The startup scene keeps growing year after year. It brings more and more interest from traditional investors. However, investing in startups is highly risky and can bring down the entire portfolio if not managed properly. The correct due-diligence process can shine the light and help you identify the potential winners. During this presentation, Alexey will share the insights he and his team gained after managing hundreds of startup product development projects and how to use it during the pre-investment due-diligence process. This approach is used in various startup investment groups Alexey is associated with.

Using Portfolio Construction to Build Resilient Real Asset Portfolios

With Bloomberg predicting thematic ETFs could reach $300 billion in 5 years[1], the outlook for ETFs is positive. Asset managers, banks and insurance companies are looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors. 

We’ll be joined by Hector McNeil, an ETF veteran and Co-CEO of Europe’s first white-label ETF provider, to discuss the growth of ETFs and what investors can expect to see in the near future. 

We will also be joined by North American asset managers from the cloud computing, healthcare innovation, online retail, digital infrastructure and medical cannabis sectors to discuss the growing adoption of ETFs and the outlook for their respective sectors. 

In this webinar we will explore:
- The growth of ETFs in Europe 
- ETF liquidity 
- Thematic ETFs 
- Outlook 

Speakers: 
Hector McNeil, Co-Founder and Co-CEO of HANetf
Anthony Ginsberg, Managing Director, GinsGlobal Investment Management
Chris Versace, Chief Investment Officer, Tematica Research 
Greg Taylor, Portfolio Manager, Purpose Investments 
Jane Edmondson, Co-Founder & Principal, EQM Indexes

Hindsight is good, foresight is better: The Outlook for ETFs in 2021

End of Covid-19 crisis is in sight, equities are up, earnings forecasts exuberant. What could possibly go wrong? Soenke examines the regional differences in the recovery, fiscal policies and monetary policies. 

The divergences in the world are increasing. Who are the winners, who are the losers? Should this not be reflected in market prices? He will also take a close look at the threat of inflation – in the short term as well as the long-term – and the likely reactions of central banks. 

Finally the implications for strategic and tactical asset allocation – how do high valuations, inflation and regional disparities during the Covid-19 crisis as well as the market recovery impact our choices? Does current market volatility yield opportunity?

Rising Equities, rising Inflation – how should you allocate your portfolio?

While the worst of the global pandemic is behind us, a lot of uncertainty remains. As we head into the new year, the prospect of creating a forward-looking investment strategy is more complicated than ever.    Still, as we continue to develop our understanding of how the ‘new normal’ will look, new opportunities for investment will continue to arise. In the era of the digital revolution, the winners will be those who can apprehend macro trends, adapt to changing investor demands and deliver positive returns while effectively managing risk.      

In this session, join senior decision-makers from across the investment management space as they share their views on the top macro trends for 2022.     

Topics for discussion include:     
-Drawing lessons from crisis: what have professional investors learnt from Covid-19? 
-Investment management in the face of generational wealth transfer - finance and the millennial investor  
-Asset allocation and risk management strategies to thrive in 2022  
-And more..    

Moderator: Asha Mehta, Managing Partner & CIO at Global Delta Capital  

Panelists:  
Alexey Semeney, Founder / CEO at DevTeam.Space  
Igor Tsukerman, CEO & CIO at Eureka Wealth Solutions 
Donato Settanni, Managing Partner at DXE Properties

Macro Outlook: Gearing up for 2022

The growing importance of ESG in investment management, stewardship and engagement has become a crucial element of investment strategy. The Financial Reporting Council (FRC) is the owner of the UK’s Stewardship Code which sets best-practice principles for asset managers, asset owners and investment service providers in this important area. Join us as we discuss what’s changed and what’s changing in investment stewardship as we look towards a new year.

Presenters:
Claudia Chapman, Head of Stewardship at FRC
Lindsey Stewart, Head of Stakeholder Engagement at FRC
Cindy Rose, Head of Responsible Capitalism at Majedie Asset Management
Victoria Barron, Head of Sustainable Investment at BT Pension Scheme

Investment stewardship – What’s new in 2022?

Global emerging markets continue to offer lucrative investment opportunities going into 2022. This presentation will review the trends impacting global emerging markets and discuss investment strategies, along with specific economic and financial tools, that can be used to capitalize on these trends. How the use of alternative asset classes and individual alternative assets can substantially increase portfolio returns, while reducing portfolio risk in any markets, will be illustrated. The newer trend of using equity crowdfunding platforms to build multi-asset portfolios will be explored. The use of economic and financial modeling tools for successfully investing in global emerging markets will be demonstrated.  Here are some of the topics which will be discussed:

• Generation of Cash Flow 
• Preservation of Capital 
• Asset Appreciation 
• Portfolio Diversification
• Achieving Potential Tax Benefits 
• High Overall Returns
• Correlations with Other Asset Classes – Low Correlation, Non-correlated, Negative Correlation
• Convertible Securities
• Equity Crowdfunding Platforms
• Artificial Intelligence
• Crowdfunding Platforms and the Three Types of Crowdfunding
• Reg CF – Registered Crowdfunding
• Morningstar and Other GEM Research
• Economic and Financial Tools and Modeling
• Intrinsic Value Wealth Creation Pyramid
• Global Economic Assessment

GEM Investment Strategies, Tools, and Outlook

Agility is a pioneer in emerging markets and one of the largest private owners and developers of warehousing and light industrial parks in the Middle East and Africa region and owns and operates over 21 million m2 of logistics parks around the world.

Agility warehouses provide an international standard infrastructure platform that supports companies doing business in Africa, enabling them to access the burgeoning African market faster and more efficiently, and to operate in Africa without having to fund or develop their own infrastructure.

Agility warehouse parks in Africa deliver ready built quality warehouses that create a platform that supports imports, exports and local production. Customers can sign a lease and move in immediately.

All warehouses are secure within a site perimeter wall with consistent power and IT connectivity, creating an enabling environment where our tenants can focus on their business whilst we manage the operational infrastructure.

Agility warehouse parks offer bonded and non-bonded warehouse spaces, racked units, warehouse showrooms and open yards. Agility warehouses are leased for storage, distribution, packaging, processing, ecommerce and light manufacturing.

Warehouses for lease start from 1,000 m2 upwards, and flexible, so units can be expanded and added to or reduced dependent on customers requirements.
 
Agility also funds and develops built-to-suit bespoke buildings to meet specific customer demands for cold stores, data centres, life science and other requirements.

https://www.agility.com/en/logistics-parks/

Agility is Funding and Developing Warehouse Parks for Lease Across Africa

The world is always changing. As investment professionals, history is not just a rich resource of facts about the past, but also a medium through which we should examine why previous investment strategies, approaches and perspectives worked. Or didn’t. As part of BrightTALK’s series on ‘Thinking Back, looking forward’, Chris Marshall Head of Investment Strategy at Dragon Investment Managers talks about how the historical setting and environment brought about many of today’s modern theories of portfolio construction, and why these may not remain optimal in the world that we’re heading into. Also key to this discussion in the progression of ESG into portfolio construction and how this sits in a historical setting.

Thinking Back: Looking Ahead At The Future Of Portfolio Construction

Public and Private market Climate-focused ESG investment strategies have been outperforming traditional strategies during the COVID19 pandemic. The percentage of ESG integrated Assets Under Management (AUM) also continues to increase in the equity and fixed income markets. 

Join Paul Ellis, Host of The Sustainable Finance Podcast (SFP) at BrightTALK.com, and the panel of ESG Investment experts to learn:

-Why ESG investment strategies are outperforming 
-How asset managers are adapting to the increasing flow of ESG AUM
-Where investors and advisors can learn more about ESG investment 

Panelists:
Aisha Williams – Founder and CEO at ImpactVest, Certified Expert in Sustainable Finance, Harvard Business Review Advisory Council  
Jeffrey Gitterman - Co-Founding Partner and creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, LLC.
Diana Glassman - Director-Engagement, EOS at Federated Hermes

Climate Change Investment and Corporate Engagement Grow the New Energy Economy

During this webcast, we will provide an overall macro outlook for the economy and markets as we head out of 2021 and into 2022. 

Will interest rates move higher? 
Will the economy continue to expand?
What growth opportunities remain for stock investors? 
Where can investors find potential sources of income in this challenging yield environment?

The Path Ahead:  Investment Opportunities for 2022

Video: Top Questions Investors Miss & Due-Diligence When Investing in Startups

In the face of multiyear highs in crude oil, covid delta worries, vulnerabilities of the Chinese financial system, strong signals of expected monetary tightening, the extent to which stocks have slumped then bounced back within a few days illustrate how equity markets have become choppy. While the active trading in equity markets in the past six months has been rather tentative and lacking in strong conviction, as illustrated by frequent small gains/losses by most players. Thus expect the current state of to continue for a few more months at least.

Actually the rise in valuations over the past few years are more due to a declining interest rate cycle rather than greater growth rates: only the cost of equity has decreased, causing the multiple to rise, while the ROE expectations have remained constant. Still, although markets are not as pricey as they appear, the risks have grown. 

Within such a context, neither active (sector rotation, options carry) nor passive asset management styles (due to aggressive equity de-allocation vs. slow re-equitisation) have consistently mitigated choppy market risks. In contrast, some sound mix between macro & corporate fundamentals and market technical indicators provide more sustainable returns by: i) strengthening portfolio returns resilience through Price Earnings Growth indicators screening, and high quality ESG VaR-based asset allocation, ii) capturing the velocity of changes through rule-based cheap option strategies with low tacking-errors, and Gap Risk options.

With respect to the value propositions above, digital technologies are helpful for (i) securely merging huge quantities of data across heterogeneous sources in a secure way (data virtualisation), (ii) devising robust portfolio rebalancing strategies (automatized multi-steps back testing and stress tests); (iii) selecting sustainable investment and hedging assets including liquidity issues (non-linear market impact AI modelling).

Rethinking sustainable investment strategies for choppy markets

Multi Asset has been one of the most successful investment products over the last 15 years in terms of AUM. But low interest rates in combination with high equity valuations point to low expected returns and a loss of diversification for traditional asset classes. Moreover – higher inflation rates might add additional pressure on traditional multi asset portfolios.

This webinar is about:

New sources of return
• by expanding the investment universe into alternative sources of return

Better opportunities for diversification
• with low correlated and intelligently leveraged alternative assets in one portfolio

Alternative ways of portfolio design
• by implementing a Total Portfolio Approach than using traditional asset allocation

Improvement of total return and diversification
• with better expected risk/return profiles compared to traditional multi asset portfolios

Rethinking Multi Asset - searching for better beta vs. searching for alpha

Finding income-generating investments in 2020 has been tough. Dividends have been cut to maintain cash flow, and central banks cut interest rates even more. To adapt, some investors sought different ways to create income, including municipal bonds, which has gained 3.18% this year (according to Morningstar data), and select Real Estate Investment Trusts. These creative investors know that new opportunities are available - but where are they?

Join this panel to hear about:
- New ways to find income-generating investments
- Unique niche markets that are generating income.
- The value of municipal bonds & REITS in 2021

New ways to find income-generating investments in 2021

Video: The Path Ahead: Investment Opportunities for 2022

Yossi Hasson, MD of the Barclays Techstars Accelerator, a successful entrepreneur, mentor and angel investor is about to embark on running the second Barclays Techstars accelerator in Cape Town. 

Working with Barclays they will look to bring in the best fintech startups from around the globe to disrupt the financial industry. With his finger firmly on the pulse, Yossi has compiled his predictions for fintech for Africa in 2017. 

So why should fintech startups be intersted in joining the Barclays Techstars accelerator? Yossi will take you through the benefits of the programme, how you can make 1 years worth of progress in 3 months and how to deliver a kick ass application to join Techstars.

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

barclays

fintech

africa

techstars

start-up

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

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

Presented by

About this talk

More from this channel