30 Mar 2021

Postponed until further notice

Deep Dive into the Impact of Commodities Markets and ESG on Inflation

Date: To be announced

Time: To be announced

Duration: 60 minutes

In connection with the launch of the IPM Systematic Commodities Program at the beginning of April, as well as the resurgence of interest for commodities, expectations on climate policy and divided opinions on the future for fossil fuels, we have gathered a number of industry experts to share their insights together with our Portfolio Manager.

Please join us for this live webinar where we discuss the following topics which seem to be at the top of investors’ minds:

• Inflation is coming, or is it?
• Relationship between inflation and commodities, what is the causality?
• Are we entering a commodity super cycle?
• Gold, the perfect inflation hedge or are digital currencies the next digital gold?
• Is the end in sight for fossil fuels or is this premature?
• Copper and industrial metals, the next green gold?
• ESG and green initiatives take centre stage, which markets will benefit the most?
• Invest sustainably in commodities, a plain oxymoron?

 

Featured Speakers

 

Erik Norland, Senior Economist, CME Group

Erik Norland Executive Director and Senior Economist of CME Group. He is responsible for generating economic analysis on global financial markets by identifying emerging trends, evaluating economic factors and forecasting their impact on CME Group and the company’s business strategy, and upon those who trade in its various markets. He is also one of CME Group’s spokespeople on global economic, financial and geopolitical conditions.

Prior to joining CME Group, Norland gained more than 15 years of experience in the financial services industry working for investment banks and hedge funds both in the United States and in France. He most recently served in sales and research at BEAM Bayesian Efficient Asset Management LLC, and previously as Director of Research at EQA Partners, both global macro hedge funds. He also worked for IXIS Corporate & Investment Bank in Paris (now called Natixis), covering central banks and supranationals for the fixed income sales business, and also worked as a market economist and strategist. He began his career at Bankers Trust, Global Investment Management in New York working with the tactical asset allocation group.

Norland holds a bachelor’s degree in economics and political science from St. Mary’s College of Maryland and an M.A.in statistics from Columbia University. He is also a CFA Charterholder.

Robert Ryan, Chief Commodity & Energy Strategist, BCA Research

Robert is currently BCA Research’s Chief Strategist, Commodity & Energy Strategy. Since joining BCA Research in 2014, he has served as the Managing Editor and Chief Strategist for the CES service. Prior to BCA Research, Robert was a consulting economist at Limehouse Research & Trading providing bespoke modeling services. As a research economist at the N.Y. Mercantile Exchange, he developed the crude oil options contract.  He spent 18 years in commodity markets at Clarendon Ltd; Bankers Trust; Goldman Sachs’s commodity unit, J. Aron; and Deutsche Bank. He also worked as an economist at the U.S. DOE. Robert is an honorably discharged veteran of the U.S. Navy, where he served as an Arabic linguist. He holds a diploma from the Defense Language Institute at Monterey, CA, and degrees from Penn State University in Journalism and Economics.

Mike McGlone, Senior Commodity Strategist, Bloomberg Intelligence

Mike McGlone is a senior commodity strategist for Bloomberg Intelligence, a unique research platform that provides context on industries, companies, and government policy, available on the Bloomberg Professional service at BI . Mr. McGlone specializes in the broad investible commodity markets.Mr. McGlone joined Bloomberg in 2016 with over 25 years of futures and commodity trading and investing experience, beginning at the Chicago Board of Trade. Prior to joining Bloomberg, he was a head of US research at ETF Securities. Prior to ETF Securities, Mr. McGlone headed the commodity business at S&P Indices. His previous roles included head of futures research at ABN Amro and VP research, analyst, trader, sales at Aubrey G. Lanston / IBJ Futures.Mr. McGlone has an MBA from DePaul University in Chicago and bachelor’s of science and arts degrees from Illinois State University. He is a CFA Charter holder and has earned a Financial Risk Manager (FRM) designation.

Petra Dismorr, CEO, NorthPeak Advisory

Petra founded and set up NorthPeak Advisory in Spring of  2020. Petra Dismorr has 15 years experience of hedge fund sales and marketing both on the buyside and sellside. Most recently she ran EMEA business development for Bardin Hill. Prior to that she spent 7 years as a Director on Citigroup’s EMEA Capital Introduction team. There Petra assisted Citigroup’s hedge fund clients with their asset raising needs and global institutional investors with their allocation searches.

Petra holds a Masters in International Economics from Lund University, Sweden, the ESG CFA and a Masterclass in Private Equity degree from LBS.

Petra is a development board member of the Ashden Trust and an active supporter of Conservation International.

Mattias Sundbom, Senior Director, Research & Investments, IPM

Mattias has nearly two decades of experience in the financial markets, with a focus on macroeconomics, modeling, and trading. Mattias began his career at Moore Capital Management in London, where he worked as an analyst concentrating on develop macro and quantitative models for trading and investment decisions. Following six years at Moore Capital Mattias joined SEB where he was the Chief Quantitative Strategist for ten years focusing, among other things, on developing macro and quantitatively based cross-asset trading ideas. Prior to joining IPM in July 2018, Mattias most recently served as a Senior Quantitative Researcher at Lynx Asset Management for two and half years, where he focused on building cross-asset systematic macro and risk premia trading models. Mattias holds a diploma in Econometrics from the London School of Economics and a master’s degree in Economics from Umeå University.

 

The IPM commodity webinar is hosted in cooperation with: