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BrightTALK @ Schwab IMPACT 2018

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  • Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers
    Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers
    Paul Ellis, Brian Pierson, and Barbara Krumsiek Recorded: Oct 30 2018 50 mins
    With 30 trillion moving hands from the Baby Boomers to Millennials, financial advisors need to ensure they can keep their clients and assets in place. Further, people are living longer, so the chances they move will depend on how a retention strategy is executed. Learning how clients like to be dealt with, and developing a strategy to develop client relationships will determine the strength of your practice.

    This webinar will cover topics such as:
    - How to establish a strategy for nurturing & client retention for aging generations
    - Understanding how to create mutual accountability
    - Developing proper communications protocols

    Panel:
    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Brian Pierson, Managing Director, Tiedemann Advisors
    Barbara Krumsiek, Board Member, Arabesque Asset Management
  • Talking with Clients about ESG, Performance, and Integration
    Talking with Clients about ESG, Performance, and Integration
    Paul Ellis, Jeff Gitterman, Katherine St. Onge, and Jennifer Sireklove Recorded: Oct 30 2018 47 mins
    A majority of advisors believe that ESG integration will become standard practice within their organization by 2022 , yet most of them are not asking clients retail & institutional about opportunities for ESG integration in their portfolio strategies. This will shift as Millennials become the predominant investor cohort; by 2030. How can advisors lead the conversation?

    This webinar will cover the following:
    - Understanding how millennials are approaching ESG and integrating it into their portfolios
    - Using Thematic ETFs to design an ESG Portfolio
    - What advisors should focus on when speaking with clients about ESG Integration.

    Panel:
    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management
    Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital
    Jennifer Sireklove, Director of Responsible Investing, Parametric
  • Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Luke Oliver, DWS, Janelle Woodward, BMO Global Asset Management and Alessia Falsarone, PineBridge Investments Recorded: Oct 29 2018 46 mins
    The Federal Reserve has planned 8 rate hikes over 2018-2019, and a world with "Quantitative Tightening" has forced fixed income investors to re-consider their liquidity strategies. Lower volatility and borrowing rates from the US may portend global markets to follow. This has huge implications for Fixed Income markets.

    This live panel webinar will cover the following questions:
    - How can Fixed Income investors adapt to a new world of rising interest rates and mediocre liquidity environment?
    - What other global macro events may happen that will affect fixed income investors’ portfolio?
    - Will developments in electronic trading platforms help fixed income liquidity?

    Panel:
    Luke Oliver, Head of ETF Capital Markets, DWS (Moderator)
    Janelle Woodward, Global Head of Fixed Income, BMO Global Asset Management
    Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
  • ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World
    ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World
    Shelly Antoniewicz, ICI, Matt Riley, J.P. Morgan, and Luke Oliver, DWS Recorded: Oct 29 2018 57 mins
    ETFs continue to rise in popularity. One-third of current equity ETF investors and almost 40% of asset managers expect to increase allocations to these funds in the coming year, according to Greenwich Associates. Still, ETFs have not been truly battle-tested in a bear market, not have they been tested in an environment where low volatility and increasing interest rates exist.

    The dynamics between ETFs and Mutual Funds evolves with this environment, and this live panel webinar will focus on what will happen to both mutual funds and ETFs moving forward, including:
    - Mutual funds are losing money to ETFs - will this trend continue in a Bear Market?
    - Buy vs. Build: consolidation in the ETF industry
    - Fees, margins & competition: big players are driving down margins, are smaller players coping?
    - Is Smart Beta the active manager’s answer to passive management?

    Panel:
    Shelly Antoniewicz, Senior Director of Industry and Financial Analysis, Investment Company Institute (Moderator)
    Matt Riley, Vice President, J.P. Morgan Asset Management
    Luke Oliver, Head of ETFs Capital Markets, DWS

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