3 Hours: International Alpha Live with Hervé Van Caloen
Today at 12 PM ET. Live with Hervé Van Caloen. 1 hour CFP CE Credit. Registration closes when we start.
Today’s Lead-Lag Report post is sponsored by Mercator Investment Management
Mercator Investment Management 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.
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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.
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
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
