Agenda

AGENDA:

09:45 - 09:50

Welcome Address by Investment Week


Virtual Boardroom 1 Virtual Boardroom 2 Virtual Boardroom 3
09:55 - 10:30

Natixis
Sam Richmond-Brown

GAM
Mark Hawtin

WisdomTree
Christopher Gannatti

10:35 - 11:10

WisdomTree
Christopher Gannatti

Natixis
Sam Richmond-Brown

GAM
Mark Hawtin

11:15 - 11:50

GAM
Mark Hawtin

WisdomTree
Christopher Gannatti

Natixis
Sam Richmond-Brown


SESSIONS:


WisdomTree - Christopher Gannatti, Head of Research, Europe
Fund: WisdomTree BioRevolution UCITS ETF (WDNA)


Entering the BioRevolution
2022 begins with a plethora of developments across many different megatrends, and advancements in cloud computing, machine learning and other data-related processes have allowed for genetic sequencing and analysis to occur at rates and efficiencies that have never been seen before. Healthcare is expected to shift from being ‘responsive’ to being much more precise and even predictive. This segment will discuss WisdomTree’s approach to gaining exposure to human health, agriculture, DNA storage, and biofuel energy to take advantage of the BioRevolution megatrend.




GAM Investments - Mark Hawtin, Investment Director
Fund: GAM Star Disruptive Growth Fund


GAM Disruptive Growth: Digital 4.0 and the Metaverse
The divide between winners and losers in an ever more digital world increases scope for alpha generation as the fourth major digital wave brings the internet of everything to sectors less disrupted to date. Significant advances in A.I. will drive investment in innovation by existing category leaders, enabling them to take additional market share and to develop new revenue streams. We anticipate earnings growth that exceeds market expectations and outsize opportunities for managers able to identify future disruptive winners.




Natixis Investment Managers - Sam Richmond-Brown, Client Portfolio Manager
Fund: Thematic Meta


Why Thematic investments in a post-pandemic world make increasing sense for global equity investors.

The current environment has reordered many of our priorities and sensitivities in life, from an increased awareness of personal safety issues, and the use of dematerialised services to allow us to work from home, through to AI in drug development and diagnostics and a greater focus on our physical and mental health and the health of the environment. With the changes we have all witnessed, can long term investors afford not to be exposed to where the world is now going?