> ## Content Index > Fetch the complete content index at: https://www.leadlagreport.com/llms.txt > Use this file to discover other available public pages before exploring further. # 3 Hours: International Alpha Live with Hervé Van Caloen - URL: https://www.leadlagreport.com/3-hours-international-alpha-live-with-herve-van-caloen/ - Published: 2026-07-31T13:06:46.000Z - Updated: 2026-07-31T13:06:46.000Z - Description: Today at 12 PM ET. Live with Hervé Van Caloen. 1 hour CFP CE Credit. Registration closes when we start. - Author: Michael A. Gayed, CFA - Tags: Sponsored, Webinar, Mercator Investment Management, International Equity ## *Today’s Lead-Lag Report post is sponsored by* [*Mercator Investment Management*](https://mercatorinvestments.com/?ref=leadlagreport.com) ![Lead-Lag Live Webinar: Mercator Overseas. Today at 12 PM ET. Register free. CFP CE Credit Eligible.](https://storage.ghost.io/c/b8/9e/b89e006c-adc9-4384-b804-e802e23b544e/content/images/2026/07/mercator_llr_webinar_header.png) [Mercator Investment Management](https://mercatorinvestments.com/?ref=leadlagreport.com) is the sub-adviser to the SAM Mercator Overseas (SAMMO) strategy — an internationally focused equity SMA advised by Sequence Asset Management LLC. Founder and Portfolio Manager Hervé Van Caloen has spent his career building high-conviction, benchmark-agnostic international portfolios. *CE credit eligibility: This webinar has been approved by the CFP Board for 1 hour of CE credit in Investment Planning (Intermediate level). CFP® certificants must attend the live session and complete the post-event verification to earn credit.* *Sequence Asset Management LLC is the investment adviser of record for the SAM Mercator Overseas strategy; Mercator Investment Management LLC serves as sub-adviser. International investing involves special risks including currency fluctuations, political and economic instability, and differences in accounting standards. Past performance is not indicative of future results.* **Sponsored advertising content.** **DISCLAIMER – PLEASE READ:** This is sponsored advertising content for which Lead-Lag Publishing, LLC has been paid a fee. The information provided is solely the creation of Mercator Investment Management. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided or make any representation as to its quality. --- # 3 Hours: International Alpha Live with Hervé Van Caloen ### Registration closes when we start. Today, Friday, at 12:00 PM ET — free, live, 1 hour CFP CE Credit Eligible. Starting in 3 hours Friday, July 31 · 12:00 PM ET · Live on Zoom **This is a same-day reminder. If you have already registered, ignore this. If you have not, you have about three hours.** Today at 12:00 PM ET I sit down live with **Hervé Van Caloen**, Founder and Portfolio Manager of Mercator Investment Management, for a one-hour, CFP CE Credit-eligible conversation on where international equity money is actually flowing right now — and why the traditional US-heavy allocation is being rewritten in real time. [RESERVE MY SEAT NOW →](https://us06web.zoom.us/webinar/register/WN%5FSPWCrrBySXeIQTOzU8uRhQ?ref=leadlagreport.com) **Today at 12 PM ET.** Registration required. Recording sent to registrants. ## Why this session, why today Three data points that make this conversation more urgent, not less, than it looked when it was booked: **1\. The dollar.** The US dollar index has broken down through key technical levels this month. Every advisor with a client-facing conversation about international exposure needs a framework for what that means for benchmark-agnostic international portfolios that were positioned before the move — not scrambling to explain it after. **2\. Japan.** Japan’s $2.3 trillion strategic capital plan is not a headline story anymore. It is a 14-year, public-private industrial policy touching semiconductors, robotics, defense, and the entire east Asian supply chain. Advantest, Tokyo Electron, Disco Corp. Actual companies, actual earnings, actual concentration in a portfolio that Hervé has been running for years. **3\. Concentration risk in US large-cap.** The top 10 names in the S&P 500 are now \~40% of the index. If you are having client conversations about diversification in the second half of 2026, you cannot be having them without an articulated non-US thesis to point to. This session gives you one. ## What you get in the hour - **A defensible framework** for the "why international, why now" conversation your clients keep asking about - **Actual positioning** from a 30-year international equity portfolio manager — not a benchmark story, not an ETF story, a real book - **Latin America thesis** — MercadoLibre, Grupo Aeroportuario del Sureste, the Venezuela angle - **The semi-cap fab supply chain** — Advantest, Tokyo Electron, Disco Corp, ASML, Lumibird - **1 hour of CFP CE Credit** in Investment Planning (Intermediate) - **Live Q&A** — questions from the audience get answered on air [RESERVE MY SEAT NOW →](https://us06web.zoom.us/webinar/register/WN%5FSPWCrrBySXeIQTOzU8uRhQ?ref=leadlagreport.com) **Today at 12 PM ET.** Registration required. Recording sent to registrants. ## The window Registration closes when the webinar starts at 12:00 PM ET. If you can’t make it live, register anyway. Registrants get the recording and the CE verification link. Non-registrants get neither. See you at noon. **Michael A. Gayed, CFA** *Publisher, The Lead-Lag Report* Sponsored by Mercator Investment Management