April 18, 2019 Alert

Hi all,

Below are this week’s alerts for the Investment Network.  Enjoy!

This Issue’s Topics:

  • IAA Webinar: Life After LIBOR: Navigating Uncertain Waters
  • ACG Webinar: NCMM’s Q1 ‘19 Middle Market Indicator
  • FinTank Blockchain Meetup: Blockchain Technology – A Case Study of Application in Financial Services – Private Equity
  • Sustainable Investing Solutions – Chicago
  • CEO Investor Forum
  • FREE: ESG Data – How Socially Conscious Investing is Changing the Landscape for the Buy Side


IAA Webinar: Life After LIBOR: Navigating Uncertain Waters
Wednesday, April 24, 2019, 1:00-2:00 PM

Investment advisers and other financial entities are facing changes and uncertainties associated with the transition away from U.S. Dollar LIBOR. In this webinar, the IAA’s Paul Glenn will be joined by Treliant’s Graham Broyd, Vanguard’s Matthew Klein and the Loan Syndications and Trading Association’s Tess Virmani to discuss next steps for advisers to take in the face of changes and uncertainty in this critical interest rate benchmark. The panel will discuss assessment, planning, and implementation of alternatives.

For more information, click here.

ACG Webinar: NCMM’s Q1 ‘19 Middle Market Indicator
April 25, 2019, 12:00-1:00 PM

Representing nearly 200,000 American companies in every industry nationwide, the U.S. middle market is an engine driving economic growth. With annual revenues ranging from $10 million to $1 billion, middle-market firms collectively generate one-third of U.S. private sector. While the past year showed continued growth across industries and market segments, will that pattern continue into 2019?

Join ACG to hear Tom Stewart, executive director of the National Center for the Middle Market, discuss the recent release of the 2019 first quarter Middle Market Indicator. He’ll share what it shows and means for middle-market businesses, and those that work with them. The webinar will cover:

  • How are these firms currently performing in terms of revenue growth and job creation? Are they planning to hire? What is their future outlook? Challenges?
  • What is the economic outlook for the middle market?
  • Year-over-year middle-market trend data compared to small and large firms.

Participants will have the opportunity to ask questions during the webinar.

For more information, click here.

FinTank Blockchain Meetup: Blockchain Technology – A Case Study of Application in Financial Services – Private Equity
Thursday, April 25, 2019, 6:00-8:00 PM
IIT Downtown Campus, 565 W. Adams, Chicago, IL

Northern Trust leaders, Andrew Czupek and Arijit Das will examine the work by Northern Trust in their use of blockchain, including the first commercial deployment of blockchain technology for the private equity market.

Attendees will learn the approach used, why private equity was considered a priority use case candidate, the evolution of the solution and the challenges and expectations for blockchain in the future of Financial Services.

For more information, click here.

Sustainable Investing Solutions – Chicago
Tuesday, May 7, 2019, 9:30 AM-3:00 PM
The Standard Club, 320 S. Plymouth Ct., Chicago, IL

This is a Financial Advisor Only Event.

Sustainable Investing Solutions (SIS) events are regional gatherings of financial advisors, consultants, and other client facing financial professionals focused on learning more about sustainable investing solutions. Whether you call it Socially Responsible Investing (SRI), Environmental Social and Corporate Governance (ESG), Impact, Responsible, Sustainable or simply Values-based investing, these events should help you stay up on current trends, learn more from industry experts and collaborate and network with peers.

For more information, click here.

CEO Investor Forum
Wednesday, May 8, 2019, 8:00 AM-1:30 PM
The Union League Club of Chicago, 65 W. Jackson Blvd., Chicago, IL

This event will provide unique insights into the utilities sector with Long-Term Plan presentations from the CEOs of American Electric Power (AEP) and Public Service Enterprise Group (PSEG). In addition, Bill McNabb, former Chairman & CEO, Vanguard and co-chair, CECP’s Strategic Investor Initiative will join Donna F. Zarcone, President & CEO, The Economic Club of Chicago, in conversation on sustainable value creation. We are also pleased to welcome Ilene S. Gordon, retired Chairman, President and CEO of Ingredion, who was named among the 20 most powerful women in Chicago business and Jon Hale, Global Head, Sustainable Investing at Morningstar Inc. to the event.

The Forums are also an important networking event where investors and ESG professionals can ask questions of, and engage with, prominent business leaders. To date, nearly 30 CEOs have presented their company’s long-term plans, which are groundbreaking presentations between a CEO and leading institutional investors, focused on growth, strategy, and risk. Together these companies which represent over $2 trillion in market capitalization have presented to audiences of institutional investors that represent over $25 trillion in assets under management.

For more information, click here.

FREE: ESG Data – How Socially Conscious Investing is Changing the Landscape for the Buy Side
Thursday, May 9, 2019, 4:30 PM
Morton’s Steakhouse, 65 E. Wacker Place, Chicago IL 

As ESG (Environmental, Social, Governance) investment grows in significance for both retail and institutional investors, some portfolio managers are evaluating ways to incorporate ethical considerations and ESG factors into their investment selection process along with traditional investment research. Join the Security Traders Association of Chicago for this complimentary panel discussion on how the buy side is assessing risks and opportunities posed by companies’ performance in critical areas such as climate change, supply chain labor standards, and diversity and inclusion. Q&A session follows. 

Topics include:

  • The impact of ESG integration on portfolio characteristics
  • How ESG factors affect risk and return
  • How ESG is integrated into the investment selection process

For more information, click here.

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