Thematic Investing - Wednesday 29th June 2022 - The Biltmore Mayfair

Thematic Investing - Wednesday 29th June 2022 - The Biltmore Mayfair

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Location

The Biltmore Mayfair

44 Grosvenor Square

London

W1K 2HP

United Kingdom

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Thank you for applying to attend this ETF Strategy breakfast event on Thematic Investing. Please note that your registration is an application to attend and does not guarantee admission. You will be informed in due course via email from the organisers as to whether your application has been successful or not. Priority will be given to investment professionals at discretionary fund managers, funds of funds, multi-managers, hedge funds, pension funds, endowments, family offices, private banks, private client wealth managers and IFA groups. **The automated email that follows immediately after submitting your registration is not confirmation of your place**

An exclusive breakfast event for portfolio managers, exploring thematic investing through the lens of an ETF investor.

About this event

Thematic Investing Strategy Briefing (presented by ETF Strategy)

including coverage of water sustainability, biodiversity, decarbonisation, electric vehicles, the blockchain ecosystem, and late-cycle portfolio strategy.

Date:

Wednesday 29th June 2022 / 08:15 AM – 11:30 AM

Location:

The Biltmore Mayfair, 44 Grosvenor Square, London W1K 2HP

Description:

The event provides delegates with an opportunity to hear from a series of leading investment firms on some of the foremost themes and megatrends that are shaping the global economy, and how thinking and investing thematically can lead to smarter portfolio diversification and enhanced returns.

Content will be delivered via a series of presentations followed by Q&A. Brunch will be served.

Venue

The event will be held at The Biltmore on Grosvenor Square in the heart of Mayfair. The hotel, which is part of Hilton’s luxury LXR collection, is a very short walk from Bond Street underground station with Green Park and Marble Arch stations also within easy walking distance.

Partners:

MSCI, WisdomTree, KraneShares, ETC Group / HANetf, Global X

Agenda:

08:15 - 08:55 Registration and networking

08:55 - 09:00 Welcome introduction | Simon Smith, MD, ETF Strategy

09:00 - 09:25 Seize tomorrow. Now. | Ashish Lodh, Vice President, Equity Solutions Research, MSCI

- What is thematic investing? The view from MSCI

- Using economic linkage to derive robust measurements of thematic exposure

- MSCI’s approach to constructing thematic indexes

- Introduction to Sustainable Water Transition and Biodiversity themes

09:25 - 09:50 Green thematics: A win-win for the planet and your portfolio | Chris Gannatti, Global Head of Research, WisdomTree

- The evolution of the thematic space in Europe and the WisdomTree Thematic Classification

- Performance rotation in thematics, diversification benefits and the rise of sustainability themes

- Performance dispersion within the thematic space and the importance of fund selection

- WisdomTree Recycling Decarbonisation strategy – a differentiated exposure contributing towards the global goal of carbon neutrality

09:50 - 10:15 Electric vehicles: Distinguished driving in volatile markets | Anthony Sassine, Senior Investment Strategist, KraneShares

- The investment case for the EV theme: a unique, multi-decade growth opportunity with diversification benefits

- The drivers of growth: government policies, innovation, consumer adoption

- The advantages of an ecosystem approach to investing in EV industries

- Introducing the KraneShares Electric Vehicles & Future Mobility ESG Screened UCITS ETF

10:15 - 10:40 Networking brunch

10:40 - 11:05 Blockchain ecosystem: Beyond cryptocurrencies | Drew Corbett, Managing Director, Strategy & Global Distribution, ETC Group

- Introducing the blockchain ecosystem

- PESTEL (political, economic, social, technological, environmental, and legal) factors influencing growth

- Sub-themes changing the industry

- Plus some comments on current crypto market volatility

11:05 - 11:30 Investing thematically during the late phase of the business cycle | Morgane Delledonne, Head of Investment Strategy, Europe, Global X

- A comparative analysis of valuations: thematic exposures versus broader tech indices

- Identifying themes well-placed to benefit from heightened levels of inflation

- Cybersecurity and its role as a hedge against geopolitical risk and macro volatility

- Avoiding value traps while recognising the unique circumstances of the prevailing macroeconomic environment

Audience

The event is aimed at buy-side investment professionals with discretionary investment authority or influence, including portfolio managers, investment advisers and fund analysts from DFMs, private banks, private client wealth managers and FoFs/multi-managers.

Places are limited and strictly subject to approval by ETF Strategy. Attendance is free.

Presented by:

Thematic Investing - Wednesday 29th June 2022 - The Biltmore Mayfair image

https://www.etfstrategy.com/

BY REGISTERING FOR THIS EVENT, YOU ARE AGREEING TO THE TERMS OF OUR EVENTS PRIVACY POLICY.