Global Conference 2015
Trillion-Dollar Megatrends: Cross-Asset Class Strategies for a Changing World ... And Your Portfolio (By invitation only)
Monday, April 27, 2015 / 3:45 pm - 4:45 pm
Just three decades ago, Shenzhen was a modest fishing village of 30,000 people on the south coast of China. Today, it is a booming metropolis of 10 million inhabitants, boasting modern skyscrapers, packed shopping malls and a state-of-the-art transportation system. The megatrends illustrated by Shenzhen's growth, including urbanization, demographics, and climate change, have the potential to create long-term opportunities and risks for investors. This private session will discuss both the practical challenges and the benefits of taking a thematic lens to investment portfolios across asset classes and share what some investors are doing today. Questions to be addressed include: What strategies are sustainable and how quickly do they play out? How do you translate a broad theme into an individual investment? How do institutional investors consider cross-asset class portfolios in asset allocation?