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After the Virus: An Acceleration of Trends,  CFA Society Pittsburgh

Event Description

AFTER THE VIRUS: AN ACCELERATION OF TRENDS

Wednesday June 24th, 9:00 AM

Presented by Stuart Dunbar, Partner Baillie Gifford

Have we learned anything from Covid-19 crisis? Not really, but…

  • Growth vs value perhaps never made sense. It really doesn’t now
  • Gearing up a balance sheet isn’t investing. Investing is deploying capital into real projects
  • There are new and better ways of doing things, and they’re arriving fast
  • People change behaviour when the pain of adoption is lower than the pain of change
  • When necessary evils become unnecessary
  • Returns over the long term are massively skewed to a tiny number of companies. CAPM is totally wrong. How does it survive as a basis for investing?
  • Some of the new breed of companies are infrastructure. That means governance matters more than competition.
  • You’re not going to find asymmetric growth by looking at annual reports

Registration Required

Presenter Bio:

Stuart graduated BA in Finance and Business Law from the University of Strathclyde in 1993. He joined Baillie Gifford in 2003, having previously worked with Dresdner RCM in Hong Kong, where Stuart enjoyed the buzz of the city and the energy of its inhabitants. A Director in the Clients Department, Stuart focuses on client relationships with external financial institutions. He became a Partner in the firm in 2014.

A lover of travel, Stuart has travelled extensively, with a highlight being sitting in the cockpit beside the pilot of a plane as it flew into Nairobi at sunset. Despite having lived in various different worldwide locations, Stuart has now come full circle and lives in the countryside close to his childhood home in Lanark. In his own words, he describes it as ‘the best of both worlds’ as he gets to travel in his role at Baillie Gifford, yet he also gets to enjoy the tranquillity that life in the country affords. As anyone with a young family will know, most of Stuart’s free time is spent entertaining his two children, who are aged seven and ten. But, when he does get some downtime, he is a keen golfer and enjoys playing the piano. He is also partial to a bit of karaoke and is known for his uncanny Louis Armstrong impression.

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Event Type

Career; Featured

Education Topic

 

Start Time

6/24/2020 9:00 AM

End Time

6/24/2020 10:00 AM

City

Zoom Meeting

State/Province

 

Event Country

 

Event Region

Americas

Location Info

Speaker

 

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$0

Candidate Price

$0

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

6/24/2020 10:00 AM

Event Link

After the Virus: An Acceleration of Trends, CFA Society Pittsburgh

Event Link Leads To New Tab

Yes

Event Short Info

After the Virus: An Acceleration of Trends,  CFA Society Pittsburgh

Attachments

Content Type: MyCFA Calendar
Created at 6/18/2020 11:20 AM by cfa@cleveland.cfasociety.org
Last modified at 6/18/2020 11:21 AM by cfa@cleveland.cfasociety.org