Investment Management

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Robotics: Long-term Investing for Wealth Expansion
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Industrial robots have been in use for more than 50 years. Today, a convergence of technological advancements, with economic and demographic trends, is leading to the adoption of robotics far beyond automotive assembly to include a wide variety of industries. Many governments have made Robotic and Autonomous Systems (RAS) a strategic initiative for economic growth.

Accelerating growth, driving value
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With a significant number of private equity groups (PEGs) working to succeed in this market, it has become increasingly difficult to identify targets poised for significant growth based on financial analysis alone.

Debt Burdens: Identifying the Hot Spots
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Debt continues to grow. In U.S.-dollar terms the debt of states, corporates and private households has increased by roughly 50 percent since 2007. This rise has led to concerns about a renewed debt crisis. A closer look reveals that both the growth and composition of debt differs between regions. Also, countries vary in their ability to take on and service debt. Should these be areas of concern?

The SEC’s New Cybersecurity Exam Alert – What Advisors Need To Know
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The SEC has issued a new risk alert on cybersecurity that registered broker-dealers and investment advisors need to follow closely. The SEC’s Office of Compliance Inspections and Examinations pointed to six broad categories in the alert, which was released on September 15.

There’s no place like home, but opportunities abound abroad
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Looking back on a calendar year in which the S&P 500 outperformed the rest of the world by nearly 18% percent, many U.S. investors are perhaps wondering why they should venture outside of their home market. Add recent headlines from abroad, including talk of geopolitical instability, a Greek exit from the Eurozone, and a stock market bubble in China, and you start to see investors clicking the heels of their ruby red slippers, hoping for a return home to Kansas.

Short Selling
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Effective short selling enhances an investment portfolio’s risk-adjusted returns over time. All else equal, short positions lower market exposure when incorporated into a broader portfolio. Accordingly, the long/short approach generally reduces volatility and improves capital preservation over a full market cycle. The use of shorts in a portfolio typically gives long/short managers a competitive advantage over long-only investors, who are more dependent on rising markets to generate returns.

Closing Luncheon – Impact Investing, an Accelerator for Economic Return
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The movement of money into investments that create environmental and social change is gaining momentum, yet the perception that impact investing goes hand in hand with sub-market financial returns has hampered the wider adoption of this promising approach to investing in positive change.

Track 3 - INVESTING DIRECTLY - Direct Investing: Industry Sector Dynamics
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This series covers industry sector dynamics in three parts:Part 1: Working the Plan – City Capital Venture’s seasoned deal team, Dan Kipp and Allen Tibshrany will explore the critical steps necessary to ensure success in the first 18 months post-investment, including guidance on governance, transparency and reporting.

Workshop 2: Engaging in Solution-Building: The Impact Investing Game
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Change is never easy, especially with the challenge of mainstreaming impact investing. But when change is fun, it is easier for those faced with seemingly insurmountable challenges to begin to see opportunities. For the past three years in Davos, the World Economic Forum (WEF) has designed and implemented elaborate and highly competitive interactions with investors, social entrepreneurs and government officials.