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UK Financial Advisers

  • ESG's Evolving Performance: First Do No Harm
    ESG's Evolving Performance: First Do No Harm
    Anthony Renshaw, Ph.D., Director of Index Solutions at Axioma Recorded: Feb 15 2019 40 mins
    Environmental, social and governance (ESG) data availability, marketing presence and regulation have increased dramatically in the last few years. According to PwC’s 2016 ESG Pulse study, as recently as 2011, only 20% of the companies in the S&P 500 Index even reported ESG metrics; the percentage is now over 80%.

    In this webinar, Anthony Renshaw, Ph.D., Director of Index Solutions at Axioma discussed his recent whitepaper, ESG’s Evolving Performance: First Do No Harm where he evaluated the investment performance of ESG, paying particular attention to recent performance and highlighting the difference between ESG scores that overlap with traditional risk model factors and those that don’t.
  • Axioma Insight™ Quarterly Multi-Asset Risk Review
    Axioma Insight™ Quarterly Multi-Asset Risk Review
    Christoph V. Schon, Executive Director of Applied Research Recorded: Feb 15 2019 54 mins
    The last quarter of 2018 saw profound changes in the risk environment and multi-asset class correlations. While in early October, markets were still concerned about high inflation caused by strong labor conditions market and wage growth, traders have since dramatically lowered their interest rate expectations, fueled by ‘dovish’ Fed comments. In this webinar, Christoph V. Schon, Axioma's Executive Director of Applied Research, examined how portfolio risk has changed from very little diversification in a climate of inflation fears to a ‘flight-to-quality’ environment entirely dominated by stock market volatility.
  • A time for consistency
    A time for consistency
    James Ross Recorded: Feb 15 2019 43 mins
    On 15 February 2019 at 15:00 CET, James Ross, Co-Manager of the Janus Henderson Horizon Pan European Equity Fund, will deliver the latest update on his quality growth European equities strategy. As part of his presentation, James will provide an overview of the current market backdrop, and the prospects for better quality, more defensive stocks in 2019.
  • Premier Liberation Funds - Update 8:21
    Premier Liberation Funds - Update 8:21
    David Thornton & Mike Hammond Recorded: Feb 14 2019 9 mins
    David Thornton, Senior Investment Manager, Premier multi-asset funds, discusses fund performance, asset allocation changes, trading activity and Distribution Technology's recent benchmark asset allocation changes.
  • Premier Diversified Funds - Update 11:56
    Premier Diversified Funds - Update 11:56
    Mike Hammond & Neil Birrell Recorded: Feb 14 2019 12 mins
    Premier's chief investment officer and manager of the Premier Diversified and Diversified Income funds, Neil Birrell, provides a performance update, discusses recent portfolio activity and shares his long-term outlook for dividends.
  • Rathbone Income Fund
    Rathbone Income Fund
    Carl Stick and Alan Dobbie Recorded: Feb 14 2019 44 mins
    Please join Rathbone Income Fund managers, Carl Stick and Alan Dobbie on Thursday 14th February at 10.30am for our live webcast.

    They will review performance of the Rathbone Income Fund in 2018. As well as discussing the strategy and positioning of the fund; looking ahead and considering where opportunities for long term performance may be found in the current landscape.

    Put your questions to Carl and Alan in advance or during the call using the 'questions' tab at the top of the video screen. If you are unable to join us at 10:30am a recording will be available 'on demand' after the call.
  • When QT replaces QE…
    When QT replaces QE…
    Adrian Owens Recorded: Feb 14 2019 37 mins
    Economic fundamentals are reasserting themselves as market drivers after a prolonged period of “mispricing” driven by unconventional policies.

    This is creating headwinds for traditional asset classes and leading investors to look elsewhere for returns.

    Adrian Owens, Investment Director of the GAM Global Rates Strategy, will outline the historically stretched opportunities he sees in the rates and currency markets in this environment.

    He will also touch on the importance of liquidity as monetary policy tightens.

    Register for the webcast to find out more and pose your questions to Adrian.
  • Smart Beta: Growth, Development, and Sustainability of an Asset Class.
    Smart Beta: Growth, Development, and Sustainability of an Asset Class.
    Justin Simler | Christopher Peel | Nicolas Rabener | Jean-Maurice Ladure Recorded: Feb 13 2019 61 mins
    The adoption rates of smart beta among asset owners rose from 26% in 2015 to 48% in 2018 according to the FTSE Russell survey on smart beta. The growth in assets has been similarly impressive and according to Morningstar smart beta assets under management grew from USD 280bn at the end of 2012 to USD 999bn at the end of 2017. One of the key secondary effects of this significant growth is to put continued pressure on the margins of actively managed products.

    The main purpose of the panel discussion will be to understand the reasons behind this runaway growth, how smart beta is developing and whether this growth is sustainable. The panelists will present their views on issues such as:
    - whether smart beta is the same as factor investing
    - how they decompose this broad universe
    - the role of smart beta in new areas such as bond investing and even hedge fund or
    - private equity investing
    - how ESG can be applied to smart beta investing
    - the ability to market time between ‘factors’

    Panellists;
    Justin Simler, Independent Industry Expert
    Christopher Peel, Chief Investment Officer, Tavistock Wealth
    Nicolas Rabener, CAIA, Managing Director, FactorResearch
    Jean-Maurice Ladure, CFA, Head of Applied Research, EMEA, MSCI
  • Navigating the SFTR landscape
    Navigating the SFTR landscape
    Val Wotton, Pierre Khemdoudi, Iain Mackay, Ed Oliver and Elizabeth Pfeuti Recorded: Feb 13 2019 56 mins
    The Securities Financing Transactions Regulation is set to shake up how investors, large and small, trade. Increased transparency and reporting under the new rules aim to improve risk management across the post-trade landscape, but are all players aware of their new responsibilities?
    A panel of experts discuss the incoming regulation, what it means for the sector – and if everyone is prepared for its arrival.
    Panelists include:
    Val Wotton, Managing Director, Product Development & Strategy, Trade Reporting, Derivatives and Collateral Management, DTCC
    Pierre Khemdoudi, Managing Director – Securities Finance, Delta One and Dividend Forecasting, IHS Markit
    Iain Mackay,Global Post Trade Owner, Equilend
    Ed Oliver, Managing Director, Product Development, eSecLending
  • China Consumer eCommerce Opportunity: KWEB- KraneShares China Internet UCITS ETF
    China Consumer eCommerce Opportunity: KWEB- KraneShares China Internet UCITS ETF
    Brendan Ahern, Chief Investment Officer & Dr. Xiaolin Chen, Head of International Recorded: Feb 13 2019 53 mins
    Chinese retail web sales totaled US$1.14 trillion in 2017 (over twice as much as the United States), and online shopping accounted for 19.6% of all retail purchases. Despite the massive size of China’s online retail market, it still has room to grow, with an internet penetration rate of only 57.7% as opposed to 88.5% in the United States.

    KraneShares Chief Investment Officer, Brendan Ahern, provides an introduction to the growing China Internet sector and the KraneShares CSI China Internet UCITS ETF (ticker: KWEB), now available on the London Stock Exchange.
  • Algo-Chain's 2018 Review and ETF Outlook  for 2019
    Algo-Chain's 2018 Review and ETF Outlook for 2019
    Allan Lane | Irene Bauer | James McManus | Hector McNeil Recorded: Feb 13 2019 60 mins
    In a year that has seen the $5tr Global ETF industry go from strength to strength, hear the opinion from thought leaders and industry insiders as to what drove that success.

    You'll learn which new investment themes were launched in 2018, which ETFs gathered the most assets and returns and where the ETF market is heading in 2019.

    With so many products to choose from hear the views of our panel as to what the industry trends will be in the year ahead.

    Via our panel of investment professionals you will learn about the different ways that these diversified investment funds can be deployed in both bullish and bearish markets.


    Allan Lane - Moderator (Co-Founder of Algo-Chain)
    James McManus - Head of ETF Research - Nutmeg
    Hector McNeil - Co CEO - HANetf
    Irene Bauer - CIO Twenty20 Investments
    John Swolfs - CEO Inside ETFs
  • Tackling the Credit Markets - Fundamental or Factor?
    Tackling the Credit Markets - Fundamental or Factor?
    Erik Keller, Ralph Berkien Recorded: Feb 13 2019 49 mins
    In this webinar will bring together two of our leading investment teams in the Credit markets, the fundamental Global Credit and the Multi-Factor Credit teams, for an engaging and interactive discussion on the sector.
    We’ll initially cover our macro views to frame the conversation and then we will take a look at how the different teams address portfolio construction and implementation, credit selection, correlation, sector and geographic weights.
  • Artemis Global Select: Cautiously optimistic …
    Artemis Global Select: Cautiously optimistic …
    Alex Illingworth Recorded: Feb 13 2019 6 mins
    Volatility in stockmarkets is producing interesting opportunities. But given the risk of trade wars escalating, the managers of the Artemis Global Select Fund are taking a cautious approach. Alex Illingworth is in conversation with Vik Heerah.
  • China-focused ETF Landscape in Europe
    China-focused ETF Landscape in Europe
    Simon Lee Head of Institutional Business at CSOP Asset Management Recorded: Feb 13 2019 27 mins
    In 2018, many equity markets suffered setbacks which can be at least partially trace back to the US – China Trade War and how would this generational topic affect us in 2019? And how should one position the portfolio accordingly?

    Join us for our upcoming BrightTalk Investment Outlook 2019 webinar, in which we will examine:

    • What Remains of the US – China Trade War?
    • How did the Trade War Affect China’s Economy Thus Far?
    • Implication of Further Inclusion of A-shares by MSCI
    • China-focused ETF Landscape in Europe

    Presented by;
    Simon Lee, Head of Institution Business - Internationals & HK, CSOP Asset Management Limited

    Simon is currently the Head of Institutional Business at CSOP Asset Management and his team covers investors in both Europe & Hong Kong.

    Prior to CSOP, Simon spent 7 years at Bloomberg as an ETF/Mutual Fund Market Specialist & Senior RM covering offshore Chinese financial institutions.

    Earlier in his career, Simon worked for Credit Suisse, Mayfair Pacific Financial Group, and Fubon Bank in Hong Kong. Simon started his career at SAFE HK as an Analyst and was subsequently promoted to Portfolio Manager responsible for managing part of China’s Foreign Reserves.

    Simon earned his BA Degree from UCLA.
  • Perspectivas de inversión: 50 sombras de negro
    Perspectivas de inversión: 50 sombras de negro
    Didier Saint-Georges Recorded: Feb 13 2019 26 mins
    Únase a nuestra próxima presentación de Didier Saint-Georges, Managing Director y Miembro del Comité de Inversiones, en la cual presentará nuestra visión para 2019 así como un resumen de la actual estrategia global de inversión.
  • 2019 predictions - Global Macro and Markets Movements to Watch
    2019 predictions - Global Macro and Markets Movements to Watch
    Justin Simler, Chris Watling, Lothar Mentel, Lars Kreckel Recorded: Feb 12 2019 59 mins
    This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as:

    * The underlying strength of the US economy and the timing, and potential causes, of recession

    * Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity

    * Whether the downtrend in labour’s share of income is likely to reverse

    * The outlook for the US dollar and the emerging markets

    The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more.

    Justin Simler, Industry Expert
    Lars Kreckel, Global Equity Strategist, Legal and General Investment Management
    Chris Watling, CEO & Chief Market Strategist, Longview Economics
    Lothar Mentel, Chief Investment Officer, Tatton Investment Management
  • ETFs in 2019: Opportunity Amidst Chaos & Uncertainty
    ETFs in 2019: Opportunity Amidst Chaos & Uncertainty
    Allan Lane, Beverly Chandler, Irene Bauer, James McManus Recorded: Feb 12 2019 62 mins
    A lot can happen in a month, particularly if you were working in the investment management industry recently.

    In this ETF Summit Webinar, we hear the opinion from thought leaders and industry insiders the increasing amount of investor money flooding into Fixed Income ETFs, and how the ETF Industry has been coping with the big news events that show no sign of abating - China, Brexit, and Trump.

    You'll learn about:

    - The selection criteria to consider when selecting Bond ETFs and other Fixed Income ETFs.

    - Which ETFs have gathered the most assets since the start of the 2019

    - Whether there is a consensus of opinion as to which categories of ETFs offer the best opportunities in the months ahead.

    Moderator - Allan Lane, Founder, Algo-Chain
    Beverly Chandler, Managing Editor, ETF Express
    Irene Bauer - Chief Investment Officer, Twenty20 investments
    James McManus - Head of ETF Research - Nutmeg
  • Navigating Stormy Waters: the Return of Volatility and How to Harness it
    Navigating Stormy Waters: the Return of Volatility and How to Harness it
    David Schofield and Iheshan Faasee Recorded: Feb 12 2019 33 mins
    Date: 12 February 2019 | Time: 2pm (GMT)

    Volatility is one of the few things we can be sure of in stock markets, and it certainly seems to be back with a vengeance since October of last year. The fact that stock prices and markets move around is a given, but interpreting the fundamental macro or micro-economic drivers of that volatility is more challenging.

    But is this really necessary? And indeed, is volatility something to be feared, to be eradicated wherever possible? Since volatility is itself volatile, should we always try to hide from it or are there times we can harness it as a useful indicator and a source of return? Can portfolios that adapt their risk exposure based on current volatility in the market be more efficient than simply allocating between low volatility and core equity strategies?

    Intech has over 30 years’ experience in understanding and making use of volatility to build equity portfolios with a variety of different risk and return characteristics. This session will focus on:

    •Understanding the relationship between volatility and market drawdowns
    •The behaviour of markets in different volatility regimes
    •Building portfolios that vary their beta in a timely fashion to these changing regimes without timing the market
  • An update to the JOHCM Global Opportunities Fund
    An update to the JOHCM Global Opportunities Fund
    Ben Leyland and Robert Lancastle Recorded: Feb 12 2019 19 mins
    Ben Leyland and Robert Lancastle will highlight how the fund aims to participate in rising markets, protect clients in falling ones and take advantage of volatility to put capital to work without taking inappropriate risks.
  • What will be affecting Global Markets in 2019?
    What will be affecting Global Markets in 2019?
    Terry Farrow, ACIB, APFS, CFP, Chartered MCSI, Chartered Financial Planner, European Financial Planner (EFP) Recorded: Feb 12 2019 31 mins
    Boutique Investment Management firm Charteris bring forward one of their experienced financial professionals to discuss current topics affecting markets from a global macro perspective. We will look at the themes, issues and outline predictions in the commodity space for the coming year.

    Presented by
    Terry Farrow, ACIB, APFS, CFP, Chartered MCSI, Chartered Financial Planner, European Financial Planner (EFP)
  • 2019 Update: How Recent Bond Re-pricing Benefits Property
    2019 Update: How Recent Bond Re-pricing Benefits Property
    Hans Vrensen & Dennis Schoenmaker Recorded: Feb 12 2019 31 mins
    AEW Research provides an update on it's 2019 European commercial real estate market outlook based on recent changes in bond market pricing. We present our new lower for longer scenario analysis across 90 different market segments, using our risk-adjusted return framework

    Presented by
    Hans Vrensen CFA, CRE, MANAGING DIRECTOR, AEW
    Dennis Schoenmaker Ph.D., ASSOCIATE, AEW
  • The Bull-Case for Japan 2019/20: Unlocking the Value-Trap
    The Bull-Case for Japan 2019/20: Unlocking the Value-Trap
    Jesper Koll, WisdomTree's Head of Japan Recorded: Feb 12 2019 44 mins
    2019/20 is poised to be a relatively good year for Japanese risk assets, with a focus on Japan small-cap equities in particular. The deep-value of attractive valuations can potentially be unlocked by the combination of positive domestic growth surprises, rising M&A activity, as well as stable monetary and fiscal policy support. Against a backdrop of global uncertainty, Japanese domestic small cap stocks appear a great place to hide for outperformance.

    Attendees will be eligible for 50 minutes of structured CPD credits.
  • Rise of the ‘Silver Economy’ - Investing in companies which help people to live
    Rise of the ‘Silver Economy’ - Investing in companies which help people to live
    Johan Utterman, Co-Manager of LO Funds–Golden Age Recorded: Feb 12 2019 32 mins
    In this live webinar, Johan Utterman, Co-Manager of the LO Funds–Golden Age, will explain how the fast-growing and increasingly wealthy ‘silver’ generation presents sustainable investment opportunities.
  • 2019 Predictions - Outlook and Market Implications of Brexit
    2019 Predictions - Outlook and Market Implications of Brexit
    Jon 'JB' Beckett | James Alexander | Rebecca Healy Recorded: Feb 12 2019 50 mins
    As Brexit approaches, some banks are relocating, currencies are fluctuating, and markets are moving as well - are there any possible scenarios are not priced into the market?

    This webinar will cover:
    The current state of negotiations.
    Who will win and who will lose if brexit happens - and if it doesn't.
    How Investment Managers are doing scenario planning.

    Panellists
    Jon 'JB' Beckett, Senior Manager - Fund Manager Assessment, Scottish Widows
    James Alexander, UK Wealth and Asset Management, Accenture
  • Melinda Mecca: Themes to Watch in 2019 (and Beyond)
    Melinda Mecca: Themes to Watch in 2019 (and Beyond)
    Melinda Mecca, Director of Investment Solutions Recorded: Feb 11 2019 2 mins
    The New Year is here, is your portfolio ready? Learn about the themes that may move markets and how they may drive returns.
  • Conferenza sul web in italiano: 50 sfumature di nero
    Conferenza sul web in italiano: 50 sfumature di nero
    Sandra Crowl Feb 19 2019 10:00 am UTC 45 mins
    Partecipi al prossimo webinar con Sandra Crowl, che parlerà delle attuali strategie globali e di investimento di Carmignac per il 2019. LA CONFERENZA SARA’ IN ITALIANO.
  • Tools to help you have better protection conversations
    Tools to help you have better protection conversations
    Vincent O'Connor, Senior Business Development Manager, Royal London Feb 19 2019 10:00 am UTC 60 mins
    Join us for this tutorial webinar which will help you to use a selection of Royal London tools. We'll demonstrate how these can help you better position the idea of protection with your clients to get greater buy-in and overcome common objections.

    What will you learn?

    We'll show you how to:

    • Use our popular marketing studio and brand marketing materials tailored to your clients to help start the protection conversation.

    • Create personalised risk reports to enable a meaningful conversation about protection risks.

    • Use affordability and lifestyle calculators to identify budget and trivial spend.

    • Use our National Insurance calculator to position the need for income protection with self-employed clients.

    • Use our popular pre-sale tool to get an indicative underwriting decision.

    • Easily find the right trust for your clients' circumstances.
  • Will 2019 be the turning point in markets?
    Will 2019 be the turning point in markets?
    Morgane Delledonne, ETF Investment Strategist Feb 19 2019 2:00 pm UTC 45 mins
    Morgane discusses the macro and ETF trends emerging from 2018 and expected to roll into 2019, including emerging market fundamentals, risk on/off attitudes and how to de-risk portfolios while the US$’s appeal loses momentum.
  • Cloud Computing: The Next Step In Innovation
    Cloud Computing: The Next Step In Innovation
    Gregg Guerin, Senior Product Specialist Feb 19 2019 2:00 pm UTC 60 mins
    Forecast: Cloudy with a strong chance of innovation and growth

    The growth Cloud Computing has experienced in the last decade is showing no real signs of slowing down.

    In fact, at First Trust, we are confident the innovative technology has the potential to change the world across both business and social boundaries…while being the next big step in the history of computing.

    The market estimates are also positive, with the International Data Corporation estimating that the Cloud Computing market will achieve a compound five-year annual growth rate (CAGR) of 21.9% between 2016 and 2021.

    As part IV of First Trust’s “Power of Thematic Investing Series” this webinar will discuss:

    • What is Cloud Computing
    • Brief history of Computing
    • Previous Estimates on Cloud Computing Growth
    • Cloud Computing Actual Growth & Forecasts
    • Introduction to First Trust’s Unique Pure-Play Cloud Computing UCITS ETF (FSKY)
  • Top 5 Tactics for Optimizing your Digital Wealth Management Strategy
    Top 5 Tactics for Optimizing your Digital Wealth Management Strategy
    Tasha Vashisht, Scorpio Partnership and Philipp Zerhusen Feb 19 2019 3:00 pm UTC 29 mins
    As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.

    Listen to the first of these 30-minute live sessions, and hear from two of the experts behind this industry research into the needs of high net worth clients, Philipp Zerhusen, FactSet and Tasha Vashisht, Scorpio Partnership. As industry professionals and consultants to financial advisors across the globe, our speakers share their insight on how the five tactics discussed in the first part of our eBook, Making Digital Pay, can be applied to the client experience and advisor workflow to develop a digital strategy that adds value - to the firm, to your high net worth investors, and to your book of business.
  • CROCI Outlook 2019
    CROCI Outlook 2019
    Francesco Curto, PhD, Head of CROCI; Colin McKenzie, Head of CROCI Intelligence Feb 25 2019 2:45 pm UTC 45 mins
    During the past decade, equity investors have benefitted from two principal trends: the inflation of asset prices via quantitative easing and strong earnings growth from the Technology sector. Both these trends are now showing signs of fatigue. In 2019, investors face a choice between Scylla and Charybdis.

    For investors, Charybdis is the central banks’ tightening programmes: excessive tightening risks creating a whirlpool which rapidly deflates asset prices. The alternative is Scylla: this would involve fewer rate hikes, a synchronised global economic slowdown and the hope that the journey does not veer off course. Odysseus chose Scylla—a rational choice that kept the ship safe in return for the sacrifice of a few sailors. Conservatism might dictate a similar choice to policymakers now.

    Our bottom-up analysis suggests that a slowdown is well underway, with capex falling and risk premia rising. Equity valuations may still be rich at the market level, but there are few alternatives available to investors and good pockets of value are starting to emerge for astute investors.
  • ClearlySo Angels: Interview with World Series of Poker champion Martin Jacobson
    ClearlySo Angels: Interview with World Series of Poker champion Martin Jacobson
    Arti Bareja, Head of Investor Relations, ClearlySo, and Martin Jacobson, Professional Poker Player and Impact Investor Feb 25 2019 3:00 pm UTC 45 mins
    Impact investors come in all shapes and sizes, and from all backgrounds including the world of poker. In 2014, Martin Jacobson won the World Series of Poker, the $10,000,000 prize was the fifth largest single payout in the history of the tournament, and now he is a member of the ClearlySo Angels - the UK's leading group of high-net-worth individuals and families focused on creating social and environmental impact alongside financial return.

    During this webinar, ClearlySo Head of Investor Relations Arti Bareja will interview Martin to discover what led him to impact investing, the types of impact he is most interested in, and discuss what angel investors should be looking out for when investing in early stage growth businesses.
  • Market neutrality for uncertain times
    Market neutrality for uncertain times
    Steve Johnstone Feb 26 2019 2:00 pm UTC 60 mins
    On 26th February at 15:00 CET, Fund Manager Steve Johnstone will be holding a webcast on the Janus Henderson Global Equity Market Neutral strategy. With the strategy approaching its 2-year anniversary, Steve will give a re-cap on its aims and investment process, as well as discuss performance drivers and improvements to the manager line-up.
  • Rathbone Multi-Asset Portfolios
    Rathbone Multi-Asset Portfolios
    David Coombs Feb 26 2019 2:30 pm UTC 45 mins
    Please take this opportunity to join David Coombs, Head of Rathbone Multi-Asset Investments on Tuesday 26 February, at 2:30pm for our live webcast.

    David will update investors on the latest approach to the car crash that is Brexit and the accident waiting to happen – Europe. More positively David will cover areas where he feels more confident such as health, e-commerce and entertainment.

    Put your questions to David in advance or during the call using the 'questions' tab at the top of the video screen. If you are unable to join us at 2:30pm a recording will be available 'on demand' after the call.
  • Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Ask the Experts – Challenges & Opportunities with Mobile Workforces & UC
    Mark Elwood - Marketing Director, TeleWare Feb 27 2019 10:00 am UTC 45 mins
    Mobile working is happening in increasing numbers of businesses. The prize is enormous for businesses who get mobile working right in terms of productivity improvements and happier employees. However recent research carried out on behalf of TeleWare highlight several challenges employers and employees face with increasingly mobile workforces.

    So, why aren’t more businesses and employees getting more benefits out of mobile working?

    Join our panel discussion to find out more about these insights and toget all your questions answered live on how to overcome these challenges.

    Topics we plan to cover:
    • The top 3 challenges employees face when working remotely
    • Is GDPR holding you back unnecessarily?
    • Which types of applications, unified communications and collaboration tools are making an impact
    • Why cloud communication technology is crucial to mobility, productivity and connectivity

    As well as sharing exclusive content, there will be opportunities to ask our expert panellists about any burning issues around mobile working beforehand or during the webinar. So, if there is anything you would like to cover, please get in touch.

    Marketing Director, Mark Elwood will host the session and he will be joined by experts:

    • Steve Haworth – TeleWare CEO
    • Nigel Simpson – Sales Manager
  • Investing in Decades Of Success with Terry Smith, Fundsmith
    Investing in Decades Of Success with Terry Smith, Fundsmith
    Edward Park Feb 27 2019 11:00 am UTC 45 mins
    The case for why long-term investors should seek to invest in quality companies with clear secular growth opportunities at a reasonable valuation, and then endeavour to do the hardest part – nothing.
  • Building a multi-asset solution - how hard it can be?
    Building a multi-asset solution - how hard it can be?
    Patrick Norwood, Investment Consultant, Defaqto Feb 27 2019 2:00 pm UTC 12 mins
    Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.

    In this webinar, Patrick will cover:
    • introduction to the multi-asset world
    • the process for building a multi-asset solution
    • risk scheme
    • asset allocation
  • Jupiter Asset Management: Jupiter UK Value Update - February 2019
    Jupiter Asset Management: Jupiter UK Value Update - February 2019
    Jupiter Value Equities team Feb 28 2019 10:00 am UTC 60 mins
    Please join the Jupiter Value Equities team for a live update on the Jupiter UK Value Strategy.

    Ben Whitmore -

    Ben joined Jupiter in 2006 and is currently Head of Strategy, Value Equities.

    Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets.

    Ben has a degree in Geography from Cambridge University.

    Dermot Murphy -

    Dermot joined Jupiter in 2014 and is currently a Fund Manager in the Value Equities team.

    Prior to joining Jupiter, Dermot worked at Fidelity where he was a Building Materials Analyst.

    Dermot holds a BA in Commerce from the National University of Ireland, Galway.
  • Emerging markets equities, the Fed, trade and China
    Emerging markets equities, the Fed, trade and China
    Nick Payne Feb 28 2019 10:00 am UTC 60 mins
    Nick Payne, head of global emerging markets, will update you on recent developments in global emerging markets equities, where headwinds faced by the asset class in 2018 have been showing signs of easing into 2019.

    He will detail why he believes that emerging markets equities remain undervalued despite this year’s rally, and explain why he favours investing in higher quality companies.

    As always, Nick will be happy to take your questions.
  • Bitesize 30-minute update: JPM Unconstrained Bond Fund
    Bitesize 30-minute update: JPM Unconstrained Bond Fund
    Iain Stealey Feb 28 2019 3:00 pm UTC 60 mins
    The future of fixed income is anything but fixed—it’s flexible. With the return of market volatility, fixed income investors need to look beyond conventional bond strategies in order to generate returns and mitigate losses.

    Iain Stealey, International Chief Investment Officer and head of Global Aggregate Strategies within the Global Fixed Income, Currency and Commodities group, discusses where he’s currently finding opportunities in the bond markets and why investors need to employ a flexible approach that spans across all global fixed income sectors.
  • Mindfulness Mapped: A Leader’s Guide to the Present Moment
    Mindfulness Mapped: A Leader’s Guide to the Present Moment
    George Kinder, Kinder Institute of Life Planning Mar 4 2019 5:00 pm UTC 60 mins
    Step boldly into your greatness by accessing the present moment. Thought leader, mindfulness teacher/author, and finance guru George Kinder unveils his life’s work with a Map of Mindfulness. He uses the map to explain new forms of leadership, economics, and democracy all rooted in the present moment.

    This radical 60-minute talk offers insight into how you can personally apply his methods to access your inner leader and enhance your performance in every aspect of life: at work, with your family, and in your relationships. Kinder explores how strong leadership skills come from being present. Always residing in the present moment means you are ready for anything from inspired action to empathic wisdom.

    His leadership system democratizes entrepreneurial spirit, maximizing both innovation and growth across society as it maximizes the efficient allocation of human capital. He shifts the frame of economic thinking by grounding all of space and time in the present moment and argues that moments of freedom rather than moments of transaction become our focus. He proposes self-knowledge as a more sustainable motivator than self-interest.

    In just one hour, you will understand the present, how to access it, and how it enhances your leadership potential. You’ll discover how to live in the moment and inspire others. You’ll gain a new way of visioning what is possible for the organizations and communities you represent and the tools to take steps to enact change now.

    Kinder’s work aims to impact civilization. He’s recently launched a grassroots movement of community conversations happening globally that asks attendees to vision a Golden Civilization and then work to establish it now. His latest book, A Golden Civilization and the Map of Mindfulness, is available for pre-order on Amazon now and can be purchased March 4, 2019. To celebrate the book’s launch, we offer attendees of the live BrightTALK on March 4 a special one-day price of $1.29 for the Kindle version.
  • Global Equities: What’s Next for the Aging Bull?
    Global Equities: What’s Next for the Aging Bull?
    David Eiswert; Laurence Taylor Mar 5 2019 3:00 pm UTC 60 mins
    Crisis, slowdown, technical sell-off, buying opportunity? Recent months have reinforced the complexities that global equity investors are facing in this late stage of the cycle. Now in the 11th year of what has been an extraordinary bull market, what is the case for equities looking forward and how can investors position portfolios for a world being shaped by rapid secular change? In this webinar, Global Focused Growth Equity Portfolio Manager David Eiswert will discuss our perspectives on equities, including cyclical and secular change and highlight how his views are shaping our portfolio today.
  • How to Harness the Power of Financial Inclusion
    How to Harness the Power of Financial Inclusion
    Triodos Investment Management Mar 12 2019 9:00 am UTC 45 mins
    Access to finance enables people to secure their fundamental needs such as energy, education, housing and healthcare. However, globally, 1.7 billion people are without access to basic financial services, and 65 million micro, small and medium-sized business in emerging economies have unmet financing needs.

    This webinar will address the following questions:
    - What is Financial Inclusion?
    - How does Financial Inclusion impact Emerging Markets?
    - How many people are reached?
    - What is Triodos IM's approach?
    - What are trends and developments in this dynamic sector?
  • A golden opportunity?
    A golden opportunity?
    Ned Naylor-Leyland Mar 12 2019 10:00 am UTC 60 mins
    Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund, will give an update on the fund, its positioning and the likely opportunities and challenges over the coming months. He will look at the qualities of gold, silver and their underlying equities, and why the advent of heightened volatility could prove a real bonus for holders of the asset class.

    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
    Password: 64452
  • 2018 ETF Market Trends
    2018 ETF Market Trends
    Igor Tsukerman, President & CIO, Passed Pawn Advisors Mar 12 2019 2:00 pm UTC 60 mins
    As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
  • Blockchain or Bust? The Pros and Cons of using Blockchain in Financial Services
    Blockchain or Bust? The Pros and Cons of using Blockchain in Financial Services
    Diana Kelley Cybersecurity Field CTO + Panelists Mar 12 2019 3:00 pm UTC 60 mins
    Judging from the headlines, any financial institution that isn't building out a
    blockchain strategy is potentially missing the next big digital gold rush.
    Blockchain is touted as an immutable ledger system that will revolutionize
    financial services and provide the platform for the future of currencies and
    transactions.

    Is blockchain really as safe as advertised? Is Proof of Work
    more secure than Proof of Stake? What are the potential downsides or attacks
    against it? And, perhaps most importantly, will it scale? Join a panel of experts
    who will discuss these questions and more for this engaging panel.
  • Emerging Markets: Focus on Trade & China
    Emerging Markets: Focus on Trade & China
    Bo Huang Mar 12 2019 4:00 pm UTC 60 mins
    While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.

    This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:

    - The Impacts of a strong US dollar on Emerging Markets.
    - How trade agreements, and disagreements, will shape markets.
    - What industries will see the most and least activity from emerging markets investors?

    Bo Huang, Tilney Group
  • A Global Vision for A Golden Civilization
    A Global Vision for A Golden Civilization
    George Kinder Mar 12 2019 4:00 pm UTC 120 mins
    Participate in a global visioning exercise. George Kinder, internationally-recognized thought leader and father of the financial Life Planning movement, invites you to Life Plan civilization!
    Imagine a thousand generations in the future where there is a Golden Civilization. What does it look like? Feel Like? How do people communicate, exchange goods, and govern themselves? Bring your wildest ideas and most personal values to a conversation about what could be. Let’s paint a vision of the future and then ask ourselves “How can we live into that vision now?”
    This BrightTALK is one of hundreds of conversations happening globally since the launch of Kinder’s latest book, A Golden Civilization and the Map of Mindfulness (available for pre-order on Amazon now and for purchase March 4, 2019). The grassroots movement of community conversations asks attendees to vision a Golden Civilization and then work to establish it now.
    Be part of the movement that is changing the world one conversation at a time. With George Kinder as the conversation facilitator, you’ll practice inner listening, hear the perspectives of others worldwide, share your own perspective, and together you’ll create a vision statement that captures the kind of future you want for yourselves and your grandchildren. With a clear and energizing vision of a Golden Civilization, Kinder will challenge you and each member of the group to think of how you can live into this vision now. Offering no judgement to the steps participants choose, Kinder values each contribution and demonstrates the art of empathic listening. At the end of the conversation, participants are invited to host their own conversations with friends, family, or any group they represent. More resources are available at www.agoldencivilization.com.
    “Golden Civilizations radiate from the light inside each of us, Delivering freedom and modeling integrity in all things.” – George Kinder, A Golden Civilization and the Map of Mindfulness
  • Will Post PSD2 be Post-Apocalyptic for Traditional Financial Services?
    Will Post PSD2 be Post-Apocalyptic for Traditional Financial Services?
    Angie White, Product Marketing Manager, iovation, A TransUnion Company Mar 12 2019 9:00 pm UTC 60 mins
    The Strong Customer Authentication (SCA) requirements under the PSD2 come into effect this September, but are payment service providers ready? PSD2 doesn’t have to be post-apocalyptic, but it is going to bring about major changes, especially in the financial sector. Consumers are increasingly sensitive to any added friction and are voting with their feet. An estimated 70% of consumers abandon online forms due to a poor experience.

    So the question is, how do you balance risk and compliance without compromising the customer experience? The winners post-PSD2 will be those that are able to collaborate closely with merchants to maximize SCA exemptions and minimize friction for those transactions subject to SCA.
  • Funds Showcase: Emerging Markets
    Funds Showcase: Emerging Markets
    Oren Kaplan | Austen Robilliard | Bobby Cherry Mar 12 2019 10:00 pm UTC 48 mins
    Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.

    In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.

    Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.

    This webinar will cover:
    - What will be the impacts of a strong US dollar on markets?
    - How will trade agreements, and disagreements, will shape markets in the next 6 months?
    - What industries will see the most and least activity from investors?
    - Which emerging markets funds are seeing inflows and outflows, and why?