WM Nexus

Thank you to everyone who helped make the WM Nexus Autumn Investment Trends Forum a resounding success. We had a packed audience of interested and engage investors, an amazing line up of speakers covering current topics – Emerging Markets, Sustainability, Blue Economy, Private Markets, Equities and Philanthropy. Thank you to: Laura Uberoi, Esther Gilmore, Sean Farrell, Anu Chhabra-Coulter, Hendrik Van Deventer, Nuri Toker, Jaya Gupta, Saurabh Sharma, CFA, CAIA, Seavan Sternheim, Dr. Michael Ganske, CFA, Ian Clarke Chartered MCSI, Edward McDonald, Niall Husbands ACIB MCSI, Flora Hussey, Nicola Johnson #familyoffices #wealthmanagement #privateclient #investmenttrends #emergingmarkets #sustainability #blueeconomy #privatemarkets #equities #philanthropy

WM Nexus Autumn Investment Trends Forum – Fireside Chat with Generation Investment Management & Snowball: Investing for Financial Returns & Sustainability   To open our Autumn Investment Trends Forum, we welcome Esther Gilmore, Generation Investment Management and Sean Farrell, Snowball who will be discussing the nuances of investing for sustainability as well as financial returns.   Generation is a pure-play sustainable investment manager founded on the belief that integrating sustainability is a competitive advantage in investing for the long-term. Since its founding 20 years ago the firm has been a key voice in the industry, advocating for wider adoption of sustainable investment practices. Snowball is a dedicated impact investor targeting positive impact and attractive returns in every asset class. Sean draws on deep expertise gained from a traditional investment background to integrate impact alongside risk and return in investment decision making.   Between them, they will share insight into what has changed as well as what is interesting now, address investors’ concerns about the ability to generate returns with a sustainable lens and explore how investors can use their capital to create positive outcomes for people and the planet whilst compounding at compelling rates of financial return. Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #sustainableinvesting #impactinvesting #investmenttrends #esg  

WM Nexus Autumn Investment Trends Forum – Panel Discussion Exploring Regional Opportunities in Emerging Markets - India, CE Asia, Africa & Latam Emerging Markets generate both a lot of curiosity and a significant amount of trepidation – there is opportunity but there is risk. Isn’t there? Our expert panel - Johannes Feist - Mikro Kapital, Jaya Gupta - Addleshaw Goddard, Hendrik Van Deventer - Advance Global Capital Ltd and moderated by Nuri Toker, NEV Partners - will look at some key regions of the globe, covering: -         Recent trends opportunities – India, Central Asia, Turkey, Latam & Africa -         Real risks and perceived risks -         Macro inputs – elections, political instability, etc  Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #sustainableinvesting #emergingmarkets #investmenttrends #centralasiainvestment #indiainvestment #lataminvestment #africainvestment #turkeyinvestment

WM Nexus Autumn Investment Trends Forum - Break out Discussions: Implementing a Philanthropic Strategy & The Challenges & Opportunities of a Private Markets Offering for Private Clients In our two non-investment focused break out discussions, we are covering two topics that have re-occurred in our conversations with many of our network over this year – philanthropy & private markets. Panel Discussion - The Challenges & Opportunities of a Private Markets Offering for Private Clients – with Laura Uberoi - Addleshaw Goddard, Edward McDonald - Stonehage Fleming and Ian Clarke Chartered MCSI - Middleton Private Capital ·      What is the driver for moving into private markets ·      Regulatory & suitability challenges ·      Options for accessing private markets Panel Discussion - Implementing a Philanthropic Strategy – with Flora Hussey - New Quadrant - Private Office , Nicola Johnson - Stewardship & Niall Husbands ACIB MCSI - Altair Group ·      Identifying philanthropic goals for a family ·      Tax, regulatory and other implications of charitable structures/donations ·      Building a selection process ·      Monitoring and reporting on the success of a philanthropic strategy. The Autumn Investment Trends Forum is for an exclusive guest list of UHNWs, Family Offices, Wealth Managers & Family Office Advisors. For more information, please message us. #familyoffices #wealthmanagement #philanthropy #privatemarkets #DAFs #LTAFs 

“SMEs … can quickly convert working capital into jobs while supporting inclusive economic growth … WM Nexus Autumn Investment Trends Forum – Round Table Discussion Continuing the focus on small to medium sized businesses, but looking instead towards private markets, in our fourth Round Table Discussion, Hendrik Van Deventer, Co-CEO  of Advance Global Capital Ltd will tell us about “The Evolution of Social Finance, and SME Credit Solutions in Emerging Markets”. Advance Global Capital Ltd (AGC) believes that capital, when invested well, can be a force for good and works with investors who want measurable, positive impact that aligns with their values alongside good financial returns. Investing in small and medium businesses (SMEs) isn't just about money. It's also about bringing hope to underserved entrepreneurs. When these companies can access funding on fair terms, they have the confidence and ability to compete and thrive. AGC focuses on investing in SMEs because they can quickly convert working capital into jobs while supporting inclusive economic growth and creating more opportunities for women in communities around the world. Collectively, SMEs make up 99% of the business sector population and around 60% of business sector value-added. They remain challenging clients to reach as they generate smaller transactions and require different support than either micro or large businesses. This discussion will focus on: *The evolution of social finance in emerging markets, including investor expectations *Challenges in deploying SME credit solutions in emerging markets *Trends and opportunities in EM private credit Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #sustainableinvesting #privatedebt #emergingmarkets #smes #socialfinance #investmenttrends

“inefficiencies inherent in the US Small Cap market can offer attractive opportunities for active management” WM Nexus Autumn Investment Trends Forum – Round Table Discussion In our third Round Table Discussion, we will be speaking with client portfolio manager Seavan Sternheim, Lazard Asset Management, about “Tackling the US Small Cap Challenge”. For decades, Lazard have been managing investment portfolios and providing investment advice to institutional and individual investors around the world. Lazard Asset Management now operates from 24 cities across 18 countries with a global staff of approximately 900. More than 300 investment professionals manage £166.6 billion (as of 31.03.24) across a wide range of global, regional and country-specific strategies - both traditional and alternative - in listed equity and fixed income. In this discussion, client portfolio manager Seavan Sternheim will outline Lazard's US Small Cap Equity strategy, a unique automated approach that bridges the gap between traditional fundamental and quantitative methods. Seavan will explore the inefficiencies inherent in the US Small Cap market and explain why these inefficiencies offer attractive opportunities for active management. With a track record of performance, active US small-cap managers are well-positioned to capitalize on these opportunities compared to their large-cap counterparts who often face challenges in finding a sustainable edge in a highly efficient asset class. Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #usequities #smallcap #activemanagement #marketinefficiencies #investmenttrends

“…oceans are essential for life on earth and for future generations…” WM Nexus Autumn Investment Trends Forum – Round Table Discussion In another session focused on water and the Blue Economy, Dr. Michael Ganske, CFA, Portfolio Specialist - Fixed Income from T. Rowe Price will be telling us about “Investing in the ‘Blue Economy’ - real, measurable impact for the benefit of the world's oceans”. T. Rowe Price is a global independent investment management firm, managing over £1.2 trillion across a range of strategies in equity, fixed income, multi asset in order to provide investment solutions for clients. 70% of the earth is covered with water. Our oceans are home to millions of animal species. They also produce more than half of the world's oxygen, absorb around 30% of global CO2 emissions, are a major food producer and 80% of global trade passes through them. But global pollution is taking a heavy toll on the oceans. Join Dr. Michael Ganske, CFA to discuss ways of preserving this habitat which is essential for life on earth and for future generations through targeted investments. Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #oceans #bluebonds #sustainableinvesting #thematicinvesting #oceanhealth 

"Investing in Water and Waste - There is no economy without water, and no sustainable economy without waste management" WM Nexus Autumn Investment Trends Forum – Round Table Discussion We are looking forward to speaking with Saurabh Sharma, CFA, CAIA, Fund Manager at Regnan about “Tapping into Tomorrow – Thematic Investing and the Importance of Water and Waste Management” Regnan is the specialist sustainable and impact brand as part of J O Hambro Capital Management. Regnan focusses on delivering innovative sustainable and impact investment solutions, by drawing on over 25 years of experience at the frontier of responsible investment. Saurabh Sharma, CFA, CAIA, co-manager on the Regnan Water and Waste strategy will cover the following: *Thematic investing: the importance of purity, mapping a whole theme and the diversification benefits. *Investing in Water and Waste - There is no economy without water, and no sustainable economy without waste management *How investments in Water continues to be essential with water being used in nearly all forms of economic activity from food production to industrial and semiconductor manufacturing. *We will illustrate the different parts of the water value chain, and why the companies have the pricing power. *Waste – a theme 20-years behind water that historically has grown faster than global GDP. The opposite side of consumption that very few investors have any exposure to in portfolios. *How the unique combination of water and waste can offer differentiated risk adjusted returns without owning the widely held Tech sector. Date: Tuesday 24 September 2024 Time: 13:30-19:30 BST Location: Mayfair, London The Forum is open for an exclusive selection of UHNWs, Single and Multi Family Offices and Wealth Managers. Contact us for more information. #familyoffices #wealthmanagement #watermanagement #wastemanagement #sustainableinvesting #thematicinvesting

WM Nexus Autumn Investment Trends Forum We are pleased to announce the line up for our Autumn Investment Trends Forum on 24 September. We have fabulous speakers covering a variety of current topics: Fireside Chat - Investing for Financial Returns & Sustainability - with Generation Investment Management Panel Discussion - Exploring Regional Opportunities in Emerging Markets - India, CE Asia, Africa & Latam - with Mikro Kapital, Addleshaw Goddard & Advance Global Capital Ltd Tapping into Tomorrow – Thematic Investing and the Importance of Water and Waste Management - with Regnan The Evolution of Social Finance, and SME Credit Solutions in Emerging Markets  - with Advance Global Capital Ltd Tackling the US Small Cap Challenge - with Lazard Asset Management Investing in the “Blue Economy” - real, measurable impact for the benefit of the world's oceans - with T. Rowe Price Panel Discussion - The Challenges & Opportunities of Investing in Private Markets – with Addleshaw Goddard, Stonehage Fleming & Middleton Private Capital Panel Discussion - Implementing a Philanthropic Strategy – with New Quadrant International Ltd, Stewardship & Altair Group The Autumn Investment Trends Forum is for an exclusive guest list of UHNWs, Family Offices, Wealth Managers & Family Office Advisors. For more information, please message us.

We are delighted to be reunited with our old colleague and friend, Ed Hicks, who is embarking on a new journey with WM Nexus. We look forward to growing our community and doing wonderful things together