EVOKE(R) Life Planning Process and Client Results with George Kinder
George Kinder's signature EVOKE(R) model-- a methodology that takes clients through a five-stage interview process leading to a comprehensive and highly tailored plan of action. Exploration - Vision - Obstacles - Knowledge - Execution
The interview process can be accomplished in as little as an hour or, for sophisticated clients with more complex needs, in a series of longer meetings. The method has been shown to deliver dramatic positive results consistently.
- Build a trusting relationship from the first minuets of the first meeting
- Help clients uncover
RecordedMar 1 201256 mins
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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.
Managers of income funds know there are multiple ways to deliver the product - which can cause decision paralysis. But if you have a strong strategy and vision, the pathway to decisions are simplified. Multi-Asset Strategies abound for to deliver income, including a long-short approach, natural income, or capital and growth.
This webinar will discuss:
- Strategies the best investment firms are using to delivering income
- Asset allocation theories that can work in any environment
- The benefits and drawbacks to all approaches
After the Federal Open Market Committee meeting and the Bank of England's Monetary Policy meeting, this webinar will discuss the implications of monetary policy and interest rates and how this will affect developed and emerging markets.
As markets mature, information asymmetries become harder to find and higher returns become increasingly elusive. Where is a good place for investors to focus and gain exposure to APAC at attractive prices and rates? The Venture Capital and Private Equity may be the place to find answers, though China A-Shares may also hold the keys to success. Indeed, Impact Investing is another alternative, which is burgeoning in the region.
To understand how to find returns and alpha, this webinar will discuss:
how investors from across the globe can access APAC
Which sectors there is growing activity in, and why
Which markets are worth a look, and what regulations in these markets.
Infrastructure drives productivity growth, and is, therefore, a critical element of a functioning economy. With the need for infrastructure running into the trillions over the next two decades - what projects should those funds be targeted to generate the best outcome? What what does that outcome look like?
This webinar brings together the brightest minds in the industry to discuss:
The Infrastructure Gap - what it looks like and how to close it.
Implications of new renewable energy advancements and 5G, and robotics
China 2025 and the Belt & Road Initiative.
With an intergenerational wealth transfer taking place that is estimated to be around $30 Trillion - what should Millennials need to know about investing if that isn't their main knowledge area? What questions should they be asking their financial advisors to ensure they're getting the right advice? This webinar will dive into the questions that any good, great, and excellent advisor should be able to know, including:
- How can I make my portfolio as sustainable as possible?
- What does Fiduciary mean?
- What is the difference between an independent financial advisor and a...non-independent financial advisor?
- How can I make my investments and assets as tax-efficient as possible?
- Should I go fee-based or commission based? What is the difference?
- What fees am I paying on my retirement fund?
- If I want to be able to pay for a wedding, a house, or college, how much should I be investing now?
- Should I go to business school?
Antonio Curia | Alain Mestat | Giovanni Gasparini | Eric Syz
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:
- Art Investment as Asset Class;
- Philanthropy and Portfolio construction;
- The professional keys to finding out piece is worth/Long term strategy;
- Identifying reputable and valuable assets for portfolio construction;
- Forecasting what artists will produce long-term value;& more
- Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
- Giovanni Gasparini, Director Christie's Education (London)
- Alain Mestat, Founder PassionProtect® (Luxembourg)
- Eric Syz, Founder Syz Group (Switzerland)
Joshua Kendall, Senior ESG Analyst at Insight Investment
Bond investors have a unique position as lenders to both countries and companies. Whilst equities and voting grabs attention, the leaders in fixed income have long been exerting their influence to tackle environmental, social and governance issues.
Joshua Kendall, Senior ESG Analyst at Insight Investment, explains Insight’s approach to ESG research and analysis, how to engage with companies to encourage action and ways to reflect performance on ESG issues in client portfolios.
Investment comes from people who expect the world to behave in a certain way and bet, with varying amounts of certainty, that it will.
How can they be so certain?
This webinar will look at the broad, global factors that influence how markets move including:
- A look at demography and its impact on investment
- What countries and economies are the best to invest in in the coming years
- What industries will thrive, and which need to re-invent themselves
- the impact of technology on labor
Senior Managers & Certification Regime (SM&CR) goes live on 9th December 2019 for FCA solo-regulated firms. BCS Consulting have supported vast numbers of banks, insurers and solo-regulated firms with their SM&CR implementations from which they have learnt key lessons about the challenges, regulatory consequences and the most effective solutions. Based on this experience, BCS Consulting will explain how firms can avoid the most significant implementation challenges and accelerate delivery timelines.
Franita Neuville, CFA, Investment & Advisory Market Development Manager, Refinitiv
The investment research market has not changed much over the last 40 years but there is a notable shift underway. One of the factors which will be reshaping the investment research landscape over the next 5 to 10 years, is the increased adoption of the use of alternative data in the investment decision making process which is being enabled by the information explosion currently underway globally.
Environmental, Social and Governance data is probably one of the best-known and widely-used alternative datasets globally and investors are integrating it into their investment decision making process so that they can become better investors to achieve stronger, long-term returns.
Investors are using active ownership to persuade companies to clean-up their act. Globally we are seeing a shift to Responsible and Sustainable Investment (RI/SI) models and investors are focusing more on their stakeholder responsibility by being engaged owners, or even activist owners in some cases. Sustainable development goals are becoming an integrated part of asset managers’ and owners’ strategies and communications as they place more importance on their societal responsibility of investing responsibly and sustainably.
In this presentation, we will be showing how drivers such as client demand, regulation, the transfer of wealth and climate change are driving the shift towards sustainable financial and economic markets. We will also look at how ESG investing is being incorporated by asset managers and owners, from using it as an input in the investment decision making process, to incorporating it as a key part of a company’s strategy.
ESG is no longer just a conversational topic being driven by activist groups, it is now also seriously being incorporated by global money management firms and is set to become a key part of the global investment industry.
While running a Family Office does deal with wealth preservation, investment management also plays a critical element in determining the legacy of the Family.
This webinar will discuss how Family Offices can invest to endure, including topics on:
- The Value of Passive
- An overview on Alternative Strategies such as ESG and Impact Investing
- Navigating Political Risks
Maria Carolina Romero, Head of Portfolio Products, GoBeyond Investing
Early-stage or Angel Investing is a sub-category of Private Equity and a young and exciting asset class that sparks the interest of both individual investors and Family Offices.
In this 60-minute webinar, you'll learn why early-stage investing is an attractive asset class, explore what opportunities are there beyond financial returns, and how it allows you to unleash the power of networks through real case studies of two programs run by GoBeyond: Rising Tide Europe and NextGen.
All the content and learnings shared in this presentation derive from GoBeyond’s 10+ years of track record of investments in over 100 startup companies by its global community of 800+ Business Angels.
Maria Carolina has been working with GoBeyond for the past 5 years in different roles ranging from investor relations to product development to setting up partner programs and fostering the growth of local early-stage investing ecosystems in Europe, Northern Africa, and the Middle East. She is also a Business Angel herself, having invested in more than 10 companies.
On SharingAlpha's 'Meet the Managers Program' we will be hosting Jeremy Smouha, Fund Manager of the GAM Star Credit Opportunities Fund. Jeremy will talk about the opportunities he sees in the Credit Markets and will be answering questions from the audience.