The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.
Are you aware of the challenges surrounding pension transfers? During this webinar, our Administration Manager, Ben Clacker, will guide you through the key issues to look out for – and how to avoid them.
The introduction of Freedom and Choice brought about an increased frequency of pension transfer requests. In addition, developments such as HMRC’s change to their QROPS listing, and the rise of pension scams, have impacted administrative due diligence requirements.
Reflecting on high profile news stories, case studies and current developments, Ben will demonstrate how administration teams can act as the first line of defense and effectively mitigate the risk of transfers, protecting member’s benefits by implementing a comprehensive quality control frame work, practicing due diligence, and engaging with trustees.
Ben will guide you through:
•The impact scams can have on members’ benefits
•Insight into the administrative challenges of pensions transfers
•Examples of tactics scammers may use to defraud members’ benefits
•The importance of quality administration when it comes to pensions transfers
When it comes to supplier enablement, companies implementing e-invoicing have very low expectations. On average, they're aiming for only 49%, according to recent poll data from The Hackett Group. And none of the respondents set their goal as 100% enablement. Apparently, the poll didn't include Greif, a Coupa customer and leading global manufacturer of industrial packaging. By the end of 2015, Greif will have over 90% of their approximately 3,500 indirect suppliers enabled and they hope to reach their goal of 100% early in 2016
In his latest update Nick Peters, portfolio manager of the Fidelity Multi Asset range, outlines the key opportunities he sees in today’s market environment. He takes a look at what impact the European political timetable will have on equities and why he currently has an overweight exposure to Healthcare.
A complete demonstration of CloudNine's SaaS-delivered eDiscovery automation software by industry expert and author Doug Austin. Used extensively by corporations and law firms to simplify legal discovery in litigation, investigations, and audits, CloudNine provides eDiscovery practitioners with a secure platform that enables the upload, review, and production of documents from a fully integrated and automated fourth-generation eDiscovery platform. For a free trial, visit eDiscovery.co.
Economic data indicates a positive growth and inflation backdrop. Multi Asset portfolio managers Kevin O’Nolan and Nick Peters play this off against some of the current political developments and discuss the asset classes and regions best placed to benefit.
With over 1 billion monthly active users, Facebook Messenger is beginning to change the world for companies looking for ways to connect with, engage, and retain an unprecedented number of customers. And we’re guessing that’s probably you.
It’s all because of Messenger’s developer tools, which have leapt on the promise of bots for customer service and native payments without ever leaving the platform--and have thoroughly delivered on it. Users stay cozily inside the Messenger platform to play games, search, shop, pay, and more, meaning they’re fully engaged with your brand in multiple ways in a single brand context.
Facebook’s long-term plan: make Messenger the center of users’ lives. Your short-term plan: start positioning yourself to take advantage of this revolution in messenger tech innovation. Register for this free VB Live event now and learn how you can monetize Messenger.
In this webinar, you’ll:
* Understand the broader digital wallet strategy to connect with customers through chatbots
* Get valuable tips to spin chatbots into gold
* Learn the biggest mistake organizations are making with payments through Messenger
* Laura Knapp, Managing Director, SRAX Social, Social Reality
* Stewart Rogers, Director of Marketing Technology, VentureBeat
* Wendy Schuchart, Moderator, VentureBeat
Los clientes esperan cada vez más que los minoristas vayan más allá de la simple venta de productos para ofrecer también experiencias y servicios para sus estilos de vida. Los minoristas que puedan ofrecer con éxito una estrategia de venta más orientada al servicio podrán beneficiarse de varias formas. Pueden aumentar la rentabilidad al ofrecer servicios de mayor precio y margen, y reforzar la lealtad a la marca utilizando el servicio como un factor diferencial que es difícil de reproducir por parte de los competidores.
The Factor Research Quarterly webinar series is designed to share our most recent insights into the state of equity factors around current market events and trends. This webinar will help you think strategically about your portfolio's factor exposure and will cover:
• A 2017 outlook through a factor lens
• Uncovering the link between monetary policy and factor returns
• Current factor valuations and forecasts
Register now to get an inside look at how our top factor experts are viewing the key issues in the global market.
• Michael Hunstad, Ph.D.,Director of Quantitative Research
• Matt Peron, Head of Global Equity
As this new year gets under way, emerging markets are caught between conflicting forces. On the one hand, they benefit from a revival in developed world manufacturing, rising commodity prices and improved domestic economic indicators. On the other hand, Donald Trump’s entry into the White House, along with his statements on international trade, casts something of a shadow over this promising outlook for emerging markets. Against this mixed backdrop, how is 2017 shaping up for emerging markets?
Tech Companies and Start-ups that aim to solve problems in the financial industry have a much harder time than those, that work on simple consumer products. That’s because the financial market is riddled with inefficiencies, which arise because of a number of separate, but equally important issues.
We'll discuss some of these issues in this webinar, such as:
-Regulations are being updated too slowly / Regulations are too complex / Complex Legislation
-Banks are still the most important power in the financial markets / Hegemony of banks in the industry / The everlasting strength of traditional banks
-Fintech products have weak popularity compared to other consumer products / Negative associations related to the whole Financial sector / Lack of consumer trust for financial products
-Hard to reach software developers with experience / Software Developers can’t be found / It’s hard to hire the right people for the job
-Data safety / User privacy / Safety of exchanging financial information
In his latest video update, Anthony Gillham, Co-Investment Director of Multi-Asset at Old Mutual Global Investors, discusses:
•Emerging market's outperformance
•Reason why the market is focussing on Trump's tax proposals
•Strong market returns and rise of US Equity market
During this webinar we will look at how Aggregate Industries and the ICI Pension Fund have used phased de-risking to take down their pension risk over time. We will discuss how Aggregate Industries implemented their £135m follow-on buy-in in 2016 and how the trustee of ICI used innovative umbrella contracts to move quickly, securing £2.7bn across five buy-ins in six months over 2016.
Customers increasingly look to retailers to go beyond simply selling products by also offering experiences and services for their lifestyles. Retailers that can successful deliver a more service-oriented retail strategy stand to benefit in several ways. They can increase profitability and wallet share by offering higher-margin services, and they reinforce brand loyalty using service as a differential factor that is difficult for rivals to reproduce.
Join us for an update from Will James, manager of the European Equity Income Fund. On the webcast, Will covers:
• Europe’s positive growth picture
• The evolving opportunity set for income investors
• How the Fund is positioned to take advantage and the outlook going forward
As the front-line industry insider's look at the financial technology explosion,
"The FINTECH Book" is your primary guide to the financial technology revolution, and the disruption, innovation and opportunity therein.
It was the first crowd-sourced, Amazon best-selling book on FINTECH globally, representing thought leaders across 27 countries.
Now, the Editors are launching a new series of three books on InsurTECH, RegTECH and WealthTECH and are here to answer your nagging questions.
Join the Editors in this live webinar where they will discuss:
-InsurTECH, RegTECH and WealthTECH trends
-Success stories & lessons learned from investors, entrepreneurs, and visionaries
-New business & revenue models
-How will the respective sectors change
-Overview of The FINTECH Book Series which will be published by the leading publisher WILEY
- You can still vote for the best abstracts on www.TheFINTECHBook.com until 28 Feb 2017
Warning - this is not just another GDPR webinar. Join Amar Singh in his popular and interactive webinars and deep-dive into this special Cyber Incident Planning & Response webinar where we share and discuss the following:
* - What are the key components to automate in incident management to enable GDPR compliance.
* - Four important questions a CISO or Manager must ask to manage an incident successfully.
* - Understand Process Automation for Incident Orchestration.
* - How you can, using the technology and processes, build a lean, effective and knowledge Security team with or without a Security Operations Centre.
* - Data Protection and Incident Response for the non-technical manager.
* - How and why it's critical that middle and senior management, working with technical teams, get involved in delivering effective cyber incident planning & response.
Digital and self-service payment channels have changed the way banks and customers interact. Less direct interaction means more reliance on “Big Data” for insights that will help you identify ways to better serve your customers, run more effective card programs and capture more wallet share.
Printec and INETCO invite you to attend a 30-45 minute live webinar, where we will showcase new technologies that will help your financial organization derive better value from customer transaction data. Learn how you can establish real-time insights into:
- Card usage patterns
- Profitability and cash flow
- Application, network or third party service performance
Can’t make the date? That’s ok. Contact Printec or INETCO if you are still interested in arranging a private discussion on how detailed transactional data can help you to predict next best product, identify customer performance problems, customize the consumer experience, competitively price card services and loans, execute targeted marketing strategies, and much more.
A key aim of the Pyrford Global Total Return (Sterling) Fund is not to lose clients' money. Lars will update on the Fund’s performance during 2016 and its ongoing quest to generate real returns for investors. He will also discuss global markets, return expectations and opportunities for asset allocators during 2017.
BMO, Pyrford, 2017 outlook, multi-asset, Lars Nielsen
Political turbulences – it’s enough to mention US election and Brexit referendum – only added to the list of factors significantly affecting global asset allocation strategies in 2016, particularly in Europe and North America. Looking forward, how can wealth managers adjust their HNW clients’ portfolios in 2017 to make sure that they are not encouraged to try alternative investment managers?
This webinar sheds light into what is and will be driving investment choices in the European and American HNW space now and in 2017.
With all of the hype about Technology Assisted Review, does keyword search still have a place in eDiscovery? You bet it does – if it is conducted properly. This CLE-approved* webcast session will cover goals for effective searching, what to consider prior to collecting ESI that will be subject to search, mechanisms for culling prior to searching, mechanisms for improving search recall and precision, challenges to effective searching and recommended best practices for searching and validating your search results to ensure effective search results.
+ Search Fundamentals
+ Considerations Before Searching
+ Mechanisms for Culling Before and After Searching
+ Mechanisms for Improving Recall and Precision
+ Searching Considerations and Challenges
+ Using Sampling for Defensible Searching
Doug Austin: Doug is the VP of Operations 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 to numerous commercial and government clients. Doug is also the editor of the CloudNine sponsored eDiscovery Daily blog.
Karen DeSouza: Karen is the Director of Review Services, In-House Counsel, and a Professional Services Consultant for CloudNine. Also, Karen helps attorneys with CloudNine's software and Pre-Litigation Consulting Services. Karen is a licensed attorney in Texas and has over 15 years of legal experience. She also has a Bachelor of Science in Legal Studies - American Jurisprudence. Before CloudNine, Karen worked as an E-Discovery Director, Project Manager, and as an Associate at various law firms in Houston area where her primary focus was litigation.
* Approved in Selected States (To Be Published Prior To Webcast Delivery)
With the change in administration and the replacement of SEC Chair White, the state of SEC enforcement is in flux, and public companies are pressed to reevaluate how they deal with regulators and manage internal processes. This webcast will provide an in-depth examination of the projected 2017 areas of SEC focus, as well as an overview of how in-house counsel and finance teams can avoid missteps in this evolving financial reporting landscape.
This program and Q&A session will be presented by SEC investigations and white collar defense attorney Nicolas Morgan from the law firm of Paul Hastings LLP, and forensic accounting, regulation and compliance expert Jean Chow-Callam of FTI Consulting. The presenters also will discuss steps for dealing with regulators and managing internal processes to simultaneously avoid and prepare for investigations, and other highlights from their article “Top SEC Concerns in Public Company Financial Reporting to Watch in 2017” published in Bloomberg BNA Insights in February 2017.
The Rathbone Heritage Fund - Outlook and approach with Carl Stick, Elizabeth Davis and David Harrison
Fund Managers, Carl Stick, Elizabeth Davis and David Harrison will give an introduction to the Rathbone Heritage Fund, highlighting the key differentiators and the investment process. They will also provide a detailed update on the fund in the current market environment, highlighting the performance, and where we are today.
Put your questions to the team in advance, or during the call using the ‘questions’ tab at the top of the video screen. A recording will be available 'on demand' after the call if you are unable to join us at 11am.
Everyone knows two-factor authentication right? or do you just know how to use it? Something you know and something you own is a phrase we can all recite but very few actually understand two-factor authentication and its true benefits. How it works, why two solutions are not alike or what to look for in a true secure solution are just some of the conversation topics covered in this webinar.
During our recent "MiFIR: Beyond the Reporting" webinar, we highlighted some of the ancillary parts of MiFID II that firms are looking into in order to stay ahead of the regulatory reporting curve.
Some of the ancillary reporting obligations have not been talked about much by the industry resulting in firms not knowing enough about how they will be affected by these regulations.
Join UnaVista at this webinar on Wednesday, 1 March as we shine the light on MiFID II Commodities Positions Reporting.
You'll learn :
What requirements you have as part of the commodities position limits regime
If your firm is subject to commodities position reporting requirements
If your firm can be exempted from the MiFID II commodities regime
Digital identities are the lifeblood of the modern digital economy
As human activity migrates online, challenges for authenticating physical identities arise, while businesses and consumers look around for guidance.
Increasing demand for answers to the identity verification dilemma was just one of the contributing factors for the emancipation of the identity space as an industry of its own, vertical-agnostic.
With such an outlook, it is important to understand what a Digital Identity is, and their current role in our society. Furthermore, how to leverage the identities to build better business models, deliver better products and services; and most importantly, how to take the leap and hop on the Identity Evolution train - after all, you don’t want to get left behind.
We know implementing new technologies, and changing your current operations and processes can be a challenge. And even though the benefits far outweigh the costs, it always helps to have a guiding hand. Today, that guiding hand comes as a framework to understand how digital identities play a beneficial role in each industry and YOUR business, so you can start the journey from analog to digital identities within your organization.
At the end of the webinar you will:
- Be able to differentiate physical from digital identities, and the attributes that shape them.
- Appreciate the function digital identities play today, and their potential to help overcome present [and future] social and economic challenges.
- Understand the role of Blockchain in the Digital Identity Ecosystem.
- Recognize the business models that are placing identity at the center: Identity-as-a-Service, or Identity APIs - and how they can reshape the world as we know it.
- Know WHY and HOW to make the leap over to digital identities within your business.
Join Fiona Harris, client portfolio manager for the JPM US Equity Income Fund, as she discusses the outlook for 2017, the US elections result and what this means for the fund's focus on high quality companies with sustainable dividend yields.
The webconference will run for 30 minutes with Q&A starting at 9.30am.
ECN is pleased to be hosting an interview with Kelly Ann McHugh, Head of Regulatory Intelligence, Proposition – Asia Pacific and Japan for Thomson Reuters on the 3rd March at 9.am GMT to discuss the current state of financial regulation in Asia, the key risk areas that need to be considered and to explore the future of financial regulation and how new technologies could impact the way financial institutions manage risk and remain compliant particularly in the areas of KYC and AML.
A new political regime in the US brings new risks and new rewards for US equity investors. Join Kurt Feuerman as he discusses his outlook for US markets and how he has adjusted his strategies to manage risk and identify new opportunities.
In questo nuovo inizio d'anno, i mercati emergenti sono stretti tra due forze in conflitto. Da una parte, beneficiano di una ripresa nel settore manifatturiero nel mondo sviluppato, l'aumento dei prezzi delle materie prime e il miglioramento degli indicatori economici locali. Da l'altra parte, l'ingresso di Donald Trump alla Casa Bianca, insieme alle sue dichiarazioni sul commercio internazionale, getta delle ombre sulle prospettive promettenti per i mercati emergenti. In questo contesto, cosa preannuncia il 2017 per i mercati emergenti?
Behavioral biometrics is an investment that will save your business a substantial amount of revenue. By ensuring that every session undergoes complete continuous authentication, you will reduce fraud and friction -- which both are costing your company huge amounts of money and potentially losing clientele. Join us as we examine the incredible ROI that Behavioral Biometrics provides. BioCatch's Oren Kedem will walk through the incredible ROI that Behavioral Biometrics provides.
Rafi Yahalom from MIT has conducted extensive research on this topic. He will be there to answer any questions about his research that definitively proves that Behavioral Biometrics is a strong investment for your company.
In this webinar, you will learn:
- What are the roles of filters in calculating ROI of behavioral biometrics
- What are the parameters that make up an ROI model
- How to adjust parameters to maximize ROI
Is it time to get serious about allocating capital to listed infrastructure investments?
Many thought leaders think the answer is yes!
You’re cordially invited to a webinar hosted by STOXX Limited and FlexShares ETFs.
The event will discuss today’s investment landscape for listed infrastructure.
We will also discuss listed infrastructure’s role in investors’ portfolios and profile infrastructure portfolio characteristics using STOXX’s leading global infrastructure index, the STOXX Global Broad Infrastructure Index.
Please join us.
Conéctese a nuestra próxima conferencia en directo con Carlos Galvis, Gestor del Fondo, que presentará sus perspectivas actuales de inversión y las estrategias para Camignac P. Capital Plus. Puede hacer preguntas a lo largo de la conferencia y serán abordadas tras la presentación.
Uber, Nike and their like, have turned branding on its head. They have created utilitarian global brands by inserting themselves into our daily lives using technology as their Trojan horse. And through this utility they have invested more meaning into their brands than any global advertising campaign ever could. Utilitarianism is the innovation frontier for financial services. How do traditional financial service companies reconfigure and transform their capabilities to innovate around their customers' needs and rebuild their brand meaning through utility, instead of advertising.
As investors continue to migrate toward private assets in search of potential benefits like low volatility, differentiated sources of income and uncorrelated returns, they are faced with an increasingly broad universe from which to choose.
As they wade through a sea of private equity and debt options, it is becoming apparent to many investors that all private assets are not created equal.
Increasingly, origination – an investment manager’s ability to source a large quantity of high-quality investment opportunities – is becoming the difference between underperformance and outperformance.
In this webinar, we will discuss the important role that origination plays when it comes to achieving attractive long-term, risk-adjusted returns and income streams in:
- Private Credit
- Private Equity
- Infrastructure Debt
- Private Real Estate Investments
We’ve explored the most prevalent strategies being used by the world's largest asset owners in Part 1, but now we want to dive into implementation. In this next installment of our webinar series (overview below) we will take a deep dive into how to implement various factor-based strategies based on various objective types.
The global agriculture sector has encountered challenges with the lack of adequate food for the growing malnourished population, the continued radical decrease in the areas of global arable land, and a dearth of technology that supports increased productivity and reduced labor dependency. These challenges are being addressed by integrating farming with technologies that provide decision support systems, effective farm monitoring, crop management, improved farm household income and farm output, and an overall improvement in the efficiency of the agricultural system. Critical factors for successfully exploiting opportunities in the smart agriculture sector include providing a means to enable continuous monitoring, enabling real-time data collection, increasing automation of crop cultivation and livestock production systems, and effectively demonstrating increased farmer return on investment.
In the fragmented world of digital payments, some merchants have shown that they are not willing to abdicate control of their valuable customer relationships to third party open mobile payment systems. Companies like Walmart, Target and CVS have announced their own in-app payment solutions to take control of the entire customer lifecycle from enrollment to checkout, even while continuing to support broader mobile payment initiatives sponsored by platform/OS companies.
This talk will discuss both sides of this rapidly-evolving phenomenon, and will help you decide if you need "your own damn Pay".