Model Portfolio
Webinar Mini-Series



Topics:
  • Why there is still scope for innovation in passive products
  • Using passive fixed income ETFs to make precise asset allocations
  • How to use ETFs to access alternative sources of return
Allan Lane, PhD | Founding Partner, Algo-Chain
Michael John 'MJ' Lytle │ Chief Executive Officer, Tabula Investment Management
Jason Smith │ │ Chief Investment Officer, Tabula Investment Management


Topics:
  • The role that Active funds play in the UK's Model Portfolio Landscape and how this market is evolving
  • The types of active products that are selected by DFMs and Financial Advisors and what are the key steps of the due diligence process that goes on behind the scenes
  • James Churchman │ Head of Sales, Linear Investments
Allan Lane, PhD | Founding Partner, Algo-Chain
Callan Boyle│ Vice President of Fund Investments, Linear Investments
James Churchman │ Head of Sales, Linear Investments


Topics:
  • How the impact of innovation and technology has reshaped the classification schemes driving sector investing
  • Why Exponential Technologies might land in your investment portfolio sooner than you think
  • What are the trends in Thematic Investing that are garnering the most interest from the end investor base
Allan Lane, PhD | Founding Partner, Algo-Chain
Rupert Haddon│ Head of Sales, First Trust
Gregg Guerin │ Senior Product Specialist, First Trust


Topics:
  • What part do Model Portfolios play in the UK's Financial Advisor eco system?
  • What are the issues one needs to address if you want to successfully use ETFs on Advisor platforms?
  • How to select ETFs for tactical asset allocations based on the latest Macro-Economic data?
Allan Lane, PhD | Founding Partner, Algo-Chain
Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments


Topics:
  • How the various categories of ETFs performed in 2019 and what 2020 might have in store
  • Why themed investing will remain a hot favorite in the year ahead
  • Things to consider when designing a Model Portfolio using themed ETFs
Allan Lane, PhD | Founding Partner, Algo-Chain
David Patterson│ Director, hanetf
Kevin Carter │ Founding Partner, EMQQ the Emerging Markets Internet & E-Commerce ETF


Topics:
  • What is meant by Social Investing Platforms and Copy Trading?
  • How the world of FinTech is re-shaping the WealthTech space
  • Why Model Portfolios are playing a key role in both of these movements
Allan Lane, PhD | Founding Partner, Algo-Chain
Sam Rudnick │ AUM Growth Manager, eToro
Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments


Topics:
  • Why ETF issuers remain very optimistic about the opportunity that Fixed Income investing brings to the table
  • The top 3 myths about Fixed Income ETFs that are simply not true
  • A diversified approach using Fixed Income products, ranging from China Bonds and smart beta fixed income ETFs
Allan Lane, PhD | Founding Partner, Algo-Chain
Jürgen Blumberg │ Head of ETF Capital Markets EMEA – Goldman Sachs Asset Management
Jonathon Orr | Fixed Income Portfolio Manager at Goldman Sachs Asset Management


Topics:
  • How you can find your way through the various ESG screening methodologies
  • The history of ESG in the Passive Investment space, the products on offer and who the main providers are
  • The Top 3 Tips to consider when constructing an ESG centric Model Portfolio
Allan Lane, PhD | Founding Partner, Algo-Chain
Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments


Topics:
  • What are the key differences between an institutional & retail investor?
  • In the US the race to zero on brokerage fees continues apace, where will Europe be in 2020?
  • What a perfect Model Portfolio looks like for each of the different segments
Allan Lane, PhD | Founding Partner, Algo-Chain
James Shanks │ Head of ETF Strategy, Tavira Securities
Stuart Fieldhouse | Director, The Armchair Trader


Topics:
  • The next generation of ETFs which provides access to investment strategies that were once the preserve of the HNW investor
  • Understand what is meant by a Digital Distribution Network and why this matters for fund providers
  • What are the key points to consider when looking to construct Model Portfolios using Beta, Smart Beta and Alternative ETFs
Allan Lane, PhD | Founding Partner, Algo-Chain
Claire Peck, CFA │ Client Portfolio Manager – Emerging Markets Equities, JP Morgan Asset Management
John Adu, | Co-Head of ETF Distribution, JP Morgan Asset Management


Topics:
  • Why have model portfolios proved to be so popular?
  • What type of products are Financial Advisors and Discretionary Fund Managers typically including when they build these portfolios?
  • How do you actually go about building a model portfolio, what are the practical considerations when selecting funds?
Allan Lane, PhD | Founding Partner, Algo-Chain
Joshua Woodruff, CFA │ Senior Manager, Portfolio Consulting, Vanguard Asset Management
Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments