LQG Events

​LQG ENCORE Seminars – Engaging – New – Controversial – Original – Rigorous – Entertaining

LQG 08/02/22 – On-Line – Options in portfolios – David Buckle

LQG 08/02/22 – On-Line – Options in portfolios – David Buckle

LQG 08/02/22 – On-Line – “Enhanced income and costless protection” : Good options, poor choices and the hidden costs of a supposedly free lunch – David Buckle. This seminar aims to stimulate thought and discussion as the analysis’ conclusions are likely to be counter intuitive to some and controversial to others.

LQG 26/01/21 – On-Line – The Age Of Financial Repression – Russell Napier

LQG 26/01/21 – On-Line – The Age Of Financial Repression – Russell Napier

LQG SeminarsENCORE - Engaging New Controversial Original Rigorous EntertainingI guess we're not in Kansas anymore! The return of the age of financial repression Seminar by Russell Napier 26th January 2021 - On-Line In the first LQG seminar of 2021 Russell Napier reviews the financial environment and draws vital inferences about the use of historic data and forecasting. "Welcome" to the new year... and a "new" financial world. From 1939 to 1979 the United Kingdom and most of the developed world’s financial system was subjected to a financial repression. Excessive debt-to-GDP ratios across the developed world mean that repression is very likely to return.Financial asset prices, determined by market forces for over forty years, will now be increasingly determined by administrative fiat.The data that tracks financial market and macro relationships post 1979 may now be irrelevant and dangerous for assessing the outlook for financial markets.What is financial repression and how should our analysis adapt to it? Russell Napier Professor and Strategist Professor Russell Napier is author of The Solid Ground investment report for institutional investors and co-founder of the investment research portal ERIC- a business he now co-owns with D.C. Thomson. Russell has worked in the investment business for over 30 years and has been advising global institutional investors on asset allocation since 1995. Russell is author of the book Anatomy of The Bear: Lessons From Wall Street’s Four Great Bottoms (‘a cult classic’ according to the FT) and he is founder and course director of The Practical History of Financial Markets course that is part of the Edinburgh Business School MBA. Russell is Chairman of the Mid Wynd International Investment Trust. He is a member of the investment advisory committees of two fund management companies, Cerno Capital and Kennox Asset Management. In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland. Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at both Heriot-Watt University and The University of Stirling. When not engaged in the activities above Russell reads too much financial history, is a keen fly fisherman and grows his own organic vegetables . His second book which covers the events of the Asian financial crisis is due to be published in 2021.

LQG 03/11/20 – On-Line – Accounting And Asset Prices – Ray Ball

LQG 03/11/20 – On-Line – Accounting And Asset Prices – Ray Ball

In this seminar Professor Ball will discuss accounting and asset prices. Earnings and returns might seem like completely different concepts, but they are closely related economic variables — much more so than commonly appreciated. … Earnings, cash flows and book values have components that are economically different.

20200114 LQG does not meet in January

20200114 LQG does not meet in January

LQG SemianrsEngaging New Controversial Original Rigorous EntertainingThe London Quant Group does not meet in January The first LQG meeting in 2020 will be on February 11th generously hosted by BlackRock

20200114 LQG does not meet in January

20200114 LQG does not meet in January

LQG SemianrsEngaging New Controversial Original Rigorous EntertainingThe London Quant Group does not meet in January The first LQG meeting in 2020 will be on February 11th generously hosted by BlackRock

20191210 10th December 2019 – The LQG Annual Debate – To ESG or not to ESG?

20191210 10th December 2019 – The LQG Annual Debate – To ESG or not to ESG?

The climax of the London Quant Group 2019 seminar series is the Annual Debate. This year two titans of both debate and finance will address the virtues, both real and imaginary, of ESG Investing.
Ed Fishwick – Managing Director at BlackRock will propose the motion.
Andrew Ang – Managing Director at BlackRock will oppose the motion.
This is a debate – a forum in which to discuss the question. The views expressed during the debate are not necessarily the views of the speakers personally nor of BlackRock or Goldman Sachs International! The debate is held under the Chatham House rule!

20190908 LQG Autumn Seminar – Cambridge

20190908 LQG Autumn Seminar – Cambridge

The 2019 autumn seminar has 14 outstanding speakers and will be held at Magdalene College in Cambridge. It is a beautiful setting boasting the longest river frontage of all the Cambridge colleges – a fantastic venue for the London Quant Group seminar.