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Thought Leadership for Financial Advisors

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  • The Trump Factor: How the Trump Administration is Affecting Global Markets
    The Trump Factor: How the Trump Administration is Affecting Global Markets Ziad K. Abdelnour, Founder, President & CEO of Blackhawk Partners, Inc Recorded: May 23 2018 61 mins
    Ziad of Blackhawk Partners talks about how the Trump Administration is Affecting Global Market, foreign policy, tax, trade, and much more.
  • Where are all the Impact Investing Ideas?
    Where are all the Impact Investing Ideas? James Bidwell, Springwise Recorded: May 23 2018 40 mins
    James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist. He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.

    In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar
  • Family Office Panel Discussion: Responsible, Sustainable & Impact Investing
    Family Office Panel Discussion: Responsible, Sustainable & Impact Investing Simon Foster, Javier de Rocafort, Rob Garrett, Johann Bödecker, Hardeep Rai Recorded: May 23 2018 64 mins
    Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.

    What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?

    This webinar will cover:

    * Creating meaningful impact – identifying strategies
    * Aligning impact to measurable success – profit with purpose versus philanthropy
    * Technological measurement of impact focus
    * ESGs and SRI – creating a personal and organisational roadmap
    * Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint

    You'll leave this webinar with an understanding of who the players are, what they are doing.

    Panellists;
    Johann Bödecker, Founder and CEO, Pentatonic
    Simon Foster, Chief Executive Officer, TY Danjuma Family Office
    Hardeep Rai, Founder and Managing Director, Kaleidoscope Investments
    Javier de Rocafort, Chairman, Deer Valley Capital and the Quimera Project

    Moderated by
    Rob Garett, Hezar Ventures
  • Jeremy Harbour: Trillion-Dollar Mid-Market Opportunities
    Jeremy Harbour: Trillion-Dollar Mid-Market Opportunities Jeremy Harbour, CEO Unity Group Recorded: May 23 2018 34 mins
    Global capital and traditional banking has ignored the whole SME space. Incidentally, this SME space may have the biggest social impact if it could be better financed. There is huge opportunity if investors know where to look.

    This webinar will discuss the how and why this market has opened up, who is involved, and where you can go to find the deals.
  • 7 Reasons Why Family Offices are Investing in Startups
    7 Reasons Why Family Offices are Investing in Startups KP Reddy, Founder, Shadow Ventures Recorded: May 22 2018 42 mins
    Deal Flow remains an issue for family offices. Where can you find more investing ideas, and how do you filter the good from the bad? Do you have the right connections, and are you tapped into the right networks, to get deals that are seemingly only seen by Investment Banks?

    In this webinar KP Reddy will outline 7 considerations that Family Offices are taking to find new deals for investments, including Expertise, Alternatives & Equity Debt Hybrid models.
  • [Panel] The New Business Models & Technologies that Drive Family Offices
    [Panel] The New Business Models & Technologies that Drive Family Offices Marc DePaul, Stephen Wall, Michael L. Kalscheur Recorded: May 22 2018 60 mins
    While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value.

    Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have?

    Further, what new business models exist that are driving value for clients?

    This webinar will explore;
    * Future tech that will enable increased output: BlockChain, AI & Automation
    * Non-office technology that enables human connection: health & travel hacks
    * What the best Family Offices are using to service their clients
    * How to identify where you can be more efficient in your operations

    You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist.

    Panellists
    Marc A. DePaul, J Jack Family Office
    Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC

    Moderator
    Stephen Wall, The Wealth Mosaic
  • Myths Prohibiting Scale & Growth in Impact Investing
    Myths Prohibiting Scale & Growth in Impact Investing Rehana Nathoo, Spectrum Impact Recorded: May 22 2018 59 mins
    This session will provide an overview of impact investing, including a full spectrum approach. The webinar will also cover the growth in the industry over the last 10 years and most importantly the prevailing myths across the field that are stunting scale and growth. Participants are encouraged to engage and ask questions and share their experiences with these myths.
  • [Webinar Panel]: Evaluating Profitable Strategies in Sustainable Investing
    [Webinar Panel]: Evaluating Profitable Strategies in Sustainable Investing Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo Recorded: Apr 19 2018 61 mins
    “Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?

    This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.

    This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.


    Panellists;
    Benjamin Yeoh, Senior Portfolio Manager, RBC
    Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
    My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management

    Moderated By;
    Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
  • [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing
    [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng Recorded: Apr 18 2018 61 mins
    There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.

    In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.

    Key themes to be discussed include;

    * Investor appetite vs market supply
    * Unbundling of the responsible investments
    * Manual approaches and hybrid innovations
    * Regulatory environment and developments

    Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.

    Panellists
    Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
    Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
    Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth

    Moderated by;
    Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
  • Conversations with Money: how beliefs about money shape our financial results
    Conversations with Money: how beliefs about money shape our financial results Richard Friesen, Founder, Mind Muscles Recorded: Mar 27 2018 58 mins
    Richard Friesen is the creator and developer of the innovative and exclusive “Mind Muscles™” training process that turns the psychology of trading on its head. He works with financial professionals, independent traders, business leaders and entrepreneurs who want to expand their mental game to make more consistent profits. With in depth experience as a broker, floor trader, financial software developer and entrepreneur, he brings concrete real world experience to his clients.

    “Conversations with Money” is a conversation between the character “Money” and Joe, a blog and article writer. During this conversation, the concept of money, the psychology of our relationship to money and our cultural beliefs about money are all reframed with a radical concept and from the point of view of Money itself.

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