September 22, 2022 | Boston, MA
The Future Investor: A New Investment Class
In an era increasingly dominated by artificial intelligence, data, and advanced analytics, having a better understanding of how these technologies are being utilized is paramount. Successful businesses will be those equipped with reliable research capabilities, the acumen to derive meaningful insights, and the proficiency and software to leverage precise data sets. Moreover, investors and creditors, now more than ever, are leaning on robust financial analysis and algorithms to grasp whether a company, asset, or product is of intrinsic value.
Our 2024 Future Investor series will examine how data is playing a pivotal role across the financial landscape.
For today’s fastest growing companies, it is shaping behaviors and empowering industry leaders to make strategic decisions, optimize operations, and in turn, unlock shareholder value.
For seasoned investors, the indispensable nature of data is shaping holistic investment strategies that are looking to go beyond just exploiting market inefficiencies and mitigating risk.
For the newest generation of market participants, accessibility to data and ever-expanding digital solutions are allowing the democratization of investing like never before.
However, when it comes to the importance of financial decisions and truly understanding risk profiles, we still see human touch playing an important role. What’s the right mix of human and machine? How do we navigate the fine line between algorithms and analytics and human intelligence and insight? And where should the responsibility lie in the collaborative dance between these two to ensure ethical and transparent financial decision-making?
Together, we will explore, learn, and collectively chart a course for a future where data not only plays a pivotal role in investment decisions but serves as a driving force behind the construction of innovative, investable enterprises.
September 22 - Thursday
Registration and Networking Breakfast
The Future Investor: A New Investment Class
9:00 AM EDT – Welcome Remarks
- Janet Wu, Anchor & Reporter, Bloomberg
9:05 AM EDT – 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. From an economic perspective, we’ll also examine which sectors could potentially benefit from their increased spending power and how it may shape future growth opportunities.
- Stephanie Dobson, Portfolio Manager, Putnam Sustainable Future Fund and Putnam Sustainable Leaders Fund
- Steph Guild, Head of Investment Strategy, Robinhood
- Amy Y. Zhang, Executive Vice President & Portfolio Manager, Alger
- Moderator: Janet Wu, Anchor & Reporter, Bloomberg
9:35 AM EDT – Invesco QQQ Sponsor Spotlight: Empowering Investors
- John G. Feyerer, Head of Innovation & Commercialization, US ETF & Indexed Strategies, Invesco
9:40 AM EDT – Focus on the Metaverse: Bloomberg Intelligence Presentation
For younger investors, their digital propensity and risk appetite for new products and platforms will likely continue to drive tech disruption. Whether it be wider mass adoption, or future investments, we’ll focus on one burgeoning part of the tech sector – the metaverse– to gain a better understanding of who the players are and where innovation is heading.
- Mandeep Singh, TMT Senior Analyst, Bloomberg Intelligence & Host, “Tech Disruptors”
10:00 AM EDT – Risks and Opportunities in This Market
Now with an understanding of which assets and innovations are most attractive to the newest investor class, whether you’re a young investor yourself, investing for them, or looking for yield alongside them, it’s important to understand the risks and opportunities the current market poses. Our strategist’s panel will share an updated view on the state of equities, secular headwinds, and the global investment outlook ahead.
- Kathryn Kaminski, Chief Research Strategist & Portfolio Manager, AlphaSimplex Group LLC, an affiliate of Natixis Investment Managers
- David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
- Liz Young, Head of Investment Strategy, SoFi
- Moderator: Janet Wu, Anchor & Reporter, Bloomberg
10:30 AM EDT – Event Concludes
Speakers
Mandeep Singh
Senior Analyst Technology Bloomberg L.P.
Kathryn M. Kaminski
Chief Research Strategist, Portfolio Manager AlphaSimplex Group, LLC
Liz Young
Director of Market Strategy BNY Mellon Investment ManagementSponsor
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.