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UK Financial Advisers

  • Audit Ex Machina: Digital Learning Systems and Transactional Data
    Audit Ex Machina: Digital Learning Systems and Transactional Data Erik McBain, Strategic Account Manager, MindBridge Ai, Recorded: May 17 2018 44 mins
    How are financial service firms around the world using machine learning systems today to identify and address risk in transactional datasets?

    This webinar will look at a new approach to transaction analysis and illustrate how the combination of traditional rules-based approaches can be augmented with next-generation machine learning systems to uncover more in the data, faster and more efficiently.

    We will span the various applications in banking, payments, trading, and compliance; looking at a variety of use cases from bank branch transaction analysis to trading data validation.

    Anyone interested in financial technology, next-generation machine learning systems and the future of the financial services industry will find this webinar of specific interest.

    About the speaker:
    Erik McBain, CFA is a Strategic Account Manager for MindBridge Ai, where he specializes in the deployment of emerging technologies such as artificial intelligence and machine learning systems in global financial institutions and corporations. Over his 10-year career in banking and financial services(Deutsche Bank, CIBCWM, Central Banking), Erik has been immersed in the trading, analysis, and sale of financial instruments and the deployment of new payment, banking and intelligent technologies. Erik's focus is identifying the various opportunities created through technological disruption, creating partnerships, and applying a client-centered innovation process to create transformative experiences, products, and services for his clients.
  • [Panel] How Data Analytics is Impacting Financial Services in 2018
    [Panel] How Data Analytics is Impacting Financial Services in 2018 Ramy Nassar, Bianca Lopes, Tomi Fyrqvist, Cristiano Motto Recorded: May 17 2018 56 mins
    Better customers insights, maintaining regulatory compliance, detecting and preventing fraud are key concerns amongst financial institutions.

    In this session, our panel of experts will discuss how to unlock the value of the large amount of data that the financial sector generates. Key themes to be covered include:

    * Leveraging biometric technology
    * What you need to know about open banking
    * Machine Learning and Artificial Intelligence to mitigate fraud and improve KYC and AML processes
    * Using data to improve customer engagement and experience

    Join this session to learn how leading financial service professionals and firms are staying protected, compliant, and successful with the help of data in a regulated industry.

    Panellists;
    Bianca Lopes, Identity Influencer
    Tomi Fyrqvist, Associate, AXA Venture Partners
    Cristiano Motto, Senior Industry Consultant, TeraData

    Moderator;
    Ramy Nassar, Co-founder, Algency
  • Short Duration Global High Yield update
    Short Duration Global High Yield update Azhar Hussain and Stephen Tapley Recorded: May 17 2018 31 mins
    Head of Global High Yield, Azhar Hussain and Fund Manager, Stephen Tapley present a webinar update following the 5 year anniversary of RLAM's Short Duration Global High Yield Bond Fund. During the webinar the managers will reflect on the journey of the Fund since launch, before providing their outlook for the coming months.
  • The Teslification of Banking: The Role of Ethical AI in Sustainable Finance
    The Teslification of Banking: The Role of Ethical AI in Sustainable Finance Richard Peers, Director Financial Services Industry, Microsoft Recorded: May 17 2018 37 mins
    Artificial Intelligence has a huge role to play in banking, no more so than in sustainable finance. However, data is very patchy and much source data is not available to inform Sustainable Finance. The challenge as we set off on this new journey is to make sure that the data and algorithms used are transparent and unbiased.

    In this session, Richard Peers, Director of Financial Services industry at Microsoft will share how disruption and new entrants are bringing new business models and technology to play in banking as in other industries like the Auto Industry

    One new area is sustainable Finance, a voluntary initiative as part of the COP agreement on climate change but the data to inform the markets is a challenge. Big Data, Machine Learning and AI can help resolve this.

    But with such important issues at stake, this session will outline how AI much be designed to ethical principles

    Tune in to this session for a high-level view of some key trends and technologies in banking. Get insight into sustainable finance; why AI can help and why Ethical AI is important; and the Microsoft principles for Ethical AI.
  • How the Internet of Things is Reshaping Payments
    How the Internet of Things is Reshaping Payments Zilvinas Bareisis, ‎Senior Analyst, Celent Recorded: May 17 2018 46 mins
    The Internet of Things (IoT) will have a significant impact on many industries from manufacturing to health and insurance. At first glance, IoT impact on banking is less obvious. And yet, we assert that IoT also matters for banking, and especially for the payments industry.
    As devices and entire platforms (e.g., cars) connect to the Internet, they become conduits for commerce transactions and require payments capability. IoT will change how commerce and transactions are conducted, and in turn, will require changes in payments.
    This webinar discusses the opportunities and challenges the IoT evolution present to the payments industry, and offers examples how the payments industry is preparing to capture the IoT opportunity.
  • AI and the Changing Face of Financial Crimes: Beyond the Marketing Hype
    AI and the Changing Face of Financial Crimes: Beyond the Marketing Hype Michael Ames, SAS Recorded: May 16 2018 36 mins
    Artificial Intelligence and Machine Learning are the latest buzzwords in the technology bingo game and with so many vendors touting machine learning’s and AI’s prophetic revolution, it’s tough to filter out the wheat from the chaff.

    In this session we’ll do just that as we discuss practical approaches to effectively leveraging AI and machine learning (ML) to combat fraud, waste and abuse.

    We’ll also provide some food for thought around best practices, what to expect and how to get started with AI and Machine Learning.

    Michael Ames, Sr. Director Fraud, Compliance and Investigation Solutions, ‎SAS

    Mike Ames is an Adjunct Faculty Member in the School of Business at Wake Forest University and currently leads the Applied Data Science and Emerging Technology groups for SAS’ Fraud and Security Intelligence Division. Ames has extensive consulting experience working with a diverse range of customers to develop a variety of analytic and enterprise applications. His current area of focus includes the use of artificial intelligence, robotic process automation and machine learning to combat fraud, waste and abuse. Since joining SAS in 2002, he has brought over a dozen products and solutions to market. He received his undergraduate degree in economics from the University of Georgia and his MBA from the University of North Carolina at Chapel Hill.
  • Applying AI and Machine Learning to Fight Fraud at Scale
    Applying AI and Machine Learning to Fight Fraud at Scale Julian Wong, VP of Customer Success, DataVisor Recorded: May 16 2018 46 mins
    With large-scale data breaches in the news almost every month, financial institutions are becoming increasingly vulnerable to synthetic identity fraud, account takeovers and other types of malicious activity.

    Fraudsters today have access to powerful computing resources and tools, giving them the ability to launch large-scale sophisticated attacks. This has led to an increasing number of businesses turning to more advanced methods for identifying suspicious activity and mitigating risk.

    Tune into this session to learn about new fraud trends and to also find out how AI and big data technology can be applied to uncover new fraud patterns early before they have time to do serious damage.
  • Machine Learning and AI for Healthcare Fraud Detection and Prevention
    Machine Learning and AI for Healthcare Fraud Detection and Prevention Aleksandar Lazarevic, Senior Director, Aetna Recorded: May 16 2018 49 mins
    The United States spent around $3.5 trillion or 18% of GDP on healthcare. According to FBI, the amount of this spending lost due to fraud, waste, and abuse (FWA) ranged between $90 billion and $330 billion!

    This talk will offer practical advice on how to effectively organize and join various healthcare data sources such as claim and clinical data, how to set-up the problem, and how to design an effective machine learning solution to identify FWA leads and expedite investigator review using intuitive visualization to understand the risk factors contributing to those leads.
  • Market Intelligence by PIMCO
    Market Intelligence by PIMCO PIMCO Recorded: May 16 2018 2 mins
    Introducing Market Intelligence, a CPD-accredited education series that aims to help you expand your knowledge of fixed income and the global markets, while focusing on how to address common client concerns and questions. Visit pimco.co.uk/marketintelligence
  • The Three E’s of ESG: Exclusion, Evaluation and Engagement
    The Three E’s of ESG: Exclusion, Evaluation and Engagement Olivia Albrecht, Mike Amey, Scott Mather Recorded: May 16 2018 4 mins
    PIMCO’s head of ESG strategies discusses the three pillars of the firm’s ESG investment process – exclusion, evaluation and engagement – and how they may be able to lead to better investment outcomes.
  • The Future of Sustainable Investing
    The Future of Sustainable Investing Olivia Albrecht, Mike Amey, Scott Mather Recorded: May 16 2018 4 mins
    PIMCO’s CIO of U.S. Core Strategies and head of ESG Strategies discuss the firm’s evolution in ESG investing and how ESG may affect the debt capital markets going forward.
  • How AI is Powering the Fight Against Financial Crime
    How AI is Powering the Fight Against Financial Crime Charles Delingpole, CEO & Founder ComplyAdvantage Recorded: May 16 2018 47 mins
    There’s much hype and excitement around how AI and machine learning could transform the world of finance. But a key area of development growing behind the scenes of talking robots and automated assistants is how these new technologies will have a seismic impact on Anti-Money Laundering (AML) and Counter-terror Financing (CTF) back-end compliance processes. AI can dramatically improve AML risk data collection; spotting new risks faster and digging deeper for hidden risks.

    It will also shift customer onboarding & KYC processes from ‘name matching’ to contextual ‘identity matching’ to reduce false positives and false negatives. Unlike other industries, the training data required to make this a reality with machine learning techniques are available today.

    AI-driven compliance will ultimately have an enormous impact on how financial services will work - increasing automation, reducing manual overheads and helping prevent financial crime.


    Presented by Charles Delingpole, CEO & Founder ComplyAdvantage

    Charles Delingpole founded ComplyAdvantage in 2014, and as CEO leads the product development and growth of the company. Charles set up his first company, The Student Room Group, now the world’s largest student discussion forum, when he was 16. After completing his MA in Politics at Trinity College Cambridge, and then an MSc in Management, Strategy and Finance from the LSE, he became an associate at J.P. Morgan Cazenove. He then went on to co-found FinTech firm MarketInvoice, a peer -to - peer financing company which uses customer data to digitise the approach to financial risk analysis.
  • Contextualizing Change: What to Expect in the Months Ahead?
    Contextualizing Change: What to Expect in the Months Ahead? Bob Boyda, Head of Capital Markets and Strategy, Manulife Asset Management Recorded: May 16 2018 9 mins
    Rising volatility, changing inflation expectations and talks of a trade war. What can investors expect in the coming months? How could US tariffs potentially impact the momentum of the global economy? Manulife’s Head of Capital Markets and Strategy, Bob Boyda, shares his insights in this video.
  • The Future of Payment Fraud Prevention
    The Future of Payment Fraud Prevention Rodrigo Camacho, CCO, Nethone Recorded: May 16 2018 35 mins
    Payment fraud prevention tools have existed since the end of the 90s and have improved continuously since. In the last 2 to 3 years we have seen a new paradigm come into the space - machine learning.

    This new technology is perfectly fitted for identifying fraud and is slowly being adopted by the market. Moving forward, using tools like this will no longer be a choice but rather an obligation for merchants. An obligation, as it will be at the origin of a competitive advantage which goes way beyond fraud prevention and will bleed into business intelligence fields.

    In this session, Rodrigo Camacho, CCO at Nethone will walk you through the evolution fraud prevention touching on the following key points;

    How the problem is solved by a large part of the industry today
    The revolution that is happening in the space today
    The halo effect that this revolution is going to have on the rest of business processes
  • Jupiter Asset Management: Ross Teverson - May 2018
    Jupiter Asset Management: Ross Teverson - May 2018 Ross Teverson Recorded: May 16 2018 36 mins
    Join Ross, Head of Strategy, Emerging Markets, as he provides his latest global update.

    Ross joined Jupiter in 2014 and is currently Head of Strategy, Emerging Markets.

    Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business.

    Ross is a graduate of Oxford University and is a CFA® charterholder.
  • Open Banking APIs & PSD2: What Problems Should Transaction Banks Solve First?
    Open Banking APIs & PSD2: What Problems Should Transaction Banks Solve First? Matthew Leavenworth & Craig Ramsay Recorded: May 15 2018 61 mins
    Open Banking APIs & PSD2 will be a reality for European banking in 2019. The transaction banks and their clients are wading through the details of the regulation, the tech speak, the challenges, and decisions on how to move effectively forward. Will this be an opportunity or a threat? Craig Ramsay, GLCM (Global Liquidity & Cash Management) Global Innovation Lead for HSBC joins Matthew Leavenworth, Chief Product Officer at Modo to discuss ideas and recommendations to help create an effective path forward. They will be answering these pressing questions:

    * What problems/opportunities should transaction banks solve first to best serve their clients?
    * What should they be focused on and prioritizing?
    * Should they be thinking just about aggregating the transactional information, or is there a richer data set that can be created in this new environment?
    * Should banks look to create a cooperative ecosystem or look to other options? Should they do both?

    In this non-technical discussion, Craig and Matthew will shed some light on how one of the most important banks in the world is thinking about PSD2 as well as what new entrants like Modo can bring to the table.

    Panellists:
    *Matthew Leavenworth, Chief Product Officer at Modo
    * Craig Ramsay, GLCM Global Innovation Lead at HSBC
  • Rising rates, trade wars and China: have the three bears finally come home?
    Rising rates, trade wars and China: have the three bears finally come home? Azad Zangana, Senior European Economist and Strategist, Schroders Recorded: May 15 2018 41 mins
    A variety of market and political volatility year to date have investors laser-focused on the global economic backdrop. With valuations pushing historical limits, a stable but flattening yield curve, trade wars and of course China’s 2018 NPC moving their new lower-growth agenda forward, Schroders Azad Zangana examines where he and the Economics team are seeing smoke -- and where there might actually be fire -- as this unprecedented "Goldilocks" economic cycle continues to chart new territory.
  • Uncovering the hidden gems in non-Asia EM investing
    Uncovering the hidden gems in non-Asia EM investing UBS Asset Management Recorded: May 15 2018 61 mins
    China has dominated discussions about investing in emerging markets over the past couple of years. While important to the future of emerging market investing, China alone is not the only reason. Opportunities emanate from a broad range of countries and sectors.


    On May 15, join UBS Asset Management's Barry Gill, Head of Active Equities, and Emerging Markets Equities Portfolio Managers, Urs Antonioli and Gabriel Csendes, for a live webinar where they will discuss:
    • Why emerging markets remain attractive and are outperforming developed markets
    • Geopolitical and macroeconomic risks
    • Global issues affecting key emerging market countries, and opportunities for institutional investors in Russia, Brazil, Mexico and Central Europe
  • Open Banking - Data, Analytics and the Tragedy of the Commons
    Open Banking - Data, Analytics and the Tragedy of the Commons Dr Louise Beaumont (techUK), Natasha Kyprianides (Hellenic Bank), Tony Fish (AMF Ventures), Katrina Cruz (Anthemis Group) Recorded: May 15 2018 59 mins
    The tragedy of the commons, first described by biologist Garrett Hardin in 1968, describes how shared resources are overused and eventually depleted. He compared shared resources to a common grazing pasture; in this scenario, everyone with rights to the pasture acting in self-interest for the greatest short-term personal gain depletes the resource until it is no longer viable.

    The banking ecosystem and the data that binds it together is not all that different. For many years, through miss-selling scandals, cookie cutter products and dumb mass-marketing have seen players acting in their own interest in accordance to what they believe the ecosystem should look like, how it should evolve and who controls it.

    But with the introduction of open banking, there are signs that new banking ecosystems are set to thrive. Taking Hardin’s notion, collaboration in the open banking future could benefit everyone in the ecosystem – the traditional banks, the FinTechs, the tech titans with their expertise in delivering services at scale, and yet-to-be-defined participants, likely to include the large data players such as energy firms, retailers and telcos.

    Join me to explore the Open Future.
  • Open Data Protection: GDPR, PSD2 and Privacy by Design
    Open Data Protection: GDPR, PSD2 and Privacy by Design Carlo Gualandri, CEO & Founder, Soldo Recorded: May 15 2018 18 mins
    Open Data is somewhat of a misnomer. For data sharing to take place, privacy must come first. As such, GDPR represents the essential rules of engagement without which the game of PSD2 cannot take place.

    Rather than signalling an era of 'free love' between service providers and platforms, PSD2 and the API revolution mean that businesses and service providers must now be more secure than ever when it comes to user data.

    In this session, Soldo's founder, Carlo Gualandri, explains how Soldo has responded to the regulatory environment by building a proprietary in-house GDPR-compliant machine to ensure privacy by design.