Insightful Webcasts

Director of Investments Jeff Germain, CFA, and Director, Private Client Sales Matt Johnson discuss high level thoughts on the market along with recent highlights specific to the Brandes International Equity strategy.

Executive Director of UC San Diego’s Brandes Center, Bob Schmidt and Director, Private Client Sales, Matt Johnson discuss stock market volatility, uncertainty and how to manage client emotions during periods of stress. 

Director of Investments Brian Matthews, CFA provides our outlook on value investing in this Citywire Due Diligence Report.

Disclosures

Brandes Director of Investments Brent Fredberg and Director, Private Client Sales, Matt Johnson discuss the non-linearity of value runs, inflation and interest rates, and misconceptions about value stocks and recessions.

During this 3-session course, members of Brandes Investment Partners and UC San Diego’s Brandes Center walk you through essentials from Graham’s iconic book “The Intelligent Investor.”

Join us for these three 1-hour modules for an in-depth examination of the value investing philosophy and its practical application. 

Investments & Wealth Institute® accepts Sessions 1, 2 and 3 each for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process, stay for the entire webcast, and successfully complete the quiz, Brandes will report your attendance to this organization. The CFP Board® accepts Sessions 1, 2 and 3 each for 1 hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process, stay for the entire webcast, and successfully complete the quiz, Brandes will report your attendance to this organization.

Managing Director, Investments Group, Ken Little, CFA recently participated in AssetTV’s Masterclass: Value’s Resurgence. Watch the discussion on the macroeconomic environment, value’s outperformance compared to growth, and potential opportunities.

FOR PROFESSIONAL INVESTORS ONLY

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A discussion on China’s journey through decades of relentless transformation. Topics include: China’s rise on the world’s economic and geopolitical stage; China’s economic outlook and challenges; China within the emerging markets equity asset class.

FOR PROFESSIONAL INVESTORS ONLY

Investments & Wealth Institute® accepts China: Then and Now for one hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certification. The CFP Board® accepts China: Then and Now for one hour of CE credit towards the CFP® certification. If you provided the required information during the webinar registration process, stay for the entire session, and successfully complete the 10-question quiz on the viewer console, Brandes will report your attendance.

As Boomers enter traditional retirement years, they may wonder whether their retirement money will last for the rest of their lifetimes. In this webcast, we’ll draw on research from diverse Brandes Institute projects and present a comprehensive, objective look at various asset allocation plans. We'll also discuss potential missteps Boomers may make, as well as practical suggestions and tips on how to avoid these potential mistakes.

Investments & Wealth Institute® has accepted Getting New Clients in the Pandemic World: The Key Solutions for 2021 and Beyond for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event, please self-report your attendance to IWI. The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session, Brandes will report your attendance to these organizations.

By one definition, a “quality shareholder” analyzes company fundamentals, holds substantial stakes in a few for the long-term, and engages with management on specific challenges. Today, such shareholders appear to be the minority. Our panelists will explore the implications of this dynamic and related topics such as governance and performance potential.

FOR PROFESSIONAL INVESTORS ONLY

What are the greatest current challenges facing the United States and China? How may the relationship evolve with respect to economics and policy—and what are the potential consequences for global citizens and investors?

FOR PROFESSIONAL INVESTORS ONLY

Amid short-term pressures, how could investors and organisations draw on structural and cultural elements to enhance decision-making and retain focus on long-horizon goals? The panelists review aspects of investment beliefs, governance, aligned interests and people and provide practical examples for implementation.

FOR PROFESSIONAL INVESTORS ONLY

Terms such as big data, artificial intelligence and machine learning are revolutionising aspects of the investment landscape. What innovations are affecting asset owners, asset managers and investors? What are the latest developments and what may the future hold?

FOR PROFESSIONAL INVESTORS ONLY

Among the original value investors, Benjamin Graham wrote that the application of investment principles “…must be adapted to significant changes in the financial mechanisms and climate.” What changes are affecting value investing, how can we best apply its principles today and how has the approach evolved?

FOR PROFESSIONAL INVESTORS ONLY

Institutional asset owners face daunting challenges today: meeting return targets, greater complexity and costs, changing asset allocation strategies and shifting demographics among constituents. Our panel of experts shares insights on these issues and others, as well as practical approaches for addressing them.

FOR PROFESSIONAL INVESTORS ONLY

In an exclusive one-on-one conversation, Giulia Chierchia, Executive Vice President, Strategy and Sustainability at bp, and Chris Duncan, CFA, Director, Investments Group at Brandes Investment Partners, L.P., discuss bp’s role in the energy transition.

FOR PROFESSIONAL INVESTORS ONLY

What is the latest scientific analysis on the coronavirus revealing? What are emerging options for testing and treatment? What may the future hold with regard to policy changes and economic impacts? Our panel of experts addresses these questions and others.

FOR PROFESSIONAL INVESTORS ONLY

For nearly 30 years, Dr. Terrance Odean has been investigating aspects of Behavioural finance, stemming from his interests in decision-making, money and psychology. His research was initially spurred by personal advice from Nobel Prize-winner Dr. Daniel Kahneman. Over the years, Dr. Odean has delved into risk aversion, overconfidence, investor attention and media coverage and, of course, his groundbreaking work on the disposition effect has been published in the Journal of Finance. Dr. Odean talks about his recent work and its practical application.

FOR PROFESSIONAL INVESTORS ONLY

Get beyond the headlines to learn about emerging markets performance drivers and the potential catalysts for value stock performance. Discover the value opportunities Brandes has found amid heightened market volatility. With insights shared by Matt Johnson, Louis Lau, CFA, and Gerardo Zamorano, CFA, understand the potential catalysts that could help spur a recovery.

Startled by your recent account statement? Finding it challenging to stay focused and fully invested when markets are anxious? Get tools and techniques to help manage your way through any economic crisis and pursue your investment goals over the long term. Join Matt Johnson and Bob Schmidt for an insightful chat featuring practical ideas from behavioral finance to apply to your investments.