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Better to Best: Client Relationships that Count

Chris thrives in customer-focused environments where he is passionate about enabling improvements based on an organisation™s and individual™s needs.
Recorded Jan 19 2012 24 mins
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Presented by
Chris Davies, Engage Ltd
Presentation preview: Better to Best: Client Relationships that Count
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  • Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring Mar 9 2021 4:00 pm UTC 60 mins
    Kate Larsen, SupplyESChange
    Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring
  • Sustainable and Impact Investing: Financing Our Future Dec 10 2020 6:00 pm UTC 60 mins
    Erika Karp, Founder & CEO & Katherine Pease, CIS, Cornerstone Capital Group; Craig Metrick, CAIA, CIO
    Join the top executives from Cornerstone Capital Group, a $1B+ SEC registered investment adviser that specializes in sustainable and impact investing, for an in-depth look at this growing facet of financial services. Cornerstone engages with foundations, individuals and families to pursue a shared vision: the realization of a more regenerative and inclusive global economy. In this interactive live session, the Cornerstone team will provide an overview of the growth in environmental, social and governance (ESG) analysis, ways in which it can be woven into competitive financial portfolios, and some of the key considerations to watch for in evaluating “sustainable” or “ESG” branded funds. In addition, the session will discuss key impact themes, such as investing for gender equity, racial equity and climate action, as well as the critical role of the United Nations Sustainable Development Goals (UN SDGs) in driving change.

    Attendees will learn:
    • Evolution of sustainable and impact investing, key terms and definitions
    • The myth of underperformance and other barriers to adoption
    • What a sustainable portfolio can look like (asset allocation)
    • How the UN SDGs are driving changes to the investment process
    • Key investment themes and the role of investors in influencing positive change

    Presenters:
    Erika Karp, Founder and Chief Executive Officer, Cornerstone Capital Group
    Craig Metrick, CAIA, Chief Investment Officer
    Katherine Pease, Chief Impact Strategist
  • New Ideas for A New World:  3 Investments worth a look in 2021 Dec 10 2020 4:00 pm UTC 60 mins
    Panel of Experts
    With 2020 behind us, and the economy adjusting to new ways of working and lower interest rates, what investments should investors look forward to in 2021? Will healthcare and big tech rule the world? Will emerging markets provide returns that the market is seeking? Or, will opportunities in real estate open up?
  • EU policy and regulations for ‘switching’ the financial system to sustainability Dec 10 2020 1:00 pm UTC 30 mins
    Anita Rahova, Project Portfolio Officer, Agrinatura EEIG
    The “Sustainability” became a symbol of world’s wealth and growth and a guiding goal for prosperity in economic and financial aspect. This evoked changes in the investment approach, which started to consider also non-financial factors such as ESG when portfolio assets allocate and manage. On the EU scene the active “switching” to sustainability is incorporating in the policies and legislative framework, accompanied by financial regulations to involve sustainable investments and private finance for supporting the achievement of the sustainable goals.

    By the growth strategy - European Green Deal, set out in December 2019, was declared the aspiring goal Europe to become “the first climate neutral continent by 2050”. This ambition commits huge public and private financial resource and priority measures towards: setting an EU sustainability taxonomy and investor duties for long-term horizons and ESG incorporation into investment decisions; reforming the disclosures; retail investors access to sustainable finance opportunities; creating standards for related financial assets, also merging the sustainability in the governance and financial supervision of the financial institutions. All priorities are under active elaboration as the first one – the Taxonomy regulation, is a fact since June 2020 and supplies with a framework to facilitate sustainable investment. Some of these tools are expected to support a 'resilient, sustainable and fair' recovery from COVID-19 pandemic.

    A theme to watch and understand, crucial for the EU and the world and driving the finance system to sustainable investments.
  • The future shape of clean water: How technology can avert a water crisis Dec 10 2020 11:00 am UTC 60 mins
    Aude Martin, ETF Investment Specialist, Legal & General Investment Management
    Ever-greater demand is combining with increasingly uneven and unreliable supply to make water one of the world’s most precious resources. On the demand side, the planet’s swelling population is not the only factor; increasing global wealth is also changing patterns of water consumption as billions more people expect to enjoy regular showers, to eat more water-intensive crops, to water their gardens, to wear fabrics that draw heavily on water for their creation, and to use electricity whose generation depends on water for cooling.

    On the supply side, climate change and shifting weather patterns are making the distribution of rain less predictable, as evidenced by the increase in both devastating floods and droughts around the world. At the same time, migration and demographic shifts are moving people away from major water sources: 1.8 billion people are expected to be living in countries or regions with absolute water scarcity, and two-thirds of the world population could be under water stress conditions, by 2025
  • Money Mindset. The Three Laws of Money Accumulation Dec 10 2020 9:00 am UTC 60 mins
    Neil Doig, Director of Money Tipps
    Do you want better Money Mindset? More space and time in your day to focus on the important things to you? Your friends, your family or simply having more ‘me’ time?
    Does not having enough money cause you stress?
    Then this masterclass is for you!
    Money worries have topped a poll of the biggest cause of stress in the UK amongst 25-50-year olds.
    Are you worried about investing after seeing the stock market falls recently?
    Perhaps you frustrated at getting next to nothing from your savings?
    Maybe don’t have the time to understand the 100s of different products and providers currently available?
    It doesn't have to be this way!
    This master class aims to reduce your stress and worry around money. Giving you confidence and security of where you are heading financially.
    We will reveal the three rules of money accumulation, which will reduce your risk by 60% (according to the latest evidence-based research).
    Putting you back in charge of your money and your life.
    These well-known but little understood investment planning strategies help you work smarter with your money. Giving you the mindset you desire to help you manage your money, so you don’t have to worry, think, or stress about money.
    You can instead concentrate on more important, productive aspects of your life.
    Where you have more time, freedom and control so you can enjoy life to its true potential.
    Sign up today
  • Rethinking Multi-asset portfolio strategies to capture velocity changes Dec 9 2020 1:00 pm UTC 45 mins
    Aymeric KALIFE, CEO, iDigital Partners & adjunct Professor at Paris Dauphine University
    The asset management industry has been facing four main challenges since the 2008 financial crisis, regarding not only alpha generation but also risk mitigation: persistent low interest rates, drastic change in volatility regimes patterns, deflationary environment and decreasing alpha, increased competition across asset managers.

    Neither active (e.g. sector rotation as diversification is dying, or options due to high cost of carry) nor passive asset management styles (due to under/over-risking patterns, too aggressive equity de-allocation vs. too slow re-equitisation, or contributions to market crash feedback loops) have significantly and consistently captured velocity changes over the past decade.

    Here we present some sound mix between fundamentals and systematic market technical indicators in order to capture velocity changes through: embedding economic and supply & demand fundamentals within systematic algorithmic passive asset management, combining “volatility control” with high quality stocks, or rule-based strategies based on trade-off between sustainable low tacking-errors vs. low costs (e.g. using VIX futures or tail risk puts).

    With respect to the three value propositions above, digital technologies are helpful for (i) securely merging huge quantities of data across different sources in a secure way (using data virtualisation), (ii) devising suitable portfolio rebalancing strategy (using multi-steps automatized back testing and stress tests across a wide range of patterns and stress tests); (iii) selecting sustainable investment and hedging assets, and managing semi-static hedging and liquidity issues (using big data, artificial intelligence, non-linear market impact modelling and “optimal control”).
  • EP74: Enviva’s Sustainable Wood Pellets: A Low-Carbon, Renewable Solution Recorded: Nov 20 2020 33 mins
    John Keppler, Chairman & CEO of Enviva LP
    Keppler explains how 3.5 million metric tons of sustainable wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015 and just this week reaffirmed its full-year distribution guidance in a COVID-19 environment.
    Enviva's first ever Corporate Sustainability Report is available at the Attachments tab of this podcast - Displace Coal; Grow More Trees; Fight Climate Change
  • EP 87: Schroders' ESG Funds Are Outperforming the Competition Recorded: Nov 19 2020 24 mins
    Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders
    Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.
    Schroders Global Sustainable Growth Fund details are linked at the Attachments tab of this podcast program.
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue Recorded: Nov 18 2020 29 mins
    Joseph Lake, Chief Operating Officer at The Climate Service (TCS)
    Lake describes Climate Risk as the largest idiosyncratic risk in the world left unmeasured by asset managers and companies. Investors can capture climate change opportunities not yet priced into company data by the markets.
    The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
  • EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic Recorded: Nov 17 2020 31 mins
    Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley
    A Forbes Top Next-Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices, and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around COVID-19.
  • Q&A Recording: The Subsidiaries Concept Recorded: Nov 3 2020 15 mins
    Marc Girault, Portfolio Manager, HMG Finance
    Marc Girault, Portfolio Manager, HMG Finance
  • Using Alternative Assets to Increase Portfolio Returns and Decrease Risk Recorded: Oct 29 2020 58 mins
    Dr. Paul M. Wendee, Managing Director, Northwest Quadrant Opportunity Fund LLC
    This presentation will show how the use of Alternative Asset Classes and individual Alternative Assets can substantially increase portfolio returns while reducing portfolio risk. Convertible Securities as an asset class in a Multi-Asset portfolio and its income generating and portfolio risk reductions characteristics will also be discussed. 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
  • What to Do When an Investment Strategy Performs Poorly Recorded: Oct 29 2020 58 mins
    Larry Swedroe, Chief Research Officer, Buckingham Strategic Wealth
    In recent years, US stocks have far outperformed international stocks. Growth stocks have far outperformed value stocks. This has led to question the benefits of diversification and ask what they should do when an investment strategy performs poorly.

    The goal of this talk is to answer that very question: what should you do about poor performance? We will discuss the value of patience and how the all-too-human problems of recency bias, relativism and engaging leads many investors to abandon well-thought out plans.
  • Does diversification still work? Recorded: Oct 29 2020 47 mins
    Seth Weingram, Ph.D and Thomas Dobler, Ph.D., Acadian
    Part 1: Diversification called into question
    Part 2: Flaws of conventional approaches
    Part 3: What can you do from a multi-asset perspective
    Q&A to follow

    Presented by:
    Seth Weingram, Ph.D. – Senior Vice President, Director, Client Advisory, Acadian
    Thomas Dobler, Ph.D. – Senior Vice President, Portfolio Manager, Multi-Asset Class Strategies, Acadian
  • Multi Asset Investing in the “roaring 20’s” - low returns, higher risk? Recorded: Oct 29 2020 51 mins
    Ulf Füllgraf, Managing Director, Alpha-Centauri
    Multi Asset has been one of the most successful strategies with respect to attracting new assets over the last fifteen years. But the tides might turn in the decade ahead.

    Low returns from bonds as one of the longest bond bull markets in economic history - according to research from BoE- is finally over. High levels of government debt, reinforced by the COVID 19 pandemic, might lead to an ongoing low interest rate scenario and “financial repression” (negative real rates) for decades to come. Low equity returns should be expected because of low earnings growth - especially in Europe, where index earnings are lower than 10 years ago - or high valuations like in the US.

    Diversification across asset classes doesn´t work anymore. Bonds lost their diversification benefits over the last couple of years, which leads to higher overall risk in Multi Asset portfolios. For a similar level of volatility and drawdown than during the past 15 years, exposures to risky assets should be lower – in contrast to what investors are doing today.

    Implication might be the end of Multi Asset as it has been delivered over the last 15 years. New sources of return and diversification are needed and classical asset allocation, as we know it, must be replaced by risk-based - or total portfolio approaches.

    The webinar is about new sources of return, combining traditional and alternative risk premia in one portfolio, new sources of diversification as risk mitigation strategies might be more effective than bonds in the years ahead and a Total Portfolio Approach as a more risk-efficient framework than classical asset allocation.
  • Making High Profits with Social Responsibility Easy Recorded: Oct 28 2020 48 mins
    Kevin Shortle, Management Partner, Money With Meaning Fund
    Purchasing discounted mortgages and enabling borrowers to stay in their homes.

    There are millions of distressed homeowners desperately looking for solutions that would enable them to stay in their homes. These homeowners face the enormous pressure of a difficult task. Unfortunately, there are likely to be millions more.

    Join us to explore the solution to this growing problem. During the last crash, this solution not only saved millions of people’s homes but also helped expedite the turn-around of the real estate market. We will cover:

    - What real-estate-backed mortgages are and how to purchase them at a discount
    - Why these investments provide safety and high returns
    - Why these assets should be a part of everyone’s portfolio
    - Why it is so easy to invest in these assets today
    - How to be a part of the profitable solution to a growing problem
  • It’s not Business as Usual for Q3 Real Estate Investment – Big Shifts! Recorded: Oct 28 2020 25 mins
    Jeff Cline, CEO, SFR Capital Management, LLC
    As the COVID-19 pandemic hit, the impact was felt swiftly across industries, communities and markets as social distancing practices were quickly adopted, the use of shared community spaces began to decline and people across the globe significantly increased time spent in their homes. This shift has amplified one of the largest, recent housing sensations in commercial real estate - Build-for-Rent (BFR) communities. What started during the Great Recession, Build-for-Rent - a commercial investment asset class focused on buying a large number of newly-built rental homes - is today rising again to the forefront in both popularity and investor demand at an accelerated rate.

    It isn’t often that commercial real estate embraces a new asset class, but the institutionalization of the BFR investment segment has it quickly becoming a preferred investment segment due to its ability to significantly gain scale, reduced operating costs when compared with older vintage SFR homes, and increased property management efficiency. These benefits, paired with the BFR asset class’s resiliency during downturns, has institutional investors taking notice in a big way.

    Join Jeff Cline, CEO of SFR Capital Management, LLC, who leads SVN | SFR Capital Fund I, LP, a $1 billion institutional-grade BFR-focused aggregation fund, to hear about the BFR asset class that is leading the commercial real estate segment. In this presentation, Cline will discuss:

    - An overview of this new commercial real estate asset class and its leading the CRE segment.
    - Pandemic financial performance compared with other investment segments.
    - A comparison of all CRE asset classes for investment.
    - A look at what’s to come in 2021 and beyond.
  • Active v. Passive Bond Funds: Hype & Facts Recorded: Oct 28 2020 44 mins
    JR Rieger CRC®, Bond Market Author and Speaker
    2020 was supposed to be the year for active fixed income management. Did the hype match the facts? In this session, JR Rieger will discuss the performance, benefits, and pitfalls of active & passive fixed income fund investing options along with the challenges ahead for fixed income funds as we look towards 2021.
  • The Innovation Revolution: Seizing opportunities and mitigating risk in Q4 2020 Recorded: Oct 28 2020 17 mins
    Andrew Tang, Chief Investment Officer, Claraphi Advisory Network
    As the U.S. continues to emerge from a recessionary period and adapt to life during a pandemic, learn where Claraphi Advisory Network’s Chief Investment Officer Andrew Tang is seeing opportunity and risk.

    During this webinar, Andrew will discuss the upcoming election’s potential impact on the market and the actions his team is taking to mitigate risk, as well as his economic outlook for the rest of the year.

    Andrew Tang is a seasoned investment strategist responsible for establishing and managing Claraphi Advisory Network’s short- and long-term investment strategies. With his guidance, the portfolio management team builds and monitors customized investment portfolios that focus on the unique investment objectives, risk tolerances and financial goals of each Claraphi client. Andrew and his team also support Claraphi’s national network of independent financial advisors with implementing and growing their fee-based asset management practices on the Claraphi platform.

    ​Andrew launched his financial services career as a Private Account Executive at Sands Brothers & Company in 1998 and joined Wachovia Securities Financial Network as an investment adviser representative in 2001. He joined Claraphi in 2013, after a decade with National Asset Management (NAM) where, during his tenure, he was promoted from Director of Operations to Managing Director of Advisory Services.

    Andrew holds the Series 65 securities registration. He earned a bachelor’s degree in economics from Boston University and holds certificates in commodities trading and financial planning from New York University.
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  • Title: Better to Best: Client Relationships that Count
  • Live at: Jan 19 2012 2:00 pm
  • Presented by: Chris Davies, Engage Ltd
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