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Financial Advisers

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  • Delivering a Secure API layer with Open Banking
    Delivering a Secure API layer with Open Banking Louise Beaumont (Publicis.Sapient & techUK), Bernard Harguindeguy (Elastic Beam), Chris Ward (Mapa Research) Recorded: Nov 16 2017 61 mins
    This discussion focuses on delivering a secure API layer and how Open Banking will deliver a secure Open Future..

    Open Banking will affect every layer of the bank:
    -It will stretch and stress banks’ brands – resulting in both the potential for significantly increased reach, and reputational enhancement and risk
    -It will change and complicate how banks talk to consumers and SMEs – whether direct, intermediated, invisible, or all three simultaneously
    -The ecosystem environment will radically change how services are designed - with a flood of ideas and data available for those banks which successfully attract, seed and enrich the ecosystem within which they are a player
    -And the ecosystem environment will fundamentally change how these services are delivered – whether by companies with whom the bank has a partnership, or companies with whom the bank has absolutely no relationship
    -And finally, it also demands a rich, growing - and secure - API layer to enable the Open Future
  • Open Banking: Designing & delivering services that work in an Open Future
    Open Banking: Designing & delivering services that work in an Open Future Louise Beaumont, Katharina Lueth, Arthur Leung, Andrew Steadman Recorded: Nov 16 2017 60 mins
    Open Banking will affect every layer of the bank:
    -It will stretch and stress banks’ brands – resulting in both the potential for significantly increased reach, and reputational enhancement and risk
    -It will change and complicate how banks talk to consumers and SMEs – whether direct, intermediated, invisible, or all three simultaneously
    -The ecosystem environment will radically change how services are designed - with a flood of ideas and data available for those banks which successfully attract, seed and enrich the ecosystem within which they are a player
    -And the ecosystem environment will fundamentally change how these services are delivered – whether by companies with whom the bank has a partnership, or companies with whom the bank has absolutely no relationship
    -And finally, it also demands a rich, growing - and secure - API layer to enable the Open Future

    This discussion focuses on how services are designed and delivered.

    Panelists:
    Louise Beaumont (Publicis.Sapient & techUK), Katharina Lueth (Raisin), Arthur Leung (Curve), Andrew Steadman (Fiserv)
  • Looking forward, Looking Back: How Financial Institutions Can Do More With Less
    Looking forward, Looking Back: How Financial Institutions Can Do More With Less David Daniel (Banc Intranets), Darren Bridges (Safe Systems), Terry Ammons (Porter Keadle Moore), Larry Scnenck (Morris Bank) Recorded: Nov 15 2017 61 mins
    Financial institutions are constantly adapting to the needs of their customers and identifying new and innovative ways to streamline internal processes, while also improving how their employees work on a day-to-day basis.

    But, the challenge of operating within an aggressively competitive financial services environment has forced both large and small institutions to cut back on spending and decide what’s necessary vs what isn’t. From the number of brick and mortar branches to the sheer number of employees a bank is able to hire, bank executives are forced to make tough decisions in order to maintain stable profit margins.

    So how are modern financial institutions coping and adapting to this highly competitive environment? Largely, bank leaders are utilizing new technologies such as electronic form creation and submission, analytics and ticket systems as a way to streamline internal processes and reduce waste. But this begs the question, how does one identify the best available technology at the right price point?

    Find out more in this panel discussion featuring:
    David Daniel, VP, Banc Intranets
    Larry Schenck, IT/Banking Officer for Morris Bank
    Darren Bridges, CEO of Safe Systems,
    Terry Ammons, Systems Partner for Porter Keadle Moore
  • The Future of Payments
    The Future of Payments David Parker (Polymath), Jonathan Wood (Vocalink), Miles Jack (TSYS), Suresh Vaghijani Recorded: Nov 14 2017 64 mins
    · Pay by bank from Vocalink, Pingit from Barclays; Accenture has forecast a 30% drop in card volume based on open banking and PSD2, will these new solutions really eat into Debit and what is happening around regulation on them
    · IoT payments are much hyped, can the schemes deliver on tokenization solutions for all devices or only with big brands
    · Will we all be wearing our payments in five years, or just have it embedded in our finger
    · Are we seeing the re-birth of the QR code with Tesco and the schemes in emerging markets or is it just a flash in the pan
    · Can Fintechs really take advantage of the emerging payment trends or is it a market for the big boys only
    · Clearbank the first new settlement bank in the UK, does this actually indicate a new trend of big banks being wholesalers and small Fintechs being retailers
  • The Four Pillars of Behavioral Finance: What Freud Could Teach Buffett
    The Four Pillars of Behavioral Finance: What Freud Could Teach Buffett Dr. Daniel Crosby, President at Nocturne Capital Recorded: Nov 6 2017 49 mins
    Although it is typically discussed in reference to managing client behavior, behavioral finance can also inform the way that we manage money and construct portfolios. By understanding the most common behavioral errors, we can begin to design investment processes that are robust to these errors. They are:

    Ego - the human tendency toward overconfidence
    Attention - our conflation of the lurid with the probable
    Emotion - our proneness to let affect drive risk perception
    Conservation - our asymmetric preferences for the status quo and gains relative to change and loss
  • The Most Important Year-End Questions for Investors
    The Most Important Year-End Questions for Investors Jeffrey A. Miller, PhD, President and Portfolio Manager, NewArc Investments, Inc. Recorded: Oct 19 2017 47 mins
    Analyzing the Combined Effects of the Business Cycle and the Policy Agenda

    The purpose of this BrightTALK webinar is to examine the two biggest issues facing investors in the remainder of 2017. While the analysis cannot escape some consideration of politics, it is not partisan. I am interested in policy effects on the market, not which leaders win or lose.

    Biggest Risk
    The biggest risk for the market is almost always a business cycle peak, the official definition of the start of a recession. What kind of notice will we have? What are the best indicators to watch?

    Some historical data will provide background. I will review the strengths and weaknesses of some popular indicators.

    Biggest Upside Chance
    A market-friendly policy environment would provide a healthy foundation for stocks, with plenty of upside. This should include the following:
    1. Resolution of the debt limit issue
    2. Key government funding decisions
    3. Tax reform
    4. Infrastructure improvements

    These need not be specific Trump Administration policies. Market-friendly probably requires bipartisan cooperation.

    Measuring the result
    Bot risks and rewards will be reflected in expected corporate earnings.
  • Multi-Asset Portfolios at Psigma “What We are Seeing and What We Are Doing
    Multi-Asset Portfolios at Psigma “What We are Seeing and What We Are Doing Rory Mcpherson (Head of Investment Strategy, Psigma Investment Management) Recorded: Oct 19 2017 49 mins
    Psigma’s Head of Investment Strategy, Rory Mcpherson, will give an overview of some of the key themes in markets.

    He will discuss the current environment and share some of Psigma’s thoughts on where they believe are the best opportunities to add value at this stage in the cycle. This will include a tour of asset classes as well as some of the favoured fund picks the team are employing.
  • Emerging Markets - Time to Invest?
    Emerging Markets - Time to Invest? Salman Ahmed, Chief Investment Strategist of Lombard Odier IM & Pav Sharma, Associate Director at ETF Securities Recorded: Oct 19 2017 49 mins
    Emerging Market (EM) debt currently represents a compelling opportunity for investors within the fixed income universe. Strengthening economies in many EM countries, rising growth forecasts and attractive prices puts EM investing on a much firmer footing for future growth.

    As emerging markets are a collection of very diverse economies, it follows that the impact of various risk scenarios will vary significantly from country to country. For investors considering EM exposure in their portfolio, doing so based on the quality of fundamentals is the intelligent choice.

    Join our webinar as we examine:

    - the latest emerging market trends
    - why risk-mitigation should be central when assessing each emerging market
  • A look into the future 2018
    A look into the future 2018 Derek Bradley, Panacea Adviser & Julian Chillingworth, Rathbones Recorded: Oct 19 2017 29 mins
    Panacea Adviser has teamed up with BrightTalk and Rathbones for a free webcast to support and educate Financial Advisers.

    The webcast will provide a quarterly market overview of what happened the in the last quarter as well as a future forecast taking into account the most recent economic insights from Rathbones CIO Julian Chillingworth.

    This fresh investment perspective will be of real value to you and your firm and not one to be missed!
  • How to tackle the challenges of a low return world
    How to tackle the challenges of a low return world James Hutton, Fund Manager, Sarasin Recorded: Oct 18 2017 41 mins
    The global growth rate has been slowing for some time, with demographics and productivity levels suggesting that this is likely to continue. Generally speaking, this means that many companies will struggle to deliver profits growth, and investors need to work harder to find the success stories.

    In this live webinar, Fund Manager James Hutton discusses:

    · How phenomena like Brexit, recent natural disasters, and the North Korean tensions are affecting markets

    · The outlook for valuations and returns in the current investment environment

    · Long-term strategies that IFAs and Wealth Managers can adopt to benefit their clients

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