2017 Fintech predictions and why start-ups should join an accelerator

Towards the SDGs: Possible Aspects of Future Regulations

As major economies deal with trade and currency issues, how will this affect their smaller trading partners? This webinar will discuss the implications of these issues on emerging markets.

Towards the SDGs: The Importance of Collaboration

The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.
On Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, we will discuss how different industries are being affected by shifts in technologies and what it means for investors. Sub-trends include:

Automation: key technologies include robotics and drones, autonomous vehicles, artificial intelligence, and 3D printing
New Fintech and financial infrastructure: technology- enabled new entrants and business model innovations and blockchain
Advanced healthcare: Precision medicine, next- generation genomics, and drug discovery.

Towards the SDGs: The importance of Innovation in Purchasing Practises

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.

Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring

Please join us for a discussion around uncorrelated private investment opportunities to better diversify a global investment portfolio.

This is an uncertain moment for the world and Latin America. COVID-19 is bringing new humanitarian and economic challenges to investment professionals disrupting lives of millions and becoming a major market driver. No region has provided sanctuary to the global market maelstrom which is the reason we are looking beyond the short-term disruptions and focusing on diversification around risks. Portfolio diversification is an essential building block of any asset allocation process providing uncorrelated return streams with the goal of capital preservation and appreciation.

In this talk we will focus on sustainable long-term investment themes and opportunities created by current macro trends.

- Alpha generation in distressed and uncorrelated markets
- Restoring regional dynamism through middle market acquisitions
- Economic consequences of COVID-19 on Latin American economies...waiting for April?
- Which are most attractive sectors in Latin America?
- Bringing the circular economy to Latin America
- Real assets in distressed geographies
- Opportunities beyond the 2 largest economies
- Supply chain disruption, tourism disruption, lower commodity prices what opportunities does this dislocation create?

The global economy has been expanding for longer than ever before - but when will it end, where will the harbinger of an ending come from, and how can you make smart decisions with this knowledge? It is worth considering monetary policy that continues to keep interest rates low, even historically low - negative - in some economies. Also worth a look is the technological disruption that will create winners and losers in both the equities markets and in labor markets.

In this panel discussion, you'll learn:

- Strategies to employ in your portfolio in 2020
- Which elements of the global are signal, and which are noise
- Actionable ideas to help you navigate uncertainty in the markets
- How to communicate these learnings with clients

Attend this talk to understand the current economic and geopolitical environment from the perspective of the Executive Director at Wimmer Family Office LLP (FCA), Antonio Curia, who will cover:

- Macroeconomic Outlook Q2 2020
- Monetary Policies in the main Economic Areas
- Is that enough to win the “sky-fall”
- Is there a Recession “knocking at the door”
- The year ahead with Fiscal actions by G7

Antonio Curia is a senior investment banking professional, with a background as a legal practitioner, amassing over 17 years’ experience working either in the strategy, development and execution with international, Private and Institutional, Investors, having extensive cross border activities between Europe and Latin America.

Prior to joining Wimmer Family Office in London UK, in charge of Private Capital Advisory and of Economic Research Unit, Antonio was a senior investment team member of a Private Equity Fund (Fir Capital Partners) and an IB boutique firm (G5Evercore&Sao Paulo Investments SA) based in Brazil for 9 years and began his career at an International Law Firm in Italy&Brazil. Antonio has extensive experience in Real Estate, Renewables, Infrastructure, Mining&Commodities and Consumer Goods across Europe & LatAm.

Antonio holds a MBA from MIP Business School by Polytechnic of Milan, Italy 2012, along with a Bachelor degree in International Law from University of Milan, Italy 2003.

Antonio is, from 2019, a Non-Executive Director at Academy Ambassador the School’ Network by Department of UK Education in London, UK and from 2018 at Eurus Financial Education in Zurich, Switzerland.” Antonio is frequently guest Panelist and Moderator at International financial conferences either the co-creator of Financial and Economic Series.

He Speaks fluently italian/english/portuguese.

In investing as in life, “things take longer to happen than you think they will, and then they happen faster than you thought they could” (Dornbusch).

Although a discussion of global change and megatrends can be traced back to Zbigniew Brezinki (“Between Two Ages: America’s Role In The Technetronic Era”, 1970) and John Naisbitt (“Megatrends: Ten New Directions Informing Our Lives”, 1982), the pace of these changes is accelerating.

This series of talks will discuss the four most important megatrends with an episode devoted to each of them:

•Environmental challenges
•Technological transformation
•Globalisation and shifting geopolitics
•Society and demographics


We aim to look deeper into each of these megatrends and their sub-trends, exploring the interconnections between them, what happens when multiple trends reinforce one another and how investors can manage exposure to these themes in their portfolios.

This first episode of Thematic Investing will explore why megatrends have become so important and their implications for portfolio risk and performance. The panellists will discuss how Megatrends can power thematic portfolios.

How financial services firms are adapting their business models to the COVID-19 pandemic. Practical suggestions for continuing to service clients and manage investment strategies online through your socially distanced and dispersed advisory practice and/or asset management team.

In this ‘special edition’ S-Factor™ COVID-19 DATA we have customized a specific view of COVID-19 related activity in a daily / volume feed beginning Feb 13th, 2020 (30 days min. and ongoing in real-time) – which evaluates how companies are managing the pandemic, in contrast to external sentiment, in contrast to market and stock performance, and in contrast to international norms on best practice.

S-Factor™ data tracks public companies’ performance on social impact & risks in relation to geo-political externalities, public sentiment, regulatory controversies, and their financial performance.

The current data set consists of a minimum of 5 years social specific, historical data for the global universe of public equities. The data drills down into standardized, norms-based benchmarks on social risks and impacts across companies’ operations and their supply chains management.

Join us for this session to learn more about companies behaviour, management and impacts as it relates to the current Pandemic.


#ESG #IMPACT

Key Take Away for Participants:

- How do companies scores and ratings compare prior to and during the Pandemic as it relates to norms-based screening on social issues - employee and community impact management and compliance?
- How are companies reacting to negative public sentiment?
- What are companies saying versus what the output on behaviour demonstrates?
- What trends are emerging from public sentiment in relation to companies change of behaviour?
- Which companies are managing the pandemic well according to a standardized set of norms-based benchmarks on social issues?
- Which companies are profiteering from selling fear?
- What is the role of fiduciary care in this scenario?

Coronavirus fears have led to a ‘historic collapse’ in investor sentiment over March as panic leaves the global economy teetering on the brink of a recession.

Investors have lumped into defensive stocks with cash seeing its fourth largest monthly increase. Meanwhile well placed macro stocks such as healthcare and utilities allocation rose immediately.

Governments are likely to need to do more than the current $1.9tn spending committed to tackle the economic fallout from the current health crisis.


These challenging times might also see opportunities for investment innovation mitigating and weathering this crisis. Dedicated SDG-aligned pandemic / disaster recovery bonds could provide a means for financing the gap, while providing alignment with SDG3 (“Health and Wellbeing”).

In 2017 the World Bank issued a pandemic bond designed to help fund the response to any widespread outbreak of a number of diseases, including coronavirus. The World Bank is preparing a second iteration of the scheme, dubbed Pandemic Emergency Facility (PEF) 2.0, which the Bank said last year was to be marketed in May 2020. But are these the best investment vehicles to mitigate the crisis and build long term resilience? And how can we assess a broader alignment with the Sustainable Development Goals?



During this webinar, we aim to discuss with investors, insurance and ESG experts across industry and academia the impact of the Covid 19 health crisis, and where and how product innovation can help closing financing gaps, while addressing systemic environmental and societal challenges such as:


- Are Pandemic bonds truly a financing option?

- How can Corona- or Pandemic Bonds and/or other financial instruments provide financing opportunities in this global health crisis – and alignment with the SDGs?

- What’s driving investor and capital markets appetite – can public private partnerships help to achieve further SDG-alignment and address systemic ESG challenges?

When the producer of the world's products closes its borders and ports - what happens to markets? When people across the world aren't allowed to gather, what happens to industries that rely on gatherings? On December 31st, 2019 the Coronavirus and "COVID-19", was announced to have originated Wuhan, China. It has since become a global health crisis unlike anything seen in history.

As the weeks have passed, people and markets have been impacted in unprecedented ways. Governments across the world have forced citizens to stay home, Central Banks have used tools to increase liquidity, and the Market has seen record volatility.   This is a new reality, and understanding the effects on Markets moving forward is more important than ever. 

This webinar will help investors understand the context of the situation  and learn about how to prepare their portfolios correctly by discussing: 

- Stock market dynamics
- The energy & hospitality industries
- Labor markets
- Globally-connected supply chains
- Which asset classes to employ in crises
- How to be investing alongside Headline risk