Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.
Bambos Hambi, Head of Multi-Manager Strategies, will provide an update on the MyFolio Range. The MyFolio Funds are carefully constructed risk-based portfolios which offer your clients a choice of active and passive investment strategies across five risk levels.
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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.
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.
Bianca Lopes, Identity Influencer
Tomi Fyrqvist, Associate, AXA Venture Partners
Cristiano Motto, Senior Industry Consultant, TeraData
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.
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.
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.
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.
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.
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.
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
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.
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.
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
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 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.
*Matthew Leavenworth, Chief Product Officer at Modo
* Craig Ramsay, GLCM Global Innovation Lead at HSBC
Co-managers of the Janus Henderson Horizon Strategic Bond Fund, John Pattullo and Jenna Barnard, have an unconventional and non-consensual view on the global economy. In this webcast, they will expand on the macro themes that will likely shape the rest of 2018 and determine the direction for fixed income investors, as well as the core themes in their portfolios.
The webcast session will also include a review of the performance of the fund, summary of current positioning and outlook for the medium term.
This session will provide an overview of impact investing, including a full spectrum approach. The webinar will also cover the growth in the industry over the last 10 years and most importantly the prevailing myths across the field that are stunting scale and growth. Participants are encouraged to engage and ask questions and share their experiences with these myths.
While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value.
Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have?
Further, what new business models exist that are driving value for clients?
This webinar will explore;
* Future tech that will enable increased output: BlockChain, AI & Automation
* Non-office technology that enables human connection: health & travel hacks
* What the best Family Offices are using to service their clients
* How to identify where you can be more efficient in your operations
You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist.
Marc A. DePaul, J Jack Family Office
Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC
Deal Flow remains an issue for family offices. Where can you find more investing ideas, and how do you filter the good from the bad? Do you have the right connections, and are you tapped into the right networks, to get deals that are seemingly only seen by Investment Banks?
In this webinar KP Reddy will outline 7 considerations that Family Offices are taking to find new deals for investments, including Expertise, Alternatives & Equity Debt Hybrid models.
Global capital and traditional banking has ignored the whole SME space. Incidentally, this SME space may have the biggest social impact if it could be better financed. There is huge opportunity if investors know where to look.
This webinar will discuss the how and why this market has opened up, who is involved, and where you can go to find the deals.
Please join Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund, for live webcast.
With economic growth losing some momentum in the eurozone, how does this impact European smaller company investors? Ian Ormiston touches on the macroeconomic outlook for his asset class, and explains how the Old Mutual Europe (ex UK) Smaller Companies Fund is positioned currently. Ian will be happy to take your questions at the end of the call.
Participant Dial In Number(s):
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.
What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?
This webinar will cover:
* Creating meaningful impact – identifying strategies
* Aligning impact to measurable success – profit with purpose versus philanthropy
* Technological measurement of impact focus
* ESGs and SRI – creating a personal and organisational roadmap
* Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint
You'll leave this webinar with an understanding of who the players are, what they are doing.
Simon Foster, ACA Chartered MCSI, Chief Executive Officer, TY Danjuma Family Office Limited
Javier de Rocafort, Chairman of Deer Valley Capital and the Quimera Project
Global investors are as pessimistic about the UK as they were during the financial crisis. But with exploding M&A, appealing valuations and plenty of growth, can we really afford to ignore the UK market anymore?
Take this opportunity to join Alexandra Jackson, manager of the Rathbone UK Opportunities Fund, to explore the outlook for the UK market and how the fund is positioned.
James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist. He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.
In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar
Join Steve Davies, Head of Strategy, UK Growth, as he provides an update on the Jupiter UK Growth Fund and his view on UK Equities.
Steve joined Jupiter in 2007 and is currently Head of Strategy, UK Growth as well as the manager of the Jupiter UK Growth Fund (Unit Trust), the Jupiter UK Dynamic Growth fund (SICAV) and the Jupiter UK Growth Investment Trust PLC (Investment Trust).
Before joining Jupiter, he was head of the retail research team at Numis Securities. Steve also worked as a senior retail analyst for Retail Intelligence before moving to PricewaterhouseCoopers, where he was appointed Assistant Director of the Retail and Branded Goods team.
Steve has a degree in Philosophy, Politics and Economics from Oxford University.
Join our live video event where our panel of experts will be debating the impact of climate change, and outlining what can be done about it.
Our Head of Sustainable Research Andy Howard will be joined by fund manager Simon Webber and two of our clients, Ulrika Hasselgren from Danske Bank, and Jillian Reid from Mercer. Each expert will be putting forward their ideas about how to deal with these challenges, and suggesting where opportunities can be found.
You will also have the chance to join the conversation, sending your questions live to the panel which will be moderated by our independent host, Angus Foote from Citywire.
Finding deal flow is critical as Family Offices seek to invest in the newest technology and build the future. Indeed, creating a future in which humanity flourishes is an important goal as Millennials seek to create Impact on their investments. Defining the goals of an organization to think in a long-term context is a challenge in itself.
In this session, our panel of experts will discuss these topical investment strategy themes in the Family Office space including;
* Optimising deal execution
* Long-term Outlook
* Responsible, Sustainable & Impactful Investing
* Future Industries & Sectors to watch
You’ll leave this webinar understanding how to find deals at a good price that will provide returns & network opportunities, create a long-term outlook for your business, understand what initiatives those who seek to make an Impact are doing, and see what the future looks like & how your peers are creating that future.
Data is increasingly available in open API format, and this is particularly applicable to SMEs and businesses - from accounting APIs to Open Banking
We see a future of collaboration in business banking that will ultimately benefit SMEs/corporate clients. Businesses do not work in the same linear manner as consumers - companies have complex needs with multiple maturity periods. This requires algorithm driven technology utilising multiple sources for data innovation.
Our platform utilises private and public data including data via Burrau van Dijk for company and sector data, ownership and Peps/sanctions; Fitch Solutions Financial Implied Ratings (FIRs) for global coverage of more than 23,000 banks including 20,000 previously unrated; and Defaqto for full coverage of business banking products, as well as OECD and Customs and Excise trade data. Add to this private data sources such as banking transactions via Open Banking, accounting via open APIs and tailored products via our panel banks.
Business banking will undergo a transformation over the next decade, with change due to a combination of company / corporate demand and regulatory pressure on the banks. In the business banking space, banks and other financial institutions will revert to a focus on conventional banking, with increasing partnerships providing services to companies across the spectrum of financial products and more useful analytics tools linked to applicable products that change as the business life cycle and stage develop. Banks are considered digital identity guardians and have access to a wide range of data. When this is used with an appropriate Data Analytics platform, along with simple Product Prompts and product Execution, this will ensure that companies will benefit significantly from the changes underway in financial services.
We conducted our second State of the Protection Nation research in January 2018, and it confirmed much of what we know about the protection industry already. People are aware of the importance of protection but can’t see the relevance of the products available when they look at their own lives. Toby looks at how you can overcome client objections, and ways to bring the subject of protection into more conversations with clients.
With health & wellness taking a front seat for working professionals and office efficiency enthusiasts, this industry is the place to be for investors. Is there a bubble? In this webinar you'll find out who the players are, what opportunities exist, and how you can get involved.
Many areas of finance exist, in this webinar we compare Private Equity & Venture Capital. What are the difference & similarities? What does it take to get involved, and how can entrepreneurs seeking capital & investors with capital connect? What is an Angel Investor, and can they use Leverage just like a Private Equity fund? Watch this webinar to find out.
What is the goal of the Autonomous car industry, and what companies out there are focused on this goal? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?
For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?
These questions and more will be answered in this webinar.