Leading through challenging times

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.

After the dust has settled on Brexit Day, March 29th 2019 - where are we now? What does the future hold for England, Great Britain, and Europe?

This Webinar will bring together some of the most influential thought leaders in the Brexit conversation to discuss the implications.

While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.

This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:

- The Impacts of a strong US dollar on Emerging Markets.
- How trade agreements, and disagreements, will shape markets.
- What industries will see the most and least activity from emerging markets investors?

As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.

The Wealth Management industry is increasingly required to cut costs & ensure their clients are getting the best returns for their money. Smart Beta, or creating passive investments that are chosen using more than just cap-weighted selection parameters, may seem like a panacea to this problem.

This webinar will dive into how Wealth Managers are using Smart Beta in their strategies, and will ask questions such as:

- How will regulations such as MIFID II affect wealth managers portfolios and usage of Smart Beta?
- Is it possible to use Smart Beta as a Premium Offering?
- Will Smart Beta mean the end of Active Management in the next 5 years?

The World Economic Forum Annual Meeting in Davos-Klosters is the foremost creative force for engaging the world’s top leaders in collaborative activities to shape the global, regional and industry agendas at the beginning of each year.

There are 4 themes that are shaping the world right now, and there are investment implications for all of them.

- Global economic leadership is no longer dominated by multilateralism but characterized by “plurilateralism”
- The balance of global power has shifted from unipolar to multipolar
- Ecological challenges, including but not limited to, climate change, are threatening socio-economic development
- The Fourth Industrial Revolution is introducing technologies at a speed and scale unparalleled in history

This panel will discuss how investors can harness the power of these trends and create profit with purpose in finding their solutions.

Linkedin is now the go to B2B marketing platform with over 250 million active monthly users and 40% of those visiting the site daily. You can be sure than your audience is there are ready to have meaningful conversations.

But, it's often underused as a way to generate new high quality leads. when really it should be one of the main platforms in a b2b marketers arsenal.

In this webinar you will learn:

- How to leverage Linkedin's advertising capabilities to generate high quality leads
- How to start organic conversations on Linkedin using content
- How to use thought leader tactics to increase your businesses reach

In a year that has seen the $5tr Global ETF industry go from strength to strength, hear the opinion from thought leaders and industry insiders as to what drove that success.

You'll learn which new investment themes were launched in 2018, which ETFs gathered the most assets and returns and where the ETF market is heading in 2019.

With so many products to choose from hear the views of our panel as to what the industry trends will be in the year ahead.

Via our panel of investment professionals you will learn about the different ways that these diversified investment funds can be deployed in both bullish and bearish markets.


Allan Lane - Moderator (Co-Founder of Algo-Chain)
James McManus - Head of ETF Research - Nutmeg
Hector McNeil - Co CEO - HANetf
Irene Bauer - CIO Twenty20 Investments

Seilern Investment Management is an asset manager based in London that specializes in long-only, equity investments. The investment strategy focuses exclusively on quality & growth stocks, and takes a long-term view.

At the heart of Seilern Investment Management lies an unwavering conviction in its investment philosophy as well as a disciplined and process driven approach to executing its strategy.

Michael Faherty, portfolio manager of Stryx World Growth, will discuss the philosophy behind the funds, and the types of quality-growth companies that he looks for.

The Heptagon Future Trends Fund provides investors with access to a high-conviction, concentrated portfolio of global equities that are exposed to a diverse set of themes, all of which look set to grow in importance.

The team at Heptagon Capital has been writing proprietary thematic commentaries on topics as varied as robotics and molecular diagnostics for the last seven years.

Heptagon subsequently launched a UCITS fund centred on its best-of-breed ideas derived from this research at the start of 2016. The Fund focuses on a wide number of themes (currently 12), but invests exclusively in businesses that offer pure-play exposure to the trends in question (defined as at least 75% revenue being theme-derived).

All of the businesses in which the Fund invests are market leaders in their respective fields, spending above-average levels of research and development in order to sustain their dominant position.

Leading plays on cybersecurity, alternative energy, and robotic-assisted surgery have been the biggest contributors to returns over the past year, highlighting the diversity of the Fund.

As Brexit approaches, some banks are relocating, currencies are fluctuating, and markets are moving as well - are there any possible scenarios are not priced into the market?

This webinar will cover:
The current state of negotiations.
Who will win and who will lose if brexit happens - and if it doesn't.
How Investment Managers are doing scenario planning.

Panellists
Jon 'JB' Beckett, Senior Manager - Fund Manager Assessment, Scottish Widows
James Alexander, UK Wealth and Asset Management, Accenture

Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.

Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.

The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.

This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as:

* The underlying strength of the US economy and the timing, and potential causes, of recession

* Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity

* Whether the downtrend in labour’s share of income is likely to reverse

* The outlook for the US dollar and the emerging markets

The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more.

Justin Simler, Industry Expert
Lars Kreckel, Global Equity Strategist, Legal and General Investment Management
Chris Watling, CEO & Chief Market Strategist, Longview Economics
Lothar Mentel, Chief Investment Officer, Tatton Investment Management

Global financial markets are showing signs of “end of cycle” behavior. Credit markets appear to be lagging equities in the sell-off, fundamentals are mixed. The question is now how investors should position themselves.

In this session Andrew Jackson, head of fixed income at Hermes, will outline what opportunities he sees in credit going forward.