Welcome to Citywire RIA’s Northeast Roadshow! In a time when we can’t travel, we are excited to bring together RIAs from across the region to engage with each other, world-class asset managers, and compelling guest speakers all from the comfort of your screen.
We’ll kick-off the day hearing from Rory Sutherland, co-founder of Ogilvy Change, a behavioral science practice looking for “unseen opportunities” in consumer behavior. Sutherland and his team study how small changes can affect human behavior. You’ll be fascinated to learn how focusing on the unexpected can be a far more effective and inexpensive way to influence decisions, which is essential to building your business.
Our fund manager workshops will give you direct access to portfolio managers who are eager to share their expertise and field your questions. Each PM will be covering a different asset class in each session: Fixed Income, Semi-Transparent ETFs, Hedged Equities, and International
Small Caps.
After breaking for lunch, don’t forget to tune back in for a panel discussion led by Citywire RIA’s Editor, Alex Rosenberg. He’ll be joined by top industry leaders and experts to discuss the opportunities, pitfalls, and economic trends to consider in the Northeast Region.
We’d be thrilled to have you join our exciting new initiative, as we take a virtual geographic tour with the RIA community! We hope to see you there!
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mangers q&A
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Hayley hanafee
Head of Audience Development US
Hayley hanafee
Head of Audience Development US
Northeast RIA Roadshow
Virtual Event
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Speakers
Agenda
Rory Sutherland is the Vice Chairman of Ogilvy, an attractively vague job title which has allowed him to co-found a behavioral science practice within the agency.
Sutherland works with a consulting practice of psychology graduates who look for ‘unseen opportunities’ in consumer behaviour – these are the often small contextual changes which can have enormous effects on the decisions people make – for instance tripling the sales rate of a call centre by adding just a few sentences to the script. Put another way, lots of agencies will talk about “bought, owned and earned” media: we also look for “invented media” and “discovered media”: seeking out those unexpected (and inexpensive) contextual tweaks that transform the way that people think and act.
It is a hugely valuable activity – but, alas, not particularly lucrative. This is because clients generally do not have budgets for solving problems they did not know they had.
Before founding Ogilvy Change, Rory Sutherland was a copywriter and creative director at Ogilvy for over 20 years, having joined as a graduate trainee in 1988. He has variously been President of the IPA, Chair of the Judges for the Direct Jury at Cannes, and has spoken at TED Global. He writes regular columns for the Spectator, Market Leader and Impact, and also occasional pieces for Wired. He is the author of two books: The Wiki Man and the best-selling Alchemy, The surprising Power of Ideas which don’t make Sense.
Rory Sutherland
Rory Sutherland is the Vice Chairman of Ogilvy, an attractively vague job title which has allowed him to co-found a behavioral science practice within the agency.
Sutherland works with a consulting practice of psychology graduates who look for ‘unseen opportunities’ in consumer behaviour – these are the often small contextual changes which can have enormous effects on the decisions people make – for instance tripling the sales rate of a call centre by adding just a few sentences to the script. Put another way, lots of agencies will talk about “bought, owned and earned” media: we also look for “invented media” and “discovered media”: seeking out those unexpected (and inexpensive) contextual tweaks that transform the way that people think and act.
It is a hugely valuable activity – but, alas, not particularly lucrative. This is because clients generally do not have budgets for solving problems they did not know they had.
Before founding Ogilvy Change, Rory Sutherland was a copywriter and creative director at Ogilvy for over 20 years, having joined as a graduate trainee in 1988. He has variously been President of the IPA, Chair of the Judges for the Direct Jury at Cannes, and has spoken at TED Global. He writes regular columns for the Spectator, Market Leader and Impact, and also occasional pieces for Wired. He is the author of two books: The Wiki Man and the best-selling Alchemy, The surprising Power of Ideas which don’t make Sense.
Rory Sutherland
Agenda
February 4
All timings in EST
11:30 - 12:20
Fund Manager Workshop 2 - Semi-Transparent Active ETFs
American Century
12:30 - 13:20
13:20 - 14:10
Fund Manager Workshop 3 - Emerging Markets
Calamos
Break
14:10 - 15:00
15:10 - 16:00
Panel session - Opportunities and Trends in the Northeast
Fund Manager Workshop 4 - International Small Cap
Harding Loevner
10:30 - 11:20
Fund Manager Workshop 1 - Fixed Income
Thornburg
Closing remarks
16:00 - 16:10
Fund Manager Workshop 4
International Small Cap
Harding Loevner
15:10
16:00
Main platform – keynote session
Rory Sutherland
09:30 - 10:20
Main platform – keynote session:
Rory Sutherland
09:30 - 10:20
Investment Specialist
Charles Brooks
Workshops
Future returns will likely come with increased volatility, but we continue to think that the equity markets offer a more attractive risk/reward profile than most other asset classes. Focusing on stocks that have shown consistency of earnings through good and challenging periods is a prudent path to generating long-term returns. Jim Tierney, Portfolio Manager of AB’s Concentrated US Equity portfolio, will explain how fundamental analysis and a high conviction approach is essential in selecting companies that can deliver persistent growth through challenging times. In addition, we will address our “Back to the Future” theory for the US, show the risks with extreme index concentration and discuss some less obvious COVID-19 winners.
US Equities: Capturing the Growth Opportunity in Uncertain Times
Managers
Q&A
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