January 24, 2023 | Chicago, IL
The Future Investor
With increased capital and accessibility, a digital prowess, and information at their fingertips, the newest investor class can’t be ignored. Recent studies show they are earning more, saving more, and investing at a rate higher than previous generations and in 10 years’ time, Gen Z for example will become America’s largest with a population of 78 million.
Not afraid to take on a little more risk, they largely hold stocks, specifically growth and thematic stocks, with crypto, options, mutual funds and ETFs following suit. With increasing economic power and a pulse on the world’s most innovative companies, we’ll explore how they make their financial decisions and where this new money is flowing. Which technologies from EVs, to AI, and the metaverse look attractive and what’s the growth outlook for these emerging tech sectors? How are socially conscious brands and companies leading on sustainability factoring into investment decisions?
At the same time, this investor class may also be feeling the first test of a downturn, with valuations softening and liquidity vanishing, will today’s young investors stay long in this market? Either way, most would argue they will continue to be a growing force in finance, and their investing potential coupled with the rate of technological innovation is only set to be exponential.
Whether you are them, are investing for them, or alongside them, what rising generations do could have a major impact on society. In this series of briefings, we’ll explore the mindset of the newest investors, which growth trends and technologies hold the most promise to investors of all ages, and how all this could collectively shape the future of finance.
January 24 - Tuesday
Registration and Networking Breakfast
The Future Investor: Tech-Powered Portfolios
9:00 AM CST – Welcome Remarks
- Janet Wu, Anchor & Reporter, Bloomberg
9:05 AM CST – Mindset of the Next Gen Investor
Studies have shown adult Gen Z and Millennial investors are more financially sophisticated and their growth in the next decade could have far-reaching implications both for the investment world and economically. In this session, we’ll aim to take a closer look at how they are consuming information today, which trends, sectors, and assets are attracting the newest investor class, and what makes them unique from the generations before them.
- Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund
- Shawn Cruz, Derivatives Strategy Director, TD Ameritrade
- Mel Hightower, Head of Multicultural Strategic Client Segments, UBS
- Moderator: Isis Almeida, Chicago Bureau Chief, Bloomberg
9:35 AM CST – Invesco QQQ Sponsor Spotlight: Timely Innovation
- Paul J. Schroeder, QQQ Equity Product Strategist, Invesco
- Commercial Moderator: Michelle Lynn, Global Head of Data Science & Insights, Bloomberg Media
9:40 AM CST – BI Presents: Trading With New Technologies
For younger investors, their digital propensity and risk appetite for new technologies will likely continue to drive disruption. In this session, Bloomberg Intelligence will speak with Ed Tilly, Chairman & CEO at Cboe Global Markets, about the evolution of trading and how technology will enable the next generation of investors to move faster and with more streamlined access to financial markets. Additionally, as young traders become accustomed to confronting volatility regularly, what tools are at their disposal for maneuvering today’s challenges? Tilly will also discuss how Cboe serves clients in a global environment where both demand and risk remain historically high. Plus, the chief executive will offer his macro outlook, perspective on recession fears and where to search for new opportunities.
- Ed Tilly, Chairman & CEO, Cboe Global Markets
- Moderator: Anurag Rana, Senior Technology Analyst, Bloomberg Intelligence
10:00 AM CST – Going Long on Emerging Growth Trends
As investors of all ages watch Fed guidance daily and weigh the prospects of a US recession, many are largely engaging in risk-off strategies as of late. However, for those with a little more time in the market to look 5, 10, and 25 years out– what are the emerging trends and opportunities that exist across areas like clean energy, cybersecurity, the metaverse, and even the space economy? We’ll gather investment leaders to help identify burgeoning growth trends, which sectors might offer the most promise, and how they are deploying investment strategies to gain exposure across these areas.
- Gene Munster, Co-Founder & Managing Partner, Deepwater Asset Management
- Michael O’Keeffe, Chief Investment Officer, Stifel
- Yelena Maleyev, Economist, KPMG
- Moderator: Janet Wu, Anchor & Reporter, Bloomberg
10:30 AM CST – Event Concludes
Speakers
Isis Almeida
Chicago Bureau Chief Bloomberg
Paul J. Schroeder
QQQ Equity Product Strategist Invesco
Michelle Lynn
Global Head of Data, Insights & Planning Bloomberg
Anurag Rana
Sector Head & Senior Equity Analyst, Software & IT Services Bloomberg Intelligence
Gene Munster
Managing Partner Loup VenturesSponsor
From tech innovators like Apple and Google to lesser-known biotech and media names, Invesco QQQ ETF provides access to Nasdaq-100 companies changing the world – all in one ETF. Invesco QQQ is committed to innovation and offering investors access to fast-growing sectors. Rethink what’s possible with Invesco QQQ ETF. To learn more about QQQ and the risks involved in investing in ETFs, including possible loss of money, visit our website. Holdings are subject to change and are not buy/sell recommendations. Invesco Distributors, Inc.