Name: The Active Share Podcast: Tiger vs. Roger: The Case for Generalists
Start: 2019-10-01T22:00:00Z
End: 2019-10-01T22:38:00.000Z
Location: BrightTALK
Rating: 0

Active is more than an investment approach at  William Blair Investment Management. Being 100% active employee-owned promotes a dynamic environment in which our businesses and investment processes continuously evolve in pursuit of better client outcomes.

Known as the father of financial futures, Dr. Richard Sandor, chairman and CEO of the American Financial Exchange, joins us for an in-depth conversation about his journey to becoming a financial innovator. He discusses creating the Chicago Climate Exchange; his newest venture, Ameribor, an alternative to LIBOR; and why doing well and doing good don’t have to be exclusive.

Incentivize Good

The ideal retirement or pension fund starts the drawdown phase only after decades of savings. Similarly, many benefits of ESG become more easily recognisable after multiple quarters or years. This long-term scope conflicts with wall street's penchant for quarterly earnings.  Should short-term investors be thinking more like long-term investors? This webinar will discuss: 

- Methods of valuing ESG 
- Benefits of applying ESG decision frameworks to your portfolios 
- How Pension funds look at potential investments

Moderated by - Veronica Broomes, CSR and Sustainability Consultant

Alessia Falsarone, Managing Director of Portfolio Strategy and Risk and Head of Sustainable Investing for Developed Markets Fixed Income, PineBridge Investments

Blake Pontius, CFA, Director of Sustainable Investing and Global Portfolio Specialist, William Blair Investment Management

Derek Butcher, Senior ESG Analyst, Corporate Governance & Responsible Investment, RBC Global Asset Management

ESG and Pensions: How Long-Term Thinking Will Drive Investment Success

Patrick Foulis, business affairs editor for The Economist, discusses the top global economic trends to watch and gives us a glimpse into the inner workings of the 176-year-old publication. See how the sausage gets made, including the importance of hiring intellectual rebels and writing good puns.

Trending: Slowbalization, Big Tech, Political Pendulums

Cell therapy, gene editing, and other medical technologies that focus on the human genome are more than science fiction. Find out how shifts in personalized medicine are transforming healthcare when we sit down with William Blair Investment Management healthcare analysts Camilla Oxhamre Cruse, Ph.D., and Tommy Sternberg, CFA.

Is It Science Fiction or Is It Healthcare?

When Tom Ricketts, CFA, chairman of the Chicago Cubs, took over the “loveable losers” in 2009, he set about transforming the organization. Seven years later he had combined art and science to create a winning culture and team—culminating in what may be the most dramatic 17 minutes in World Series history.

Cubs Win! Tom Ricketts Explains How

China offers a number of favorable market characteristics for global investors. Opportunities abound in China’s “new economy,” and the China has one of the largest, most liquid, and fastest-growing equity markets in the world. The China A-Share market has historically been uncorrelated, under-researched, and inefficient, and China A-Shares are under-represented in global equity indices, providing potential investment opportunities for quality growth investors. 

In this webcast, Vivian Lin Thurston, CFA, partner and portfolio manager at William Blair Investment Management, discusses this backdrop. She also highlights several investible themes in China, including growing domestic consumption and the secular growth of healthcare spending.

China Rising: From Smokestack to Labtech

Focusing on both offensive and defensive quality helps our analysts identify durable businesses in the pursuit of better portfolio outcomes.

Our Analysts Talk Quality

Companies at different stages of the corporate lifecycle exhibit different risk and return characteristics, providing an opportunity to further diversify a portfolio.

Diversifying Across the Corporate Lifecycle

Our philosophy of quality focuses on durability—a company’s ability to sustain its business model and generate enduring growth.

Quality Is Durability

William Blair’s proprietary Summit research platform enables our portfolio managers and analysts to efficiently collaborate to identify high-conviction investment ideas in the pursuit of better client outcomes.

Summit Research Platform: In-Depth

Summit Research Platform: Summary

Global central banks are like a troop of 800-pound gorillas harassing capital markets with their coordinated easy monetary policies. Their influence creates significant risks, but also reveals significant opportunities.

Monetary Policy: Navigating a Troop of Gorillas

Inefficient emerging markets continue to evolve, providing opportunities to invest in future growth drivers.

Why Active in Emerging Markets

Strengthening corporate earnings, attractive valuations, and robust economic growth support a runway for emerging market growth.

Why Emerging Markets Now

Under-owned segments of emerging markets, such as frontier and small-cap equities and China A-Shares, provide global investors with opportunities to pursue alpha.

Emerging Markets with an Edge

Small cap stocks can be underappreciated by investors due to a short term focus, lack of understanding, and/or lack of information, which create opportunities to add alpha.

Finding Opportunities in Small Cap

Active currency management is one of the most misunderstood and unrecognized components of investment management, offering significant potential alpha and diversification benefits.

Active Currency: The “Forgotten” Alpha

What do Tiger Woods and Roger Federer have in common with hedgehogs and foxes? Find out as we sit down with David Epstein, New York Times bestselling author of The Sports Gene and Range: Why Generalists Triumph in a Specialized World, who argues that in most fields, generalists—not specialists—are primed to outperform.

The Active Share Podcast: Tiger vs. Roger: The Case for Generalists

Human Performance

Podcast

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.

US Financial Advisors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

The Active Share Podcast: Tiger vs. Roger: The Case for Generalists

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