December 1, 2022 | Atlanta, GA
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.
December 1 - Thursday
Registration and Networking Breakfast
Bloomberg The Future Investor: Harnessing the Technology of Today
9:00 AM EST – Welcome Remarks
- Host: Janet Wu, Anchor & Reporter, Bloomberg
9:05 AM EST – 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.
- Jeff Busconi, Head of Private Bank Solutions, Bank of America
- Christopher Larkin, Head of Trading & Investing, E*TRADE from Morgan Stanley
- Brittany Boals Moeller, Southeast Region Head, Goldman Sachs Private Wealth Management
- Moderator: Brett Pulley, Atlanta Bureau Chief, Bloomberg
9:35 AM EST – Bloomberg Intelligence Presents: The Race to EV Dominance
For younger investors, their digital propensity and risk appetite for new products and climate conscious investments will likely continue to drive disruption. In this session, Bloomberg Intelligence will deliver in-depth analysis and data on the market for electric vehicles. Survey’s show GenX, Millennials, and GenZ are the ones increasingly interested in buying electric vehicles, and that in turn could also impact which names they are looking to hold in their portfolios. Whether it be the numbers around mass adoption, or the companies leading the charge, we’ll give you a peek under the hood to show who is dominating across global EVs.
- Kevin Tynan, Senior Automotive Analyst, Bloomberg Intelligence
9:55 AM EST – Invesco QQQ Sponsor Spotlight: Applying Innovation
- Ryan McCormack, Senior Factor & Core Equity Strategist, Invesco
- Moderator: Lauren Kiel, General Manager, Bloomberg Green
10:00 AM EST – Adding Value in Portfolios Through Tech
Identifying the technology is one thing, but using it to manage your money and discover value is another. Whether it be artificial intelligence aiding in portfolio construction, the latest quant strategies, or tapping into exposure across the biggest names in tech, this discussion will cover the latest strategies for leveraging technology to add value to the portfolio.
- Vincent Costa, Co-Chief Investment Officer, Equities, Voya Investment Management
- Brooke Forbes, Chief Information Officer & Head of Technology for Personal Investing, Fidelity Investments
- Sharmila Kassam, VP & Head of Asset Owner Solutions, Nasdaq
- Moderator: Janet Wu, Anchor & Reporter, Bloomberg
10:30 AM EST – Event Concludes
Click here for real-time transcription of this session. Please excuse any typos. The final transcription will be available in this page after the event concludes.
Speakers
Brett A. Pulley
Atlanta Bureau Chief Bloomberg
Kevin Tynan
Senior Analyst Bloomberg Intelligence
Ryan McCormack
QQQ Equity ETF Strategist Invesco US
Lauren Kiel
Director Bloomberg Sustainable Business SummitsSponsor
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