Investment Ideas for a World in Crisis
Investors faced a tough 2022, hit by rising interest rates, high inflation, geopolitical tensions and volatile markets – will 2023 bring more of the same? Or will markets finally calm? Which themes, asset classes and investment strategies will help investors best navigate the year ahead?
To find out, book your place for the ETF event of the year, hosted by CISI and HANetf, the 18th anniversary of this annual conference.
The conference will deliver an abundance of thought leadership for the growing ETF market, with speakers including professional fund managers, independent analysts and journalists.
This year we will cover:
January 20th, 2023 | 8am GMT | 30 Finsbury Square, London EC2A 1AG |
Agenda
Time | Topic | Speakers |
8.00 – 8.30 | Coffee and pastries | |
8.30 – 8.35 |
Opening remarks |
George Littlejohn | Chartered Institute for Securities and Investments (CISI) |
8.35 – 8.45 |
Introduction to Thematic Investing |
David Stevenson | Financial Times |
8.45 – 9.15 |
Journalist Panel |
Jamie Gordon | ETF Stream |
Outlook for the Year: Which Themes or Asset Classes? |
||
9.15-9.20 |
Digital Infrastructure: The Connectivity Theme |
Chris Versace, Mark Abssy | Tematica Research |
9.20 – 9.45 |
Panel Discussion |
Daniel Ruell, Steve Jones, Inga Doak | The Royal Mint |
Gold: A Green Safe-Haven Asset? |
||
Chair: Tom Bailey |
||
9.45 – 9.55 |
The Energy Crisis: Why Nuclear Energy is Back |
John Ciampaglia | Sprott |
9.55 - 10.05 |
Beyond Tesla: A Different Approach to Electric Vehicles |
Konrad Sippel | Solactive |
10.05-10.10 |
Energy Infrastructure: An Inflation Hedge |
Stacey Morris | VettaFi |
10.15 – 10.30 |
Coffee break |
|
10.30-10.35 |
Medical Cannabis: Drivers in 2023 |
Greg Taylor, Nawan Butt | Purpose Investments |
10.35 – 10.55 |
Investing in Carbon Allowances: What, Why and How? |
Billal Ismail | Spark Change |
10.55-11.00 |
Global Airlines: Outlook for 2023 |
Frank Holmes | US Global Investors |
11.00 – 11.15 |
Using ETCs and ETFs to Invest in Crypto |
Tim Bevan | Founder & Co-CEO ETC Group |
11.15 – 11.45 |
Panel Discussion |
Kevin Carter | EMQQ |
Tech: A Luxury of Easier Times? |
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11.45 – 12.00 |
The Future of Finance: Investing in Digitization |
David LaVelle | Grayscale |
12.00-12.30 |
Panel Discussion |
Billal Ismail | Spark Change |
Sustainable Solutions: Clean Energy, Carbon Allowances and Carbon Offsets |