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Investors Fortnightly Digest: Ep 003

This fortnightly series speaks with voices from the investing world about important news from the last 2 weeks, and expectations for the next 2 weeks.

Each episode will dive into a specific topic, focusing on questions such as:
- why should this specific issue is important to investors?
- what are the key points to consider when making decisions?
- what resources should be consulted to find the key points?
Recorded Jul 9 2019 31 mins
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Presented by
Ryan Ross | Lorenzo Marchioni, DWS
Presentation preview: Investors Fortnightly Digest: Ep 003

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  • Investing In Discounted Invoices Recorded: Oct 16 2019 48 mins
    Andrew Petris, Co-Founder & Head of Investors, Timelio Adam Pinkus, Investor Relations, Timelio
    The low interest rate environment has created demand for yield investors to seek diversification into new and alternative asset classes. The rise of Fintech and demand for alternative credit has created opportunities for investors to diversity their portfolio by investing into discounted invoices.



    In this session, we’ll cover:

    How investors can gain access to an uncorrelated, liquid asset class previously only available to banks and specialist finance companies
    An introduction to investing in invoice finance, what it is and how it works
    What to look for when investing in discounted invoices, including security, risk and protection
    How Timelio provides direct access to alternative investments and ways this can be used to diversify a portfolio with desired risk and return preferences
  • Deloitte's CFO Survey Recorded: Oct 15 2019 32 mins
    Tom Simmons
    The quarterly Deloitte CFO Survey is firmly established with media and policy makers as the authoritative barometer of UK corporates’ sentiment and strategies. It is the only survey of major corporate users of capital that gauges attitudes to valuations, risk and financing.


    Tom Simmons will present the findings of the Q3 Survey. Tom is an economist at Deloitte where he advises clients on macroeconomic developments in the UK and other advanced economies.
  • Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity Recorded: Oct 10 2019 35 mins
    Paul Ellis | Eric Glass, Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernstein
    Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
  • Alternative Investments: Art Advisory Pt 3 Recorded: Oct 8 2019 62 mins
    Antonio Curia | Stuart George | Arthur Touchot | Alfredo Behrens
    Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing.


    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Stuart George, Founder & Managing Director, Arden Fine Wines
    - Arthur Touchot, Head of Watches, Continental Europe and Middle East, Phillips Watches
    - Alfredo Behrens, Professor, University of Salamanca
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation Recorded: Oct 3 2019 28 mins
    Paul Ellis | Matthew Blume
    Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
  • Alternative Investments: Art Advisory Pt 2 Recorded: Oct 3 2019 59 mins
    Antonio Curia (Wimmer Family Office) Giovanni Gasparini (Christies) Alain Mestat (Passion Protect)
    Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing.

    This webinar will discuss questions from our previous webinar:

    How long does it take for an 'outsider' become an 'insider'? Where to start?

    What drives appetite to invest in art? how much is emotion, i.e. "I like this piece of art", and how much is rational analysis of the art?

    What types of art are being bought besides Images, and who are they being bought by? Like Sculptures in Cities?

    I'm inclined to believe that "collecting" can be confused with "hoarding". The difference is SHOWCASING. Is this accurate? What is the difference?

    Are there any major collectors opening Museums? or using VR to share their art with the world?


    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Giovanni Gasparini, Director Christie's Education (London)
    - Alain Mestat, Founder PassionProtect® (Luxembourg)
  • The Family Office Digest Recorded: Sep 30 2019 32 mins
    Ryan Ross | Antonio Curia, Executive Director, Wimmer Family Office
    The Family Office Digest
  • EP. 42: S&P Dow Jones Indices Launches New ESG Indices Recorded: Sep 26 2019 28 mins
    Paul Ellis | Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones Indices
    Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
  • Ask the Transaction Banking Expert - Digital Trends in Trade and Supply Chains Recorded: Sep 23 2019 10 mins
    Michael Sugirin, Transaction Banking, Standard Chartered
    Join this exclusive interactive 1-2-1 interview with Michael Sugirin, Transaction Banking, Standard Chartered. Some questions to be tackled;

    - Technology has made a huge impact on banking and on physical supply chains in recent years. What do you see as the key trends in the short to medium term and how will they impact supply chain financing?

    - What role does Standard Chartered play in the transformation of global supply chains?

    - How will digital transformation of the supply chain make the industry more sustainable?

    - Who is leading the charge to adopt new technology and applications in trade? Fintech, Bigtech, Banks, Clients, Regulators?

    Michael Sugirin, Global Head, Open Account Trade, Ecosystem & Trade Implementation, Transaction Banking, Standard Chartered

    Moderated by - Paige Azevedo, Community Lead, BrightTALK
  • Ep 26: Responsible Investing at Parametric with Jennifer Sireklove Recorded: Sep 19 2019 28 mins
    Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, Parametric
    Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
  • Founder's Spotlight: Diligend's Wissem Souissi Recorded: Sep 19 2019 21 mins
    Ryan Ross | Wissem Souissi
    In this episode, Diligend's Wissem Souissi discusses what lead to the company's founding, the market problem they are solving, and the challenges they've overcome to make it to where they are.
  • Investor's Digest: The State of ETFs Recorded: Sep 17 2019 21 mins
    Ryan Ross | Allan Lane, Algo-Chain
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

    This Week: The State of ETFs

    Join our Linkedin Group:
    http://bit.ly/2PK1YI3
  • Alternative Investments: Art Advisory Pt 2 Recorded: Sep 13 2019 60 mins
    Antonio Curia (Wimmer Family Office) Giovanni Gasparini (Christies) Alain Mestat (Passion Protect)
    Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing.

    This webinar will discuss questions from our previous webinar:

    How long does it take for an 'outsider' become an 'insider'? Where to start?

    What drives appetite to invest in art? how much is emotion, i.e. "I like this piece of art", and how much is rational analysis of the art?

    What types of art are being bought besides Images, and who are they being bought by? Like Sculptures in Cities?

    I'm inclined to believe that "collecting" can be confused with "hoarding". The difference is SHOWCASING. Is this accurate? What is the difference?

    Are there any major collectors opening Museums? or using VR to share their art with the world?


    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Giovanni Gasparini, Director Christie's Education (London)
    - Alain Mestat, Founder PassionProtect® (Luxembourg)
  • Ep 21: Ethical Markets Media and the UN SDGs Recorded: Sep 12 2019 30 mins
    Paul Ellis | Hazel Henderson, Founder, Ethical Markets Media
    Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.
  • Optimising your Linkedin Profile: The Newest & Most Effective Techniques Recorded: Sep 12 2019 38 mins
    Melanie Goodman, Trevisan Social
    This live LinkedIn training webinar is for professionals who want to transform their basic LinkedIn profile into an impressive and engaging showcase that will reinforce your credibility, increase your visibility and attract new clients and potential partners.



    During this live webinar with a question & answer session we will show you how to, inter alia:

    Transform your skeleton LinkedIn profile into a career tool that highlights your skills & experiences. Your new LinkedIn Profile will capture a strong personal brand message and use LinkedIn keyword strategy aligned with the site’s search algorithm
    Customise your URL
    Draft an optimised keyword rich summary section
    Effectively adjust your LinkedIn privacy (and other) settings in your favour
    Use the skills section to your advantage


    (Attendees will need to have set up a LinkedIn account prior to participating in this training.)
  • Panel Discussion: Future of Income Funds Recorded: Sep 11 2019 51 mins
    Alan Blythe, Blythe Financial | Bonnie Lyn de Bartok, The S Factor | Adrian Lowcock, Willis Owen | Shelly Antoniewicz, ICI
    Over the next 30 years, the demographic makeup of societies will change tremendously. What effect will this have on income investment funds? Will people retire later, thus driving up the demand for Income Funds? What effect will interest rates and other factors have on people's desire to choose an income fund vs. a fund that reinvests its assets? Further, as investment preferences change, how will funds adapt to these preferences and drive market share?

    This webinar panel will dive into:
    - how will demographic changes drive demand for Income Funds around the world?
    - How will fund companies need to adapt in order to anticipate these change?
    - What investment parameters will need to be met to attract discerning investors with specific tastes.


    Adrian Lowcock, Head of Personal Investing, Willis Owen
    Bonnie Lyn de Bartok, Founder & CEO, The S Factor Co (a MacCormick Inc. company)
    Alan Blythe, Chartered Financial Planner & Managing Director, Blythe Financial.
    Shelly Antoniewicz, Senior Director, Industry and Financial Analysis, Investment Company Institute (ICI)
  • Panel Discussion - Strategies of Income Funds Recorded: Sep 10 2019 63 mins
    Kandarp Acharya, Wells Capital Management | Justin Simler | Etienne Vincent, BNP Paribas AM | Ewan McAlpine, RLAM
    Multi asset income funds have seen increasing interest as companies need better returns on cash; schemes become cash flow negative and individuals seek income in retirement. There are, however, many different approaches to generating an income including both fixed income and multi asset income approaches. These can have a focus on synthetic or natural income, and very different targets for income, capital growth and protection.

    This webinar will discuss topics that include:

    Is the demand for income likely to persist?
    Should income even matter?
    What is a sustainable level of income?
    What are the strengths and drawbacks of the different approaches?
    What are the risks of an income portfolio and how do you manage them?

    Panel:
    Moderated by Justin Simler - Consultant
    Kandarp Acharya, Senior Portfolio Manager, Wells Capital Management
    Ewan McAlpine, Senior Client Portfolio Manager - Fixed Income, Royal London Asset Management
    Etienne Vincent, Global Head of Quantitative Portfolio Management, BNP Paribas Asset Management
  • Investor's Digest: Ep 7 Recorded: Sep 3 2019 21 mins
    Ryan Ross, Ed Bryan, Alliance Bernstein
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

    This Week: Case Study on ESG Projects
  • Investor's Digest: Family Offices Recorded: Aug 28 2019 43 mins
    Ryan Ross | Antonio Curia, Executive Director, Wimmer Family Office
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

    This week: Family Offices
  • How to build a culture of of growth marketing in the financial services industry Recorded: Aug 27 2019 52 mins
    Jon Pittham. MD ClientsFirst
    In a post GDPR world, top of the funnel traditional direct marketing isn't a viable option for financial services firms. Data is more regulated, targeting is more limited and a broad approach is a strategy that will likely fail.

    Instead it's time to focus on a strategy that will attract, convert and delight engaged clients. This strategy is Growth Marketing. In this webinar we focus on how to turn your marketing culture from top of the funnel to a growth marketing culture where every stage of the funnel counts.

    Other key takeaways include:

    - Aligning your marketing goals into creating inbound opportunities which allows your firm to grow
    - How to use the inbound model to not only create more leads, but turn these leads into delighted brand ambassadors
    - How content is the new data when it comes to creating successful modern growth marketing campaigns
    - Using technology and automation to streamline your marketing
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  • Live at: Jul 9 2019 3:00 pm
  • Presented by: Ryan Ross | Lorenzo Marchioni, DWS
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