Name: Navigating the Risks & Rewards of Thematic Investing
Start: 2020-11-04T16:00:00Z
End: 2020-11-04T16:01:00.000Z
Location: BrightTALK
Rating: 4.5

The investment landscape has never been more dynamic. We are more connected than ever before, and these interconnections - technological, environmental, political, and social - create both chaos and opportunity. This series will provide investors with a deeper understanding of Megatrends and highlight strategies that can be used to benefit from the opportunities they create.

The recent GameStop frenzy presents a good example of the impact of democratising finance and underlines the importance of being able to distinguish between short-term fads and long-term megatrends.

As the number of investment platforms connecting retail investors to financial markets proliferates, the amazonification of financial markets - and in turn, the disintermediation of the industry - is progressing at an unprecedented rate. The same cannot be said for investor education. 

In this new era, financial advisors need to redefine the value of their service, positioning themselves as educators and experts in identifying long-term, lucrative investment opportunities.

Which is why, in the final episode of BrightTALK’s Thematic Investing series, we’re inviting leaders from across the global financial sector to explore the top megatrends for the future and share their insight on how to successfully integrate them into your long-term strategy.

Join this webinar to explore:

- The top megatrends for the future and how to integrate them into your investment strategy;
- Hype vs. trend - how to avoid getting caught up in fads
- Do AI and data hold the keys to portfolio optimisation?

Speakers:
- Kerim Derhalli, Founder and CEO, Invstr
- Michael Kamerman, CEO, Skilling

The future of wealth: megatrends, GameStop and investor education

Biotechnology has become the next revolution in the life sciences industry. It follows advances in microscopes that enable the study of bacteria and infectious diseases and chemistry that created antibiotics. More recent discoveries, such as decoding the human genome, help us anticipate illness and live longer lives. For investment managers, the life sciences, which includes Pharma and Biotechnology, is known to be an industry of consistent returns and high growth. Even before COVID-19, it was poised to reach $775 Billion by 2024. The urgency of COVID-19 and the demand for a vaccine increase the value of the industry, shown in the US government’s Operation Warp Speed, a $10 billion grant program seeking a successful vaccine. 

How will the value of life sciences grow as the market demands cures to existing diseases and prevention for future ailments? Join this webinar to learn about: 

- The true size & market outlook of the life sciences industry
- How COVID-19 has affected the pace of value creation in biotechnology
- What to think about when analyzing prospects for pharma and biotech companies

Speakers:
- Aanand Venkatramanan, ETF Investment Strategist, LGIM
- Allan Lane, Co-founder, Algo-Chain

Investing in Life Sciences

Advances in medicine and technology have increased our lives' duration and quality, opening up opportunities for investors focused on the health and wellness industries.  Technology enables us to track our health indicators, which changes the dynamic between healthcare companies, technology companies, and consumers. Holistic health services are also becoming more popular, decreasing the demand for mega-hospitals and increasing the demand for local, customized care solutions. And, as COVID-19 has forced a need for virtual interactions, people have become more comfortable receiving sensitive advice over the phone, paving the way for mass adoption of telemedicine.

With all of these areas of change, how can investors look at health & wellness more opportunistically? 

This webinar will dive into:
- The dynamics between healthcare and technology 
- How telemedicine can democratize access to high-quality health care
- Opportunities emerging in localized solutions to the current centralized healthcare industry

Speakers:
- Allan Lane, Co-founder, Algo-Chain
- Jeremie Capron, Director of Research, ROBO Global
- Anthony Ginsberg, Managing Director, GinsGlobal
- Grzegorz Juchniewicz, Investment Manager, NeonDigitise

Investing in Health & Wellbeing

Technology and the COVID-19 pandemic has enabled and accelerated consumption, affecting both the purchase method and the purchased item. According to Adobe, the ease of purchasing has manifested in a 77% year over year increase in online spending in May 2020 alone. During the COVID-19 crisis, around 15% of US consumers tried grocery delivery for the first time, and 40 percent intend to continue, according to McKinsey. Even exercise has shifted, as consumers try and enjoy their workouts at home. They are also looking for new food to try, as lab-grown meat has become a replacement for animal protein, as supply-chain issues have disrupted availability. 

This has investors wondering: what are the long-term effects of new consumer preferences and methods of purchase? 

Join this webinar to learn more about: 
- The size of the eCommerce opportunity now
- How consumer preferences have changed during the pandemic
- What new business models are emerging or evolving to capture new consumer behaviors

Speakers:
- Allan Lane, Co-founder, Algo-Chain
- Hector McNeil, Co-CEO, HANetf
- Tihomir Iliev, Sales Director, Europe at GraniteShares

Consumption, eCommerce and Changing Behaviors

As the world population lives longer lives, investment managers are thinking about what this means for their portfolios and what opportunities are emerging for investment in care and services. Consider healthcare spending, which will benefit from an aging population, as around 50% of lifetime health expenditure is incurred during the senior years, according to Janus Henderson. Alternatively, demand for senior living facilities is set to hit 2 million people in 2030, twice as much as in 2016, according to Haven Senior Investments. What is the actual size of the opportunity, and where exactly can these investments be found? 

Join this webinar to hear about: 
- The magnitude of investing in an aging population
- Which industries are most poised to generate returns
- Why & how to be investing in sectors that service the needs of an aging population

Speakers:
- Allan Lane, Co-founder, Algo-Chain
- Katherine Freund, President & Executive Director, ITNAmerica
- Fawaz Chaudhry, Head of Global Thematic Equities, Fulcrum Asset Management

Opportunities in an Ageing Population

Having a pre-defined, long-term investment framework is critical when designing a thematic portfolio. Sustainable Investing frameworks requires both of these elements. But, does sustainable investing increase AUM through inflows, or does it actually drive alpha?  For investors in ESG, the United Nations' 17 Sustainable Development Goals provides a great success framework for investors - and it is also good for branding. But, how strictly and widely-used is this framework? And, is this effort to outline success in a detailed way actually driving success in sustainable thematic portfolios?

Join this webinar to: 
- Understand the keys to whether investments adhere to sustainable principles
- Learn about the possible ROI of sustainable investments
- Find out how leaders in the field are employing the SDGs for investment success

Finding Sustainable Investments

While Thematic Investing isn't new to the market, the majority of thematic funds are new, and they have only existed in a bull market.  In fact, Of the 127 thematic funds available to investors as of the end of 2019, 92 were launched in the past 5 years, according to data by Morningstar. 

As we encounter a global health & economic crisis, navigating the risks that thematic funds may encounter is critical to finding returns. What are the risks these funds haven't encountered yet?

Join this panel to learn:
- What are the indicators that thematic investors and fund managers need to look out for? 
- How are shifts in trends affecting performance? 
- How might an inflationary environment have knock-on effects for thematic funds?

Navigating the Risks & Rewards of Thematic Investing

Investment Management

Risk Management

Thematic Investing

Megatrends

Equities

Fixed Income

Investintheworld

Investment Strategy

ETFs

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Navigating the Risks & Rewards of Thematic Investing

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