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UK Financial Advisers

  • Is specialist lending becoming the new mainstream?
    Is specialist lending becoming the new mainstream?
    Phil Quinn - National Account Manager Live 30 mins
    Phil Quinn, National Account Manager at Pepper Money, will be presenting on the topic of specialist lending, covering:

    - The past, present and future
    - Identifying opportunities and how advisers can place those interesting cases
    - Highlighting the value specialist lending can bring to advisers.
    - Where Pepper Money can help.
  • Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Data Migration: Avoid the Thunderstorm, Move to Cloud 9
    Philip Miller, Co-Founder, Solidatus Recorded: Jul 16 2019 44 mins
    Many cloud migrations end up as a thunderstorm, financial services organisations must embrace the cloud, but it is not as simple as just running up an application off-prem. Problems are common, identifiable and avoidable. There are now many factors to consider, such as the location of the cloud data centre, the type of data being processed and who is accessing it (and from where). In addition to this, there are considerations such as data transfer and cloud suitability which need to be fully worked through before placing functionality outside of the corporate network. Solidatus helps to plan the strategy and migration path to cloud by plotting data/processing boundaries, providing control and transparency for stakeholders and smoothing the transition to the future state.

    About the speaker:

    Co-Founder, Philip Miller, Senior Architect, Analyst and Engineer with over 20 years’ experience within Financial Services specialising in high performance computing, complex event processing and system integration. He is an acknowledged expert is real-time regulatory reporting.
  • Part 6 - Thematic Investing - IPOs and Spin Offs
    Part 6 - Thematic Investing - IPOs and Spin Offs
    Gregg Guerin, Senior Product Specialist Recorded: Jul 16 2019 5 mins
    IPOs and Spin-Offs are seen as dynamic moments in the history of a company. In many ways it represents both the ending and the beginning of a company’s history. The exciting part is that the “beginning” of the post-IPO or Spin-off period, usually starts with quite a lot of capital. In fact, according to Bloomberg, from 2002 through to June 2019, U.S. IPOs have raised over $570.87 billion USD in market cap.

    In this video, Gregg will provide an overview of what we feel makes New Listings so special, how Thematic Investing can aid an investor to access securities they otherwise would have little-to-no exposure to, and why First Trust feels they may present a great opportunity for the thematic focused investor.
  • Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (July)
    Jupiter Asset Management: Ariel Bezalel - Jupiter Strategic Bond Fund (July)
    Ariel Bezalel Recorded: Jul 16 2019 50 mins
    Ariel Bezalel, Head of Strategy, Fixed Income, provides his latest quarterly update.

    Ariel will discuss why he is sceptical that US rate cuts can drive a sustainable rally, his views on the latest macro data and trends as well as the latest moves from global central banks. He will also cover his current portfolio positioning and investment themes.

    Ariel Bezalel started his career at Jupiter and has been a member of the Fixed Income team since 1998 and a fund manager since 2000. He is currently Head of Strategy, Fixed Income.
  • Heptagon Future Trends Equity Fund Q2 2019 Webcast
    Heptagon Future Trends Equity Fund Q2 2019 Webcast
    Alexander Gunz Recorded: Jul 16 2019 35 mins
    Join us for our quarter-end strategy update webcast. Engage with fund manager Alexander Gunz to learn about what drove second-quarter performance, the team's outlook, and current portfolio positioning.
  • Strategic Portfolio UCITS fund - Q2 review
    Strategic Portfolio UCITS fund - Q2 review
    Sailesh Bhundia Recorded: Jul 15 2019 26 mins
    Join fund manager Sailesh Bhundia as he gives a Q2 update for the Strategic Portfolio UCITS fund.
  • Profiling a successful European company
    Profiling a successful European company
    James Ross Recorded: Jul 15 2019 32 mins
    James Ross, Manager of the Janus Henderson Horizon Pan European Equity Fund, gives an update on his quality growth European equities strategy. As part of his presentation, James will cover:

    •European markets in the first half of 2019
    •What do leading indicators tell us about European equities?
    •The proprietary screening process behind the investment strategy
    •Portfolio positioning, performance and outlook
  • Heptagon European Focus Equity Fund Q2 2019 Webcast
    Heptagon European Focus Equity Fund Q2 2019 Webcast
    Christian Diebitsch Recorded: Jul 15 2019 27 mins
    Join us for our quarter-end strategy update webcast. Engage with portfolio manager, Christian Diebitsch, to learn about what drove second-quarter performance, the portfolio manager's outlook, and current portfolio positioning.
  • ClearlySo IIFC 2019 - Interview with Shade Duffy, AXA Investment Managers
    ClearlySo IIFC 2019 - Interview with Shade Duffy, AXA Investment Managers
    ClearlySo Recorded: Jul 12 2019 3 mins
    On 17th January 2019, Shade Duffy took part in a panel discussion at the first Impact Investment Funds Conference in the UK, hosted by ClearlySo at the Royal Society. During the course of the event, we were able to pull her away from the crowd for an exclusive interview, giving you some key insights and her takeaways from the conference.
  • Invest with faith
    Invest with faith
    Saliegh Salaam Recorded: Jul 12 2019 29 mins
    In this webinar Saliegh Salaam, Portfolio Manager of Shari’ah funds at Old Mutual Investment Group, delves into the connection between Shari’ah and ESG investing. He also explains compliance to ethical investing and the performance of faith-based investments as well as the value ESG adds to the investment process.
  • Global Equities update with Dr. Ian Heslop & Justin Wells - Q2 2019 PM
    Global Equities update with Dr. Ian Heslop & Justin Wells - Q2 2019 PM
    Dr. Ian Heslop and Justin Wells Recorded: Jul 11 2019 30 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.
  • Multi asset investing and the Governed Range
    Multi asset investing and the Governed Range
    Trevor Greetham Recorded: Jul 11 2019 38 mins
    Head of Multi Asset at Royal London Asset Management, Trevor Greetham offers an update on the positioning of the Investment Clock and the multi asset Governed Range.
  • Euroland: don’t be late!
    Euroland: don’t be late!
    Nick Sheridan Recorded: Jul 11 2019 32 mins
    From Brexit to US tariffs, the impact of political uncertainty has continued to weigh on sentiment towards Euroland equities. In this webcast, Nick Sheridan, manager of the Janus Henderson Horizon Euroland Fund outlines why he believes the region offers intrinsic value for investors, discussing:

    •Why the sell off?
    •Supportive yields across the market cap scale
    •Value – is it relative or absolute?
    •Performance summary, portfolio positioning and outlook
  • Multi asset quarterly review
    Multi asset quarterly review
    Trevor Greetham Recorded: Jul 11 2019 38 mins
    At ten years this is the longest expansion in the US economy since records began in 1857 and yet a recession does not look to be imminent. Trevor Greetham shares insights into this historic phenomenon, using his Investment Clock approach to explain why we could be about to embark on a fourth ‘mini cycle’ upswing triggered by a new round of monetary easing. This line of reasoning suggests the next global downturn could be as far away as 2021. Investors should brace themselves for continued volatility though. Geopolitical risk could yet derail the world economy if the trade war intensifies or military conflict disrupts the flow of oil from the Middle East.
  • China Equity Fund - Q2 review
    China Equity Fund - Q2 review
    Claudia Ching Recorded: Jul 11 2019 16 mins
    Fund Manager Claudia Ching will run through the performance of the China Equity fund for Q2.
  • Global Equities update with Dr. Ian Heslop and Justin Wells - Q2 2019 AM
    Global Equities update with Dr. Ian Heslop and Justin Wells - Q2 2019 AM
    Dr. Ian Heslop and Justin Wells Recorded: Jul 11 2019 30 mins
    Please join Ian Heslop, head of global equities, and Justin Wells, strategist, global equities, for their quarterly review update call. They will update you on the global equities team’s latest market analysis, and share with you their assessment of recent changes in investor sentiment and risk appetite.

    They will review the performance of the strategies managed by the global equities team, explain how they are positioned in the current market environment, and as always will be happy to take your questions.
  • Speed and Security: Getting Identity Verification in Financial Services right
    Speed and Security: Getting Identity Verification in Financial Services right
    Reuben Sagar (Onfido), Ali Babakhan (Rabobank), Krishan Chauhan (Synechron) Recorded: Jul 10 2019 55 mins
    Banks and FinTech challengers rely heavily on the relationships they have with their clients. This often starts during the onboarding process and this alone can be enough to convince someone to commit to your organisation versus another financial services provider.

    Convenience and a seamless customer experience is integral for onboarding new clients and also keeping current clients safe and secure. But are we sacrificing security in exchange for a completely frictionless experience?

    Join this panel to learn:
    -Best practices for KYC, AML, and digital onboarding
    -How to efficiently adjust to local regulations
    -The top challenges financial services providers face when it comes to identity verification and how to solve them
  • Q3 Guide to the Markets with Karen Ward (60 minutes)
    Q3 Guide to the Markets with Karen Ward (60 minutes)
    Karen Ward, Emily Whiting Recorded: Jul 10 2019 59 mins
    Join Karen Ward, Chief Market Strategist for EMEA, as she explores the key trends and themes that are likely to shape the global markets in the coming months.

    Karen will be joined by Emily Whiting, Investment Specialist for the Emerging Markets and Asia Pacific (EMAP) Equities team, who will provide an overview of the JPM Asia Growth Fund.

    Please submit questions throughout the call to receive answers from Karen and Emily on the issues that matter to you.

    The call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

    By the end of the webconference, participants will be able to:

    •Explain the economic impact of US-China trade tensions
    •Describe the prospects for further fiscal and monetary stimulus in the world’s major economies
    •List the market and asset allocation implications of the macroeconomic and geopolitical backdrop
  • Driehaus US Micro Cap Equity Fund Q2 2019 Webcast
    Driehaus US Micro Cap Equity Fund Q2 2019 Webcast
    Jeff James Recorded: Jul 10 2019 27 mins
    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.
  • "Value"ation Must Matter...
    "Value"ation Must Matter...
    Graham Campbell and David Keir Recorded: Jul 10 2019 42 mins
    Graham Campbell and David Keir, managers of TB Saracen Global Income & Growth Fund, discuss the fund's current value tilt.
  • Asset TV interview with Nick Henderson
    Asset TV interview with Nick Henderson
    Nick Henderson, Director, Responsible Global Equities Recorded: Jul 9 2019 13 mins
    How are fund managers integrating ESG investing into their strategy? What are the key megatrends that are driving its growth and how important is the investment theme? Nick Henderson discusses.
  • Investors Fortnightly Digest: Ep 003
    Investors Fortnightly Digest: Ep 003
    Ryan Ross | Lorenzo Marchioni, DWS Recorded: Jul 9 2019 31 mins
    This fortnightly series speaks with voices from the investing world about important news from the last 2 weeks, and expectations for the next 2 weeks.

    Each episode will dive into a specific topic, focusing on questions such as:
    - why should this specific issue is important to investors?
    - what are the key points to consider when making decisions?
    - what resources should be consulted to find the key points?
  • ETFs: A primary vehicle for ESG investing
    ETFs: A primary vehicle for ESG investing
    James Gloak, BlackRock; Guido Giese, MSCI, Romil Patel, Funds Europe Recorded: Jul 9 2019 36 mins
    European investors are on the global frontline when it comes to incorporating Environmental, Social, and Governance (ESG) characteristics into investment decisions and are using ETFs as the default way to access markets in a sustainable way. This is just one of many trends helping fuel robust growth in ETF allocations among the institutional funds, asset managers, insurance companies, and discretionary wealth managers.

    Join iShares and MSCI for a lively discussion around ESG investing and the index insights you need to know when implementing ESG into your portfolios.
  • Don’t panic! Asia is still relevant
    Don’t panic! Asia is still relevant
    Michael Kerley Recorded: Jul 9 2019 40 mins
    While the current backdrop in Asia may be more challenging with trade friction, along with weaker earnings revisions and consumer sentiment, the investment rationale for the region is still valid. In this webcast Mike Kerley, manager of the Asian Dividend Income Strategy will among others, discuss:
    •Asia mid-year update
    •Current earnings and dividend trends
    •Compelling reasons to invest remain
    •Portfolio positioning, performance update and outlook.
  • Part 5 - Thematic Investing - Blockchain
    Part 5 - Thematic Investing - Blockchain
    Gregg Guerin, Senior Product Specialist Recorded: Jul 9 2019 6 mins
    Blockchain has the potential to impact the world as much as the internet did in the 1990’s and become the next big infrastructure of innovation.

    Blockchain is however NOT Bitcoin but simply the powerful technology Cryptocurrencies use, similar to how email uses the internet. As the technology continues to evolve and being nearly impossible to tamper with, we are seeing more and more companies across a variety of industries and sectors using the technology to enable the real-time transmission of information and data.

    In this video, Gregg Guerin will discuss the essence of the Blockchain, a few dynamic applications of the technology, and some of the major players driving the advancement of the Blockchain in the real world.
  • Foundations for the Future: Outlook for Infrastructure
    Foundations for the Future: Outlook for Infrastructure
    Declan O'Brien, UBS Asset Management | Michael Kearne, Aberdeen Standard Investments | Rick Walters, GRESB Jul 16 2019 3:00 pm UTC 60 mins
    Infrastructure drives productivity growth, and is, therefore, a critical element of a functioning economy. With the need for infrastructure running into the trillions over the next two decades - what projects should those funds be targeted to generate the best outcome? What what does that outcome look like?

    This webinar brings together the brightest minds in the industry to discuss:
    The Infrastructure Gap - what it looks like and how to close it.
    Implications of new renewable energy advancements and 5G, and robotics
    China 2025 and the Belt & Road Initiative.

    Rick Walters, Infrastructure Director, GRESB
    Jean-Francois Hautemulle, Principal, Terres Neuves Consulting
    Declan O'Brien, Senior Analyst - Research & Strategy EMEA Infrastructure, UBS Asset Management
    Michael Kearney, Senior Investment Director - Economic Infrastructure, Aberdeen Standard Investments
  • Ask the Expert: Financial Services in the Cloud
    Ask the Expert: Financial Services in the Cloud
    Paul Taylor, CEO and Alexa Fernandez, Client Relationship Manager, Thought Machine Jul 16 2019 3:00 pm UTC 30 mins
    Financial institutions and regulators are finally getting comfortable with operating in the cloud - but what does that actually mean? Get more insights on financial services in the cloud in this session with Paul Taylor, CEO of Thought Machine. We will discuss how:

    - Cloud adoption in financial services facilitates the management of data and improves security

    - The lack of flexibility and speed in banking infrastructure prevents banks from truly being client-centric, making them unable to provide clients customised products and services

    - The migration from legacy to cloud platforms reduces costs and increases scalability for financial institutions

    - Banks are responding to digitally-native challenger banks that are born in the cloud

    - Safe adoption of cloud technology can increase resiliency of the overall system, according to the Bank of England
  • YamaPay Creates a New Category for Proactive Finance
    YamaPay Creates a New Category for Proactive Finance
    Ash Seddeek, CEO and Founder, YamaPay Jul 16 2019 9:00 pm UTC 45 mins
    Financial institutions spend 88 billions year trying to get the attention of existing and new customers and offer them relevant products and services. This divide is a reflection of a lack of understanding and at times trust.

    Creating new categories of financial services, fintech startups can help bridge this divide.

    We will share YamaPay’s delightme services portfolio and how it holds a great promise for consumers and financial services organizations.

    The audience will walk away with key strategies for reducing marketing dollars while increasing customer retention and acquisition.
  • ADVISER HOME: How asset managers can influence companies they invest in
    ADVISER HOME: How asset managers can influence companies they invest in
    Kenneth Robertson, Tim Gordon and Andy Kirby Jul 17 2019 9:00 am UTC 60 mins
    Media and action groups are demanding that large asset managers use their voting powers responsibly and support actions on climate change. But what can asset managers really do about things like CO2 emissions, deforestation, cyber crime or biodiversity?

    By engaging on behalf of investors, Asset Managers can help make changes to businesses to promote a positive, long-term approach, one that is better for financial performance, for your clients and better for society as a whole. Join Robeco's experts as they look at recent engagement examples with companies like Royal Dutch Shell or in industries like palm oil production.
  • Overcoming the risks at-retirement live webinar
    Overcoming the risks at-retirement live webinar
    Jonathan Watts-Lay, WEALTH at work, Michael Clark, CBC Pension Services, David Davison, Spence & Partners, Tim Middleton, PMI Jul 17 2019 9:00 am UTC 45 mins
    The webinar will consider how employers and Trustees can help employees and pension scheme members overcome the risks they face at-retirement such as falling for a scam, buying inappropriate retirement products, paying more tax than necessary or ultimately running out of money.
  • Carmignac - Notre vision des marchés : Variations sur le thème de l’équilibre
    Carmignac - Notre vision des marchés : Variations sur le thème de l’équilibre
    Didier Saint-Georges Jul 17 2019 9:30 am UTC 45 mins
    Participez à notre prochaine conférence en ligne avec Didier Saint-Georges, Managing Director et Membre du Comité d’Investissement, qui présentera notre vision des marchés et résumera notre stratégie d’investissement globale.
  • Identity and Access Management: A License to Operate
    Identity and Access Management: A License to Operate
    Philip Dutton, Co-Founder, Solidatus Jul 17 2019 10:00 am UTC 60 mins
    There are three pillars to control in a data rich, regulated company – these are what data you have, what it is being used for and who is using it. These pillars have nuances as well, for example where is the person, the data or the process and how old is the data. In the current data climate, it is normal for a company to have a policy to tell people (customers as well as staff) the rules of the road for accessing information. Enshrining this policy into the fabric of the organisation so that people do not have to think about it as well as satisfying the current trend of DevOps is the key to allowing a fast iteration culture, delivering value without creating more overheads.

    About the speaker:

    Co-founder, Philip Dutton, has led Solidatus from concept through to launch and now accelerated growth. Working to help organisations utilise visual lineage to enable understanding and simplification of complex systems landscapes, demonstrate regulatory lineage, improve governance and assist with transformational change. With 20 years of experience as a Senior System Architect, Engineer and Project Manager within the Financial Services industry, Philip’s expertise focuses on global transformational change projects within global organisations. Passionate about revolutionising the data economy and helping companies become proactive instead of reactive.
  • Trust: Hawksmoor Funds Q2 2019 Update
    Trust: Hawksmoor Funds Q2 2019 Update
    Ben Conway and Daniel Lockyer with David Chapman Jul 17 2019 10:00 am UTC 45 mins
    Join our webinar for the opportunity to discuss the Hawksmoor Vanbrugh, Distribution and Global Opportunities Funds with the Fund Managers.

    Trust plays an important role in fund management. From investors trusting us to manage their money responsibly, to the trust we have in our rigorous investment process and teamwork - it's a thought-provoking topic.

    In addition to discussing this during the webinar, our Fund Managers will:
    * explain the liquidity of our Funds and the underlying holdings
    * review the performance of the Funds
    * highlight the major activity within the portfolios

    If you are unavailable to listen live, you can also register to access the recording.

    The webinar will run for approximately 20 minutes with another 10 minutes allocated for Q&A. This webinar qualifies for 30 minutes CPD.

    To submit a question ahead of the webinar, please email hannah.isaac@hawksmoorfm.co.uk. Alternatively, questions can be submitted live to the Fund Managers on the day.
  • The Role of AI in Identifying Emerging Risks in Financial Services
    The Role of AI in Identifying Emerging Risks in Financial Services
    Maeva Charles, Technical & Partnerships Director, Datamaran Jul 17 2019 12:00 pm UTC 60 mins
    The session will explore the role of AI and big data in improving risk management and building business resilience in Financial Services.

    In this webinar, you will get a broader perspective into emerging (also referred as non-financial or Environment, Social and Governance (ESG)) risks in Financial Services. Finally you will be walked through a case study with a leading bank on their use of AI to future-proof their organization.
  • China Macro and Trade Update: What's Different in 2019?
    China Macro and Trade Update: What's Different in 2019?
    Kevin Liu, Executive Director of CICC Research and Brendan Ahern, Chief Investment Officer of KraneShares Jul 17 2019 12:00 pm UTC 56 mins
    In this webinar Executive Director of CICC Research in Beijing, Kevin Liu, will give an economic update on China. Topics will include:

    • Trade: US-China trade update and 2019 China economic outlook.

    • Secular Trends in China's Economy:

    • The upgrade of "Made in China" manufacturing.
    • How domestic Chinese brands have benefitted from urbanization.
    • Long-term growth trends in China .

    • Looking Ahead: The opening-up of China’s financial markets is accelerating. What are the implications for the future of China’s economy.
  • Quilter Cheviot MPS Q2 2019 review
    Quilter Cheviot MPS Q2 2019 review
    Simon Doherty and David Butler Jul 17 2019 1:00 pm UTC 60 mins
    Join Simon Doherty, Lead Portfolio Manager of the MPS strategies, and David Butler, Strategic Accounts Director on 17th July at 14:00 BST as we discuss performance for the MPS models over the third quarter and what we can expect at a critical juncture for markets.
  • Q&A Session: Janus Henderson UK Absolute Return Update
    Q&A Session: Janus Henderson UK Absolute Return Update
    Luke Newman Jul 17 2019 1:00 pm UTC 60 mins
    Fund Manager Luke Newman will host a Q&A webcast for the Janus Henderson UK Absolute Return strategy. The ‘Question Time’ format allows investors to raise topics in advance of the call. It will also be possible to submit questions during the webcast.
  • Carmignac Investment Views: Variations on the balance theme
    Carmignac Investment Views: Variations on the balance theme
    Didier Saint-Georges Jul 17 2019 2:00 pm UTC 45 mins
    Join our upcoming webinar with Didier Saint-Georges, Managing Director and Member of the Investment Committee, who will present our investment views and provide a summary of our current global investment strategy.
  • [Panel] Big Data and AI in Banking
    [Panel] Big Data and AI in Banking
    Bharat Bhushan | Valentina Kristensen | Richard Price | Marie Measures | Mitesh Soni Jul 17 2019 3:00 pm UTC 60 mins
    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.

    Moderated by:
    Bharat Bhushan, CTO Banking & Financial Markets, IBM
    Panelists:
    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
  • Real Exposure to APAC: investing in Impact and Real Assets
    Real Exposure to APAC: investing in Impact and Real Assets
    tbc Jul 17 2019 3:00 pm UTC 45 mins
    As markets mature, information asymmetries become harder to find and higher returns become increasingly elusive. Where is a good place for investors to focus and gain exposure to APAC at attractive prices and rates? The Venture Capital and Private Equity may be the place to find answers, though China A-Shares may also hold the keys to success. Indeed, Impact Investing is another alternative, which is burgeoning in the region.

    To understand how to find returns and alpha, this webinar will discuss:
    how investors from across the globe can access APAC
    Which sectors there is growing activity in, and why
    Which markets are worth a look, and what regulations in these markets.
  • Authentication and Banking Security Using Plug and Play AI
    Authentication and Banking Security Using Plug and Play AI
    Joshua Bower-Saul, CEO and Founder, Cybertonica Jul 17 2019 5:00 pm UTC 41 mins
    We will look at the background of existing incumbent systems and rule-based infrastructure now operating in Banks, and establish why the use of Machine Learning and AI helps alleviate 20% of cost and increase customer satisfaction while protecting the transaction and networks of the bank from intrusion. Also, the new device and contextual Big Data services of Cybertonica will be described. In the end, we need to see how security and customer convenience can be optimised while reducing cost and friction in the banks systems.

    Joshua Bower-Saul has 20 years experience in managing tech companies and startups. He is the founder of 4 businesses in online funding, media and FinTech. Joshua is a graduate of Harvard (MA) and INSEAD (MBA). He speaks fluent Russian, French and German.
  • Dynamic UK Equity - Q2 review
    Dynamic UK Equity - Q2 review
    Jonathan Rawicz Jul 17 2019 5:15 pm UTC 45 mins
    Fund Manager Jonathan Rawicz will run through the performance of the Dynamic UK Equity fund for Q2.
  • China Rising: From Smokestack to Labtech
    China Rising: From Smokestack to Labtech
    Vivian Lin Thurston, CFA, Partner, Portfolio Manager Jul 17 2019 6:00 pm UTC 60 mins
    China offers a number of favorable market characteristics for global investors. Opportunities abound in China’s “new economy,” and the China has one of the largest, most liquid, and fastest-growing equity markets in the world. The China A-Share market has historically been uncorrelated, under-researched, and inefficient, and China A-Shares are under-represented in global equity indices, providing potential investment opportunities for quality growth investors.

    In this webcast, Vivian Lin Thurston, CFA, partner and portfolio manager at William Blair Investment Management, discusses this backdrop. She also highlights several investible themes in China, including growing domestic consumption and the secular growth of healthcare spending.
  • Investment Market Review - Reaching Peak Exposure
    Investment Market Review - Reaching Peak Exposure
    David Warren, CIO, Zurich Investments along with Philip Duggan and Tomasz Pietrusewicz Jul 18 2019 9:00 am UTC 60 mins
    Following a strong start to 2019, join the experts at Zurich Investments for their views for what's in store for the remainder of the year and beyond.
  • UK Mid-Caps: Time for returns?
    UK Mid-Caps: Time for returns?
    Paul Spencer, manager, Franklin UK Mid Cap Fund Jul 18 2019 10:00 am UTC 45 mins
    July marks the 20th anniversary of the Franklin UK Mid Cap Fund and serves as a timely reminder of the changing opportunities that have characterised the UK mid-cap market over the past 20-years. Please join Paul Spencer to hear the current themes and stock ideas that underpin his portfolio:
    • Ideas driving performance
    • Recent portfolio changes
    • Outlook and positioning
  • Multi-asset: U.S. recession risks and trade wars
    Multi-asset: U.S. recession risks and trade wars
    David Vickers Jul 18 2019 10:00 am UTC 31 mins
    David Vickers, Senior Portfolio Manager at Russell Investments, discusses how the team are positioning the portfolios against the backdrop of global market uncertainty.

    Key highlights:
    • U.S. recession risks: What are the signs indicating this is on the horizon?
    • Trade wars: Is the current situation the same/better/worse than foreseen earlier this year?
    • Portfolios: A brief update on current positioning and outlook
  • Q2 Overview - LF Gresham House UK Micro Cap Fund
    Q2 Overview - LF Gresham House UK Micro Cap Fund
    Ken Wotton and Brendan Gulston Jul 18 2019 1:00 pm UTC 45 mins
    Hear from our Fund Managers, Ken Wotton and Brenda Gulston, as they share views on the market and discuss performance over the second quarter of 2019.

    Please note Livingbridge Equity Funds has been renamed Gresham House Equity Funds following the sale in November 2018.
  • Technology in the face of uncertainty
    Technology in the face of uncertainty
    Alison Porter Jul 18 2019 1:00 pm UTC 60 mins
    Macroeconomic, regulatory and geopolitical risk continue to generate volatility but technology stocks have continued to outperform wider equity markets. Can this continue? Are valuations across the sector still reasonable? In this webcast, Alison Porter, portfolio manager on the Janus Henderson Global Technology Team, will cover:

    •Development in long-term secular drivers continue to power technology share gains
    •Key themes and new drivers of tech outperformance
    •Being selective and navigating the hype cycle is becoming more important when it comes to growth assets
    •Portfolio positioning and movement, performance update and outlook
  • Kopernik Global All-Cap Equity Fund Q2 2019 Webcast
    Kopernik Global All-Cap Equity Fund Q2 2019 Webcast
    David Iben Jul 18 2019 1:00 pm UTC 60 mins
    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.
  • How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    How to Leverage Big Data for Customers: Lessons from a Purpose-Driven Bank
    Paul Clark, CTO, Tandem Jul 18 2019 1:00 pm UTC 41 mins
    For years, banks have been sitting on a goldmine of customer data. Only recently have they started exploiting that, although not surprisingly for their own benefit.

    Personal data can give great insights to drive bank outcomes by decreasing credit losses and reducing fraud losses. In this webinar Paul Clark, CTO, will look at how we can use customer data to;

    * Drive customer’s own advantage,
    * Avoid slip ups,
    * Dodge nasty charges,
    * Optimise the customer’s finances end to end.