TECHNOLOGY INVESTMENTS
Web Conference | Wed, May 12, 2021 | 3:00pm CEST
Overview
The 20s of the new century could become a decade of technological quantum leaps. With 5G, virtual reality and the Internet of things will be ubiquitous and forever change the way we communicate. Autonomous driving, AI and electromobility will transform transportation. New energies will replace fossil fuels. Fueled not least by the Covid-19 pandemic, a flood of innovations from the biotechnology and medical technology sectors is up to come. How will these developments affect the economy and society? To which changes do investors already need to prepare for today? Where do interesting investment opportunities arise?
Participation exclusively for professional investors from Germany, Austria and Switzerland.
All presentations will be held in English.
Presentations from
Agenda
Wed, May 12, 2021
3:00pm CEST
Start and welcome
3:05pm - 3:35pm CEST
In search of non-zero-sum growth
Brinton Johns, Co-founder and investor, NZS Capital, LLC (strategic partners of Jupiter Asset Management)
To thrive in the 21st century, businesses and investors must rethink how they operate. Brinton Johns and the team at NZS Capital believe that companies creating more value for stakeholders than they retain for themselves will be long-term winners, promoting adaptability and innovation. They call this “non-zero-sumness”: it’s so core to their beliefs that they named their company after it.
3:35pm - 4:05pm CEST
Hydrogen, batteries and renewables in a net zero world
Dr. Aanand Venkatramanan, Head of ETF Investment Strategies, Legal & General Investment Management
As renewable capacities continue to increase, hydrogen and batteries will play a critical role in shaping the future of a connected green economy. But each of these themes have different supply and demand drivers, and needs to be looked at separately. How can investors potentially profit from these growth areas? Leveraging the combination of active research and systematic investment design from experts in the ETF space.
4:05pm - 4:35pm CEST
Investing in healthcare: a sector driven by relentless innovation & technology
Vinay Thapar, Portfolio Manager and Senior Research Analyst, Alliance Bernstein
Only technological innovation can help provide agile, robust, and affordable solutions to the way we discover diseases and treatment. More than a year after the outbreak of Covid-19, we see how the pandemic has accelerated existing innovation trends and has demonstrated the ability of healthcare companies to innovate at record-breaking speed. Vinay Thapar will discuss how to find companies that can address today’s needs and become tomorrow’s leaders.
4:35pm - 4:45pm CEST
End of event
Speakers
Brinton Johns
Brinton is an Investor at NZS Capital, LLC which he co-founded in 2019. He started in the investment industry at Janus Henderson Investors in 2000. He became a research analyst in 2006 and later leader of the global technology sector team and co-portfolio manager of the Janus Henderson Global Technology products until June 2017.
Dr. Aanand Venkatramanan
Aanand Venkatramanan is responsible for the ETF Investment strategies at LGIM. Previously, he was at ETF Securities where he was leading the firm’s quantitative investment strategies efforts. He worked at Goldman Sachs International and Barclays Capital as a Vice President within their structuring and index research groups respectively.
Vinay Thapar
Vinay Thapar is a Senior Vice President and Portfolio Manager for US Growth Equities and the International Healthcare Portfolio at Alliance Bernstein. He is also a Senior Research Analyst, responsible for covering global healthcare. Prior to joining the firm in 2011, he spent three years as a senior investment analyst covering global healthcare for two domestic investment funds at American Century Investments.
Moderator
Ed Bowsher
Ed Bowsher has worked as a financial journalist since 2000. His previous jobs include Deputy Editor of MoneyWeek and Editor of The Motley Fool UK. He has also written for Citywire, Financial Times, Breakingviews and several other publications.
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