Name: Carbon as an asset class: Characteristics and use cases for EUAs
Start: 2023-04-04T14:00:00Z
End: 2023-04-04T14:00:57.000Z
Location: BrightTALK
Rating: 5

HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors.  

HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.

Catastrophe bonds allow insurers to transfer defined natural disaster risks to capital markets.
Because these risks are event-driven rather than market-driven, cat bonds have characteristics that differ from traditional fixed income exposures.

In this webinar, Rick Pagnani, CEO of King Ridge Capital, will explain how the market works and what investors may want to understand when assessing this asset class, including how it can be accessed in an ETF structure.

The webinar will answer questions such as:
• How do catastrophe bonds transfer risk, and what actually drives their returns?
• Why are their characteristics different from mainstream fixed income markets?
• What role can event-linked assets play within diversified portfolios?
• How do managers analyse and monitor catastrophe risk?
• What should investors understand about accessing this market through an ETF?

For professional investors only. Capital at risk.

Catastrophe bonds: income-investing diversified

In our latest webinar, we’ll be joined by Jay Hatfield, CEO of Infrastructure Capital Advisors, for a discussion on how preferred shares fit within today’s income landscape, the structural forces shaping their returns, and why active management may be essential in this segment.

For professional investors only. Capital at risk.

Understanding preferred shares: a distinctive income opportunity

Canada has what the world needs. It’s a top global producer of uranium, oil, gas and potash – all necessary to fuel the demands of a growing global middle class as well as the explosion in data centres to support AI spending.

With a new pro-business government in place, Dean and Rob will explain why leading Canadian businesses not only deliver growing levels of dividends, but also why discounted Canadian equities are positioned to outperform in the years ahead.

Join us for this webinar to gain valuable insights into Canada’s unique position in global markets, understand the key drivers behind its economic resurgence, and learn how investors can capitalize on these emerging opportunities.

Speakers:
- Dean Orrico, President and CEO, Middlefield Group
- Rob Lauzon, Chief Investment Officer, Middlefield Group
- Tom Bailey, Head of Research, HANetf 

For professional only. Capital at risk.
Marketing communication.

Real Assets. Real Growth. Real Canada.

Technology stocks have powered markets to all-time highs - but where next?

With U.S. megacaps dominating global indices, valuations elevated, and trade tensions and geopolitics adding uncertainty, investors face a complex outlook for the world’s most important sector.
 
Join HANetf for a discussion on the future of global technology investing. Our expert panel will explore whether leadership in innovation and performance will remain concentrated in the US, or whether the next wave of opportunity could emerge from Asia’s expanding digital economies.
 
We’ll also consider how active managers are positioning portfolios amid rapid change in AI, semiconductors, and e-commerce.

Speakers:
- Kevin Carter, Founder at EMQQ Global
- Scott Klimo, Chief Investment Officer at Saturna Capital
- Jake Coulson, Investment Writer, HANetf 

For professional investors only. Capital at risk.
Marketing communication.

Where next for global tech?

Gold’s record run and the rise of responsible ownership
 
Gold has surged past $4,000 an ounce, continuing to break new highs and outperforming equities this year. From continued central bank buying to the global “debasement trade”, demand for the yellow metal has rarely looked stronger.
 
Yet as investors return to gold, a new question emerges: how can it be accessed responsibly?
 
We’ll be joined by The Royal Mint, the official maker of British coins, to discuss how responsibly sourced and recycled physical gold, within an ETC wrapper, can serve as a sustainable store of value.
 
Join our webinar to learn more about responsible sourcing, recycled gold, secure custody, and the latest developments driving gold’s remarkable performance.

Speakers:
- Stuart O’Reilly, Market Insights Manager, The Royal Mint
- Jake Coulson, Investment Writer, HANetf 

For professional investors only. Capital at risk.
Marketing communication.

Beyond bullion: the role of responsibly sourced gold in investment portfolios

In our experience, most fixed income managers focus on 3 things when selecting bonds – interest rate predictions, duration, and yield.
PT Asset Management (PTAM) looks beyond these traditional metrics, aiming to curate a portfolio that looks different from its peers.
 
Join us as we dive into PTAM’s differentiated investment methodology, how it leads to different results, and how the team’s portfolio management style can fill a void in the European fixed income market.
 
In this webinar, we’ll answer:
- Who is PTAM?
- How does PTAM’s maths-based investment process, Shape Management, differ from traditional fixed income approaches?
- What kind of opportunities does Shape Management uncover?
- How do yields in the U.S. compare to Europe?
- How does PTAM aim to provide portfolio diversification and an interest rate hedge that traditional European fixed income portfolios may lack?

Speakers:
- Sean Dranfield, CEO, PT Asset Management
- Tom Bailey, Head of Research, HANetf

For professional investors only. Capital at risk.
Marketing communication.

A revolutionary maths-based approach to fixed income investing

Rheinmetall has become a symbol of Europe’s rearmament drive, posting record order backlogs and becoming a favourite among investors looking for defence exposure. But as investor focus shifts from growing demand to delivery, a tougher question emerges: can Rheinmetall actually execute? Can it scale production, grow margins, and convert multi-year order flow into real profit growth?
 
Join HANetf and Rheinmetall for deep dive on bottlenecks in defence procurement, and what scaling up for the new defence challenges of Europe actually looks like.

Speakers:
- Dirk Winkels, Head of Investor Relations, Corporate Communications, Rheinmetall
- Andre Voinea, Head of Europe Sales, HANetf

For professional investors only. Capital at risk.
Marketing communication.

From orders to earnings: can Rheinmetall scale up for Europe’s defence revolution?

The Global ETFs industry has reached new highs of US$13.98 trillion in assets. Europe’s ETF market is set to grow 15% annually over the next 5 years. Despite a population more than double that of the US, and a similar wealth demographic, currently the European ETF market only amounts to $2.1 trillion in assets compared to $9 trillion in the US - so, the growth potential in Europe is huge.

Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

HANetf is Europe's largest provider of white-label ETFs and ETCs, providing a full white label operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs and ETCs.

We will cover:
• European ETF opportunity, including developments in Active strategies, Defined Outcome, Covered Calls & ESG
• UCITS regime, legal process & other regulatory considerations such as crypto ETP issuance
• Role of the custodian & administrator in the European market
• Listing and trading ETFs and cross-listing via the UCITS wrapper
• Tailor-made index solutions for ETFs
• Q&A

Speakers:
• Stephen Carson, Head of Asset Management & Investment Funds, A&L Goodbody
• Hetal Patel, Director, ETF Listings, Cboe Global Markets
• Tony O'Brien, Chief Commercial Officer, US Bank
• Ronan Henderson, Head of ETF Client Trading, Susquehanna
• Jason Griffin, Director of Capital Markets & Business Development, HANetf

For professional investors only. Capital at risk.

How to enter the European UCITS ETF market

The Global ETFs industry has reached new highs of US$13.98 trillion in assets. Europe’s ETF market is set to grow 15% annually over the next 5 years. Despite a population more than double that of the US, and a similar wealth demographic, currently the European ETF market only amounts to $2.1 trillion in assets compared to $9 trillion in the US - so, the growth potential in Europe is huge.

Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

HANetf is Europe's largest provider of white-label ETFs and ETCs, providing a full white label operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs and ETCs.

We will cover:
• European ETF opportunity, including developments in Active strategies, Defined Outcome, Covered Calls & ESG
• UCITS regime, legal process & other regulatory considerations such as crypto ETP issuance
• Role of the custodian & administrator in the European market
• Listing and trading ETFs on LSE and cross-listing via the UCITS wrapper
• Tailor-made index solutions for ETFs
• Q&A

Speakers:
• Stephen Carson, Head of Asset Management & Investment Funds, A&L Goodbody
• Hetal Patel, Director, ETF Listings, Cboe Global Markets
• Tony O'Brien, Chief Commercial Officer, US Bank
• Ronan Henderson, Head of ETF Client Trading, Susquehanna
• Jason Griffin, Head of Capital Markets & Business Development, HANetf

For professional investors only. Capital at risk.

Join us for an exclusive webinar with Dmitri Alperovitch, co-founder and former CTO of CrowdStrike and renowned cybersecurity expert, as he discusses his latest book, World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.

Alperovitch is a leading voice on cybersecurity, geopolitics, and defence, and his insights have shaped global understanding of modern security threats. He is the chairman of Silverado Policy Accelerator, an inaugural member of the Cyber Safety Review Board and a member of the Homeland Security Advisory Council. He has previously served as a Special Advisor to the US Department of Defense.

In this session, we will explore the key themes from his book, including how geopolitical shifts, evolving global threats, and technological advancements are reshaping the defence landscape. Alperovitch will provide valuable perspectives on the future of defence, how nations are preparing for new-age conflicts, and the implications these changes have for markets and investors alike.

*20 attendees of the webinar will be sent a copy of Dmitri's book, World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.*

For professional investors only. Capital at risk.

World on the Brink: A Conversation with Dmitri Alperovitch on Defence, Geopolitics, and Cybersecurity

The Global ETFs industry has reached new highs of US$13.98 trillion in assets. This comes from 774 providers listed on 81 exchanges in 63 countries* 

A record $1.07 trillion in net new assets has been achieved so far in 2024. The industry has experienced 63 consecutive months of net inflows.

Europe’s ETF market is set to grow 15% annually over the next 5 years. Despite a population more than double that of the US and a similar wealth demographic, currently European ETF market only amounts to $2.1 trillion in assets compared to $9 trillion in the US - so, the growth potential in Europe is huge.

This webinar is your chance to gain valuable strategic insights on how to break into this promising market.

The following topics will be covered: 

- The Global ETF landscape 
- Regulatory considerations: 40 Act / UCITS regime and considerations for ETPs on alternative asset classes such as cryptocurrencies 
- Index provider: Index solutions for ETFs and issuer support 
- Exchanges: ETF listing & trading 
- Continued innovation: Active ETFs, Covered Call / Defined Returns
 
Presenters:
- Brittany Christensen, Head of Business Development, Tidal Financial Group
- Maital Legum, Head of ETF Issuer Services, New York Stock Exchange
- Jason Griffin, Director of Capital Markets and Business Development, HANetf

*As at end of August, ETFGI research
For professional investors only. Capital at risk.

How to enter the global ETF market - 40 Act and UCITS

For decades, the European geopolitical landscape had been relatively peaceful until Russia’s invasion of Ukraine. This conflict, alongside the broader backdrop of geopolitical instability, has forced Europe to focus on rebuilding their defence capabilities. As a result, European NATO members are investing in new defence equipment at levels not seen since the end of the Cold War.
 
In our upcoming webinar, we will conduct an exclusive interview with Rheinmetall, Europe’s fastest growing defence stock and a global leader in military vehicles manufacturing and ammunition.
 
We will discuss the following topics:
• Overview of Rheinmetall’s key business areas
• How was Rheinmetall impacted by Russia-Ukraine?
• Ukraine needs more ammunition. Can Europe scale up fast enough? What role will Rheinmetall play?
• What is Rheinmetall’s strategic focus over the coming years?
• How does Rheinmetall assess the development of the European defence sector?
• The role of defence in our society and reconciliation with ESG values
 
Last year, HANetf launched Future of Defence UCITS ETF (NATO) of which Rheinmetall is a major constituent. The ETF provides exposure to NATO and NATO+ ally defence and cyber defence spending. The AUM of the ETF recently exceeded $500 million, highlighting the continued investor interest in this sector. At the end of the discussion, we will provide a brief update on the strategy.

Speakers: 
•  Dirk Winkels, Head of Investor Relations, Rheinmetall
•  Andre Voinea, Head of Europe Sales, HANetf

For professional investors only. Capital at risk.

Europe’s fastest growing defence stock: exclusive interview with Rheinmetall

For decades, the European geopolitical landscape had been relatively peaceful until Russia’s invasion of Ukraine. This conflict, alongside the broader backdrop of geopolitical instability, has forced Europe to focus on rebuilding their defence capabilities. As a result, European NATO members are investing in new defence equipment at levels not seen since the end of the Cold War.
 
In our upcoming webinar, we will conduct an exclusive interview with the CEO of RENK, a European defence leader with a 150-year history.
 
We will discuss the following topics:
• Overview of RENK’s key business areas
• How was RENK’s business impacted by Russia-Ukraine?
• What is RENK’s strategic focus over the coming years?
• How does RENK assess the development of the European defence sector?
• The role of defence in our society and reconciliation with ESG values
 
Last year, HANetf launched Future of Defence UCITS ETF (NATO) of which RENK is a constituent following its IPO in Q1 this year. The ETF provides exposure to NATO and NATO+ ally defence and cyber defence spending. The AUM of the ETF recently exceeded $500 million, highlighting the continued investor interest in this sector. At the end of the discussion, we will provide a brief update on the strategy.

Speakers: 
• Susanne Wiegand, CEO, RENK
• Andre Voinea, Head of Europe Sales, HANetf

For professional investors only. Capital at risk.

The growing role of Europe’s defence industry: exclusive interview with the CEO of RENK AG

The digital economy added $2.7 trillion to the U.S. economy in 2022, comprising around 10% of total GDP. As digitalisation accelerates, experts anticipate this figure to rise substantially, which could lead to robust growth for investments in the sector.

The advent of Web 3.0 necessitates a revolutionary overhaul of the internet’s infrastructure, underpinned by a cutting-edge technology stack for creating, transmitting, and storing digital value. From blockchains, to NFTs and tokenization, to the Metaverse, and artificial intelligence (AI) – pivotal technology sectors such as these are expected to be the engines of innovation and value in the digital economy of the future. 

Join our upcoming webinar where we’ll be joined by Chanchal Samadder, CFA, Head of Product at ETC Group, to take a closer look at the next iteration of the internet and the opportunities presented by Web 3.0. We’ll cover:

• The digital economy 
• Web 3.0 – the next iteration of the internet
• Key drivers: blockchains, NFTs and tokenization, the Metaverse, AI and big data
• Companies leading the charge

For professional investors only. Capital at risk.

Reinventing the internet – Web 3.0

Active ETFs have arrived in Europe. Their AUM totalled around €35 billion at the end of 2023, but that number is growing by around a third each year. According to the latest annual survey from PwC, this demand is expected to continue to increase.

Asset managers are looking at active ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

HANetf is Europe's largest provider of white-label ETFs and ETCs, providing a full white label operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs and ETCs.

We'll be joined by experts from New York Stock Exchange, Susquehanna International Group, Carne Group and A&L Goodbody to discuss the active ETF opportunity in the European market and the beginning-to-end process of launching an ETF in Europe.

Speakers:
- Maital Legum, Head of ETF Issuer Services, New York Stock Exchange
- Ronan Henderson, Head of ETF Client Trading, Susquehanna International Group
- Des Fullam, Chief Regulatory & Client Solutions Officer, Carne Group
- Stephen Carson, Head of Asset Management & Investment Funds, A&L Goodbody
- Jason Griffin, Head of Capital Markets & Business Development, HANetf

For professional investors only. Capital at risk.

Active ETFs are on the rise - are asset managers at risk of missing the boat?

Mexico’s economy stands out among the rest of Latin America. The country has one of the lowest debt-to-GDP ratios in the region and comparatively higher fiscal space. Being comparatively well positioned macroeconomically has spurred investor interest in Mexican government debt, which is now among the most liquid and actively traded in the broader Latin American market. Given its investment grade status, its open economy, and its position as one of the largest emerging market economies, Mexican debt is also increasingly attractive for asset managers in Europe.

We will be covering:
- The economic outlook of Mexico
- The case for Mexican bonds
- Why a UCITS ETF is the best way to access the market

Speakers:
Jessica Roldán Peña, Chief Economist at Finamex
Finamex’s chief economist since 2019. Prior to this, Jessica worked for 16 years at Banco de México, Mexico’s Central Bank, where she specialized in monetary policy and financial markets issues. During her last 5 years at this institution, she led the Monetary policy Research Unit.

Oscar Luna Farell, Fixed Income Head Trader at Finamex
Finamex’s Head Trader since 2017. Prior to this, Oscar worked for Goldman Sachs, where he helped launch the Mexican branch of the bank. He also specialized in providing market making activities of Mexican Fixed Income products for both local and offshore institutional clients. His market making experience in Mexican fixed income dates since 2010, as he also worked for Deutsche Bank and UBS.

Almudena Ruiz González, Equity Strategist Director at Finamex
Almudena joined Finamex Asset Management since 2015. She started managing the Mexico Equity Strategies, and now manages US and global equity strategies as well. Prior to this, Almudena worked in Bank of America, New York in Private Banking, structuring portfolios for UHNW clients. 

Moderated by Tom Bailey, Head of Research at HANetf.

For professional investors only. Capital at risk.

Investing in Mexico: The case for Mexican government bonds

On 4th July, 2023, we launched Future of Defence UCITS ETF on London Stock Exchange (Ticker: NATO) and Deutsche Börse Xetra (WKN: A3EB9T). NATO allows investors to gain exposure to global companies generating revenues from NATO and non-NATO ally defence and cyber defence spending.

Russia’s invasion of Ukraine showed that the post-Cold War era is over. Countries are now waking up to their potential security vulnerabilities, be it in terms of military hardware or cyber defences.

In 2022, only seven of NATO's then-30 members met the 2% of GDP military spending target set by NATO. But with war breaking out in Europe and tensions ratcheting up elsewhere, NATO members are now taking their defence spending seriously. The 2% target is now spoken of as “a floor not a ceiling.”

At the same time, investors that have previously avoided investing in the defence sector due to ESG concerns are reassessing. For a growing number of investors, companies involved in developing and producing the means for countries to defend themselves against aggressor states should not face automatic exclusion.

Join our webinar to find out more about the investment opportunity in the ‘Future of Defence’.

Speakers:
• Jane Edmondson, Co-founder and CEO at EQM Indexes
• Julie Cane, Co-founder and CEO at Democracy Investments, former U.S. Naval Aviator

Defence spending hits record highs: Are your portfolios ready?

With its European Green Deal, the EU has set itself a very ambitious goal of becoming the first climate-neutral continent.

It is Europe’s new growth strategy. Through the European Green Deal, the EU aims to achieve three goals at the same time: save the planet, boost its economy and be more energy independent.

HANetf is working with Société Générale to build a new ETF offering exposure to the SGI European Green Deal Index. The index aims to leverage the investment potential of the 4 key sectors that could benefit from this ground-breaking agreement:

- Clean energy,
- Sustainable mobility,
- Building and renovation; and
- Circular economy.

Join us for a webinar with experts from Société Générale to learn the investment case presented by this ground-breaking growth plan.

Speakers:
- Marjorie Rousseau, Head of Thematic and Alternative Distribution at Société Générale Corporate and Investment Banking (SGCIB)
- Roland Kaloyan, Head of European Equity Strategy at SGCIB
- Bessem Braham, Financial Engineer, QIS Cash Equity and Retail Indices at SGCIB
- Tom Bailey, Head of Research at HANetf

For professional investors only. Capital at risk.

European Green Deal: Investing in Europe's bold new policy plan

Companies in Europe have to purchase European Union Allowances (EUAs), known as “permits to pollute”. Each year, the EU issues less and less of these, which drives their value up. Join us to discover how playing the carbon market could present an investment opportunity.

In this webinar, we invited leading market experts to discuss:
- Fundamentals and the market outlook
- Carbon allowances as an asset class
- Case studies demonstrating the implementation of investing strategies

Join us to explore how carbon allowances can be used to diversify your portfolio while creating environmental impact. It is time to focus beyond carbon credits and learn about the other 99% of globally traded carbon instruments!

Speakers:
- Jan Ahrens, CEO at SparkChange
- Madeline Hume, Senior Research Analyst at Morningstar Research Services LLC
- Nicolas Girod, Chief Technology Officer at ClearBlue Markets
- Tom Bailey, Head of Research at HANetf

Carbon as an asset class: Characteristics and use cases for EUAs

etfs

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Carbon as an asset class: Characteristics and use cases for EUAs

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