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UK Financial Advisers

  • Investment Opportunities in the Credit Markets
    Investment Opportunities in the Credit Markets
    Jeremy Smouha / Oren Kaplan Recorded: May 20 2019 50 mins
    On SharingAlpha's 'Meet the Managers Program' we will be hosting Jeremy Smouha, Fund Manager of the GAM Star Credit Opportunities Fund. Jeremy will talk about the opportunities he sees in the Credit Markets and will be answering questions from the audience.
  • Active US Equity Investing
    Active US Equity Investing
    Grant Bowers Recorded: May 16 2019 4 mins
    Grant Bowers, manager Franklin US Opportunities Fund, discusses why he is optimistic on growth stocks in the US Equity market despite earnings slowing, and he looks at sectors he is focused on for opportunities.
  • Why defensively tailoring your US equities may pay dividends
    Why defensively tailoring your US equities may pay dividends
    Morgane Delledonne, ETF Investment Strategist, BMO GAM and Fotios Kassianidis, Wealth Investment Consultant, MSCI Recorded: May 16 2019 37 mins
    The US economy is maturing and uncertainty about monetary policy is causing rapid swings in market sentiment, but year-to-date investor demand for US equities has been strong, boosted by the stock market’s rally. Morgane and Fotios will discuss the merits of choosing tailored investment approaches for US equities.
  • Premier Diversified Funds - Q1 2019 Update
    Premier Diversified Funds - Q1 2019 Update
    Mike Hammond Recorded: May 16 2019 15 mins
    Neil Birrell, Premier Asset Management's Chief Investment Officer and manager of Premier Diversified Funds, provides a performance update, discusses recent portfolio activity and introduces the three recently launched funds in the range.
  • Premier Liberation Funds - Q1 2019 Update
    Premier Liberation Funds - Q1 2019 Update
    Mike Hammond Recorded: May 16 2019 9 mins
    David Thornton, Senior Investment Manager, provides a quarterly update on Premier Liberation Funds, discussing performance, portfolio activity and his investment outlook for 2019.   
  • Pay-per-click (PPC) Search Advertising
    Pay-per-click (PPC) Search Advertising
    Ciaran Murphy Recorded: May 16 2019 28 mins
    Pay-per-click (PPC) search advertising is a model of paid advertising on search engines to generate traffic to your website. Google accounts for 96% of all searches made in Ireland. Learn what Google Ads are, how they work and how to write an effective ad.

    All advertising you do should comply with the Consumer Protection Code which you can find a copy of here: https://www.centralbank.ie/regulation/consumer-protection/consumer-protection-codes-regulations

    Please note: You can submit any questions you may have and we will collect these and respond following the webinar.

    Note: Incorrect timezone may display below if you are not logged into BrightTALK.
  • Gold Outlook: Key drivers to 2020
    Gold Outlook: Key drivers to 2020
    Nitesh Shah, Director, Research at WisdomTree in Europe Recorded: May 16 2019 45 mins
    Gold prices have shaken off the weakness from 2018, with sentiment towards the metal recovering strongly at the beginning of this year. Can gold hold onto the gains or will risk-on sentiment take the shine off the metal?

    Nitesh Shah, Director of Research at WisdomTree, will discuss the key drivers for the price of gold according to his model approach and present his outlook for the coming year.

    • What is the likely gold price in a base case scenario for Q1 2020?
    • Upside risks are elevated if futures market positioning returns to back to where we were a year ago
    • Can the end of the Federal Reserve’s rate tightening cycle bode well for gold?
  • JPM US Equity Income Fund webconference: A conversation with Clare Hart
    JPM US Equity Income Fund webconference: A conversation with Clare Hart
    Clare Hart, JPM US Equity Income Fund Portfolio Manager, and Karen Ward, Chief Market Strategist for EMEA Recorded: May 15 2019 32 mins
    When it comes to investing in the world’s largest economy, the £3 billion JPM US Equity Income Fund really stands out from the competition - especially now that it’s reached it’s 10 year anniversary.

    Join Clare Hart, Portfolio Manager, for an update on recent performance, the outlook for 2019 and how the fund’s exclusive focus on quality, value and dividends allows it to share in the long-term growth of the US stock market while keeping a lid on volatility whenever the going gets tough.

    Clare will also be joined by Karen Ward, Chief Market Strategist for EMEA, who will provide an update on the US economy and where she thinks the challenges and opportunities will lie in 2019. This will be a very informative 30 minutes as we look to drill down into what is driving the US equity markets. There will also be the opportunity to put your questions to both speakers during the webconference so don’t miss out!
  • Webinar update: How this low cost active fund has navigated the last 18 months
    Webinar update: How this low cost active fund has navigated the last 18 months
    Keith Balmer and Steven Bell Recorded: May 15 2019 39 mins
    In this webinar on the BMO Universal MAP Range, Product Specialist Keith Balmer will cover how the team has successfully navigated uncertainty, while our Chief Economist Steven Bell will give listeners an idea of the likely macro developments that lie ahead.
  • Jupiter Asset Management: James Clunie - May 2019
    Jupiter Asset Management: James Clunie - May 2019
    James Clunie Recorded: May 15 2019 42 mins
    James Clunie, Head of Strategy, Absolute Return will explain how the portfolios are currently positioned and how he plans to evolve with the market conditions rather than acting pre-emptively.

    James joined Jupiter in 2013. He is currently Head of Strategy, Absolute Return.

    Before joining Jupiter, James worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds.

    James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International.

    James gained a degree and PhD from Edinburgh University and is a CFA® charterholder.
  • EU Regulation and Action Plan on Sustainable Finance
    EU Regulation and Action Plan on Sustainable Finance
    Jaspreet Duhra, ISS | Lydia Sandner, ISS Recorded: May 14 2019 49 mins
    In the light of increasing demands following the continuous implementation of the EU Action Plan on Sustainable Finance, many investors are still struggling to understand and determine how and to what extent they have to act and respond to the evolving requirements.

    To get clarity and also to inform about the most recent developments in the context of the EU’s Sustainable Finance activities, ISS ESG would like to invite you to an informative one-hour webinar that addresses the current state of play and discusses items such as the regulation on disclosure and benchmarks, the classification of “green” activities, sustainability preferences and more.

    AGENDA

    Welcome and speaker introduction
    EU Regulation – update and background on the EU Action Plan on Financing Sustainable Growth
    Our answer to your EU requirements – introduction to ISS ESG´s solution portfolio
    Questions & Answers
    SPEAKERS

    Moderator: Jaspreet Duhra, Global ESG Sales Specialist at ISS ESG
    Lydia Sandner, Senior Associate Regulatory Affairs at ISS ESG
  • China: taking share of global markets
    China: taking share of global markets
    Charlie Awdry Recorded: May 14 2019 32 mins
    China’s influence on the global economy is beginning to be represented in global capital markets with the recent increased weighting of China ‘A’ shares in equity benchmarks and the opening up of onshore bond markets to foreign investors. Charlie Awdry, China equities portfolio manager, discusses China’s dynamic investment market and how the Janus Henderson Horizon China Fund is positioned to benefit from its long-term growth opportunities.
  • Newton's Brain on the impact on bond investors from rising populism
    Newton's Brain on the impact on bond investors from rising populism
    Paul Brain, investment leader - fixed income, at Newton Recorded: May 14 2019 3 mins
    Newton’s Brain explores why political disruption and the rise of populism could mean more government debt and volatility.
  • Future 24: What benefits can ESG bring to bond market investors?
    Future 24: What benefits can ESG bring to bond market investors?
    Scott Freedman, portfolio manager at Newton - a BNY Mellon Company Recorded: May 14 2019 3 mins
    Scott Freedman looks at ways greater corporate engagement can help drive positive change in bond markets.
  • Future24: The challenge of picking winners in a digital age
    Future24: The challenge of picking winners in a digital age
    Lindsay Scott, portfolio manager at Walter Scott Recorded: May 14 2019 2 mins
    Walter Scott investment manager Lindsay Scott explains how understanding digitisation can help long-term investors in an age of constant change.
  • Jim McDonald: Trade Tussles
    Jim McDonald: Trade Tussles
    Jim McDonald, Chief Investment Strategist Recorded: May 13 2019 3 mins
    U.S.-China trade negotiations took a turn for the worse over the last week, as the U.S. further increased tariffs and the Chinese retaliated. Chief Investment Strategist Jim McDonald explains what this means for investors.
  • Real Assets - Real Opportunity
    Real Assets - Real Opportunity
    William Dinning – Head of Investment Strategy and Communication, James Mee – Fund Manager and Luke Hyde-Smith – Fund Manager. Recorded: May 13 2019 39 mins
    During the webinar the Waverton Real Assets Fund Managers will be discussing the need for Alternatives within a diversified multi-asset portfolio and the opportunity presented by investing in Real Assets. The managers will cover what “Real Assets” are, Waverton’s approach to investing in the asset class and an update on performance since the Fund’s launch in November 2018.
  • Future 24: The future of renewables – what’s next?
    Future 24: The future of renewables – what’s next?
    Paul Flood - portfolio manager at Newton, a BNY Mellon company Recorded: May 10 2019 3 mins
    Renewable assets offer returns with a low correlation to the wider economic cycle but as government subsidies wane, what’s next for the asset class. Coupled with the potential for stable income renewables can continue to offer an attractive opportunity for investors, argues Newton fund manager Paul Flood.
  • Templeton Emerging Markets Investment Trust - Update
    Templeton Emerging Markets Investment Trust - Update
    Chetan Sehgal, lead manager, Templeton Emerging Markets Investment Trust Recorded: May 10 2019 33 mins
    Chetan Sehgal, lead manager of the Templeton Emerging Markets Investment Trust (TEMIT), gives an update on emerging markets.
  • Conferenza sul web in italiano: Equilibrio delle forze
    Conferenza sul web in italiano: Equilibrio delle forze
    Sandra Crowl Recorded: May 10 2019 30 mins
    Partecipi al prossimo webinar con Sandra Crowl, che parlerà delle attuali strategie globali e di investimento di Carmignac. LA CONFERENZA SARA’ IN ITALIANO.
  • Modern Monetary Theory
    Modern Monetary Theory
    Tony Carter Recorded: May 9 2019 3 mins
    As increasing numbers of policymakers begin to consider Modern Monetary Theory (MMT), Fixed Income Fund Manager Tony Carter asks what exactly it is, and if it is as reckless as it sounds.
  • Where do opportunities lie in the global investment landscape?
    Where do opportunities lie in the global investment landscape?
    Paul Niven, Fund Manager Recorded: May 9 2019 37 mins
    Over 450 holdings, a 150 year history and a global investment remit. Paul will discuss the current positioning of F&C Investment Trust, the world’s oldest investment trust, and identify where he sees current opportunities.
  • Rathbone UK Opportunities Fund
    Rathbone UK Opportunities Fund
    Alexandra Jackson Recorded: May 9 2019 25 mins
    Please take this opportunity to join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, on Thursday 9 May, at 10.30am for our live webcast.

    Markets, even the UK, have climbed the wall of worry and rallied hard so far in 2019. With the Rathbone UK Opportunities Fund up over 14% year to date (to 23.04.19), we ask manager Alexandra Jackson where to from here.

    Put your questions to Alexandra 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 10.30am.
  • Perspectivas de inversión: Equilibrio de fuerzas
    Perspectivas de inversión: Equilibrio de fuerzas
    Didier Saint-Georges Recorded: May 9 2019 22 mins
    Únase a nuestra próxima presentación de Didier Saint-Georges, Managing Director y Miembro del Comité de Inversiones, en la cual presentará nuestra visión así como un resumen de la actual estrategia global de inversión.
  • [PANEL] Finding Opportunity: Multi-Asset North America Investor Outlook
    [PANEL] Finding Opportunity: Multi-Asset North America Investor Outlook
    Linda Zhang, Stuart Peskin, Igor Tsukerman Recorded: May 8 2019 60 mins
    2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.

    In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. Themes to be covered include;

    * How & why multi-asset managers think the Q2 will play out
    * How to identify where volatility will come from
    * Macro movements (elections, trade wars, regulations etc) that will affect the market
    * Market appetite and the impact of ETFs

    Join this webinar to get a North American perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

    Panellists;
    Linda Zhang, PhD, CEO and Founder, Purview Investments
    Stuart Peskin, Investment Director, Aberdeen Standard Investments

    Moderated by;
    Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors
  • The Global Sustainable Equity Strategy: all roads lead to responsibility
    The Global Sustainable Equity Strategy: all roads lead to responsibility
    Hamish Chamberlayne May 21 2019 1:00 pm UTC 60 mins
    On 21st May at 15:00 CET Hamish Chamberlayne, Manager of the Janus Henderson Global Sustainable Equity Fund, will explain why the time for sustainable and responsible investing is now and talk about his strategy’s positioning, performance and sector expertise.
  • PSD2 open banking:  Where do Risks and Liabilities sit?
    PSD2 open banking: Where do Risks and Liabilities sit?
    Kai Zhang, BCLP | Paul Meadowcroft, Konsentus May 21 2019 3:00 pm UTC 60 mins
    PSD2 open banking kicks off in September 14 2019. But do we all understand the liabilities and the issues around this?

    There are liabilities around ASPSPs supplying data and based on what checking? What liabilities do the checking services have to the ASPSPs?
    TPPs have no contacts with ASPSPs, so what happens in the case of disputes with PSUs?

    Where an API provider is involved, what liabilities do they have, what liabilities does a PISP/AISP provider have both in disputes and data breaches? Finally what if any liability does a PSU have?

    Panel moderated by:
    David Parker, Polymath Consulting

    Panelists include:
    Paul Meadowcroft, Konsentus
    Kai Zhang, Associate Director, BCLP
  • Payments Strategy is the New Marketing Strategy
    Payments Strategy is the New Marketing Strategy
    Michele Tivey, Co-Founder & CEO, Payometry May 21 2019 5:00 pm UTC 45 mins
    Having a great product and a slick marketing campaign isn’t enough anymore.

    In the age of Uber and order-ahead, customers crave convenience, and payment options and methods help companies attract and keep customers.

    What is your payments strategy?
    Does it involve hardware and software?
    What can you do to be on the cutting edge in payments to assist with customer retention and increase profits?
  • AlignMoney - Business and Personal Credit Cards in One Card and One Wallet
    AlignMoney - Business and Personal Credit Cards in One Card and One Wallet
    Rajesh Patil, AlignMoney Rajeshwar Mitra, Bee Wallet, Radius Corp May 21 2019 9:00 pm UTC 45 mins
    AlignMoney is facilitating best in class Credit Card Onboarding experience and helping consumers to consolidate all Business and Personal Credit Cards in One Card or One Wallet that can be controlled through a Mobile App.

    Presenters:
    Rajesh Patil, Co-Founder of AlignMoney, Digital Align Inc and Rajeshwar Mitra, Co-Founder at Bee Wallet, Radiius Corp
  • Mobile Payments: Which technologies enable the best mobile checkout experience?
    Mobile Payments: Which technologies enable the best mobile checkout experience?
    Jeremy Nicholds, CEO, Judopay May 22 2019 9:00 am UTC 45 mins
    We’re living in an increasingly mobile world.

    Today, over 60% of total e-commerce sales worldwide are done on mobiles. By 2021, this is expected to be nearer to 75% (12.8% of total global retail sales). In 2018, 52.2 percent of all website traffic worldwide was generated through mobile phones.

    Join Jeremy Nicholds to discuss how to best prepare for a rising consumer preference for mobile, the challenges of selling on the move, and the technology solutions that enable the best mobile checkout experience for your customers.
  • Focus on currency: managing foreign exchange risk against political volatility
    Focus on currency: managing foreign exchange risk against political volatility
    Jonathan Webster-Smith May 22 2019 9:00 am UTC 45 mins
    Join Jonathan Webster-Smith, Head of the Multi Asset Team, and Willem Klijnstra, Asset Allocation Strategist at Legal & General Investment Management as they explore fair value for Sterling/USD in a post-Brexit world.
  • Next Generation e-money: Transformation of the cross-border payments value chain
    Next Generation e-money: Transformation of the cross-border payments value chain
    Marten Nelson, Co-founder and CMO, Token May 22 2019 10:00 am UTC 45 mins
    Payments have evolved dramatically in the past five years, but for real transformation to be achieved in the next few years, consumer and business demand for lower cost, instant and secure global payments must be met.

    A new global financial ecosystem is emerging around stablecoins, which have the potential to become the new medium for payments. From trading use cases, to offering financial institutions improved cross-border payments clearing and settlement, Token shares how this technology is driving new revenue generating business models across the payments value chain.

    Presented by:
    Marten Nelson, Co-founder and CMO, Token
  • Trends in eCommerce, Mobile and Cross-Border Payments
    Trends in eCommerce, Mobile and Cross-Border Payments
    Monique Morrow, Alberto Azevedo and Mehran Zarrebini May 22 2019 12:00 pm UTC 60 mins
    Speakers will present trends in the E-Commerce, Mobile and Cross Border Payment Systems. The speakers will provide examples of these trends and present a view of where the market is going.

    At the end of the webinar, the attendees will have be able to assess opportunities in the payments innovation space.
  • Real estate and property: Liquidity and income in a low interest world
    Real estate and property: Liquidity and income in a low interest world
    Marcus Phayre-Mudge, Fund Manager May 22 2019 1:00 pm UTC 45 mins
    With the property sector continuing to grab headlines Marcus Phayre-Mudge will discuss why he remains positive on the majority of the sector, its continued importance within a client portfolio and where he sees the greatest opportunities for returns going forward.
  • Cross Border Payments: The Biggest Challenge for Enterprises Going Global
    Cross Border Payments: The Biggest Challenge for Enterprises Going Global
    Yair Tal, SVP Enterprise, Payoneer May 22 2019 3:00 pm UTC 45 mins
    Effectively managing cross-border payment compliance is one of the biggest challenges facing enterprises looking to expand globally.

    Sending payments internationally requires adherence to multiple, often complex, payment regulations in both the originating country and the country in which the funds land.

    Regulation continues to tighten, failure to comply is costly, and companies need guidance when navigating the many complexities associated with global expansion.


    Yair will cover the biggest challenges facing companies looking to expand their business globally to high-reward markets like China, SEAsia, and India.
  • Why Merchants Should be #PaymentsGeeks:Build and Maintaining your Payments Stack
    Why Merchants Should be #PaymentsGeeks:Build and Maintaining your Payments Stack
    Rene Pelegero, RPGC | Brian Billingsley, Modo | Rob Pfeifer, Affirm | John Brown, NS8 May 22 2019 4:00 pm UTC 60 mins
    Payments have become such an important piece of merchant's strategies that Lyft even included a paragraph on payments in their S-1 filing (they must have some #paymentsgeeks working there). Merchants have an opportunity to reduce cost, increase conversions, and grow their business by optimizing their payments stack. But, as we know, payments can be confusing and create a lot of complexity for both consumers at checkout and merchants in their back office. Come listen to some of our favorite #paymentsgeeks teach you how to become one yourself, and learn why understanding payments is so important for your business.

    Some questions we'll answer:
    - Why should payments be top of mind for merchants?
    - What are ways merchants can optimize payments to lower cost of transactions?
    - How can payments become a competitive advantage for merchants?
    - How are real-time payments going to affect merchant payment stacks?
    - What are the newest trends in payments technology?

    Moderated by Rene Pelegero, Founder, RPGC
    Panelists: Brian Billingsley, Chief Revenue Officer at Modo
    Rob Pfeifer, Chief Revenue Officer, Affirm
    John Brown, Solutions Consultant, NS8
  • Winning the Global eCommerce Game
    Winning the Global eCommerce Game
    Kevin Brown, VP Strategic Partnerships and Marketing, North America, Wirecard May 22 2019 9:00 pm UTC 45 mins
    This webinar will do a deep dive into the opportunities and challenges faced by firms seeking to go global in their ecommerce strategies. E-commerce sales worldwide topped $1.9 trillion in 2016 and are forecasted to reach more than $4 trillion by 2020, representing about 15 percent of global retail spend.

    If we look toward the future through a lens of commerce, we can see the global vision in culture and economies that we started talking about a few decades ago is now clearly in focus.

    How will you grasp this opportunity to move your business forward?

    Key takeaways for the audience:

    * How partnerships in banking, technology, design, communications can remove complexity and provide the connections and support that retailers are looking for to move eCommerce to 2020 and well beyond.
    * What retailers are looking for to help improve their cross-border capabilities, including data intelligence and monitoring.
    * What factors or influencing retailers in being able to play in this space.
    * How to achieve a solid UX and optimal customer experience to drive your journeys forward.
  • Investing in Startups: Diversified Portfolios & The Power of Networks
    Investing in Startups: Diversified Portfolios & The Power of Networks
    Maria Carolina Romero, Head of Portfolio Products, GoBeyond Investing May 23 2019 9:00 am UTC 60 mins
    Early-stage or Angel Investing is a sub-category of Private Equity and a young and exciting asset class that sparks the interest of both individual investors and Family Offices.

    In this 60-minute webinar, you'll learn why early-stage investing is an attractive asset class, explore what opportunities are there beyond financial returns, and how it allows you to unleash the power of networks through real case studies of two programs run by GoBeyond: Rising Tide Europe and NextGen.

    All the content and learnings shared in this presentation derive from GoBeyond’s 10+ years of track record of investments in over 100 startup companies by its global community of 800+ Business Angels.

    Maria Carolina has been working with GoBeyond for the past 5 years in different roles ranging from investor relations to product development to setting up partner programs and fostering the growth of local early-stage investing ecosystems in Europe, Northern Africa, and the Middle East. She is also a Business Angel herself, having invested in more than 10 companies.
  • Why AML & KYC are crucial in crypto payments?
    Why AML & KYC are crucial in crypto payments?
    Pawel Aleksander, CIO, Coinfirm May 23 2019 10:00 am UTC 45 mins
    This insightful webinar will help you learn how to track crypto transactions and funds helping crypto exchanges. Hear how payment companies can stay compliant with AML regulations while ensuring safety and transparency for its consumers.

    Pawel Aleksander, CIO, Coinfirm
    Paweł is a recognized fraud prevention expert in Europe. His previous experience includes positions as head of fraud investigations in major corporations such as ArcelorMittal; AML/KYC Project Manager at the Royal Bank of Scotland; and fraud investigator at Ernst & Young. He holds the titles of Certified Fraud Examiner and Certified Internal Auditor.
  • Drugs, Gangs & Dirty Money: How to avoid laundering money for criminals
    Drugs, Gangs & Dirty Money: How to avoid laundering money for criminals
    Louise Beaumont | Sukh Vairea, Bottomline | Alex Tame, Dow Jones May 23 2019 12:00 pm UTC 60 mins
    Join me at 13:00 BST on the 23rd May for ‘Drugs, Gangs and Dirty Money - how to avoid laundering money for serious organised criminals, and funding drug traffickers and terrorism. Compliance, AML & KYC, screening payments – what are the risks, where are the gaps, what’s working and what’s not.

    On the panel is Sukh Vairea, the resident Financial Crime Compliance boffin at Bottomline and Alex Tame who is Global Director of Partners & Content Integration at Dow Jones.”
  • Transforming Payment Security from a Burden to a Competitive Advantage
    Transforming Payment Security from a Burden to a Competitive Advantage
    Matt McBride, Modo | Don McCoole, NS8 May 23 2019 4:00 pm UTC 60 mins
    With every transaction, merchants are learning more and more about their customers. And with those learnings come data and lots of it - a breach of that payments data is a nightmare for any merchant. Consumers are trusting you with their sensitive data, and losing that trust also equates to lost business. Is security simply a must-do, or can you turn it into a competitive advantage for your business? Listen in to information security and cybersecurity experts in the payments space as they discuss the minimum requirements as well as the next steps you can take to create a better customer experience while maintaining the highest levels of security.

    Some questions we'll answer:
    - What is the burden on merchants to maintain compliance?
    - How are current security measures causing friction in the payments experience?
    - What are some tokenization options for merchants?
    - What are other measures past the minimum security requirements that will elevate your business?

    Moderator to come*
    Panelists: Matt McBride, CISO at Modo
    Don McCoole, Solution Consultant, NS8
  • Securing Contact Center Payments: Navigating the California Consumer Privacy Act
    Securing Contact Center Payments: Navigating the California Consumer Privacy Act
    Aaron Lumnah, Senior Manager, Demand Generatio, Semafone May 23 2019 5:00 pm UTC 45 mins
    With rates of card-not-present payment fraud continuing to grow higher every year, payment and data security has never been a higher priority for organizations. Protecting customer data is of utmost importance, especially with governments and regulatory bodies increasingly turning their attention to these issues and producing legislation to implore companies to take additional security measures. Contact centers are a part of the organization particularly fraught with responsibility, processing mountains of payments and finding themselves to be a favorite target for hackers and fraudsters. Because of this, contact centers face a myriad of laws and regulations governing the way they treat this data, such as the PCI DSS for those taking payments, and the recently passed California Consumer Privacy Act, among many others.

    Register now for an insightful webinar where you'll learn:
    - The top data security regulations, laws, and standards bodies affecting contact center data governance, like the California Consumer Privacy Act and the PCI DSS
    - How to comply with sometimes competing regulatory requirements and resolve conflicting stipulations
    - How to achieve compliance more simply and cost effectively

    Presenters:
    Thomas Chisena, Associate, Foley & Lardner LLP
    Thomas is an associate with Foley & Lardner LLP, where he advises on all matters involving intellectual property and technology transactions, including licensing, procurement, outsourcing, and other technology law issues affecting companies of all sizes.

    Aaron Lumnah, Senior Manager, Demand Generation
    Aaron is a member of the Semafone marketing team, where he regularly contributes to the Semafone blog and authors many types of content around payment security, PCI DSS, and GDPR compliance.
  • TB Saracen UK Income Fund: Value in a Changing World
    TB Saracen UK Income Fund: Value in a Changing World
    Scott McKenzie May 28 2019 9:00 am UTC 45 mins
    For decades the UK Equity Income sector has been the foundation of many UK investor portfolios and has hosted a number of our most celebrated fund managers.
    However, the traditional approach to generating income from a UK equity portfolio has increasingly come under threat with a number of the large income-generating sectors becoming ex-growth.
    Too often UK income investors find themselves reliant on a small number of high yielding businesses whose best days are behind them and where dividend payments look fragile.
    All of this has come at a time when investors have prized growth over value and are shunning UK equities in the light of the chaos that is Brexit.

    When we launched the TB Saracen UK Income fund in April 2015 we were determined to take a different approach in the light of such challenges.
    We believe that valuation still matters and that equity income funds should provide investors with a high and growing income.

    In this webcast we shall introduce the TB Saracen UK Income fund to a wider audience and outline why we feel the Fund is well positioned to meet the needs of income investors.

    Some of the key themes we will address include:
    - The outlook for UK dividend growth
    - Why value strategies are still relevant in a changing world
    - The importance of a focussed, ‘multicap’ approach

    Presented by :
    Scott McKenzie, Fund Manager , TB Saracen UK Income Fund
    Ellie Sluys , Communications Manager, Saracen Fund Managers
  • XTBS Hold for Sara Lewis
    XTBS Hold for Sara Lewis
    XTBS Hold for Sara Lewis May 29 2019 12:00 am UTC 60 mins
    XTBS Hold for Sara Lewis
  • Technology as a Gamechanger for eCommerce
    Technology as a Gamechanger for eCommerce
    Claudia Bate, FleishmanHillard Fishburn | Melinda Roylett, Square | Daniel Kornitzer, Paysafe Jun 3 2019 8:00 am UTC 75 mins
    What does the future of connected commerce look like? The changing need of the customer has meant that the shopping experience is changing and merchants, retailers, and payments companies need to future-proof their offerings.

    Join this panel to discover:

    -Current landscape and trends in the commerce industry
    -How can AI revolutionise the customer experience and help organisations evolve?
    -From PoS to multi-channel platforms, how can you provide a frictionless customer experience?
    -What are the risk and compliance challenges that need to be at top-of-mind?
    -How can we proactively prevent fraud rather than react when the damage has been done?

    Moderated by:
    Claudia Bate, Head of Technology, Director and Partner, FleishmanHillard Fishburn
    Panelists include:
    Melinda Roylett, Head of Europe at Square
    Daniel Kornitzer, Chief Business Development Officer, Paysafe
  • Identity Verification and Authentication: Balancing Compliance and Convenience
    Identity Verification and Authentication: Balancing Compliance and Convenience
    Melisande Mual | The Paypers, Berit Svendsen, Vipps | Husayn Kassai, Onfido Jun 3 2019 11:00 am UTC 75 mins
    Organisations are often challenged with finding the right balance between innovating and staying secure. How are cutting-edge advancements revolutionising the way we look at identity and authentication?

    Join the panel to hear about:

    -Understanding the digital identity landscape
    -How to avoid drop-off during the verification process
    -How developments like biometrics, AI, blockchain can impact identity and data management
    -How to adapt and respond to new regulations like PSD2, Open Banking, and GDPR

    Panel moderated by: Melisande Mual, Founder at The Paypers,
    Berit Svendsen, EVP International Business at Vipps
    Husayn Kassai, CEO & Founder, Onfido
    Panelist to be announced
  • Cybersecurity and Fraud: Securing the Financial Sector
    Cybersecurity and Fraud: Securing the Financial Sector
    Andy Ramsden, G+D Mobile Security GmbH Jun 4 2019 8:30 am UTC 75 mins
    The Financial Services industry has a big target on its back when it comes to attacks by cyber criminals. How can financial institutions keep precious customer data safe whilst utilising technology to equip themselves with the tools to prevent fraud and financial crime?

    Join this panel to hear:

    - Lessons learned from recent breaches and hacks
    - AI-powered strategies to protect your financial institution
    - The unique security challenges of incumbent organisations vs. FinTechs
    - Best practices to fight fraud and financial crime

    Panelists include:
    Andy Ramsden, Global Solution Sales Lead – Mobile Authentication, G+D Mobile Security GmbH
  • Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Christoffer Hernæs, Chief Digital Officer at Sbanken | John Erik Setsaas, VP of Identity & Innovation, Signicat Jun 4 2019 11:00 am UTC 75 mins
    Customer on boarding can be complicated, especially within regulated industries like financial services. How can banks and new challengers ensure that this is accomplished in the most seamless way?

    Join this panel to learn:

    - Achieving speed and scalability whilst staying compliant
    - Balancing security and risk with a good customer experience
    - Common on boarding mistakes that both banks and fin techs are making
  • Never going back to "normal"... The outlook for bond markets
    Never going back to "normal"... The outlook for bond markets
    John Pattullo & Jenna Barnard Jun 4 2019 1:00 pm UTC 60 mins
    Co managers of the Strategic Bond Strategy, John Pattullo and Jenna Barnard, will expand on their thematic approach to bond investing and why this continues to deliver a differentiated and contrarian view of developed world bond opportunities. Having carved out the peak in US interest rates and bond yields in 2018, they will discuss portfolio positioning and the outlook for both credit and government bond markets.

    The webcast session will also include a review of the performance of the Strategic Bond Strategy, highlights of current positioning and outlook for the medium term.
  • Succession & The Family Enterprise: How To Prepare For The Future
    Succession & The Family Enterprise: How To Prepare For The Future
    TBD Jun 4 2019 3:00 pm UTC 60 mins
    This webinar will discuss the evolving landscape that all businesses must work within, and help the audience understand how to navigate it with the most optimal outcomes.

    We will be talking about:
    - Creating structures for long-term sustainability
    - Evolution & Complexities in Family Office Dynamics
    - Selling the business