Thematic ETFs have captured the imagination of investors over the past few years by offering exposure to some of the biggest trends over the next few decades.
With thematic strategies such as clean energy and cloud computing producing some of the strongest returns in 2020 across all European-listed ETFs, it is no wonder the flows have followed.
This half-day virtual event will explore some of the key factors to look for when investing in thematic ETFs while also taking a deep dive into which trends will be the winners and losers over the next 10 years.
Please note, this event is exclusively aimed at UK & European professional investors.
For any questions please contact firstname.lastname@example.org
9:25-9:30am Opening remarks
9:30-10:00am Thematic ETFs: Getting green right
Howie Li, Head of ETFs, Legal & General Investment Management (LGIM)
David Stevenson, Columnist, Financial Times
10:00-10:35am Panel Thematic investing: Selecting the right megatrend
Artificial intelligence, clean energy, cloud computing, robotics, to name a few, are all trends expected to produce big returns in the coming decades as we shift towards a more sustainable and technologically advanced society. While all themes sound great on paper, not all are set to be plane sailing. What are the big trends to get exposed to and are there any which are missing from the European ETF market?
Speakers: Megan Brennan, Multi-asset Portfolio Manager, Sarasin & Partners
Evangelos Assimakos, Investment Director, Rathbones
Morgane Delledonne, Director of Research, Global X
11:05-11:35am Breakout sessions and networking
11:35am-12:10pm Panel Thematic ETFs: Pitfalls and opportunities
Thematic ETFs have exploded onto the European market over the past five years as more investors look to capture the latest megatrends offering double-digit returns. However, not all thematic ETFs are created equally and there is a long process between megatrend and ETF creation. This panel will explore the factors to take into account when incorporating thematic ETFs within portfolios and the pitfalls to look for.
Speakers: Justin Oliver, Deputy Chief Investment Officer, Canaccord Genuity Wealth Management
Sam Dickens, Portfolio Manager, IG
12:10-12:45pm Panel Bitcoin ETPs: Time to start thinking crypto?
Cryptocurrency exchange-traded products (ETPs) burst onto the scene in 2020 with more ETF issuers looking to capture the increasing institutional and retail demand for digital assets. With cryptos and most notably bitcoin on the rise, how should they fit within an investor’s portfolio, if at all, and what are the benefits of trading through the ETP wrapper?
Speakers: Stefan Kaba-Ferreiro, Head of Trading, GHCO
Jason Guthrie, Head of Capital Markets and Digital Assets, WisdomTree
Tancredi Cordero, CEO and Founder, Kuros Associates
12:45-12:50pm Closing remarks
In relation to the Coronavirus (COVID-19) pandemic, ETF Stream continually monitors developments and follows the latest guidance from the World Health Organisation as well as local, national and international authorities.
The health and safety of everyone attending our events is our number one priority. Where it has not been possible to hold in person events we have launched virtual events and postponed others until Q2 2021.
We will keep this page updated so please check back regularly. You can also email the ETF Stream Events Team who look forward to welcoming you to a future - online or offline - ETF Stream event!