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Emerging Themes and Great Places to Invest for 2021

A look at several investment categories, funds, and other places
to invest that should perform well in 2021. We will also explore investment
categories, funds, and other investments that provide diversification,
portfolio risk reduction, and a safety net for portfolios.

Topics covered will include:
• Alternative Investments
• Convertible Securities
• Dividend Stocks
• Value Stocks
• Real Estate
• The Wealth Creation Pyramid
Recorded Dec 9 2020 59 mins
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Presented by
Dr. Paul Wendee
Presentation preview: Emerging Themes and Great Places to Invest for 2021
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  • Matching investors with African businesses seeking capital of $5m to $50m+ Apr 16 2021 8:00 am UTC 60 mins
    Mark Taylor, CEO at Neu Capital Africa
    This presentation will explore the key requirements for capital-raising in Africa primarily from the perspective of a business which is raising capital. In addition, we will make some observations which should be useful to an investor which is considering deploying capital in Africa but is new to the continent.

    There are a number of key issues for a business to consider if it is raising capital. A capital-seeker needs an honest appreciation of how its investment will be assessed by investors and the investment’s level of investor-readiness. Capital-seekers should ensure that they have good quality professional help and be prepared to pay for this. When prosecuting a capital-raise, it is important to maintain momentum and rhythm in the process. To ensure minimum disruption to the operations, it is important to understand the investors’ interests and approval mechanisms accurately. Finally, raising capital from third parties entails that you know your regulatory obligations.

    As a new investor to Africa, it can be daunting to find a safe environment in which you can be confident that you are dealing with quality counterparties, that you avoid expensive mock charges because due diligence reveals fatal flaws which you should have flushed out early in the process, and manage reputational risk as you navigate cultural differences while ensuring sound corporate governance.
  • IM Outlook for 2021: Recovering and Thriving in a Post-COVID World Apr 15 2021 3:00 pm UTC 60 mins
    Hector McNeil at HANetf, Massy Larizadeh at New Horizons Advisory, Michael Koegler at Market Alpha Advisors LLC
    The COVID-19 pandemic continues to shape the investment management story for 2021. While revenues for investment management firms remained largely intact in 2020, the pandemic still impacted the people, operations, and technology used by investment managers.

    Deloitte forecasts weakness for the economy going forward until the deployment of COVID-19 vaccines. What does the path forward look like for investment management firms?

    In this outlook, join investor managers and other experts as we will explore the current status and plans for achieving success in 2021 and beyond.
    - Industry impact from COVID-19
    - Understanding how 2020 shifted investment preferences
    - Passive funds and private capital
    - Market volatility and price movement at the industry sector and asset class levels
    - How active managers are providing value to investors through the volatility
    - Will a lumpy economic recovery favor some investment managers over others
    - Talent, financial management, and operations emerging stronger than they were at the start of 2020

    Hector McNeil, CEO at HANetf
    Massy Larizadeh, Director at New Horizons Advisory
    Michael Koegler, CEO at Market Alpha Advisors LLC
  • Climate Change Dawn: ESG opportunities Mar 11 2021 11:00 pm UTC 60 mins
    Andrew Busch, Pooja Kholsa & Laura Craft
    The ESG world has shifted as the Biden administration takes over with a heavy focus on climate change. What will be the policies driving opportunities in this space? How do we separate the noise of “greenwashing” for the sounds of serious change in energy, carbon and investing? Join us for a great discussion with on these topics.

    Hear from three unique perspectives. Laura Craft is the Head of Global ESG Strategy for the private equity firm Heitman. Pooja Kholsa is Vice President Client Development for start-up Entelligent. Andrew Busch is the former 1st Chief Market Intelligence Officer for the US government and Economist/Futurist at BPI.

    Key Takeaways:
    What are the biggest opportunities with ESG investing?
    What are the biggest problems with ESG investing?
    What is the Biden administration’s policies toward climate change?

    Andrew Busch, Economist, Futurist, Consultant & CEO
    Pooja Kholsa, Vice President Client Development, Entelligent
    Laura Craft, Senior Vice President Head of Global ESG Strategy, Heitman
  • Values at Work: Sustainable Investing and ESG Reporting Mar 11 2021 6:00 pm UTC 60 mins
    Paul Ellis, Daniel Esty, Todd Bridges & Christina Alfonso-Ercan
    Values at Work is a book recently published by the Yale Initiative on Sustainable Finance. The book and this webinar panel focus specifically on the challenges and opportunities of the current ESG reporting frameworks and suggest some paths forward.

    Paul Ellis, Host of The Sustainable Finance Podcast (SFP) and Daniel C. Esty, Co-Editor of Values at Work and Director of the Yale Center for Environmental Law and Policy, have invited several of the 21 Values at Work contributing authors to join this panel. They will discuss how to harness the power of markets and finance to protect the natural world, promote human well-being, and create a more equitable economy and society.

    Moderator: Paul Ellis, Founder & Host of The Sustainable Finance Podcast (SFP) at BrightTALK.com and Principal at Paul Ellis Consulting

    Daniel C. Esty, Co-Editor of Values at Work: Sustainable Investing and ESG Reporting & Director, Yale Center for Environmental Law and Policy
    Todd Arthur Bridges, Partner and Global Head of Sustainable Investing and ESG Research, Arabesque
    Christina Alfonso-Ercan, Corporate ESG Integration Expert & former CEO, Madeira Global
  • Achieving Goals with Impact Investing Mar 11 2021 11:00 am UTC 60 mins
    Galie Makhathini, Investment Executive: Environmental, Social and Governance, Metier
    Impact investing and the increasing demand by investors who screen investments for tangible benefits for society and the environment has changed the way the world invests. This seminar, therefore, focuses on how to achieve goals through impact investing.

    The belief is that everyone can be an impact investor that is why there is a strong belief that even investors who are not impact investors can make an impact through their portfolios. Based on this belief, the key takeaway will be how to proactively target and incorporate the goals at various stages of the investment cycle thus making the goals the central focus.

    Other takeaways will include how to establish portfolios based on the impact goals and how the portfolio selection influences the impact story of every portfolio. The audience will get a sense of approaches that can be adapted to deploy increasing amounts of capital to high-impact projects that address critical societal challenges. Strategies that demonstrate a focus on enterprise development and socio-economic development will also be discussed.

    The conversation will also elaborate on some of the impact management approaches (metrics and key performance indicators) notably adopted by investors. In conclusion, methods for impact reporting and accountability will be reviewed.
  • Intentionality Matters! Mar 10 2021 10:00 pm UTC 60 mins
    Mamadou-Abou Sarr, Founder & President, V-Square Quantitative Management
    The integration of material sustainability factors into investment portfolios needs to be intentional and not accidental to achieve targeted impacts. This webinar will explore how the growing demand for integrating ESG considerations into investments must be reconciled with the deluge of data, and the call for tangible metrics which makes a compelling case for quantitative finance because capacity and speed and tools to target a specific set of ESG signals.

    Learn how artificial intelligence (AI), machine learning and natural language processing (NLP) are among the disciplines and techniques that have become available to ESG quant researchers and practitioners to sustain the exponential growth of data with the goal of aligning investors’ values with investment processes, and potentially creating a dual positive impact. Discover different approaches used by investors to achieve long-term goals with impact investing.
  • Why It's Time for Institutional Investors to Embrace SDG-Aligned Investing Mar 10 2021 8:00 pm UTC 27 mins
    Mirtha Kastrapeli, Founder and CEO, Beyond Alpha
    Sustainable investment has been attracting increased attention by institutional and individual investors for more than two decades. This is reflected in the more than 3,000 signatories to the UN Principles for Responsible Investment (UNPRI) from 60 countries and representing USD 103.4 trillion in assets under management as of 2020.

    However, although these efforts may have created a positive impact on investors’ portfolios with higher risk-adjusted returns, they have fallen short of achieving positive people and planet outcomes, as articulated by the United Nations Sustainable Development Goals (SDGs).

    This contradiction and lack of progress should be very concerning for institutional investors that have expressed their commitment to sustainability. The fact that investors’ actions are not translating into clear positive people and planet outcomes, and reducing negative impacts and externalities, is undermining the credibility of the investment community’s efforts around sustainability. What is more, by not focusing on supporting our shared social and environmental systems, investors are weakening their ability to guarantee lasting returns for their clients and beneficiaries.

    So, what can investors do to contribute to the achievement of the SDGs and, by doing so, support the shared social and environmental systems that will fuel long-term investment opportunities?

    To answer this question, Beyond Alpha interviewed more than 40 investment managers, asset owners, and thought leaders, globally, and gathered input from extensive secondary research, over a 12-month period.

    This presentation will discuss the findings of this study and will offer a different investment approach and set the tools for institutional investors to meaningfully contribute to the SDGs.
  • Quantifying the financial relevance of ESG & Climate Mar 10 2021 6:00 pm UTC 60 mins
    Rachael Camargo & Raina Oberoi, MSCI
    As investors pursue different approaches to ESG integration, we'll be looking at the impact that E, S and G scores have had on financial valuations. We'll also evaluate the financial impact of climate transition risk on equity markets, as well as the resilience showed by several MSCI ESG Indexes during the months of the pandemic.

    Join us as we discuss additional lenses to portfolios including degree of alignment with the UN Sustainable Development Goals as well as:

    -How do we quantify the contribution to risk and return from ESG?
    -Do better-performing ESG businesses outperform?
    -Could changes in a company's ESG characteristics be a financial indicator?
    -How are investors taking action on climate change?

    Rachael Camargo, Executive Director Americas Index Product, MSCI
    Raina Oberoi, Managing Director, Head of Americas Index Solutions Research, MSCI
  • Recalibrating your goals: Impact Investing in a post-pandemic world Mar 10 2021 4:00 pm UTC 60 mins
    Richard Zimmerman (WE Family Offices), Oscar Ardila, (AshmoreAVENIDA), Igor Tsukerman (Passed Pawn Advisors) + more TBD
    The pandemic of 2020 was a catalyst that forced investors to reconsider the impact they wanted to have on the world. Some profited, others suffered losses - all were changed. This change manifested itself the asset classes & industries they invested in. But what didn’t change was the long-term goals they had been identified before the pandemic hit. How can re-calibrate their portfolios to stay with their long-term goals, while accepting the new world we are in?

    As laid out by the United Nations, the 17 Sustainable Development Goals remains an appropriate guideline for all investors to measure success. Despite the turbulence of 2020, re-calibrating their investment policies is needed to align with this framework. The challenge is to not lose sight of the long-term goals that the pandemic did not affect.

    Join this webinar to learn:
    - Why the SDGs remain relevant for impact investors
    - How identify which metrics are right for your long-term investment goals
    - How to use the SDGs to help standardise your investment metrics

    Richard Zimmerman, WE Family Offices (Moderator)
    Oscar Ardila, Head of Investor Relations and Responsible Investing , AshmoreAVENIDA
    Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors
    More Panelists TBD
  • ESG reporting: Are Investors Getting What They Want? Mar 10 2021 1:00 pm UTC 60 mins
    Lindsey Stewart,George Richards, Helena Watson & Sophie Gauthier-Beaudoin, KPMG UK
    In 2020, investors made it increasingly clear what they want from ESG reporting. They want meaningful, decision-relevant disclosures from companies, particularly on environmental and social themes. They also want to see disclosures made under frameworks that emphasise materiality, and greater convergence and standardisation in those frameworks.

    With the year-end reporting season in full swing, we examine whether investors are getting what they asked for and what developments in ESG reporting are expected over the course of 2021.

    Join this session as we discuss:
    *Are companies providing more meaningful disclosures to investors on climate change?
    *Investors are focusing more strongly on the S in ESG – how have companies responded?
    *Are companies responding to the call to disclose under materiality focused frameworks, particularly TCFD and SASB?
    *What progress has been made on convergence in the various ESG frameworks
    *What investors can do to encourage companies and framework owners to promote transparency and consistency

    Lindsey Stewart CFA, Senior Investor Engagement Manager, KPMG UK
    George Richards, Associate Partner, Head of ESG Assurance, KPMG UK
    Helena Watson, Director Accounting Advisory Services, KPMG UK
    Sophie Gauthier-Beaudoin, Director Investor Engagement, KPMG UK
  • Sustainable Ocean Investing Gets Real: Opportunities Across All Asset Classes Mar 10 2021 9:00 am UTC 60 mins
    Ted Janulis, Founder and Principal, Investable Oceans
    The Blue Economy has become a hot topic over the past few years thanks to the UN’s
    Sustainable Development Goals, the work of NGOs and philanthropies, and an increasing
    awareness that climate and ocean issues are intricately intertwined and must be addressed
    together in finding solutions.
    The idea of ocean investing is not new - examples include shipping, aquaculture and tourism.
    What is new, however, is the proliferation of instruments and opportunities that can help finance
    a sustainable Blue Economy over the coming decades. In the public equity markets, this not
    only includes the first Oceans ETF and a specialized oceans fund, but also a wide variety of
    instruments to attack the greenhouse gases problem, which is at the core of so many of the
    ocean’s challenges, including warming and sea level rise, deoxygenation and acidification. In
    the fixed income markets, Blue Bonds of several types have emerged alongside Green Bonds
    and have the potential to unlock additional sources of capital going forward.
    In the private markets, there has been explosive growth in global innovation, fueled by
    incubators, accelerators, clusters, universities and governments. There are now more than a
    hundred innovation-related organizations around the globe focused on creating and/or serving
    the needs of a bold new breed of ocean-oriented startups. In addition, there are private market
    funds dedicated to virtually all sectors of the Blue Economy with many of them focused on
    aquaculture, technology and plastics.
    The goal of this session is to give participants an overview of Blue Economy investment
    opportunities and also point to specific resources to enable them to further explore their
    interests. No matter what part of the capital markets you’re involved in, the oceans are
    becoming investable in an entirely new way.
  • 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
  • Economics of banking: Diversifying revenues in a zero interest rate economy Recorded: Feb 23 2021 35 mins
    Joanna Levesque, Global Lead FS practice & Partner, Manifesto Growth Architects
    In this provocative webinar, we examine the options banks have to return to profitable growth and share how incumbents and challengers alike need to deliver a personalised experience, engaging propositions and customer led communications in order to rebalance the trust equation.

    Attendees will learn:

    5 steps to success in consumer centric banking
    - the trust equation and its impact on operating models
    - how to really deliver customer led planning and communications
    - how to leverage the latest technology to create a personalised end to end experience across channels
    - how to move from products to propositions
    - measuring success
  • Don't Get a Seat at the Table, Buy the Table Recorded: Jan 21 2021 42 mins
    Codie Sanchez, Founder/Investor, Contrarian Thinking & Entourage Effect Capital
    Contrarian ideas for investing, building businesses and becoming an owner.
    • Unconventional ideas for building wealth
    • How to create your own flywheel and online ecosystem to profit
    • The opportunity in small business acquisition
  • Ask the Expert: Ric Edelman, RIA Digital Assets Council Recorded: Jan 21 2021 22 mins
    Ric Edelman, Founder, Edelman Financial Engines & RIA Digital Assets Council
    Ask the Expert: Ric Edelman, RIA Digital Assets Council
  • Developing an Income-Producing Strategy for 2021 and Beyond Recorded: Jan 20 2021 60 mins
    Paul Wendee, Managing Director at Northwest Quadrant Opportunity Fund LLC
    This webinar will discuss the importance of an income-producing investment strategy and where to find income in today’s low yield environment. Topics covered will include:

    Alternative investments
    Convertible securities
    High Yield bonds
    Dividend paying stocks
    Bond funds
    Real Estate Investment Trusts (REITS)
    Income producing real estate
  • What Does The Yield Curve Say About Fixed Income Returns? Recorded: Jan 20 2021 30 mins
    Paul Nolte, Senior VP, Kingsview Wealth Management, Portfolio Manager, Kingsview Investment Management
    The yield curve is very instructive as to what asset class you should be invested in.
    Flatter yield curve argues for long - duration treasury.
    Steep yield curve leans more toward investment grade/high yield.
    Examples from the past 10 years, with a review of the history of the 2/10 Treasury curve
  • Opportunities in Preferred Securities Recorded: Jan 20 2021 40 mins
    John Cassady III and David Withrow of Red Cedar Investment Management
    Preferred securities are considered a unique asset class which reside in the middle of a company’s capital structure. It is an often-overlooked and inefficient sector that historically has provided investors with both a yield advantage to traditional securities and low correlation to traditional asset classes.

    Join Red Cedar Investment Management’s David Withrow, CFA and John Cassady, CFA for a discussion on how investors can unlock more income for their portfolios and capitalize on the unique opportunities that exist within the preferred market.
  • New ways to find income-generating investments in 2021 Recorded: Jan 20 2021 56 mins
    Jerry Olynuk, Northland Wealth Management, James Lynch, Downing LLP & Sjef Pieters, Krane Funds Advisors, LLC
    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
  • Outlook for Core Fixed Income in 2021 Recorded: Jan 20 2021 63 mins
    Brian Allen, SVP and Andrew Faderewski, VP at C.S. McKee
    How can an active investor add value in high grade fixed income with interest rates at all-time lows? We discuss our outlook for the new year, current portfolio positioning and evaluate the role of Core fixed income in risk portfolios. Topics addressed include:

    -Base/Bull/Bear case scenario for the economy.
    -How will interest rates, yield curve, spreads, rolldown and volatility impact returns?
    -Will the rally in Credit continue and which sectors of the market will perform best?
    -Will Agency Mortgages outperform Treasuries and other sectors in certain maturity ranges?
    -Does Securitized have any more room to run? ABS spreads (Autos and Cards) are at multi-year lows. Is there value in the more esoteric collateral, without undue credit or liquidity risk?
    -Value in Agency debentures? Our approach to this often overlooked sector.
    -Where is inflation headed and is there value in TIPS? Will the vaccine, reopening, and supply constraints (labor, capex, materials) lead to demand pull and supply constrained boosts to inflation?
    -How will the Fed impact returns? Are they really on hold (i.e. not going to raise the FFR) for the next 3-5yrs? When will asset purchases stop? Will there be another taper tantrum as in 2013?
    -What can go wrong? Sources of risk for the New Year including lack of fiscal stimulus, disruption in vaccine distribution, trade conflicts, tensions with Iran/North Korea, global trade, tax increases, healthcare reform, etc. Overly bullish investor sentiment and what it means for expected returns.
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  • Title: Emerging Themes and Great Places to Invest for 2021
  • Live at: Dec 9 2020 6:00 pm
  • Presented by: Dr. Paul Wendee
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