November 6 | San Francisco
The Future of Investing:
Capitalizing on Growth and Innovation
The 2018 Future of Investing series finale is in San Francisco this year, with a closer look at growth and innovation and how they impact markets and the economy. The global economy is evolving to become more and more tech centric, and while Silicon Valley is leading the charge, the growth story is not just a tech story, but broad-based across many sectors. Through leading voices on the topic, investors will get a better understanding of what’s happening across our economy, which areas of business and emerging technologies are having the most influence, and where markets are in the growth cycle and how to capitalize on the investments of tomorrow.
November 6 - Tuesday
Registration & Networking Breakfast
Growth vs. Value: What Comes Next?
One of the burning questions in today’s market is when the value trade will finally come back in favor. But, as we’ve seen over the last year growth stocks to no avail continue to lead on the back of prominent names in the Nasdaq 100. While many point to these companies offering better earning growth prospects, growth’s outperformance over value peers is not just a tech story, but broad-based across many sectors. We’ll gather investors to discuss where we go from here and how they each uniquely define value. Given the recent dominance in growth, what catalysts could turn the value trade around? And in a market where rates are rising and inflationary pressures are accelerating, which value stocks & sectors look attractive?
Speakers
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Mark Lehmann
President, JMP Securities
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Omar Aguilar
Senior Vice President & Chief Investment Officer, Equities and Multi-Asset Strategies, Charles Schwab Investment Management
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Carol Schleif
Deputy Chief Investment Officer, Abbot Downing
Moderator
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John Gittelsohn
Reporter, Bloomberg News
Presentation Bloomberg Intelligence: Where Innovation is Happening Across Sectors
Technology is having a ubiquitous impact on all sectors of business and understanding how the world is changing and which companies are embracing that change, could spell success or failure for today’s investments. Through in-depth analysis and data sets on industries and companies Bloomberg Intelligence will give you a closer look at where innovation is moving, and which emerging technologies are having the biggest impact on the companies and industries you’ve investing in.
Presenter
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Jitendra Waral
Head of Internet and Consumer Electronics, Bloomberg Intelligence
Spotlight: Connecting Businesses and the World
With a focus on IoT, we’ll enlighten today’s investors as to how one Silicon Valley corporation is helping businesses, large and small, unlock growth and navigate a digital world. In order to draw conclusions on the future of investment, one must begin to think differently about the impact emerging tech will have on everything from the economy, to industries, and the end consumer.
Speaker
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Maciej Kranz
Vice President, Corporate Strategic Innovation Group, Cisco
Moderator
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Nico Grant
Reporter, Bloomberg
The Evolution of an Economy
For today’s investors, a better understanding of how the future of work, business, and the economy is evolving to be more tech centric may be best understood through a number of lenses. From the view of the world’s leading large-cap growth index, an economist tracking insights through data, and a strategist’s understanding of where investors are putting their money, we’ll look to gain insights of how things are evolving, in order to have a better understanding of what’s to come.
Speakers
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John Frank
QQQ Strategist, Invesco
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Dave Gedeon
Vice President and Head of Research and Product Development, Nasdaq Global Indexes
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Emily Glassberg Sands
Head of Data Science, Coursera
Moderator
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Selina Wang
Reporter, Bloomberg News
Event Concludes
Speakers

Selina Wang
Reporter Bloomberg News
Joel Brunk
Regional Director Invesco
Mark Lehmann
President JMP Securities
Omar Aguilar
Senior Vice President & Chief Investment Officer, Equities and Multi-Asset Strategies Charles Schwab Investment Management
Carol Schleif
Deputy Chief Investment Officer Abbot Downing
John Gittelsohn
Reporter Bloomberg News
Jitendra Waral
Head of Internet and Consumer Electronics Bloomberg Intelligence
Maciej Kranz
Vice President, Corporate Strategic Innovation Group Cisco
Nico Grant
Reporter Bloomberg
John Frank
QQQ Strategist Invesco
Dave Gedeon
Vice President and Head of Research and Product Development Nasdaq Global Indexes
Emily Glassberg Sands
Head of Data Science CourseraSponsor

Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. NYSE: IVZ; www.invesco.com. Invesco is the provider of QQQ, one of the earliest and largest ETFs in the industry. QQQ trades on the Nasdaq Stock Market where innovation and technology expertise have created a world-recognized marketplace for the world’s biggest and best technology companies.