Tuesday, 14 May 2019
Sponsored Corporate Presentations offer a range of best practices, strategies, tools, tactics, and insights for successful investment management and financial analysis from senior-thought leaders at leading financial services firms.
Plenary Sessions feature global thought leaders who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience.
Mark W. Yusko
CEO and Chief Investment Officer
Morgan Creek Capital Management, LLC
- Learn why the killer D’s of demographics, debt, and deflation will present a huge tailwind for emerging markets and a huge headwind for developed markets
- Discover why now is the time to build a foundation of your portfolios with BRICKs (Brazil, Russia, India, China, and South Korea)
- A discussion of value of value and why, just like in 2000, now is the time to sell what is expensive and buy what is on sale (emerging markets equities)
- Global market outlook – where are we going in the next 6 months?
- Trends and opportunities in fund management and in the brokerage business.
- Moving ahead in your career and how to promote gender balance in finance.
Technical Workshops are interactive small group sessions designed to engage investment professionals in skill-building.
Extended Sessions allow for a deeper exploration of investing topics relevant to investment professionals.
Michala Marcussen, CFA
Group Chief Economist and Head of Economic and Sector Research
Thomas Mayer, CFA
Flossbach von Storch Research Institute
Topical Track: Brexit
Tom Brakke, CFA
Author, The Research Puzzle
- Understanding and evaluating a manager’s organizational structure and culture
- Breaking down and understanding a manager’s investment process
- How to conduct an appropriately thorough due diligence and selection process
- Exploring manager incentives, capacity issues, and the impact of size
Topical Track: Asset Management
Offices of Philip Marcovici
- Global regulatory trends in tax transparency and compliance and the massive impact on private wealth management
- The evolving needs of today’s international wealth owners and the changing role of advisers in the decade ahead
- How advisers can best use trusts, insurance, and other tools of wealth management in meeting client goals
- Family retreats, family and family business governance, and best practices for today’s business and wealth owners
- Strategies for building a successful 21st century private wealth practice
- How tax systems have to and will change and reflections on political challenges, including Brexit
- The realities of income and wealth inequality and the responsibility of wealth and business owners and their advisers
Topical Track: Private Wealth Management
Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.
Clare Flynn Levy
Founder and CEO
- Why focusing on performance is missing the point
- How top managers are competing for survival of the fittest and why others are missing a trick
- How to mitigate behavioral bias in your own investment process
Topical Track: Psychology and Decision Making
Daniel Brocklebank, CFA
- Are traditional management fee arrangements adequate to meet the needs of the evolving investment management industry?
- How can new approaches to management fees better align interests between investors and managers?
- Are refundable fee models a feasible innovation for the active management business, and how might they be implemented?
Topical Track: Asset Management
Managing Director and Portfolio Manager
Topical Track: Valuation
Mohamed A. El-Erian
Chief Economic Advisor
- The changing nature of global growth
- Liquidity regime changes and central banks
- Baseline and balance of economic and financial risks
- Active investors regaining the upper hand
- The added complexity of risk mitigation