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.
Since the Global Financial Crisis a decade ago, markets have witnessed Growth outperforming Value over an unprecedented period. In this webinar Hugh Sergeant, Chief Investment Officer and manager of the Recovery Strategies at River and Mercantile Asset Management, explains why we now find ourselves in one of the most exciting points of his 30 year investment career. Describing value investing and the value cycle, Hugh will demonstrate how the dispersion between Value and Growth investment styles has now reached such a point that it has created a myriad of opportunities spanning stocks, sectors and geography.
In a changing world where 50% of home loans and 38% of auto loans are provided by a non-FI, how do you compete? The answer lies in how you collect, analyze and act on data. James will walk you through how to lay the foundation for an AI-driven approach to big data.
What You’ll Learn:
- Why data-driven financial institutions get better results
- How to build a foundation for a data-first approach
- How and when to use AI and Machine Learning in your financial institution
About the presenter:
James Dotter, Chief Financial Officer at MX, brings more than 16 years of management experience and financial expertise with industry-leading, billion-dollar technology companies. Previous to joining the MX team, Dotter managed finance and operations at InsideSales.com, one of the fastest growing tech companies in the US. He led InsideSales.com through five years of more than 100 percent revenue growth, directed talent acquisition of more than 100 employees per quarter, and raised more than $140 million in private equity financing, while building and maintaining strategic partnerships.
The world of payments is rapidly-changing. The rise of P2P payments in the U.S, Canada and Australia along with dramatic regulatory changes in Europe (PSD2), has created new opportunities across the ecosystem. New third-party payment providers (TPP's) in the EU and P2P apps in other regions are entering the arena by supporting the rapid rise in demand and associated adoption rates. Banks are enabling direct access to accounts via APIs. Consumers now get to pick which apps they use, how they want to pay, and when, making the user experience paramount to win their loyalty. At the same time, however, the speed and “openness” makes the ecosystem vulnerable to several types of threats including malware, social engineering, remote access Trojans, SIM swapping, call forwarding and other techniques. Using these techniques, the fraudsters are able to exploit various points of potential weakness: at the account creation stage, the bank account linking process and payment authentication.
Join us as Iain Swaine, explores this fast-changing landscape, leveraging real world experience that stems from his days as eCrime Fraud Prevention Manager of the Royal Bank of Scotland, which was on the front lines of the initial faster payments adoption in the UK, and his current work as Head of Cyber Strategy, EMEA at BioCatch. He will explain how fraudsters see the this new world, what some of their techniques are and some of the techniques that are being used by leading enterprises around the world to address the risks in the P2P and PSD2 ecosystems.
Any process and interaction that can be digitised is being digitised - either for customer convenience or, for operational efficiency and costs. But, what happens when every bank and every possible process is digitised. What next? How can banks differentiate themselves? What role can data and AI play in creating value?
In this session, we will hear from industry leaders on their views on this topic and pragmatic recommendations on how to get started on this journey.
Bharat Bhushan, CTO Banking & Financial Markets, IBM
Marie Measures, CIO, Coventry Building Society
Richard Price, Sales Director, TIBCO
Valentina Kristensen, Director, Growth & Communications, OakNorth
Mitesh Soni, Senior Director - Innovation and Fintech, Finastra
Cybercriminals and nation states are consistently using mobile threat tooling as part of their espionage or financially motivated attacks and campaigns. The Lookout Threat Intelligence team has noticed this increase as we research and protect against these adversaries. These actors are increasingly seeing value from having an offensive mobile capability in their toolkit and we have even seen low sophistication groups break into this space and successfully steal gigabytes of data from compromised devices. As BYOD and the prevalence of mobile devices in corporate environments continue to blur the traditional enterprise perimeter, the ability to understand the risks to mobile endpoints is critical.
Join Michael Flossman, Head of Threat Intelligence at Lookout, for this informative webinar as he covers the evolution of threat actors on mobile, discusses several recent high-profile cases, and explains why gaining visibility into your mobile endpoints and proactively securing them is key for today’s organizations."
Join us for this insight into the performance of the Brewin Dolphin Managed Portfolio Service. Gareth Johnson, Head of Digital Channels and Investment Services hosts David Hood, Head of Central Investment Solutions and Tom Jemmett, Fund Analyst to discuss market movements during the last three months and how these affected our investment decisions and ultimately the performance of MPS. This is your chance to hear the information that will help you in your conversations with your clients.
Whether driven by PSD2 compliance, market demand for mobile apps, or fintech competition, open banking is becoming a top priority for financial businesses. Through exclusive research and customer successes, we determined that building a modern application architecture with APIs, microservices and strong authentication is a key success factor in this space. In fact, our latest report shows that fully digital banks enjoy an estimated 25% cost-to-income ratio, versus 60% for traditional institutions.
For this webcast, we assembled a panel that includes Mehdi Medjaoui, author of Banking APIs: State of the Market, along with experts in API and security capabilities, to introduce the elements of modern application architecture that all digital banking business leaders should know about – API management, microservices, strong authentication and risk-based security. You’ll learn about:
* The current state of open banking, and what your peers are doing
* How to invest in modern application architecture to improve your open banking projects
* How to align better with IT to accelerate your time-to-market
All registrants will also benefit from a complimentary copy of our Banking APIs: State of the Market report.
Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q2 2018, the changes recently implemented to our strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.
- Overview of the key drivers of strategy performance over the second quarter of 2018.
- Summary of the new fund ideas incorporated into the strategies over the course of Q2, and the tactical changes made to the portfolios’ asset allocations.
- An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.
Join us for our quarter-end strategy update webcast. Engage with portfolio manager, David Iben, to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
About Jamie Campbell:
Jamie has been with Bud from the start. As the company grew he developed a role that combined marketing and sales: Awareness. This position, key to any upstart's success has paved a way for Bud to grow reputationally as well as commercially for the last three years.
He is a mentor fellow of the Finance Innovation Lab, helping entrepreneurs develop propositions aimed at solving financial inclusion and social issues relating to money.
Before working in technology and finance, Jamie was a strategy director in advertising and innovation, working with companies like Heineken, Coca-Cola, Mars and SSE (FTSE250).
Depth and complexity of regional and global banks places an even higher level of urgency on algorithmic enablement than on other financial institutions.
Join TIBCO’s strategy leaders David Rosen and Shawn Rogers for a discussion of the latest trends and capabilities required for financial services leadership. Four major themes define the algorithmic imperative:
- Customer differences highlight the importance of deep and nuanced understanding of segments, propensities for action, engagement preferences and sensitivities to pricing
- Channel and evolution forces banks to think analytically with respect to the investments they make in reshaping their distribution networks
- Customer expectations with regard to experience require smarter processes both at the point of engagement and at the back-end decision systems that power the journeys
- Wide product breadth forces banks to take individual approaches to design, recommendation and pricing
Learn how each theme is affected by organizational leadership, strategic business initiatives and the underlying data science that enables the transformation towards becoming an Algorithmic Bank.
Register now to learn how TIBCO’s solutions can help you become an Algorithmic Retail Bank!
There is a clear appetite for driving greater diversity through the recruitment process, but there is also a concern that recruiters continue to look in the same place. On this webcast we explore the subject by inviting guests who are thinking very differently about how to expand that pool of talent.
In this webinar, Genady will talk about implementing AI projects in a financial services environment. More specifically, he will cover the following topic areas:
- Understanding what Artificial Intelligence can and can’t do
- What to take into consideration before the implementation and how FSI is different from other industries
- Step by step solution implementation avoiding common mistakes
- Choosing right resources for a task in-house vs. partnering vs. buying
Law firms are increasingly a high-value target for hackers, a “one stop shop” for sensitive data. And as dozen of examples show, the hackers are often successful. How do these cybercriminals infiltrate law firms and what can be done to prevent them?
Join our panel of experts as they dissect the anatomy of a successful law firm cyberattack and explain how you can protect yourself, and your clients, from a similar fate.
Attend this webinar to learn:
-Why hackers are increasingly targeting legal professionals
-What vulnerabilities make law firms easy prey for hackers
-The ethical implications of law firm cybersecurity
-How to protect yourself, your clients, and your data
- Jake Bernstein: An attorney with Newman Du Wors, Jake Bernstein’s practice focuses on counseling clients on cybersecurity issues. A former Washington State Assistant Attorney General and a frequent speaker and advisor on cybersecurity legal issues, Bernstein has significant experience with regulatory compliance, privacy, and cybersecurity law.
- Eli Wald: A professor of legal ethics at the University of Denver’s Sturm College of Law, Eli Wald was one of the first academics to investigate the ethical implications of law firm cybersecurity. A frequent author and speaker on ethics and professional responsibility, his work has been cited in ABA ethics opinions and excerpted in legal ethics casebooks.
- Kip Boyle: A 20-year information security expert and founder of Cyber Risk Opportunities, Kip Boyle advises global companies in the logistics, technology and financial services industries. He is a nationally recognized analyst, lecturer and thought-leader in cyber risks and has been featured in Entrepreneur magazine, Chief Executive magazine and others.
Key take a ways for the webinar include:
1. Learn how to successfully layer your defenses
2. Discover how Security and Fraud technology need to work together
3. Understand that with Faster Payments – your security posture has to move from protection to prevention
How will you stay ahead in the data science arms race?
Banks are shoring up their AI-enabled fraud prevention resources, in part by investing in data science teams. Meanwhile, fraudsters are rapidly evolving their tactics. The winners in this adversarial climate will be the banks that combine the best in-house data science with open source tools.
Watch this webinar and learn:
-How banks are using artificial intelligence (AI) to fight fraud.
-How banks can make their data scientists successful by arming them with fraud knowledge and giving them the best tools.
-Why Feedzai built the OpenML Engine, a data science platform that’s the first of its kind in the fraud space, giving data scientists the flexibility to build models in any language, using any library, and on any platform.
About the presenters:
Saurabh Bajaj is Vice President and Head of Product at Feedzai, where he leads product development and management. Prior to Feedzai, Saurabh was head of fraud and risk products at Neustar, a leading identity resolution company. Saurabh holds a Bachelor of Engineering from the University of Mumbai and an MBA from the University of California, San Diego.
Margarida Ruela is a Senior Data Scientist and Product Manager at Feedzai, where she drives the development of Feedzai's OpenML Engine. Prior to Feedzai, Margarida was a software engineer at Accenture. Margarida holds a Master of Science degree in biomedical engineering from the Instituto Superior Técnico.
Experis Finance is pleased to announce the first of our Hot Topics Series for Chief Audit Executives and their teams. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit professionals. Our first session will cover Agility and preparing for Robotic Process Automation.
The webinar will provide participants with the following learning objectives:
•Define Agility in the context of Internal Audit
•Share pragmatic insights in how to define and execute an Agile transformation
•Discuss RPA and in practical terms as companies begin to assess, plan and implement
•Highlight the role of audit in assessing the overall RPA plan
•Link the opportunities of RPA to the concepts of Agile Auditing
Tim Lietz – CIA, CRMA, MBA
Regional Director, Risk Advisory Services
Ed Williams CIA, CRMA
Sr. Manager, Risk Advisory Services
Cloud security has come full circle - back to the user. Early cloud vendors promised complete security only to find the truth more nuanced - there’s a shared responsibility. Both infrastructure and applications in the cloud need attention to stay clear of security vulnerabilities old and cloud new. Security testing has evolved to meet the needs of hybrid, public, and private cloud deployments. Attendees of this webinar can expect to learn:
The shared model for cloud security
What cloud providers protect...and what they don’t
How to migrate securely to the cloud
What penetration testing for cloud environments does differently
Are setting up a new channel or trying to revitalise an old or underperforming sales channel?
Have you invested time and money recruiting partners but feel disappointed they aren’t producing or have fallen silent?
Do partners bring you requests for duck-shoot demos that result in sales cycles that seem never to close?
Channel Partner Sales Managers have one of the toughest jobs in sales or sales management. They have to:
* Lead and manage without power
* Carry large targets and are responsible for key accounts
* Recruit partners who produce predictably & consistently
* Get the best out of partners
* Create and maintain engagement across partner organisations (sales, technical & management)
* Help partners make good money and stay committed & loyal
If you want to gain marketshare and expand quickly, identifying and selecting the right Channel Partner Sales Managers can be the key. Providing them with the correct tools and resources is essential.
Join us on 10th July for a webinar introducing a radical new approach to channel sales development.
* Startup businesses looking to build a channel from scratch
* Established business experiencing erratic or disappointing channel performance
* Companies looking to launch new products and services
* Companies launching into new markets
* Direct sales organisations looking to reduce their sales costs & headcount without a loss of earnings or quality
BPI Alternative Fund is a long/short equity fund investing in listed Portuguese and Spanish equities or equity related assets. The main concerns are to keep a low volatility, reduced drawdown and a low correlation with equity markets.
Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy and CIO for the Absolute Return & Opportunistic Fixed Income team. Bill and team are a separate platform dedicated to Absolute Return investing and Bill provides an unfiltered and agnostic update on the fixed income markets. He will also discuss the current fund positioning and outlook for the months ahead.
The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income fund which aims to deliver capital preservation and diversification from traditional fixed income while also limiting volatility. The fund draws on a variety of uncorrelated sources across the fixed income spectrum and maintains a systematic hedging component to aim for these characteristics even when the broad fixed income markets may struggle.
Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Take a look behind the curtain and decide for yourself. Join government security expert Mike Larmie as he breaks down the key differences. He will share what your agency needs to know to make sure your security program is both identifying vulnerabilities and reducing risk of exploit. He will cover the techniques, tools, and tradecraft of each, as well as common questions such as:
-Who performs the services?
-How often do they run in a network environment?
-What’s covered in their data output and reporting?
-What’s their value?
Mike will present how government agencies are reinventing how they conduct security testing to achieve greater efficiency and ROI. Learn how your agency’s security team CAN achieve security without compromise.
BIO: Mike Larmie, Federal Solutions Architect at Synack has more than 20 years of IT Security Experience, and has been involved with countless missions within the DoD, Intel and Civilian Federal Agencies. He has a wealth of experience having worked at companies such as Tenable, Sourcefire, Rapid7, Infoblox, G2 and others.
Gergely Majoros, Mitglied des Investmentkomitees, erläutert Ihnen innerhalb von ca. 30 Minuten unsere aktuelle Markteinschätzung und unsere globale Investment-Strategie.
Wie gewohnt erhalten Sie ebenfalls einen Rück- und Ausblick zu Carmignac Patrimoine.
BPI Brasil is a long only Fund investing in listed Brazilian equities and fixed income. The Fund aims to provide the investor with direct access to a market with high growth potential and to offer a sustainable return over a reasonable time frame through an active management approach.
Join us for our quarter-end strategy update webcast. Engage with portfolio managers to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
Craig Inches, Head of Rates and Cash and Richard Nelson, Senior Fund Manager provide our regular cash update webinar. They will look at the current market environment for cash and share an overview of RLAM’s cash strategies.
If we’re all going to learn, let’s learn together. Don’t repeat the mistakes of others. Don’t reinvent the wheel.
On today's agenda:
1. VISA — B2B Connect (B2B payment system tackling cross-border, cross-currency payments)
2. World Food Program — Building Blocks (Pilot in Jordan to tackle aid via blockchain-based identity)
3. DeBeers — Tracr (Clear the supply chain of imposters and conflict minerals)
Please join Jessica Ground and the Sustainable Investment team as they dive into the ESG topics currently making waves.
No one wants to vacation on a beach full of plastic. With more regions talking about banning some plastic items, what is the impact for the plastics supply chain, and end users. Meanwhile, as summer temperatures reach record highs, we will revisit our Schroders Climate Progress Dashboard a year on from launch and see how the thermostat is re-calibrating. Finally, as you pack up the car for your big summer trip, is there a residual risk that is not being captured within the auto loan industry, despite banks tighten up their consumer protection rules and processes?
A ‘Patent cliff’ describes a severe drop in revenue once the patent for a company’s leading product expires. The sharp revenue decline is a result of competitors being able to start developing and selling the product, often at a much lower price.
As US biopharmaceutical company Celgene struggles to get regulatory approval from the FDA, the company is facing major market, shares and revenue losses, and is facing a phenomenal patent cliff. Furthermore, research from EvaluatePharma reports that an estimated $250 billion in projected sales is at risk between 2018-2024 as many drugs lose exclusivity.
When it comes to acquisitions, the effects of a dwindling patent term can severely impact the value of your company. So how do you create 5-year plan to prepare for an inevitable patent cliff? We are very excited to welcome back Jurgen Vollrath, President of Exponential Technology Counsel, and customer of PatSnap. ET Counsel, advise clients on IP strategy & business alignment to ensure the most successful M&A and exit outcomes.
In this webinar, Jurgen will be discussing:
- Risk vs. reality when it comes to patent cliffs
- How to create a 5-year M&A plan for your organisation
- How to find potential acquisition targets
- Predicting the potential impact a patent cliff could have on your business.
The Virtual Data Room (VDR) has become an essential tool for sharing time-sensitive data and intellectual property.
Join us to learn how to build a better VDR that isn't held back by outdated UI, poor mobile capabilities, missing integrations and lack of collaboration tools.
Here's what you'll find out:
-How using Box for VDRs accelerates deal cycles — M&A term sheets, joint ventures, cross-licensing and other collaborations
-Use cases from Life Sciences and Financial Services
-How systems integrator MSI uses Box to build VDRs for clients
Legal precedents set by past case law decisions remain one of the best ways to guide lawyers on how to do their job, especially when it relates to eDiscovery best practices. Case law examples help lawyers avoid mistakes made by others, as well as saving time and money for their clients. This CLE-approved* webcast session will cover key case law covered by the eDiscovery Daily Blog during the first half of 2018 to enable lawyers to learn from these cases. Key topics include:
+ Is there a template for how parties should cooperate in a Technology Assisted document review?
+ Should a plaintiff be allowed to email all defendant employees to see if they have responsive documents?
+ Will fabrication of text messages result in sanctions post Rule 37(e)?
+ Can Twitter be compelled to produce direct messages between their own employees?
+ Can an individual be compelled to produce private Facebook photos by the opposing party?
+ How have proportionality considerations in the 2015 Federal rules affected scope of discovery?
+ Should a receiving party be granted a quick peek at privileged documents to resolve privilege disputes?
+ Should border searches of electronic devices require a warrant?
+ Can you be sanctioned for discovery violations even after a jury verdict?
* MCLE Approved in Selected States
Presentation Leader: Doug Austin
Doug is the VP of Products 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.
Special Consultant to CloudNine: Tom O'Connor
Tom O’Connor is a nationally known consultant, speaker, and writer in the field of computerized litigation support systems. Tom’s consulting experience is primarily in complex litigation matters.
With the new FinCEN CDD rule in effect as of May 11th, 2018, financial institutions must now to identify and verify the identity of the beneficial owners of legal entity customers who own, control, and profit from companies, when those companies open accounts. This webinar will describe the impact of new rule and explain the different ways to comply with FinCEN's ruling, including how to define, collect, and monitor beneficial ownership accounts.
Architecting and launching a full quote-to-cash solution is no small feat. The ability to accommodate your customers’ needs in today’s digital landscape requires more than a simple tweaking of your internal processes; it requires total transformation of the way you do business.
What if someone told you to throw out your requirements? To start fresh? Join Brian Rohde, Senior Director of Customer Success & Implementation at goTransverse and Seth Gross, Solution Architect at CloudSense as they share their advice and lessons learned while on the front lines with customers implementing and evaluating quote-to-cash solutions. Brian and Seth will share behind the scenes interactions and honest opinions on what they wish customers knew when heading into evaluating the future of their quote-to-cash solution.
Attendees will leave with sound advice on best practices when implementing a quote-to-cash solution including:
1. How to think different so you don’t rebuild an old wheel out of new technology
2. How to articulate requirements to best leverage quote-to-cash technologies while meeting business needs
3. How to satisfy a new generation of buyers with consumption-based pricing models