stephanie flanders 1100 is long term investing real - boom berg senior economis
mervyn daies chair of letter 1 ( 5-10 year thanking)
vs hedge funds ow larhe proprtion of listed corporation- missing instutional u=inteest
private comoany exponetial growth
nureaucracy in listed corporations stifling change
"challenge of listed companies"
book go long
economist bennett instuture at cambridge
dame xxx founder snoop 2017-18 virgin money women in finace champion
eur seed fund wise resolute incubated
So where does that leave long term investing? While research may show it is ultimately more profitable, is it justifiable when short term returns are so readily available? Leaders from finance, business and academia will discuss in this dynamic roundtable discussion.
- Dr. Matthew Agarwala, Economist, Bennett Institute for Public Policy, Cambridge
- Lord Davies of Abersoch CBE, Non-Executive Chairman, LetterOne
- vanguard, blackrock? as managing index fund defintion log term- -monitor hundreds of companies
- Brian Dumaine, Business journalist, contributor to Fortune Magazine, co-author of ‘Go Long - Why Long-Term Thinking Is Your Best Short-Term Strategy’
- Dame Jayne-Anne Gadhia, Founder and Executive Chair, Snoop previously virgin money
- Joana Rocha Scaff, Head of European Private Equity, Neuberger Berman
- Reshma Sohoni, Co-founder, Seedcamp (write 100k-500 cheques) to big invrstor 100 mn$ check - allies over 10-15 years of financing company firstv 10 years
Moderator:
- Stephanie Flanders, Senior Executive Editor for Economics, Bloomberg
see also economistbank.com
ESG Environmental Social Governance
currently esg diligence is about not being the worst and not making a leading promise and then making an opposite investment - given investments like building coal-fired electricity generation commit to at least 20 years future - this is now a no-no for any corporation claming environmental leadership- at the same time some poorest countries are constrained by lack of energy so their transition challenge is morally different than richest countries
each of ESG is conflicted between short-term and long-ter,
when it comes to environment condier 5000 biggest corporatiosn pathways to zero carbon - which are leaders in tehir sectors- clearly if your assets are currently all carbon you need respect of a diferent sort than if yoi are free from direct ownership of carbon assets - cop26 glasgow www.ecop26.com may make some of thsi crearer at interesection between gov and corporations - which nations govs are trues in leading green
s- social yhis is more about what is relationship between places where people are in conflict and indystery sectors
goverance involves several question- how transparent a multi-win stakeholder model is actually audited; what time oerions are biggest incentives built round - is the organsiation one with an unique to the world purspoe taht comes before short term gains- who is leader responsible for this long trem continuity= what is teh brand chartering culture and overall purpose -prbaly schwab at world economic forum has led questioning of stakehlder models and how this intearcts with 2020s tech tipping points including huamnistng ai and remediating exchnages - eg blockchain , crypto ... platforms
some acronyms
what is qqq - see eg bloomberg 10/6/21 invesco 9.55
kew song lee - collab data on esg - calpers/carlyle -ending data silos as well as real time ai? new mindset of esg in investment including diversity of analysts -include metrics employee engagement 1001 Pennsylvania Avenue NW, Washington, DC 20004 -platform pivot fast rreal-estate/nfrstrucrure- hybrid process-tech chnge borg incumbents ad new parforms-- cios now under alocated - question is hw to invest longterm committed
uk change london market - hill report 9.15 schroders
ariel investment - platforms of lazrads. kkt - sports teams - celbrities - new agenting globally - mdison garden sports nicks rangers
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