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US Wealth Managers

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  • Senior Managers & Certification Regime (SMCR): Lessons learnt from Banking
    Senior Managers & Certification Regime (SMCR): Lessons learnt from Banking
    Dan Ridler, Director, BCS Consulting Recorded: Apr 11 2018 49 mins
    The FCA and PRA and confirmed that they will be extending SMCR from the current scope, which is limited to just deposit taking entities, to the remainder of the financial services industry. The extension of the regime will go live in 2018 for insurers and 2019 for all other firms.

    BCS Consulting have supported many banks through their implementation from which they have learnt key lessons about the challenges, unintended regulatory consequences and most effective solutions.

    BCS will share their lessons learnt and explain how they have designed highly effective SMCR solutions to save firms significant time and money, ensuring they achieve and maintain compliance with the rules.
  • Multi-Asset Funds: Risk-taking strategies for the current environment
    Multi-Asset Funds: Risk-taking strategies for the current environment
    Rory Mcpherson (Psigma Investment Management), Jeffrey L. Knight (Columbia Threadneedle), Lawrence Petrone Recorded: Oct 17 2017 51 mins
    Join this panel debate where the speakers will cover:
    -Market outlook
    -Evolution of asset allocation
    -Risk-taking strategies for the current environment
    -2018 predictions
    -Challenges and opportunities
  • Emerging market debt - why now is the right time?
    Emerging market debt - why now is the right time?
    Salman Ahmed - Chief Investment Strategist - Lombard Odier Recorded: Jul 13 2017 48 mins
    Emerging Market Debt: Strengthening fundamentals, an improved geopolitical outlook and attractive valuations

    On 13 July 2017, join us to listen to Salman Ahmed’s insights on what makes emerging market debt attractive and why he favours local versus hard currencies. Salman will also explain why investors should rethink implementation when it comes to this asset class.

    Don’t miss the opportunity to have your questions answered in this live presentation.
  • Where do the dividend opportunities lie?
    Where do the dividend opportunities lie?
    Kevin Soyer, Senior Analyst at IHS Markit Recorded: Jul 12 2017 38 mins
    The sustained low interest rate environment has led to a search for dividend income stocks. Kevin Soyer, senior analyst at IHS Markit Dividend Forecasting, will highlight
    - Yield opportunities across regions and countries around the world.
    - Which countries and sectors are expected to deliver growth in the future?
    - What are the key drivers for forecasting a dividend?
    - How can investors get an exposure to dividends?
  • The Value of Value investing!
    The Value of Value investing!
    Derek Bradley, Panacea Adviser, Stephen Hunter & David Thomas, Seneca Investment Managers Recorded: Jul 12 2017 31 mins
    Panacea Adviser has teamed up with BrightTalk and Seneca Investment Managers for a free webcast to support and educate Financial Advisers.

    You could argue that investing in unappreciated companies with quality balance sheets and benefitting from good yield and growth as the stock value returns should never be out of style.

    Why though should a value approach only be applied to equity and not across a whole range of invested assets?

    Value investing by its very nature should mean never buying at the top of the market and constantly researching to find the value in companies and assets that other investors may not yet see.

    There are a number of equity “value” investment approaches in the market but few offering a Multi-Asset Value approach…

    In this 30 minute Webinar, Stephen Hunter and Peter Elston of Seneca Investment Managers discuss why you shouldn’t restrict good thinking to just one asset class!

    This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
  • ETFs and portfolio management in a robo world
    ETFs and portfolio management in a robo world
    Adam French, Co-founder and CEO, Scalable Capital Recorded: Jul 12 2017 49 mins
    Technology doesn’t just make investing more convenient and accessible but fundamentally better as well.

    Learn how to use technology to move beyond the world defined by modern portfolio theory and how to use data and empirical evidence to construct risk-targeted portfolios for the modern world.
  • Achieving greater value from fee management for fund managers
    Achieving greater value from fee management for fund managers
    Alex Foreman-Peck- KPMG; Faycal Bousfar - Oracle; Adam Scriven- KPMG, Rahul Banerji- Oracle Recorded: Jun 5 2017 56 mins
    Learn how you can attain greater control, efficiency and insight from fee management in a heavily regulated environment by joining a webcast organized by KPMG and Oracle for fund management executives.
    The webcast will address key challenges in the fee management lifecycle:
    • Reducing processing inefficiency,
    • Providing transparency to customers and regulators,
    • Controlling revenue streams
    • Producing meaningful MI to stakeholders.
  • Opportunities that exist as a result of market volatility
    Opportunities that exist as a result of market volatility
    Derek Bradley, Panacea Adviser & Edward Park, Brooks Macdonald Recorded: Apr 13 2017 43 mins
    Panacea Adviser has teamed up with BrightTalk and Brooks Macdonald for a free webcast to support and educate Financial Advisers.

    - the recent market and economic environment
    - potential issues of the current volatility in world markets
    - opportunities that can exist as a result

    It will then detail some of the vehicles that can be used to dampen the impact of volatile markets.

    The webcast will be led by Edward Park. Edward is a Chartered Financial Analyst (CFA) and manages bespoke discretionary portfolios on behalf of a number of Brooks Macdonald clients. He also assists in the formulation of the Brooks Macdonald investment process as a member of both their Asset Allocation and Investment Committees.

    This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
  • Managing Multi-Asset Portfolios in Uncertain Times
    Managing Multi-Asset Portfolios in Uncertain Times
    Rory Mcpherson (Head of Investment Strategy, Psigma Investment Management) Recorded: Apr 12 2017 40 mins
    Psigma’s Head of Investment Strategy Rory Mcpherson will be discussing the current market environment and considering what this means for economies and investors alike. In particular, he will address:

    · The state of the global economy: what are the challenges and where are the opportunities
    · What are policy makers doing / what are they likely to do
    · How healthy is the investment opportunity set?
    o What are valuations like?
    o What are earnings like?
    · How bullish / bearish are investors and is now the time to be buying?
    · How do we at Psigma believe one should be positioned in this market
    · To finish with closing comments and questions
  • Emerging Markets Fixed Income - Reasons to be Cheerful
    Emerging Markets Fixed Income - Reasons to be Cheerful
    L Bryan Carter, Head of Emerging Markets Fixed Income and JC Sambor, Deputy Head of Emerging Markets Fixed Income Recorded: Apr 11 2017 42 mins
    In this webcast summit we will cover why there is reason for optimism in the Emerging Markets Fixed Income (EMFI) asset class. We will share insights into:
    - How attractive is EMFI under President Trump
    - Compelling reasons to invest in this asset class and why now is a good time

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