Automation is not a new phenomenon, and fears about its disruption of the workplace and effects on employment date back centuries. But rapid recent advances in automation technologies, including artificial intelligence, autonomous systems, and robotics are now raising these fears anew. We will discuss some of the questions most often raised in the public debate: Will there be enough work in the future to maintain full employment, and if so what will that work be? Which occupations will thrive, and which ones will wither?
Investment Management
Resource Search
The Next Wave of Innovation
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The next generation of venture capitalists come from more diverse backgrounds, and are known for investing early in founders making waves and disrupting industries. In this session, you’ll meet some of the most sought after VCs in early stage investing and the founders they have funded. We will highlight investors and entrepreneurs in artificial intelligence, health science and other areas.Panelists:Sara Deshpande, Partner, Maven VenturesTammy Sun, CEO, CARROT
The panel will explore the latest thoughts on the use of less correlated investments in portfolio construction. As correlations are notoriously unstable, what strategies may be able to provide less correlation to U.S. equity markets, without giving up too much upside in a long-lasting U.S. equity rally?Panelists:Incorporating Options: Robert Gordon, President, Twenty-First Securities Corporation
The increasingly unforgiving nature of public equity markets, coupled with the continued evolution and growth of private investment markets, is making it easier for more companies to stay private. As a result, investors seeking to capture the full range of investment opportunities across the U.S. economy have little choice but to increasingly pursue private investments. This session delves further into this trend and discusses how investors with the ability to accept illiquidity may reap the benefits for their portfolios.
Breakout 3: Tax Reform's Impact for Investors
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The recently passed tax reform legislation will impact your investments, your legal entities, and your cash flow. This session will discuss what family offices can do to preserve deductions, explore the changes in how investment losses will be characterized, and explore other ramifications of the significant new tax legislation.
Breakout 4: Opportunities in Disruptive Technologies: Cybersecurity, Robotics, and the Internet of Things
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Investing is often focused on the shorter term. Only a few investors, with long-term capital, longterm incentives, and a long-term perspective can participate in long-term Thematic Investing: investing that is driven by the power of technological, demographic, and social/political change. We will explore some of the metrics that are driving Cybersecurity, Robotics, and the Internet of Things as long-term investment themes.
Download the full digital binder for this event.
2018 Annual Outlook: Peak Central Bank
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In 2017, investors experienced the best of all possible worlds—uncommon synchronized global growth, strong acceleration in corporate earnings and continuing unprecedented monetary support—that fueled capital market appreciation across the globe. However, investors face a looming milestone in 2018, as they approach Peak Central Bank. The U.S. is well into its monetary normalization phase and other countries will begin to follow. Will the impact of shrinking central bank balance sheets remove the support investors have enjoyed for nearly a decade?
From news out of Washington, to improving global growth and strong corporate profits, a number of factors could shape the markets in 2018, including the impact of the recent Tax Reform Bill may have on your portfolio. Christopher Hyzy, Chief Investment Officer for Bank of America Global Wealth & Investment Management, provides important insights into opportunities and risks in the coming year—and what it could all mean for you.
Food, Forests, Fuel, and Real Estate
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When looking beyond the short-term demand factors, there are several long-term secular themes that are positive for specialty assets. Most notably among them, growing populations, increasing spending power of the emerging market middle class, and rising urbanization.