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Financial Planning and Analysis

  • Data Centers in the Edge Computing Era: Next-Generation IT Infrastructure
    Data Centers in the Edge Computing Era: Next-Generation IT Infrastructure
    Jeff Ready, CEO and Co-Founder of Scale Computing Recorded: Jan 23 2019 49 mins
    In today’s global economy, businesses and governments are instrumenting the edge with ever greater intelligence, so the desire for reliable, scalable and agile edge infrastructure solutions continues to grow. Implementing a solution ideal for highly distributed, on-premises environments, such as retail stores, bank branches or manufacturing, with multiple locations managed by the enterprise from a central location has become and will remain critical.

    Learn how providers are addressing this market by providing edge infrastructure that has the capacity to run various IT and OT workloads, is space conscious and can be managed at each individual location by generalists. This in return reduces the time and budget spent managing technology and allows companies to focus more on growing their business and serving their customers.

    Attendees will learn:
    - How to maximize uptime at the edge
    - The extraordinary ease of use
    - How a converged platform simplifies deployment and management
    - Total management cost reductions of 60%-80% with automation and intelligence

    Jeff Ready, CEO of Scale Computing, is a high tech entrepreneur and executive with deep roots in technology and industry trends. Jeff has a keen interest in current and future technologies of IT infrastructure to help alleviate the management and overall costs of IT in your business.
  • Multi-asset growth funds: Navigating the late cycle
    Multi-asset growth funds: Navigating the late cycle
    David VIckers, Senior Portfolio Manager Recorded: Jan 23 2019 36 mins
    With Brexit looming, trade wars dominating headlines and the volatility seen in 2018 showing no signs of abating, what should multi asset investors be focussing on in the new year?
    Join David Vickers, Senior Portfolio Manager at Russell Investments for an update on the multi-asset growth funds. David will cover 2018 performance, the impact of currency weakness, and his views on the outlook for 2019.
  • HANetf | Innovation & technology outlook 2019 - time to jump on the bandwagon?
    HANetf | Innovation & technology outlook 2019 - time to jump on the bandwagon?
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Recorded: Jan 22 2019 32 mins
    The thirst for higher productivity and cost reduction means that businesses everywhere are embracing Industry 4.0. We take a look at what 2019 holds for themes such as the cloud, cybersecurity, social media and blockchain, and how these long-term themes and technologies that impact multiple sectors of the global economy, present ample opportunities to invest in tech.
  • Fintech news weekly round-up – 21 January 2019
    Fintech news weekly round-up – 21 January 2019
    FinTech Futures Recorded: Jan 21 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, have teamed up to bring you short and sweet round-ups of the week’s selected news stories.

    This week's video covers:
    - JAJA, the UK credit card FinTech has launched a beta version of its digital-only credit card solution
    - Korea's Financial Services Commission has announced a regulatory reform to boost the country's FinTech sector
    - Sberbank, a Russian bank and the supermarket chain AV announced a partnership to introduce fingerprint payments at all AV stores
    - The blockchain consortium R3 has launched Corda Network
  • RAAIX Portfolio Update Call w/PM Burland East
    RAAIX Portfolio Update Call w/PM Burland East
    Burl East, CEO, AACA; Portfolio Manager, RAAIX | Shannon O'Neill, Head of Internal Sales, Artivest Recorded: Jan 17 2019 40 mins
    Join this call for the latest RAAIX portfolio update and outlook, portfolio company examples and Q&A session.
  • Sustainability Quarterly
    Sustainability Quarterly
    Schroders' Sustainable Investment team Recorded: Jan 17 2019 38 mins
    Sarah Bratton hosts the Sustainable Investment team as they kick off the New Year with several timely topics including the relevance of ESG factors in managing both trade wars risk and the proliferation of artificial intelligence (AI) in the global economy. They will also touch on divestment practices and trends among several ‘sin sectors’.
  • Quilter Cheviot Investment Update: MPS Q4 Review and Re-positioning webinar
    Quilter Cheviot Investment Update: MPS Q4 Review and Re-positioning webinar
    Simon Doherty and David Butler Recorded: Jan 17 2019 42 mins
    Join Simon Doherty, Lead Portfolio Manager of the MPS strategies, and David Butler, Strategic Accounts Director on 17th January 2019 at 14:00 BST as we discuss performance for the MPS models over the fourth quarter and what we can expect at a critical juncture for markets.
  • Allstar - An Inside View… news, views and facts about the fuel landscape
    Allstar - An Inside View… news, views and facts about the fuel landscape
    Paul Holland, Chief Operating Officer at Allstar Recorded: Jan 16 2019 42 mins
    The 1st in our series of webinars on issues facing fleet management and the fuels market in the UK today.

    Allstar has worked with many thousands of customers -and suppliers- over the past 30 years, developing our products to provide innovative payment solutions for fuel. This focus has given us an unparalleled knowledge of the fuel landscape: knowledge you could be using in your own business.

    Join our Chief Operating Officer, Paul Holland, for the first in our series of webinars, as he shares the insight gained from working with businesses such as yours. Over the past 25 years, Paul has seen how both fleet management and fuel pricing has changed through many periods of uncertainty and will be sharing his knowledge with you during this webinar.

    Join him to find out his thoughts about the year ahead, including:

    1. The facts on oil-pricing, external influencing factors and future price predictions.

    2. How changing landscapes, such as Brexit, could impact fuel, whether in terms of supply or cost especially with exchange rates uncertainty.

    3. The potential future challenges facing fleet and fuel that we’ve identified – and the solutions.
  • A digital approach to zero-based budgeting
    A digital approach to zero-based budgeting
    Ron Dimon, Managing Director- Deloitte Consulting, Omar Aguilar, Principal- Deloitte Consulting, Danielle Dahlstrom, Anaplan Recorded: Jan 15 2019 63 mins
    Zero-based budgeting (ZBB) is an approach to achieving sustainable cost management by developing a bottom-up budget directly aligned with the organization’s strategic objectives. In theory, this forces decision makers to continuously look at the organization’s resource allocations with fresh eyes, free from the limitations of past assumptions.

    How well does this theory translate into practice? In this webcast, we’ll discuss:

    -How to determine if your organization is a good candidate for ZBB, where to start, and how to promote organizational acceptance and avoid technology challenges
    -Why a digital approach to ZBB can make the process faster, easier, and more effective
    -How Deloitte’s Anaplan-based “ZBB-in-a-box” solution can be deployed to quickly identify, deliver, and sustain cost savings
  • Fintech news weekly round-up – 14 January 2019
    Fintech news weekly round-up – 14 January 2019
    FinTech Futures Recorded: Jan 14 2019 3 mins
    FinTech Futures and KAE, a strategic marketing consultancy firm, have teamed up to bring you short and sweet round-ups of the week’s selected news stories – in a video format.

    The latest weekly video covers:

    - Google gets payments licence in Ireland
    - RBS secures 25% stake in digital current account Loot
    - N26 plots delayed US launch with $300m funding
    - Alipay powers Pakistan’s “first” blockchain-based cross-border remittance service
  • Altegris Millennium Fund: Why Invest Now?
    Altegris Millennium Fund: Why Invest Now?
    Brian Kelly, Managing Director, Millennium Management LLC and Miguel Sosa, Portfolio Strategist, Artivest Recorded: Jan 10 2019 34 mins
    Join this interactive webcast to discover why now is the opportune time to invest in the Altegris Millennium Fund.
  • Schroders' Emerging Market Equity quarterly review and outlook
    Schroders' Emerging Market Equity quarterly review and outlook
    Tom Wilson, Head of Emerging Market Equities, Schroders Recorded: Jan 10 2019 46 mins
    Schroders' longest-standing webinar series, with our Head of EME Tom Wilson offering his outlook on the Emerging Markets in 2019.
  • Opening Bell 2019
    Opening Bell 2019
    Steven Bell, Chief Economist Recorded: Jan 8 2019 42 mins
    Steven Bell discusses his thoughts on potential macroeconomic events in 2019 and what they mean for the global economy.
  • Preparing for new IFRS 16 regulations with Anaplan
    Preparing for new IFRS 16 regulations with Anaplan
    Anaplan Recorded: Dec 27 2018 33 mins
    IFRS 16 is an International Financial Reporting Standard that sets out a comprehensive model for the identification of lease arrangements and their treatment in the financial statements of both lessees and lessors.



    The new rules, which will take effect on 1st January 2019, will require companies to transfer the values of leases onto their balance sheets as liabilities.



    Even though time is winding down on the IFRS 16 deadline, businesses still have an opportunity to implement a solution that can quickly fulfill its requirements—and many are turning to cloud-based, Connected Planning solutions.

    Join us for this 40-minute webinar, where we will share how Anaplan can help ease the transition to IFRS 16 to keep your company competitive and in compliance.
  • Transforming strategic risk management to realize competitive advantage
    Transforming strategic risk management to realize competitive advantage
    Alessandro Vecci - Financial Service Risk Services Leader; Takis Sironis - VP- Risk Digital and Advanced Analytics Recorded: Dec 20 2018 10 mins
    New types of risk are constantly emerging to disrupt the financial services industry. As a result, institutions urgently need to evolve their strategic risk management (SRM) capabilities to allow for better, faster forward-looking risk assessments. To take stock of the current status and the planned evolution of strategic risk capabilities, Genpact and the European Risk Management Council joined forces to survey the industry, the results of which were published in the last quarter of this year.

    In this webinar, we provide an overview of the survey report with high-level insights on:
    • Why SRM is the key to improving market competitiveness
    • How SRM is evolving through the application of new digital enablers
    • What the role and the tools of the CRO need to become to keep pace with business needs
    • How taking three initiatives can transform SRM
  • Corporate Secretary webinar - Looking ahead: How GRC teams can prep for 2019
    Corporate Secretary webinar - Looking ahead: How GRC teams can prep for 2019
    Corporate Secretary and Nasdaq Recorded: Dec 18 2018 43 mins
    Tuesday, December 18, 2018
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes
    As the end of 2018 approaches, GRC teams are already turning their attention to the challenges and opportunities they and their companies face in the year ahead. Join Corporate Secretary and Nasdaq to gain insight and advice on some of the key areas you and your colleagues should be considering as you prepare for 2019.

    Our panel of experts will discuss issues including:
    •Technology – The growing number of virtual/hybrid shareholder meetings and new cyber-security challenges
    •Human capital – Board influence on issues such as workforce diversity, fair employment practices and understanding progressive movements such as #MeToo
    •ESG – Potential topics for shareholder votes in the upcoming proxy season and the focus on ‘E’ and ‘S’

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to BrightTALK to view this essential briefing and be informed of future webinars produced by Corporate Secretary.

    Corporate Secretary has partnered with Nasdaq to deliver you this webinar. Corporate Secretary and Nasdaq will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Nasdaq. Your data will be processed in accordance with Corporate Secretary's privacy policy: www.corporatesecretary.com/content/privacy-policy and Nasdaq’s privacy policy: www.business.nasdaq.com/privacy-statement
  • Trade wars will fade
    Trade wars will fade
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 6 mins
    There are many in financial markets who believe that trade wars can bring down the global economy. We have a more sanguine view. Jon Adams joins Ben Jones on the Better conversations. Better outcomes. podcast to discuss this view and what it means for markets in the medium term.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • Interest rates: Potential headwind to growth
    Interest rates: Potential headwind to growth
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 9 mins
    Interest rates remain the “topic du jour” for investors as a potential headwind to global growth. Jon Adams joins Ben Jones on the Better conversations. Better outcomes. podcast to discuss rising interest rates, monetary policy and more as part of this year's Global Investment Forum.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • Key themes from BMO's 2018 Global Investment Forum
    Key themes from BMO's 2018 Global Investment Forum
    Ben D. Jones and Jon Adams, BMO Global Asset Management Recorded: Dec 17 2018 8 mins
    Jon Adams joins Ben D. Jones on the Better conversations. Better outcomes. podcast to discuss the key themes impacting markets and portfolios globally in the medium term, including trade wars, technology, and the future of the Eurozone.

    Download the report: http://www2.bmogam.com/bmo-global-investment-forum
    Listen to the full podcast: http://www2.bmogam.com/bmo-podcast-global-investment-forum
    Subscribe to insights: http://www2.bmogam.com/us-subscription-center-access
  • IR Magazine Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine Webinar - Understanding ETFs and indexes: What do you need to know?
    IR Magazine and Bloomberg Recorded: Dec 13 2018 41 mins
    Are exchange-traded funds (ETFs) a danger to the stock market? Or a natural progression driven by the needs and wants of institutional investors and their clients? One thing is certainly true: inflows into ETFs, index funds and similar products are increasing month on month. In April 2018 alone, passive US equity funds took $18.2 bn of inflows, while active funds suffered $11.4 bn in outflows.

    In a bid to understand this investment discipline, this IR Magazine Webinar, held in association with Blooomberg, will aim to find answers to these questions and more with the aid of our panel of expert speakers.

    This webinar will look at:
    •What ETFs are, how they work and why inflows are increasing
    •Understanding index investor behavior, and whether the term ‘passive’ is accurate
    •The role of ESG and other themes for passive fund managers
    •The tools you can use to examine the investment decisions made by passive funds

    Short, sharp and packed with expert insight, this webinar will get you up to speed on these critical issues in just 30 minutes. Sign up to view this essential briefing and be informed of future webinars produced by IR Magazine.

    IR Magazine has partnered with Bloomberg to deliver you this webinar. IR Magazine and Bloomberg will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Bloomberg. Your data will be processed in accordance with IR Magazine’s privacy policy: www.irmagazine.com/privacy and Bloomberg’s privacy policy: www.bloomberg.com/notices/privacy
  • Could millennials be the key to ending the productivity crisis?
    Could millennials be the key to ending the productivity crisis?
    Mark Elwood, Marketing Director, TeleWare Recorded: Dec 13 2018 50 mins
    By 2025, it is estimated that 75% of the workforce will be millennials. With rapidly changing expectations on how, when and where employees want to work, technology is going to play an increasingly important role in attracting and retaining talent.

    Join our discussion to find out how the millennial demand for mobility in the workplace could help solve the productivity crisis. Our panel of experts will share their views on:

    • Understanding the needs of the millennial worker
    • The key steps to providing the right technology within your digital transformation programme
    • Why mobility and flexible working is the key to hiring and retaining a millennial workforce
    • Demonstrating the proven link between mobility and productivity

    This webinar will be hosted by Mark Elwood, Marketing Director, TeleWare. Panellists will include Andrew Fawcett, product manager, TeleWare and guest experts, Dr Lucy Green from Larato and Vicky Ryder from Microsoft
  • Four Things To Watch in 2019
    Four Things To Watch in 2019
    Ronald Temple, CFA — Managing Director, Co-Head of Multi-Asset and Head of US Equity Lazard Asset Management Recorded: Dec 12 2018 20 mins
    What will 2019 look like for investors? Ronald Temple highlights four key topics that he believes will shape markets and the economy in the year ahead.
  • Greening listed real estate - what you need to know
    Greening listed real estate - what you need to know
    Responsible Investor and FTSE Russell Recorded: Dec 12 2018 60 mins
    Join Responsible Investor and FTSE Russell for an interactive webinar on green real estate!

    Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. Real estate investing has historically lacked the appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

    To help address this gap, FTSE Russell developed the FTSE EPRA Nareit Green Indexes to allow investors to identify real estate companies with strong sustainability performance. These indexes are a sustainability-focused extension to the FTSE EPRA Nareit Global Real Estate Index Series, a leading series of listed real estate benchmarks with approximately US$341billion of assets tracking this series.*

    * Data as of December 31, 2017 as reported on April 2, 2018 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected by FTSE Russell.

    · Listed Real Estate market trends in Developed markets, specifically Europe and North America
    · Facing the sustainable real estate challenge – what is important to know
    · The world’s largest asset class – addressing the investment data gaps
    · Real Estate Indexes have the ‘green’ light - case for integrating sustainability considerations in Real Estate benchmarks
    · Building for a green economy future – where to from here
    · Q&A from the audience

    Speakers include:
    Ali Zaidi, Director of Research & Indexes, European Public Real Estate Association (EPRA)
    Calvin Schnure, Senior Vice President, Research & Economic Analysis, National Association of REITs (Nareit)
    Jaakko Kooroshy, Head of Innovation and Standards, Sustainable Investment, FTSE Russell

    Moderated by Tony Hay, Publisher, Responsible Investor
  • Miton Multi Asset webinar
    Miton Multi Asset webinar
    David Jane & Anthony Rayner Recorded: Dec 12 2018 27 mins
    With the recent pull-back in financial markets, Miton multi asset fund managers David Jane and Anthony Rayner will discuss their views and positioning, as well as their outlook for 2019 in this webinar.
  • ESG in Emerging Markets: More Than Meets the Eye
    ESG in Emerging Markets: More Than Meets the Eye
    Sudhir Roc-Sennett, Senior Portfolio Adviser Recorded: Dec 11 2018 21 mins
    Join us for an interactive webinar with Sudhir Roc-Sennett of the Quality Growth boutique research team. Sudhir will discuss his approach to sustainable investing in emerging markets and why ESG considerations are integral to the Quality Growth approach.

    Victor Schraner, Relationship Manager, will moderate a Q&A with Sudhir.
  • IR Magazine Webinar - Getting roadshows right in a changing landscape
    IR Magazine Webinar - Getting roadshows right in a changing landscape
    IR Magazine and Q4 Jan 24 2019 4:00 pm UTC 60 mins
    Much has been made in recent months of the way Mifid II is likely to place barriers in the way of successfully setting up non-deal roadshows (NDRs), or roadshow meetings, with investors. The expectation is that roadshows will not only involve more figurative legwork to get up and running but also more physical legwork – involving longer periods of travel time as sell-side assistance with scheduling meetings becomes rarer.

    In this webinar, speakers are invited to discuss in detail how to use what IROs already know and combine it with the new tools and services filling the space left by the sell side to ensure a sufficient number of meaningful interactions still take place. Speakers will explain best practices for drafting target client lists and outsourcing to the best alternative brokerages in the market. The aim of the discussion will ultimately be to unpack how IROs can embrace and own their newly center-stage role in the current environment without becoming overwhelmed and overburdened.

    IR Magazine has partnered with Q4 to deliver you this webinar. IR Magazine and Q4 will process your personal data for purposes connected with your attendance at the webinar and may send you marketing communications and information that may be of interest to you, as permitted under applicable law. You may choose to unsubscribe at any time by email with ‘unsubscribe’ in the subject line or by clicking on the “unsubscribe” link in any email from us or Q4. Your data will be processed in accordance with IR Magazine’s privacy policy: https://www.irmagazine.com/privacy and Q4’s privacy policy: https://www.q4inc.com/privacy-policy/default.aspx
  • HANetf | How much 'Tech' do you really get in your Technology ETF?
    HANetf | How much 'Tech' do you really get in your Technology ETF?
    HANetf and Anthony Ginsberg, Founder, GinsGlobal Investment Management Jan 28 2019 2:00 pm UTC 45 mins
    Is Amazon an ecommerce giant or cloud megastar? Is Facebook a tech company or communications platform? The recent move by The Global Industry Classification Standard (GICS) has hugely disrupted the technology sector classification. We look at how this move strengthens the case for using Theme-based products to access leading tech companies.
  • US Small Caps: '18 in 18
    US Small Caps: '18 in 18
    Bob Kaynor, US Small and SMID Cap Equities Jan 29 2019 4:00 pm UTC 60 mins
    An 18-minute look at the US Small Cap asset class, what drove returns in 2018, and what we think will be key drivers and themes in 2019.
  • Schroders ILS – Renewals Update
    Schroders ILS – Renewals Update
    Dirk Lohmann, Head of ILS; Daniel Ineichen, Head of Portfolio Management; Beat Holliger, Head of Product Management Jan 30 2019 3:00 pm UTC 60 mins
    Watch our Schroders ILS experts, Dirk Lohmann, Daniel Ineichen and Beat Holliger review the all-important January renewal season.
  • HANetf | The greatest growth story in the history of capitalism
    HANetf | The greatest growth story in the history of capitalism
    HANetf and Kevin Carter Founder & Chief Investment Officer, EMQQ Feb 6 2019 2:00 pm UTC 45 mins
    As the trade war with China rages on and emerging market equities enter a full bear market, do you know the best opportunities to capitalize on in 2019? HANetf and EMQQ Index will explore the improving fundamentals in the consumer growth story of emerging markets and identify a unique set of circumstances created for investors by the trade war.
  • The ROI of AI: Converting Conversational AI into Revenue for Banks
    The ROI of AI: Converting Conversational AI into Revenue for Banks
    Join Steffen Sorrell, Principal Analyst at Juniper Feb 20 2019 6:00 pm UTC 60 mins
    Conversational AI has changed the way people bank, delivering enhanced user experiences and re-establishing trust. But what can this new technology do for your bottom line? As it turns out, it can do quite a lot.

    Join Steffen Sorrell, Principal Analyst at Juniper Research, on Wednesday, February 20th, 2019 as he discusses how conversational AI can deliver solid business results. Using industry examples and findings from Juniper’s research, Steffen offers strategies for unlocking value in your bank’s top and bottom lines with Conversational AI.

    Discover how to increase customer lifetime value and retention and reduce customer acquisition and service costs by:

    •Simplifying customer purchasing cycles
    •Delivering personalized services
    •Leveraging data to provide contextually-relevant offers
    •Increasing conversion rates

    Interested in learning how to calculate the return on investment in conversational AI for your unique organization?

    Sign up for our webinar