And indeed the risk – the “spread of infectious diseases” - featured as second on the World Economic Forum’s Global Risk by impact register in 2015. Yet, just a year later it went down to 8th position and has featured even lower than that (in 10th place) in the last 3 years. 'Climate action failure' and 'weapons of mass distraction' risks took over the prominent positions on the risk register.

But how are companies preparing for and hedging against low probability, high impact risks?

Should black swans events be hedged against or is this an ‘opportunity’ to re-design business models?

Can these risks be hedged and/or insured? At what cost (if at all)?

Who ‘owns’ these risks in the organisation and how can Boards add the most value?

Are issues like Climate Preparedness put aside or are they take on a new meaning?



These and many more aspects we will be discussing with our excellent panel:

Andrew Gates – CEO – Macquarie Bank Europe
Ioannis Ioannou – Associate Professor of Strategy and Entrepreneurship – London Business School
John Coley – Head of Risk Consulting Practice for EMEA – Norton Rose Fulbright
Nazim Osmancik – Chief Risk Officer, Energy Trading - Centrica
Moderated by Dana Hanby – Managing Director – ESG Nexus

In the late 1990s, the internet was just emerging as the place to sell things, the video rental market was a $3 Billion dollar market, and the DVD was only used by fringe film enthusiasts. In this environment, Marc Randolph, supplied with startup funding from friends (including Reed Hastings) & family, began building Netflix the company that exploited the convergence of these forces and has become a driving force in our cultural lexicon.

In this interview, Ryan Ross will interview Marc Randolph about starting & growing a lasting company, from inception to IPO.

How to recruit for something that doesn't exist yet
The difference & similarity between starting a company in 2000 and 2020
Marketing concepts consumers don't understand
The right way to brainstorm ideas
How to figure out where the puck is going
How to deal with the emotional burden of responsibility
How to look at failure productively
When to cede power to people with other skill sets
Identifying the important metrics to focus on - even if they are vanity metrics.

Link to "That Will Never Work": https://www.amazon.co.uk/dp/B07QRVWBX2/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1

As markets react to COVID-19, this panel brings together leading real estate professionals from to discuss the outlook for the global real estate market.

Environmental change (together with social factors) are two of the most recognised megatrends thanks to an increasing focus on ESG. However, the interconnections between this and the other megatrends are less commonly explored. Between 2017-2019, 44 separate climate issues affected financial markets to the tune of USD $456 Billion. These included both severe yet acute physical risks like hurricanes, bushfires, flooding, and global pandemics as well as more chronic risks affecting our ecosystem such as loss of biodiversity, sea level rise and water scarcity.

In Episode 2 of Thematic Investing: How Megatrends Power Thematic Portfolios, we discuss the impact of physical risks on the environment and impact of adaption and mitigation responses to these physical risks.