After more than a year of uncertainty in the markets due to the pandemic, the future of the global economy is back into focus. In many ways, COVID-19 has advanced that future by accelerating some pre-pandemic market trends and driving entirely new ones. In the current context of high volatility and the specter of long-term inflation clouding the global economic landscape, Global Markets Outlook is set to become the destination for in-depth market analyses.
Unquestionably, the post-Covid-19 world will be the starring theme of StoneX’s Global Markets Outlook. Specifically, the three-day conference will provide an overview of new technologies and macroeconomic perspectives through four highly specific tracks: Correspondent Clearing, Wealth Management, Global Agriculture, and Dairy. As usual, event will feature some of the world’s leading market experts and thought leaders who will provide a comprehensive view on what to expect for the financial and commodity markets in 2022 and beyond.
Roger Shaffer, StoneX Financial Inc.’s Managing Director, Correspondent Clearing Division, noted that with this event, “our clients will have the opportunity to hear from the company’s CEO and other senior officers as well as key members of the Correspondent Clearing Division.” Mr. Shaffer also said that technology and new initiatives will be front and center. “Basically, we are going to share how we want to help our clients grow their business. That’s the key. One of our most important roles is to help our clients grow their business.”
On the importance of attending Global Markets Outlook, Steven zum Tobel, StoneX Financial Inc.’s Managing Director, Correspondent Clearing Division, said that “the culture that permeates throughout our organization is to provide a high level of service for our clients. Everything we do is for their benefit. We believe strongly in having face-to-face conversations with our clients. There is no substitute for that.”
“It is so important for them to have contact with our people. I believe this one of the biggest benefits of attending this conference. We deepen the relationships with our clients, we spend quality time with them, it’s real face-to-face, without the day-to-day distractions,” he concluded.
Besides participating in the sessions, attendees will also have the chance to interact with StoneX executives and visit the global trade show and participate in special events planned just for the Correspondent Clearing attendees. To learn more about Global Markets Outlook and register for the event, please visit https://stonex.cventevents.com/GlobalMarketsOutlook2022
On September 9th at 6:30 p.m. (Miami time), Funds Society will be partnering with MFS and Ninety One to host a fundraiser for the victims of the collapse of Champlain Towers South at the Surfside condominium. This terrible tragedy has touched the South Florida community in its heart, and unfortunately, we all know someone who has been affected. The Miami asset and wealth management industry is pulling up an effort to raise US$50,000.00 for the victims.
The event will be held at the Rusty Pelican and all proceeds will be donated to Global Empowerment Mission, which is collecting for three distinct funds whichsupport the residents themselves, a general program on the collapse, and the relocation efforts for the survivors who lived in the building. We invite you to take a look at the programs through this link.
Corporate and individual sponsorship opportunities are still open and we truly hope to engage the key players in the South Florida financial industry to support this effort.
So far, the event is supported by the following sponsors:
Diamond Sponsors: Funds Society, MFS and Ninety One
Gold Sponsors: AXA IM, Janus Henderson, Schroders, Insigneo, Bolton Capital and Jupiter.
Silver Sponsors: RWC and Natixis IM.
If you would like to participate in the event either as a corporate sponsor or as an individual, please contact Elena Santiso at elena.santiso@fundssociety.com or Alicia Jiménez at alicia.jimenez@fundssociety.com. Please consider contacting us to participate in this event.
Tragedy
On June 24th, a collapse occurred at the Champlain Towers South building in the Surfside condominium that left 98 people dead. With the exception of the first few hours following the collapse, no other survivors were ever uncovered.
As reported by Agence Press in Miami, search teams spent weeks dealing with the hazards of the rubble, which included an unstable portion of the building that was still standing, a recurring fire, and Florida’s oppressive summer heat and storms.
On July 23rd, the Miami-Dade Fire Department’s search and rescue team withdrew from the site and announced at a press conference that the search was officially over. A few days later, the identity of the last missing person was confirmed, bringing the death toll to 98 and concluding that there were no more bodies amongst the rubble.
Ignacio de la Maza, Janus Henderson Investors. Ignacio de la Maza, Janus Henderson Investors
Janus Henderson Investors is delighted to invite you to the first in a three-part series of virtual events for 2021, with the Invested in Connecting Fixed Income Forum taking place on Thursday 4 February.
2020 was a turbulent, uncertain and volatile year. As we enter 2021, the Fixed Income Forum aims to capture and review a range of perspectives through a thoughtful and dynamic analysis of market events.
The day will feature our Fixed Income specialists as they analyze dominant themes we see across global markets, the importance of ESG in the investment process, as well as how they expect to position their portfolios for the new year ahead.
With 100 minutes of live sessions as well as on-demand videos from our Portfolio Managers, we aim to offer you engaging and insightful updates from the team through HEDx talks, market outlooks and live debates. All content will also be available to watch on the platform for up to one month after the event.
Janus Henderson Investors is also pleased to offer simultaneous translation in French, German and Spanish during the live sessions.
If you would like to attend, you can register for this event at this link.
13:30 GMT | 14:30 CET |10:30 CLST | 08:30 EST – Virtual platform opens
14:00 GMT | 15:00 CET | 11:00 CLST | 09:00 EST- Welcome – Ignacio De La Maza, Head of EMEA Intermediary and LatAm
14:05 GMT | 15:05 CET |11:05 CLST | 09:05 EST – Market Outlook – Jim Cielinski, Global Head of Fixed Income
14:25 GMT | 15:25 CET |11:25 CLST | 09:25 EST – The Importance of ESG –Paul LaCoursiere, Global Head of ESG Investments
14:40 GMT | 15:40 CET |11:40 CLST | 09:40 EST – The ‘reflation trade’ — is 2021 the beginning or the end of the move – Jenna Barnard, Co-Head of Strategic Fixed Income –The consensus for the reflation trade has gained strong momentum in recent weeks, as bullish investors have rotated towards inflation protection since late last year, further boosted in January by the Democratic win in the US Senate, which is likely to lead to much larger fiscal stimulus over the next few months. Is the trend likely to persist? Jenna Barnard, Co-Head of Strategic Fixed Income will share her views on the subject.
14:55 GMT | 15:55 CET |11:55 CLST | 09:55 EST – Break
15:05 GMT | 16:05 CET | 12:05 CLST | 10:05 EST Trust – the most important commodity in finance – Nick Maroutsos, Head of Global Bonds – Bond markets revolve around trust. We lend money in the expectation that borrowers will repay us, with interest. In this HEDx talk, Nick Maroutsos, Head of Global Bonds, explores why trust is pivotal to the successful functioning of fixed income markets from the smallest borrower through to the broader macroeconomic system and why it is particularly pertinent in 2021.
15:20 GMT | 16:20 CET | 12:20 CLST | 10:20 EST – The Hunt for Yield – Fixed Income Panel Debate– Jennifer James, Emerging Market Debt, Tom Ross, Global / European High Yield, and John Pattullo, Co-Head of Strategic Fixed Income. Moderated by Lucy Hockings, BBC News Presenter.
15:50 GMT | 16:50 CET | 12:50 CLST | 10:50 EST – Conclusion and event close – Ignacio De La Maza, Head of EMEA Intermediary and LatAm
Funds Society invites you to participate in a Virtual Investment Summit in which we will discuss ESG and its importance as a positive source of alpha and returns for investment portfolios. Three experts from Pictet Asset Management, Schroders and WE Family Offices will debate how sustainable environmental, social and governance practices help contribute to enhance the performance of companies in the Equity markets. The event will take place on August 26, at 10 AM ET.
Speakers include Luciano Diana, Senior Investment Manager, Thematic Equities, Pictet Asset Management, Sarah Bratton Hughes and Head of Sustainability, North America, Schroders. Richard Zimmerman, Senior Advisor at WE Family Offices, will moderate.
Luciano Dianahas been Senior Investment Manager for thePictet Global Environmental Opportunities strategy, the firm’s flagship environmental solutions portfolio, which pioneered the application of the planetary boundaries / life cycle assessment framework. From 2009 to 2014, he was Senior Investment Manager for the Pictet Clean Energy strategy, which focuses on the Energy Transition to a low carbon economy.
Before joining Pictet, Luciano spent four years at Morgan Stanley, where he headed the London based clean energy sell-side research team. He began his career in 1998 as an IT strategy consultant at Accenture.
Luciano holds a Laurea in Telecommunications Engineering from the University of Padua, Italy, and he was a Visiting Scholar at the University of California at Berkeley. He holds an MBA from INSEAD.
Sarah Bratton HughesHughes is the Head of Sustainability, North America. Her responsibilities include leading the sustainability strategy and ESG integration in North America. She joined Schroders in 2011 and is based in New York.
Previously, Sarah was an Investment Director at Schroders which involved supporting and representing the Schroders Sustainability Team as well as the Schroders US Small Cap and Schroders US Small & Mid Cap investment capabilities to clients and prospective clients. She was also responsible for ESG integration in North America.
Sarah was an Associate Product Manager at Schroders from 2014 to 2017, which involved supporting the US Equities teams and representing the Schroders US Small & Mid Cap and Schroders US Large Cap investment capabilities to clients and prospective clients. She was a product executive on the same team from 2011-2014.
Prior to joining Schroders, Sarah was a Senior Analyst Investment Performance at JP Morgan Asset Management from 2010 to 2011, which involved supporting investor and client inquiries relating to investment performance reviews. She was also a Client Service Associate at JP Morgan Chase from 2007 to 2010, which involved monitoring and implementing new account openings as well as maintenance of existing accounts. Qualifications: BA in Economics from St. Francis College; BSc in Business Management from St. Francis College.
Richard Zimmermanis a Senior Advisor at WE Family Offices, based in New York, where he leads the firm’s Values-Aligned Investing Advisory Service. WE Family Offices is a Family Office Company that provides strategic wealth advice on approximately $10B of assets for about 70 U.S. and international families. WE has been highly recognized in the industry, including being named among Barron’s Top RIA Firms of 2019.
Richard is a recognized speaker in the Impact Investing arena and works with some of the world’s wealthiest families helping them align their values to their investments. He has spoken at over 25 conferences, including the UN Sustainable Investing Conference, Barron’s ESG and Impact Summit, Opal Total Impact, and Responsible Investing. He has a pragmatic and upbeat speaking approach and uses real world examples to illustrate how sophisticated investors can invest with impact.
Richard has a Master of Science in Sustainability Management from Columbia University and a B.A. from the University of Virginia. He holds a Sustainable Investment Professional Certification (SIPC) with the John Molson School of Business as well as numerous financial industry designations. He has held senior positions at global banks and multi-family offices as well as board positions at philanthropic organizations. He is a Board Director at the Capital Institute and recently served on the Ceres President’s Council.
Real Estate, Direct Lending and Private Debt are 3 legs of the alternative investment industry and over the past 10 years each of these legs have grown to have a much more profound impact on Main Street. FLAIA believes that perhaps these 3 legs have been the hardest hit part of the overall alternative investment industry.
To address this and other interesting topics the association is hosting a Series of Digital Real Estate, Direct Lending and Private Debt Webcasts.
Part IV is coming up next June 23rd and 24th.
“Today, because of the lack of real time liquidity and real time price discovery this Forum is the most important conversation for global investors to join. Most investors have exposure to real estate through equity and credit vehicles and amid a crisis, no one has all the answers today. We are determined to bring clarity, truth, facts and experience from the front line by the most talented investment managers.” They mention.
Nick Youngson CC BY-SA 3.0 Alpha Stock Images. CEO
Reg BI will shake up the private wealth securities industry and goes effective in June. FIBA has been instrumental in its advocacy on behalf of the cross-border industry in the implementation of Reg BI. From its advocacy in effecting change from Proposed Rule to Adopting Release and most recently in procuring clarity through the FAQ process, FIBA has been the cross-border industry’s leading voice on Reg BI, and on May 29, FIBA is hosting its second Regulation Best Interest webinar with members of the SEC.
Lourdes Gonzalez, a leading author of Regulation Best Interest and a Miami native will be on the panel. She will be joined by Ben Tecmire from the SEC who will address issues pertinent to family offices, asset managers and other non-broker dealers who are impacted by Reg BI.
Kim Prior and Greta Trotman from Shutts & Bowen and Sergio Alvarez-Mena from Jones Day, will guide the audience through CRS requirements, Investment Advisor impact and the four core requirements of Reg BI compliance. Special attention will be given to the cross-border business and how cross-border firms of all sizes can meet the Reg BI challenge.
Topics in the timely one hour webinar which will recap the latest developments for Regulation Best Interest compliance, include:
How introducing firms can satisfy CRS.
Is the Plain English requirement really English-Only?
Are PIC’s and similar structures excluded?
What is a recommendation?
Are commissions inherently a conflict?
How can firms recruit in the Reg BI era?
Are offshore securities exempt from Reg BI?
… and more.
To subscribe to Regulation Best Interest Countdown: What you absolutely, positively must have in place!, follow this link.
Courtesy photo. FLAIA realizará su primer "Foro Digital de Bienes Raíces, Direct Lending & Private Debt"
The Florida Alternative Investment Association (FLAIA) will host its First Digital Real Estate, Direct Lending & Private Debt Forum 2020 on March 26th, between 10am and 4pm.
According to Michael Corcelli, Founder & Chairman from FLAIA, the event “focuses on the intersection of direct lending and real estate as the opportunities offered for successful investing are abundant. Real estate is a pillar of US & Global economy and the world has an abundance of opportunities for wealthy real estate investors and institutional allocators. The goal of this forum is to provide a digital platform where different stakeholders can learn from key decision makers, build relationships and get capital flowing into their respective projects”.
Omni Orlando Resort at ChampionsGate . ¡Ya están abiertas las inscripciones para la Conferencia INTL FCStone's Global Markets Outlook 20/20!
Between February 27-28, 2020 experts and thought-leaders from around the world will gather at the Omni Orlando Resort at ChampionsGate to participate on the INTL FCStoneVisión 20/20: Global Markets Outlook Conference
There, participants will be offered a global vision of the future for financial and commodity markets, along with detailed market forecasts, insight on the latest technology, and macro-economic outlooks to help them get a clear picture of the factors impacting their bottom line.
Roger Shaffer, Managing Director of Correspondent Clearing at INTL FCStone Financial, told Funds Society that they expect close to 450 attendees at the event, with a mix of about 50% US based and 50% offshore clients.
For the very first time, INTL’s different divisions will combine their conferences, giving the attendee the chance to engage and know about all parts of the business and how they can further serve their needs.
“In the past each division had a separate conference, but our CEO had a vision of putting them all together for an updated event where our customers can learn about INTL’s other divisions and network with a broader group of industry professionals,” Roger mentions.
The conference will be divided into four tracks with focused programming specific to each area.
The Correspondent Clearing Outlook track is an invaluable opportunity for US and international broker-dealers and investment advisors to hear from industry thought-leaders, participate in educational workshops and network with peers. Attendees will experience the latest internal and third-party technology and learn more about INTL’s Correspondent Clearing group.
The Global Agriculture Outlook track will offer a global view toward developing strategy, protecting profits and driving growth with detailed forecasts based on the latest available data. In addition to essential market outlooks, this event provides invaluable opportunities to make new connections and network with peers.
The Dairy Outlook track will offer attendees insights into emerging trends within the industry, along with strategies to protect profits and enable growth in the current environment. In addition to the essential market outlooks and price forecasts, this event provides invaluable opportunities to connect with dairy market experts and make new connections.
The SA Stone Wealth Management track is an invaluable opportunity to listen to some of the best speakers and engage with industry experts to learn about how to build and grow your practice. You’ll also have the chance to make new connections and network with peers.
These tracks will combine for a welcome reception, general keynote sessions, meals and a trade show. For Correspondent Clearing customers, growing assets under management is a critical component of the business, so in addition to presentations regarding economic outlooks, and new technologies, Roger is looking forward to the workshop presentation on how his customers can grow their business.
Participant Capital, a Miami-based real estate investment firm, with over US$3.5B in projects under development, is hosting the Miami Investment Forum 2020, an event that is designed to provide an in-depth overview on prevailing market conditions and forecast investment trends in the new decade. This one-day closed-door event will be held on February 27, 2020, at the PARAMOUNT Miami Worldcenter, a landmark tower nestled in the heart of Miami Downtown, equipped with a Skyport for flying cars. The attendees would be able to explore the futuristic amenities from the very top of the building that boasts some of the best city views.
Miami Investment Forum will convene more than 150 financial advisors, fund managers, business leaders, politicians, real estate experts from South Florida and beyond. One of the keynote speakers is the former U.S. Senator Jeff Flake, who will provide a 2020 political and economic outlook during the election year. Other leading market players, among them FlexFunds, Jones Day, will share their insights on opportunity zones, cover legal aspects of doing business in the US and Latin America, and provide an overview of how different factors affect investment performance.
“The business world is rapidly changing, and it is critical to understand how that creates opportunities to be seized and risks to be managed. That’s why we designed this event specifically to provide a holistic vision for people who manage, advise, allocate to, or oversee alternative assets,” comments Claudio Izquierdo, Chief Operating Officer of Participant Capital. C-suite sessions and networking cocktail hours will allow for deepening relationships, developing partnerships, and fostering business growth. We look forward to meeting you.”
Please confirm your attendance here by February 20, 2020.
About Participant Capital
Established in 2011 as an affiliate of Royal Palm Companies, a developer with an extensive track record of more than 40 years, Participant Capital empowers investors with direct access to premium real estate projects and allows them to invest side-by-side with the developer, from the ground-up. Participant Capital is currently partnered with over 40 distributors operating throughout Latin America and Europe and will be expanding to Asia and the Middle East this year. Its investment portfolio includes multiple development projects, different property types, and various geographic locations, and continues to grow with new world-class developments in South Florida and beyond.
After six successful yearly events in Miami and one in Madrid, Funds Society will host the first edition of the Houston Investments Summit & Rodeo on March 5th, 2020 at the Intercontinental Houston Medical Center.
The event will start at 1pm with a luncheon, followed by four, mandatory and 40 minutes long, sessions with specialists from Aberdeen Standard, Carmignac, Investec and Vontobel.
After listening to the investments ideas and the outlook of these specialists, participants will head to Houston’s Livestock Show and Rodeo, where they will enjoy a rodeo show followed by a Becky G concert from Funds Society’s private suite.
A shuttle will take them to the NRG Stadium, host of the Rodeo, and then back to the hotel after the show (complementary valet parking will be provided at the Intercontinental Hotel).
For qualifying guests attending from outside Houston, Funds Society will take care of the travel and accommodation expenses.
If you want to join Funds Society for a great investments retreat with a perfect mix of academics and one of the most traditional events in Texas, remember that spots are limited so please reserve your space at your earliest convenience. You can do so by writing an email here.
