GEM Investment Strategies, Tools, and Outlook

Presented by

Dr. Paul Wendee, Managing Director and Chief Investment Officer of Northwest Quadrant Opportunity Fund, LLC.

About this talk

Global emerging markets continue to offer lucrative investment opportunities going into 2022. This presentation will review the trends impacting global emerging markets and discuss investment strategies, along with specific economic and financial tools, that can be used to capitalize on these trends. How the use of alternative asset classes and individual alternative assets can substantially increase portfolio returns, while reducing portfolio risk in any markets, will be illustrated. The newer trend of using equity crowdfunding platforms to build multi-asset portfolios will be explored. The use of economic and financial modeling tools for successfully investing in global emerging markets will be demonstrated. 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 • Equity Crowdfunding Platforms • Artificial Intelligence • Crowdfunding Platforms and the Three Types of Crowdfunding • Reg CF – Registered Crowdfunding • Morningstar and Other GEM Research • Economic and Financial Tools and Modeling • Intrinsic Value Wealth Creation Pyramid • Global Economic Assessment

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