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Finance

  • Making your ideas happen before others do!
    Making your ideas happen before others do! John Joe McGinley and Hannah Hutcheon Mar 27 2017 12:00 pm UTC 45 mins
    Success in life or business is about solving problems and sticking to a plan. Yes many of us have ideas for success but how many of us have fallen by the wayside as day to day events impact upon us and drive us off course.

    This means that our ideas remain as dreams, when if documented and carried out they could drive us forward to success.

    If you have an idea and see how it can be implemented you need to write it down in your plan and stay the course before someone else makes your idea their reality!

    John Joe McGinley of Glassagh Consulting and Hannah Hutcheon of Panacea in a new bright talk adviser session will look at:
    •How you can map out your ideas for the future
    •Develop a plan of action that works
    •Techniques to take your ideas out of your head and into your business.

    This session is aimed at anyone with ideas that they have always wanted to implement, but who for whatever reason have left them as dreams. This session will also show you tools and techniques everyone can use to turn great ideas into reality.

    Please book your place for our session on Monday 27th of March at 1pm here before someone else implements your idea!
  • Smart Move for Retail CIOs: Go Cloud with Openbravo for Greater Flexibility
    Smart Move for Retail CIOs: Go Cloud with Openbravo for Greater Flexibility Martin Taal Mar 28 2017 9:30 am UTC 60 mins
    In this webinar we will explain how the unique capabilities of the Openbravo architecture allow retailers to go Cloud with greater flexibility and confidence thanks to key features such as native offline support provided by technical components like the Store Server that also enable distributed deployment scenarios.
  • Next Generation Reporting: Saying Goodbye to Oracle Discoverer
    Next Generation Reporting: Saying Goodbye to Oracle Discoverer Malcolm Hewlett - Oracle Territory Manager Europe, David Rincon - Oracle Solution Specialist Mar 28 2017 11:00 am UTC 60 mins
    Are you looking for a replacement for Oracle Discoverer? Does your wish list include a reporting tool that can not only convert your existing reports, but can also give you access to all E-Business modules, as well as provide real-time data, data drill-downs, and all within a familiar Excel environment?

    Join us for a webinar with Malcolm Hewlett and David Rincon as they discuss and demonstrate, live, a user and cost-friendly alternative to Oracle Discoverer that includes a rapid converter.

    What You Will Learn
    •Understand the benefits of replacing Oracle Discoverer with an Excel-based solution
    •Watch next generation reporting in action and see “the art of the possible”
    •Easily identify migration candidates and rapidly convert your Discoverer reports
    •Discover a library of 1,000+ pre-built, customisable and ready-to-use reports.

    Replacing Oracle Discoverer? It’s not as bad as you think. Join us for this webinar to see how you can easily transform your existing Discoverer reports into powerful, real-time dynamic reports that you can drill down into for detail.
  • The Investment Management of Insurance Assets under Solvency II
    The Investment Management of Insurance Assets under Solvency II Gareth Mee, EY; James Hughes, Aberdeen Solutions; Euan MacLaren, NGAM UK; Martin Hurst, IPE Mar 28 2017 1:00 pm UTC 75 mins
    This is the first in a series of three webcasts looking at Solvency II from the point of view of the insurance company CIO.

    The second and third will focus on alternative fixed income and real assets respectively.

    How suitable - or otherwise - are the current capital charges and what can we expect from the 2018 review?

    Solvency II was conceived in a normal yield environment; that, of course has changed and this is one reason for the review planned for 2018. Insurers are interested in the agreed thinking of what these should be and the prospects of them being amended to a level more representative of the associated risk. What is reasonable and what can we expect?

    What might the political obstacles be to, say, making a distinction for capital charge purposes between Spanish and UK government bonds?

    The impact of regulation on investment strategy

    We will explore the relative impact of matching adjustment, volatility adjustment and transitionals and the impact on investment strategy as a result.

    Consolidation

    How are insurance asset owners coping with the new regulation generally? Can we expect consolidation among insurance asset owners because of the increased regulatory burden?

    Use of internal models can lead to lower capital requirements, but they are very expensive to create, and are thus likely to be the preserve of the larger insurance companies.

    Smaller firms might club together to enable them to access certain types of investment, and might ultimately see acquisition by a larger firm as the only way both to do this on a consistent basis and manage the increased regulatory burden. Furthermore, a common regime across Europe should make it easier for potential buyers to assess exactly what they are buying.

    Other regulatory factors

    What will be the impact on investment regulation of Brexit on UK regulation, and on the investment management of insurance assets?

    What can we learn from other regulatory regimes from an investment standpoint?
  • 10 years of Lifestyle
    10 years of Lifestyle Rob Burdett, co-head of F&C multi manager team Mar 28 2017 1:00 pm UTC 45 mins
    Join Rob Burdett as he discusses 10 eventful years for the F&C MM Lifestyle Funds – the industry’s first risk-targeted funds. It’s been a decade in which the credit crunch, a global economic downturn and a European debt crisis were just three of the key events impacting on markets. 10 years in which the funds delivered attractive investment returns and crucially, did so within defined risk parameters. And a decade in which they’ve provided a robust and reliable tool for your advice process in an increasingly stringent regulatory regime. He will also review the first quarter and the team's current outlook.
  • How APIs are Shaping FinTech & the Open Banking Value Chain
    How APIs are Shaping FinTech & the Open Banking Value Chain Jeroen Hölscher, Isabel Viegas and David Chao Mar 28 2017 3:00 pm UTC 60 mins
    The emergence of FinTech represents both an influx of new Financial Services industry entrants as well as a fundamental disruption in the banking and FinServ value chain. In areas as diverse as payments and lending, the digital transformation of financial technology is challenging long-established business processes as global consumers embrace innovative new service conveniences.

    It is not surprising therefore that today’s most savvy banking leaders seek to future proof their business through new customer-centric products and service offerings. And within this hyper-competitive business environment, IT professionals are under increasing pressure to deliver nimble new approaches to meet these requirements more quickly.

    Attend this webinar to learn how leading banks are responding to this challenge by leveraging Open APIs to create new revenue models and realize business benefits.

    Join us and explore:

    - How the financial services value chain has changed, and what that means for information technology and security
    - How can banks leverage compliance obligations, like PSD2, as an opportunity to move towards Open Banking
    - Why existing development and delivery approaches are no longer fit for purpose

    Presented by:
    - David Chao, Head of Industry Solutions, MuleSoft
    - Isabel Viegas, EMEA Financial Services Lead, Amazon Web Services
    - Jeroen Hölscher, Head Global Payments & Cards Practice, Capgemini
  • IR Magazine Webinar - How technology is changing everyday lives of modern IROs
    IR Magazine Webinar - How technology is changing everyday lives of modern IROs IR Magazine and Q4 Mar 28 2017 3:00 pm UTC 60 mins
    Tuesday, March 28, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    Buy-side analysts have benefited from algorithms and quantitative models for some time, enhancing the speed and accuracy of their decision-making. How can IROs use the same technology to further elevate their day-to-day practices? How much faith can you put in Big Data, automation and predictive analytics, and how much time would that free up to spend on strategic priorities?

    What we’ll discuss:

    • Learning from the advances made on the buy side: how to use algorithms and quantitative analytics to measure peer performance, understand market trends and monitor shareholder activity
    • Is what you’re saying resonating? How can you use the aforementioned tools to assess whether what you’re communicating to the market is generating positive results?
    • Gaining deeper and actionable insight into stock performance: how predictive analytics can help IROs forecast more accurately and answer tough questions
    • To think is human, to automate is divine: what day-to-day tasks of IROs can be automated to free them up for higher value efforts?
    • What does the future hold? How far away are new strides in automation, artificial intelligence and technology for IROs?

    Speakers include:
    • Adam Frederick, senior vice president of intelligence, Q4
    • Scott Powell, executive vice president & head of investor relations, VolitionRX
    • Moderator: Ben Ashwell, digital editor, IR Magazine

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by IR Magazine.
  • Oportunidad para CIOs en Retail: Mayor flexibilidad en la nube con Openbravo
    Oportunidad para CIOs en Retail: Mayor flexibilidad en la nube con Openbravo Xavier Places Mar 28 2017 3:00 pm UTC 60 mins
    En este webinar explicaremos cómo las capacidades únicas de la arquitectura de Openbravo permiten a los minoristas moverse a la nube con mayor flexibilidad y confianza gracias a características clave como un soporte nativo a funcionamiento offline proporcionado por componentes técnicos como el Store Server que permite asimismo la posibilidad de escenarios distribuidos de despliegue.
  • Celent & INETCO: Is Real Time Data Necessary in Retail Banking?
    Celent & INETCO: Is Real Time Data Necessary in Retail Banking? Daniel Latimore, Senior Vice President - CELENT and Stacy Gorkoff - INETCO Mar 28 2017 5:00 pm UTC 75 mins
    Real time is rapidly becoming more important to retail banks. Payments, customer responsiveness, and fraud detection must all become faster. Powering them all is data in its many facets.

    Join banking analyst firm Celent, and real time transaction monitoring and analytics company INETCO, as they explore real time’s current progress, its implications for financial institutions, and how banks should respond.
  • The Long and Short of Exuberant Markets
    The Long and Short of Exuberant Markets Jose Cosio, Managing Director—Global Client Group and Jim Chanos Founder, Kynikos Associates Mar 29 2017 1:00 pm UTC 45 mins
    With financial markets firmly in “risk-on” mode, many investors worry about a sudden return of “risk-off” sentiment.

    Jose Cosio, Managing Director—Global Client Group, and Jim Chanos, founder of premier short-only and market neutral manager Kynikos Associates LP*, are hosting a webinar to examine which alternative strategies could help investors weather less exuberant markets.

    *Kynikos Associates LP is a sub-investment adviser in AB’s Multi-Strategy Alpha Portfolio
  • Responsible investing in global equities- making a positive impact
    Responsible investing in global equities- making a positive impact Jamie Jenkins, Head of Responsible Global Equities Mar 29 2017 1:00 pm UTC 45 mins
    For nearly 20 years our Responsible Global Equity Strategy has been centred on sustainable companies that are proactively and effectively managing their environmental, social and governance (ESG) opportunities and risks. Jamie Jenkins discusses our philosophy and his experience in deploying an active ESG approach that we believe can deliver improved risk-adjusted returns for investors.
  • Case study – How to get ahead when targeting pension buy-out
    Case study – How to get ahead when targeting pension buy-out Graham De'ath, Andrew Jacobson, David Stewart Mar 29 2017 1:30 pm UTC 45 mins
    In this webinar we will take you through how our DB pension client (T H WHITE) moved from a £13.8m buy-out deficit to being able to secure their members’ pensions in full with a £25m buy-out. Ultimately, they only paid £4.8m of contributions and were able to wind-up the scheme with a surplus refunded.

    We will look at how the key ingredients of an effective investment strategy, good preparation and governance, and seizing opportunities with insurers could help you achieve your objectives ahead of schedule, and with much lower company contributions than originally expected.

    Who should join this webinar?
    Trustees or sponsors with closed defined benefit pension schemes (under £100m) who have an ultimate goal to buy-out and wind-up.
  • ETF Developments: 2017 Market Update
    ETF Developments: 2017 Market Update Igor Tsukerman (President & Chief Investment Officer, Passed Pawn Advisors) Mar 29 2017 2:00 pm UTC 45 mins
    As the ETF market int he US continues to mature, new and existing issuers are still finding new or underserved niches.

    Find out what's been attracting investment dollars and what hasn't been working, where the growth is, what is new and what is coming.

    We'll focus on smart beta and thematic investing, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
  • UBenefit Group Quoting and Enrollment: Part 2 of 5
    UBenefit Group Quoting and Enrollment: Part 2 of 5 Margaret Lett, Ph.D Mar 29 2017 3:00 pm UTC 30 mins
    Benefit Resource Inc.'s premier product is UBenefit, which is a cloud-based software application that facilitates all areas of employee benefits and human resources management.

    The UBenefit software provides
    a single solution to insurance agencies who work with LeClair Group to be able to compete in today’s changing world of health insurance and employee benefit administration.

    UBenefit drives insurance agencies' efficiency by capturing, managing, and sharing all the moving pieces of the benefit supply chain in a single, streamlined platform.
  • How technology trends reflect the changing role of the board
    How technology trends reflect the changing role of the board Corporate Secretary and Diligent Mar 29 2017 4:00 pm UTC 60 mins
    Wednesday, March 29, 2017
    9.00 am PST / 12.00 noon EST / 5.00 pm BST / 6.00 pm CET
    Duration: 30 minutes

    In a landscape that demands greater transparency and accountability, boards are facing higher expectations than ever before. Not only are they recognized for organizational success but they are also accountable for organizational shortcomings. Pressure is coming from investors, regulatory bodies, customers and even the media.

    With these increased expectations comes an expanded role for the board in many organizations, moving beyond traditional governance concerns to become much more involved in strategy. As a result, more and more directors are seeking better board preparation and communication tools. In response, technology in the boardroom is evolving to adapt and meet these needs.

    Join a group of experts for a webinar on how technology trends in the boardroom reflect the strategic role of the board.

    Participants will learn:
    • How board responsibilities have evolved
    • Why expectations of the board have climbed
    • How boards can respond to growing pressures
    • How technology has evolved to help boards become more strategic

    Speakers include:
    • Brian Bolash, corporate secretary and senior counsel, Erie Indemnity Company
    • Dottie Schindlinger, vice president and governance technology evangelist, Diligent
    • Keyna Skeffington, vice president and deputy general counsel, Medtronic
    • Moderator: Ben Maiden, editor, Corporate Secretary

    This is part of Corporate Secretary’s program of content-driven webinars. Short, sharp and packed with expert insight, the webinar will bring you up to speed on this critical issue in just 30 minutes.

    Unable to listen live? No problem! Sign up anyway and we will send you the on-demand recording to listen to at a time that’s convenient for you.
  • Subscription Strategies: Measuring and Managing Churn
    Subscription Strategies: Measuring and Managing Churn Danielle Childs, Sr. Product Manager, Recurly Mar 29 2017 5:00 pm UTC 60 mins
    Churn is one of the most sensitive -- and important -- metrics used to understand the overall health of your subscription business. Slight variations in churn rates can have a significant impact on revenue and profits.

    However, many businesses find it difficult to measure the complexities of churn and develop the right strategies to minimize it.

    Join subscription management expert, Danielle Childs, on Thursday, March 29 at 10 am PT/ 1pm ET and you’ll discover:

    • Key churn metrics including industry specific benchmarks for subscription commerce

    • How to understand different types of churn - and manage each one effectively

    • Proven strategies that successful subscription businesses are using to reduce churn  -- and keep more customers.
  • Live Insight : Discover the latest dividend trends, risks and opportunities
    Live Insight : Discover the latest dividend trends, risks and opportunities Jane Shoemake and Faizan Baig Mar 30 2017 9:00 am UTC 60 mins
    We would like to invite you to listen to a live webcast:
    The importance of income, dividend sustainability and growth
    How equity income has performed in a rising interest rate environment
    Significant dividend trends highlighted by the Henderson’s Global Dividend Index
    Where the 13-strong Global Equity Income team are finding the best opportunities
  • Introduction to the Openbravo Commerce Suite for Sporting Goods Retailers
    Introduction to the Openbravo Commerce Suite for Sporting Goods Retailers Xavier Places Mar 30 2017 9:30 am UTC 60 mins
    This webinar will highlight the benefits of Openbravo Commerce Suite for Sporting Goods Retailers, including a short product demo, highlighting POS and back office features which support store and as well as headquarter operations.
  • Ransomware Wins! User Awareness Doesn't Work! What Do you Do?
    Ransomware Wins! User Awareness Doesn't Work! What Do you Do? Amar Singh & Industry Experts Mar 30 2017 1:00 pm UTC 60 mins
    Nope this is NOT another webinar on How to Protect Against Ransomware blah blah blah.

    If you reckon that users (yes that includes you and me) are the first line of defence against ransomware! Sorry to break it to you but you are WRONG! We are all humans and we make mistakes and ransomware creators know that.

    You have a choice.Hope and or pray that your awareness training protects your employees and your business from becoming a ransomware victim OR attend this webinar and learn what you can do to protect your business.

    Note: This is not your typical webinar. Cyber Management Alliance’s unique and interactive approach to webinar’s allows everyone to have a say and share their knowledge. The host, Amar Singh firmly believes that every member of the audience has valuable input and that each attendee brings their own context and perspective. So, join in, share and learn.
  • Quarterly Multi Asset Update
    Quarterly Multi Asset Update Trevor Greetham Mar 30 2017 1:00 pm UTC 45 mins
    Head of Multi Asset, Trevor Greetham provides a review of 2017 so far, looking at the major political and economic factors impacting the Investment Clock.
  • GAM: Market Outlook and Macroeconomic update
    GAM: Market Outlook and Macroeconomic update Charles Hepworth, Investment Director, GAM Mar 30 2017 1:30 pm UTC 60 mins
    Charles Hepworth, Investment Director of GAM’s Model Portfolio Service will discuss his outlook for the global markets in 2017.
  • Introducción a Openbravo Commerce Suite para minoristas de productos deportivos
    Introducción a Openbravo Commerce Suite para minoristas de productos deportivos Xavier Places Mar 30 2017 3:00 pm UTC 60 mins
    El webinar presenta los beneficios principales de la Suite de Comercio de Openbravo para minoristas de productos deportivos, incluyendo una breve demostración de producto, destacando funcionalidades del punto de venta y back office para apoyar tanto operaciones de las tiendas como de la central.
  • Key eDiscovery Trends and Case Law for 2017
    Key eDiscovery Trends and Case Law for 2017 Doug Austin and Julia Romero Peter, Esq. Mar 30 2017 5:00 pm UTC 75 mins
    2016 was an important year in eDiscovery.  Did you catch all of the important events and developments that occurred over the course of the year?  If you didn’t, here is your chance to catch up!  This webcast will cover key events, trends, and developments that occurred over the course of last year and how they impact those in the eDiscovery community.  Examples of trends being covered are:

    + Evolution of eDiscovery Technology
    + Privacy Trends in the US and Internationally
    + Key Trends in Cybersecurity and Data Breaches
    + Continued Evolution of Artificial Intelligence in the Legal Space
    + What Happens Every Minute on the Internet
    + Proliferation of Rules Regarding Attorney Technical Competence
    + Important Cases in Technology Assisted Review
    + Key 2015 Federal Rules Changes and How They Impacted Case Law
     
    “Doug Austin’s presentation Key Discovery Trends and Case Law in 2016 at the February meeting of Houston Association of Litigation Support Managers was insightful and thought provoking. The overview of relevant 2016 case law clearly demonstrates how the 2015 changes to the FRCP are directly impacting decisions from the bench.”

    Patti Zerwas, Discovery Project Manager | Haynes and Boone LLP

    Presenters Include:
     
    Doug Austin: Doug is the VP of Ops and Professional Services for CloudNine. At CloudNine, Doug manages professional services consulting projects for CloudNine clients. Doug has over 25 years of experience providing legal technology consulting, technical project management and software development services. Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog.
     
    Julia Romero Peter, Esq.: Julia is General Counsel and VP of Sales with CloudNine. At CloudNine she leads the sales team and has extensive experience in information governance, data discovery and legal discovery. Julia received her J.D. from Rutgers Law School - Newark, and her B.A. in History with a minor in education from Columbia University - Barnard College.
  • UBenefit Individual Quoting and Enrollment: Part 3 of 5
    UBenefit Individual Quoting and Enrollment: Part 3 of 5 Margaret Lett, Ph.D. Mar 31 2017 3:00 pm UTC 30 mins
    Benefit Resource Inc.'s premier product is UBenefit, which is a cloud-based software application that facilitates all areas of employee benefits and human resources management.

    The UBenefit software provides
    a single solution to insurance agencies who work with LeClair Group to be able to compete in today’s changing world of health insurance and employee benefit administration.

    UBenefit drives insurance agencies' efficiency by capturing, managing, and sharing all the moving pieces of the benefit supply chain in a single, streamlined platform.
  • Administration transfers – a seamless move
    Administration transfers – a seamless move Chris Tagg, Associate Pensions Administration - Barnett Waddingham Apr 4 2017 10:00 am UTC 60 mins
    Transferring administration services to a new provider can be a challenging process, but an efficient and seamless transfer can be achieved through approaching the project with transparency, cooperation and accountability.

    Chris Tagg, will walk you through the transfer process, looking at best practice, roles that various parties play and the expectations that trustees should have, as well as the common traps to avoid.

    As one of only two third-party administrators in the UK to have achieved PASA Accreditation, maintaining the ‘gold standard for high quality pension administration’ has never been more important but where does PASA fit in with both the old and new administrators? Chris examines their significance in a broader context alongside Barnett Waddingham’s approach to implementations.