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PORTFOLIO MANAGER WEBINARS

"MEET THE MANAGER" SERIES


As global investment advisors, we work with a variety of managers in our portfolio construction process. Therefore, we are excited to produce our "Meet the Manager" webinar series, with the goal of introducing you to the various portfolio managers and funds we partner with.

The recent Russian military aggression in Ukraine has stunned and unified the free world. It has already impacted the world economy and will continue to do so in coming months.
 
One of the major consequences has been extreme market volatility, which has concerned investors worldwide. Therefore, the team at Intercontinental Wealth Advisors partnered with Dimensional Fund Advisors to present an educational webinar on Market Volatility: War in Ukraine, which was held on Thursday, March 17th.

Watch Replay

When: Thursday, March 17, 2022 at 11pm CT
Who: Dimensional Fund Advisors and IWA
What: Webinar on Market Volatility: War in Ukraine


The most recent webinar in our "Meet the Manager" series took place on Wednesday, Sept. 29, 2021, featuring the experts from Alpine Macro discussing the Post-Emergency Covid Global Investment Order

WATCH RECORDING

When: Wednesday, Sept. 29, 2021 at 2:30pm CT
Who: Alpine Macro and IWA
What: Webinar on Post-Emergency Covid Global Investment Order


What are the most important things to consider for global investors in this difficult economic environment? What should we expect from global equities, interest rates, and currencies in the months ahead?

The world economic environment is finally evolving past the reactionary emergency framework adopted against the pandemic. Although the evolution of new SARS-CoV-2 variants is still the single most critical determinant of global economic development in the medium term, many nations are starting to think about the economic order post the pandemic and shaping their policies accordingly. The task however is not easy considering the distribution of future economic scenarios is large and it is difficult to predict how economic agents will react as fiscal and monetary emergency support waves off even when the pandemic is still alive. Although structural inflation is still a popular risk and often the main argument used to justify the deceleration of fiscal and monetary support, the fear of deflation and low real economic growth has gradually started to gain prominence across technocrat discourse. A few factors are clear: fiscal stimuli is decreasing substantially across the globe, real rates continue to be very depressed in developed nations, and valuations across risk assets are high relative to history.

Watch this recording of our discussion with Harvinder Kalirai, Chief Fixed Income and Currency Strategist at Alpine Macro, about the macro dynamics in Phase II of the global economy post the SARS-CoV-2 shock.

Watch previous webinars in the series at the links below:

Harding Loevner on International Equity - February 24, 2021

BAILLIE GIFFORD ON U.S. GROWTH INVESTING - MARCH 17, 2021

ALPINE MACRO ON Post-Emergency Covid Global Investment Order - SEPTEMBER 29, 2021

The first webinar in the series took place on Wednesday, February 24, 2021 and introduced the experts at Harding Loevner, discussing International Equity and high-quality, growing companies outside the US. Harding Loevner is a company that has dedicated their resources to identify companies outside of the United States with strong governance, solid balance sheets, superior growth prospects, and competitive moats. Watch the replay of this webinar here.

The second webinar in the series took place on Wednesday, March 17, 2021 and introduced the experts at Baillie Gifford, discussing U.S. Growth Investing, including the few companies that stand out and are pursuing innovation, disruption, and leadership. Baillie Gifford is a recognized brand in global growth and innovation investing that has crafted a very unique process and research framework over the past 100+ years. Watch the replay of this webinar here.

The third webinar in the series took place on Tuesday, April 13, 2021  and introduced the experts at Western Asset, discussing investing in municipal bond funds, the bond market, the current macro environment of municipalities, and Western Asset’s Investment Grade Municipal strategies. Western Asset is one of the top global fixed income Asset Managers.

The fourth webinar in the series took place on Wednesday, May 19, 2021 and introduced the experts at MSD Partners, discussing the current environment of private credit and the interesting opportunities in this unusual environment. MSD Partners are a SEC registered investment adviser that was formed from Michael Dell, his family, and affiliated Foundation assets.

The fifth webinar in the series took place on Wednesday, September 29, 2021 and introduced the experts at Alpine Macro, discussing the Post-Emergency Covid Global Investment Order, including the most important things to consider for global investors in this difficult economic environment and what we should expect from global equities, interest rates, and currencies in the months ahead. Alpine Macro is a leading independent global investment research and strategy firm. Watch the replay of this webinar here.

Stay tuned for other upcoming webinars!

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