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Financial Planning and Analysis

  • Cooking with Gas
    Cooking with Gas Andrew Baud Recorded: Nov 20 2017 32 mins
    Andrew Baud, Deputy Portfolio Manager, will be hosting a webinar to discuss where Antipodes Partners sees opportunities within global equities.

    Discussion points:

    - Challenging the negative consensus view on the global LNG market
    - Explore the linkages between global coal/gas prices and European electricity prices
    - The unappreciated value and systematic importance of legacy European power generation assets

    Key takeouts:

    - Expression of a global commodity view across uncorrelated opportunities
    - Taking advantage of today's market irrationality whilst managing risk, i.e. look for asymmetry
  • Looking Ahead to the 2018 PRI Reporting Cycle
    Looking Ahead to the 2018 PRI Reporting Cycle Responsible Investor + ISS-Ethix Recorded: Nov 16 2017 61 mins
    Looking Ahead to the 2018 PRI Reporting Cycle
    16th November 2017
    11:00 AM EST | 8:00 AM PST | 4:00 PM GMT | 5:00 PM CET

    Join this one hour webinar discussing the complexities of PRI signatory reporting and emerging trends investors should consider in fulfilling client mandates and meeting their active ownership responsibilities.


    Confirmed Speakers:
    • Elina Rolfe, Head of Reporting and Assessment, PRI
    • Adrie Heinsbroek, Head of Responsible Investment, NN Investment Partners
    • Bruce M. Kahn, PhD, Portfolio Manager, Sustainable Insight Capital Management
    • Ulrika Hasselgren, Global Head of Responsible Investment Strategy & ESG Integration, ISS 
     
    Moderated by Tony Hay, Publisher, Responsible Investor

    This webinar is in partnership with ISS-Ethix
  • IR Magazine Webinar – IR and the C-suite: A crucial relationship
    IR Magazine Webinar – IR and the C-suite: A crucial relationship IR Magazine and Bloomberg Recorded: Nov 15 2017 45 mins
    Wednesday, November 15, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm GMT / 5.00 pm CET
    Duration: 30 minutes

    Building a trusted rapport with their CEO and CFO is crucial for IROs, who act as advisers on company messaging and capital markets, and whose credibility with investors and analysts is based on being in the loop.

    Depending on their company’s culture and their C-suite’s level of buy-in for IR, some IROs may need to make a case for senior management to dedicate time to roadshows, investor conferences or interaction during site visits. They should also strive to make productive use of a CEO’s or CFO’s time spent on IR.

    From a careers perspective, IR is increasingly considered a must-have experience for finance professionals wanting to step up to the CFO role.

    A group of experts will discuss fundamental issues on the IR/C-suite relationship, including:

    •Tips for IROs on building a stronger relationship founded on trust
    •Best practices for an effective collaboration between IR and the CEO/CFO
    •How to get senior management on board for investor-facing activities
    •How the C-suite assesses the effectiveness of an IR program
    •What skills CEOs/CFOs are looking for when hiring an IRO

    Speakers include:

    • Matthew Bloxham, senior analyst, Bloomberg Intelligence
    • Candice de Monts-Petit, deputy editor, IR Magazine
    • Gerbrand Nijman, group CFO, Global Telecom Holding
    • Tabitha Zane, Vice president, investor relations, TopBuild
  • Integrating ESG into your passive strategy
    Integrating ESG into your passive strategy Responsible Investor & FTSE Russell Recorded: Nov 14 2017 60 mins
    This webinar will discuss ESG integration into passive investing and smart beta strategies. The world of index-based investing is in flux as ESG integration into passive is on course to become the norm for new mandates as we enter the era of “Smart Sustainability”.

    DISCUSSION TOPICS:
    • The why - rationale from major asset owners on integrating ESG into passive strategies
    • Global developments - ESG, sustainability metrics and indexes
    • Smart Sustainability - bringing together ESG with smart beta factors
    • The challenges - corporate disclosure and access to data
    • Corporate engagement - passive funds/indexes driving changes in corporate behavior
    • The action and implementation - the pension fund perspective
    • Live Q&A with the audience members

    SPEAKERS:
    David Harris, Head of Sustainable Investment, FTSE Russell
    Mark Thompson, CIO, HSBC Bank UK Pension Scheme
    Maurice Versaevel, Investment Strategist, PGGM
    Moderated by Daniel Brooksbank, Editor, Responsible-Investor.com

    This webinar is in partnership with FTSE Russell
  • Driving investment returns via shorting: Using ESG as a risk screen
    Driving investment returns via shorting: Using ESG as a risk screen Damien Keune & Gus Roberts Recorded: Nov 14 2017 31 mins
    Solaris Investment Management Limited (Solaris) is an Australian equities fund manager whose investment strategies have out-performed against the respective benchmarks in the past 15 out of 17 years. With over 5 billion in FUM, Solaris will discuss their post reporting season update.
    Webinar discussion points:
    • Why long short investing?
    • How do we short?
    • What investments we like
    • What investments we don't like: Using ESG as a risk screen
  • The Sustainable Development Goals: A new tool for putting value on values?
    The Sustainable Development Goals: A new tool for putting value on values? Responsible Investor & Thomson Reuters Recorded: Nov 8 2017 58 mins
    The Sustainable Development Goals: A new tool for putting value on values?
    Wednesday 8th November, 9:00 EST / 14:00 GMT / 15:00 CET

    • The SDGs are 17 aspirational Global Goals launched in 2015 that are gaining traction amongst investors, companies and policy-makers
    • Some of the world’s leading investors have started to allocate capital to the SDGs, recognising a new way to identify and unlock value
    • New products such as funds and indices themed around the SDGs are in the pipeline or in development
    • The SDGs: a new language you need to learn!

    Speakers:
    Xander den Uyl, Board of Trustees, ABP
    Christopher Greenwald, Executive Director, Sustainable and Impact Investing, UBS Asset Management
    Carly Greenberg, Senior ESG Analyst, Walden Asset Management
    Tim Nixon, Head of Sustainability, Thomson Reuters

    Moderator: Daniel Brooksbank, Editor, Responsible Investor

    This webinar is presented in partnership with Thomson Reuters
  • The Truth & Consequences of QE
    The Truth & Consequences of QE Presented by: Matt Toms, Chief Investment Officer of Fixed Income at Voya Investment Management Recorded: Nov 2 2017 61 mins
    Replay eligible for one CFP Board® and IMCA® CE credit.

    Nearly 10 years after its unprecedented response to the 2008 crisis, the Fed is finally making plans to unwind $4 trillion of fixed income investments. Other global central banks are not far behind. From interest rates to credit spreads and defaults, the impact of these actions will reach all corners of the fixed income market. Matt Toms Fixed Income CIO for Voya Investment Management will discuss:

    • Pitfalls and risks in the current fixed income market;
    • Overlooked opportunities; and
    • What investors should consider when building fixed income portfolios to navigate this uncharted environment.

    Matt will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.

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    The CFP Board® has accepted this program for one hour of CE credit towards the CFP® certification. In addition, IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session we can report your attendance to these organizations.
  • Signal in Corporate Earnings Analysis and Forecasting
    Signal in Corporate Earnings Analysis and Forecasting Oliver Albers, Vice President, Nasdaq Recorded: Nov 1 2017 41 mins
    It’s earnings season. Do you know if the officers and analysts are bearish or bullish? And how does that compare to past calls?

    A complimentary webinar on how you can use Corporate Earnings analysis and forecasting to find signal and reduce noise—through the Nasdaq Analytics Hub. Natural language processing. Machine learning. One access point covering 3,000 publicly traded companies—now and over time.
  • Fast, not Furious! How to accelerate your SAP period-end close.
    Fast, not Furious! How to accelerate your SAP period-end close. Nicholas Gerber, Excel4apps Client Manager & Simon Parkes, SAP Solution Engineer Recorded: Oct 26 2017 51 mins
    Are you an SAP user? Are you feeling robbed of valuable execution time at month end due to laborious, time-intensive processes and complex tools? Do you rely on Excel during this tedious and stressful time, but find it to be too manual and inefficient? If so, you’re not alone!

    Join Excel4apps for a guided tour into a typical SAP period-end process, its challenges and suggested ways to improve and streamline standard methods. Learn automation techniques and how you can leverage Excel-based tools to cut reporting time in half!

    What you will learn:
    -How connecting SAP to Excel directly can drive significant benefit for the business and users.
    -Shorten period-end close to improve business KPIs and make finance teams happy again!
    -Avoid continual re-work and duplication - never export to Excel again!
    -Improve decision-making by having more time to analyse your data
    -Remove reliance on IT at this critical time and allow Finance to build reports themselves for ad hoc enquiries
    -Make adjusting and loading journals less of a headache
    -Manage the close process from real-time Excel.

    If you are a Finance or Accounting Professional or in IT supporting SAP and Finance and want to learn more about how you can achieve a faster, smarter and easier period-end process, then don’t miss this webinar
  • Quilter Cheviot MPS Q3 2017 review and positioning for Q4
    Quilter Cheviot MPS Q3 2017 review and positioning for Q4 Simon Doherty and Scott Stevens Recorded: Oct 18 2017 48 mins
    Join Simon Doherty, head of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in Q3 2017, the changes recently implemented to our strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.

    Agenda:
    - Overview of the key drivers of strategy performance over the third quarter of 2017.
    - Summary of the new fund ideas incorporated into the strategies over the course of Q3, and the tactical changes made to the portfolios’ asset allocations.
    - An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.
  • Fast, Not Furious. How to Accelerate Your Oracle EBS Period-End Process.
    Fast, Not Furious. How to Accelerate Your Oracle EBS Period-End Process. Nick Gerber - Client Development Manager, David Rincon - Oracle Solution Consultant Recorded: Oct 12 2017 50 mins
    Are you feeling robbed of valuable execution time at month end due to laborious, time-intensive processes and complex tools? Do you rely on Excel during this tedious and stressful time, but find it to be too manual and inefficient? If so, you’re not alone!

    Join Excel4apps for a guided tour into a typical Oracle EBS period-end process, its challenges and suggested ways to improve and streamline standard methods. Learn automation techniques and how you can leverage Excel-based tools to cut reporting time in half!

    What you will learn:
    -Shorten period-end close to improve business KPIs and make finance teams happy again!
    -Avoid continual re-work and duplication - never export to Excel again!
    -Improve decision-making by having more time to analyse your data
    -Remove reliance on IT at this critical time and allow Finance to build reports themselves
    -Make adjusting and loading journals less of a headache
    -Manage the entire close process from real-time Excel.

    If you are a Finance or Accounting Professional wanting to learn more about how you can achieve a faster, smarter and easier period-end process, then don’t miss this webinar!
  • Is Your Client’s Gender Costing Her a Fortune?
    Is Your Client’s Gender Costing Her a Fortune? Presenter: Kathleen Burns Kingsbury Recorded: Oct 5 2017 61 mins
    The replay is eligible one IMCA® CE credit

    Despite women’s rising economic power, many female clients face financial discrimination. The gender wage gap, the lack of funding for women entrepreneurs, and the “pink tax” levied on many products and services makes it challenging for these clients to accumulate wealth at the same rate as their male counterparts.

    Money silence just makes this bad situation worse.

    These women need savvy advisors to teach them “money talk” skills so they can stop paying such a high price for their gender.

    In this webinar presentation, Kathleen Burns Kingsbury explains why the cost of money silence is especially high for women and offers practical strategies advisors can use to empower these clients to negotiate more and pay less.

    Attend and discover:
    •The high price women (and their families) pay for money silence
    •Common myths about women and money that could be costing you business
    •Practical strategies for teaching women negotiation skills
    •How joining the Breaking Money Silence® Revolution makes good business sense

    All participants receive a bonus chapter, “Is Your Gender Costing You A Fortune?” from Breaking Money Silence: How To Shatter Money Taboos, Talk More Openly, and Live a Richer Life, to be published September 30, 2017.

    Kathleen will answer attendees’ questions during the session and will be available to continue the discussion on APViewpoint.

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    The IMCA® has accepted this program for one hour of CE credit towards the CIMA®, CIMC® and CPWA® certifications. If you provide the required information during the webinar registration process and stay for the entire session please email us at cecredit@advisorperspectives.com for the IMCA ® webinar ID to self-report your attendance.
  • Legal Landmines: How Changing Collection Laws Can Affect YOUR Business
    Legal Landmines: How Changing Collection Laws Can Affect YOUR Business Michelle Kreidler Dove, Esq. Recorded: Oct 4 2017 60 mins
    The dynamic nature of collection rules and regulations has many businesses and healthcare facilities unclear as to how far they can go in pursuit of delinquent accounts. This free, on-demand webcast will educate and engage viewers with insightful tips for effectively and safely refining their internal collections practices.
    You’ll learn tips such as:
    How to ensure accurate and effective credit reporting
    Why recent changes in case law should have you rethinking your current processes
    What Important information should be included in your consumer agreement
    How you can work with your collection agency to maximize recoveries.

    Michelle Kreidler Dove, Esq., General Counsel and Chief Compliance Officer at IC System leads this engaging presentation that will answer your most pressing collections-law related questions. You’ll benefit by taking cues and lessons learned from the experts at I.C. System, a family-owned, Seventy-nine year old collection agency.
  • Balancing Risk, Compliance, and Performance in Data Analytics
    Balancing Risk, Compliance, and Performance in Data Analytics Scott Jeschonek, Director of Cloud Products (Avere) and Leonord Law, Product Manager (Google Cloud) Recorded: Oct 4 2017 51 mins
    In this webinar, Avere Systems and Google Cloud explore the ways in which alternative asset managers are leveraging technology to drive improved profitability data without large capital investments in infrastructure.

    Today’s hedge fund managers are consistently analyzing greater volumes of data, with more speed, from a plethora of sources, with the end ambition of generating more alpha. Balancing the growing risks associated with proprietary data, compliance and regulatory restrictions, while supplying top-level performance is a dilemma facing IT managers everywhere.

    In this webinar we will discuss:

    – The trends driving increased demand for analytics in the alternative asset management sphere
    – Considerations for leveraging the cloud for short-term backtesting workloads
    – Practical tips for overcoming potential obstacles of latency, data movement, and lock-in
  • IR Magazine Webinar - From revenue to reputation
    IR Magazine Webinar - From revenue to reputation IR Magazine and Intelligize Recorded: Sep 27 2017 48 mins
    Wednesday, September 27, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    The IR professional’s role has evolved into a significant function at large companies – especially those with an international shareholder base. From corporate sustainability and SEC disclosure effectiveness to revenue recognition and reputation management, today’s IR professionals are instrumental in value creation and are more vital to public companies than ever. With the end of each fiscal quarter comes preparation for the ubiquitous earnings announcement, where IROs must be fully versed on the issues of the day and how they impact shareholder value.

    Given the vast spectrum of information they manage and the litany of regulatory and compliance standards they must consider on a day-to-day basis, IR professionals are fast-becoming a critical component of corporate management.

    Join this webinar to discuss important issues including:
    • Preparing for the call – what steps to take in advance of an earnings call to ensure your management team is adequately prepared and to work out how far in advance you should start preparing
    • Navigating technology on the call – what are the new technologies that can be used to make earnings calls more efficient and open? How you should handle tech issues during live earnings calls
    • Measuring the effectiveness of an earnings call – how to demonstrate ROI for your input on the earnings call

    Speakers:
    • Moderator: Ben Ashwell, digital editor, IR Magazine
    • Janet Craig, senior investor relations professional
    • Jean Lépine, senior vice president of communications and public affairs, DHX Media
    • Dennis Walsh, director of investor relations, Zillow Group

    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 IR Magazine.
  • Machine Learning, Design Thinking, & the Role-Based Expert Enhancement Platform
    Machine Learning, Design Thinking, & the Role-Based Expert Enhancement Platform Hyoun Park Recorded: Sep 26 2017 31 mins
    Note: Moved to Tuesday, September 26th

    Role-Based Expert Enhancement Platforms (REEPs) are the future of embedded Artificial Intelligence.

    Amalgam Insights believes that the key to success for artificial intelligence is embedded AI aligned to role-specific and industry-specific challenges. The goal is to provide focused outputs that enhance the best judgment of subject matter experts. This leads to a core mission of Amalgam Insights: improving the consumption of enterprise technology.

    Based on interviews with dozens of enterprise application platform users, application vendors, and machine learning providers, Amalgam Insights described how lessons from embedded BI and application analytics can be used to create the next-generation of embedded AI and embedded machine learning applications.
  • Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance
    Win and Wow Customers – 6 Best Practices for Onboarding in Banking and Insurance Sheryl Kingstone-451 Research, Jim Marous-Financial Brand, and Sarah Johnson-Kofax Recorded: Sep 21 2017 59 mins
    Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.

    Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.

    Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?

    Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:

    • Easy—Enable instant image and data capture via web and mobile technology
    • Accurate—Extract data from pictures of physical documents without error-prone manual entry
    • Automated—Invest in workflow tools to automate and track completion of process steps
    • Visible—Empower staff and customers with process transparency and timely communication
    • Consistent—Ensure data is complete and integrated across internal systems
    • Efficient—Meet expectations for speed, while effectively managing regulatory risks

    Speakers will include:
    •Sheryl Kingstone, Director, 451 Research
    •Sarah Johnson, Industry Solutions Architect, Kofax
    •Jim Marous, Owner and Publisher, Digital Banking Report

    Don’t miss out! Register now >>
  • Scale vs. Services: Finding, Funding & Valuing Assets for the Digital Future
    Scale vs. Services: Finding, Funding & Valuing Assets for the Digital Future Kelly Morgan, 451 Research, Bank Street, Deutsche Bank Recorded: Sep 20 2017 38 mins
    As enterprises evolve their digital infrastructure, service providers need to piece together offerings that will differentiate themselves without breaking the bank. In this panel we will discuss how M&A can provide some missing pieces and what those pieces may be. Join our distinguished panel of finance experts as we discuss key questions such as: Who is likely to go shopping? What firms will be targets? Are networks and datacenters more or less sought after than services and software providers? How are assets being valued? What financing is available and on what terms? We will debate these and more as we explore trends impacting this dynamic sector.

    Leadership Panel Session Featuring:
    James Henry, Senior Managing Director, Bank Street
    Andrew Bartrop, Global Investment Banking, Deutsche Bank Securities, Inc.
  • IR Magazine Webinar - Leverage AI technology to perform competitive analysis
    IR Magazine Webinar - Leverage AI technology to perform competitive analysis IR Magazine and Alphasense Recorded: Sep 20 2017 38 mins
    Wednesday, September 20, 2017
    8.00 am PST / 11.00 am EST / 4.00 pm BST / 5.00 pm CET
    Duration: 30 minutes

    As an IR professional, you spend your day preparing for investor calls, monitoring company mentions and responding to questions. If you’re not yet running competitive intelligence as part of your IR practice, you are likely missing valuable information on your industry that can greatly affect your company’s success.

    In order to effectively manage these responsibilities and provide necessary information to the C-suite, IROs need to be the equivalent of a superhero.

    Join us for a webinar to get key tips on how to easily stay on top of your competitive landscape and leverage innovative search technology to:

    • Prepare for conference call questions
    • Know what your peers are saying about you
    • Conduct peer and industry analysis
    • Research markets, products and competition

    • Moderator: Laurie Havelock, editor-at-large, IR Magazine
    • Zach Rohtberg, VP of investor relations services, AlphaSense
    • Kate Walsh, VP investor relations and tax, Enlink Midstream

    In just 30 minutes, you’ll learn how to use technology to instantly find valuable insights and reduce your research and preparation time by hours – even days – so you can focus on showcasing the value your IR program adds to your organization.

    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 IR Magazine.
  • How to Simplify Your SAP Project Reporting… (and Your Life Too!)
    How to Simplify Your SAP Project Reporting… (and Your Life Too!) Nick Gerber - Client Development Manager, Simon Parks - SAP Solution Consultant Recorded: Sep 14 2017 47 mins
    How easy is to keep track of multiple Enterprise Projects within your business? Do you find it easy to get the information you need out of SAP? Or do you frequently rely on data downloads and reformatting to make sense of the data, leading potentially to errors and out-of-date reports?

    Join us next week for a webinar on how you can easily simplify your SAP Project Reporting with Real-Time Reporting in Excel.

    What you’ll learn:
    •Use your favourite tool, Excel, for reporting on Enterprise Projects
    •Achieve 1 Single Version of the truth in Excel
    •Easily build Excel templates that refresh with Real-Time data instantly
    •Easily build and refresh Project Dashboards and summary reports
    •Eliminate Spreadsheet Risk such as spreadsheet errors and version control issues
    •Personalise report templates to Accommodate Different Stakeholders
    •Report on Transactional Data, Master Data, and more in Excel
    •Ability to Drill Down on transactional data, giving you true insights into the figures.

    Excel4apps uses the SAP authorisation user-IDs and profiles, it’s deployed quickly and with little training needed. It allows businesses to easily keep their finger on the pulse of multiple projects by providing real-time data to all stakeholders when and how they need it.

    Attend this webinar if you are a Financial Analyst or a Project Manager looking to simplify your project reporting…and your life too!
  • Cyber Resiliency: Reducing Your Risk By Increasing Your Resiliency
    Cyber Resiliency: Reducing Your Risk By Increasing Your Resiliency Stephen Head, Mike Gerdes, and Jeff Butler of Experis Finance Recorded: Sep 12 2017 61 mins
    Managing operational resilience in today’s digital environment is extremely challenging, whether your organization is public, private or governmental. In response to the continued growth of cyber-attacks, many organizations have decided it’s time to focus more of their efforts on cyber resiliency. This approach to proactively dealing with the potential outcome of cyber-attacks increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk to the organization, minimize the impact of cyber-attacks, and more predictably ensure the continuity of essential services.

    This webinar will provide a high-level overview of cyber resiliency and explore the following aspects of cyber resiliency:

    • Where cyber resiliency differs from traditional business continuity management
    • How to determine your organization's need for cyber resiliency
    • Practical ways to assess your current and future organizational exposure
    • Who should be involved in cyber resiliency
    • What are some practice steps to begin implementing a cyber resiliency program

    Whether or not you have embraced a formal cyber resiliency program, this session will provide some practical advice on what cyber resiliency is, how to incorporate it in your organization’s overall business continuity management efforts, and what cyber resiliency can mean to improving your organization’s ability to withstand a cyber attack.

    Presented by:
    Stephen Head, CPA, CISSP, CISM, CBCP
    Sr. Manager - Risk Advisory Services
    Experis Finance

    Mike Gerdes
    Director, Information Security Center of Expertise
    Experis US, Inc.

    Jeff Butler
    Director, Risk Advisory Services
    Experis Finance
  • Australian reporting season / income outlook for retirees in FY18
    Australian reporting season / income outlook for retirees in FY18 Don Hamson Recorded: Sep 12 2017 31 mins
    During this 20 minute webinar, Dr. Don Hamson will discuss:

    •Australian reporting season highlights including dividends
    •Outlook for income post Telstra dividend cuts
    •Banks - could they cut their dividends?
    •Are resources the new high yielders or dividend traps?
    •The dividend run-up effect in Australia
  • Preeminent PE: The new Masters of the Tech Universe
    Preeminent PE: The new Masters of the Tech Universe Brenon Daly, Research Director, Financials, 451 Research Recorded: Sep 7 2017 63 mins
    Forget Oracle, IBM or any of the other big-name, publicly traded acquirers that – until now --have always set the tone in the tech M&A market. If a tech deal printed in 2017, the buyer is more likely a private equity firm than any of the well-known serial acquirers on the US stock market. This is the first time in the history of the multibillion-dollar tech M&A market that financial acquirers have been busier than these strategic acquirers. To understand how the ever-growing influence of buyout shops is reshaping the tech industry, join 451 Research for an hour-long webinar on Thursday, Sept. 7 2017.
  • A global ‘stock-take’ on where we’re at regarding environmental reporting
    A global ‘stock-take’ on where we’re at regarding environmental reporting Responsible Investor & ISS Ethix Recorded: Sep 6 2017 64 mins
    A global ‘stock-take’ on where we’re at regarding environmental reporting

    Post the TCFD report and evolving country and EU regulatory moves: what are investors actually expected to do now on assessing and communicating climate risk exposure?
    _______

    • A changing world of compliance
    The world of climate reporting is moving fast and investors need to understand what their responsibilities are in multiple jurisdictions and how climate data can best serve them.

    • Hard vs soft law
    Countries including France, Sweden, Japan, Switzerland and the US state of California have introduced a variety of hard and soft laws. TCFD is voluntary and the EU’s plans look likely to be so also: what’s an investor supposed to do?

    • How to?
    Investors need guidance and takeaways for action.

    • Trump v the States?
    What does the evolution mean for US investors in the light of the US government’s withdrawal from Paris and California and other states’ counter moves?

    • What’s expected versus what’s possible?
    Investor leadership in times of compliance requirements.
    _______

    Speakers:
    Robin Edme, Senior Policy Officer Green and Sustainable Finance, European Commission
    Dr. Maximilian Horster, Managing Director, ISS Ethix Climate Change Solutions
    Christina Olivecrona, Sustainability Analyst, AP2

    Moderator:
    Hugh Wheelan, Managing Editor, Responsible Investor

    Presented by: Responsible Investor & ISS Ethix
  • Emerging Market Corporate Bonds: An active investor’s paradise
    Emerging Market Corporate Bonds: An active investor’s paradise Wouter Van Overfelt & Sergey Goncharov Recorded: Sep 6 2017 33 mins
    Emerging market corporate bonds are thriving, offering considerable pick up compared to emerging sovereigns and developed market equivalents… but with considerably less leverage and lower duration. Certain segments of the market can also be highly decorrelated from the broader markets because price action tends to be corporate specific.

    Join us for an interactive webinar where Wouter Van Overfelt and Sergey Goncharov will reveal how our signature value strategies, combined with our contrarian approach to special situations (which other managers often avoid) can help you extract alpha from emerging market corporate bonds.
  • Fast, not Furious! How to accelerate your SAP period-end close.
    Fast, not Furious! How to accelerate your SAP period-end close. Nicholas Gerber, Excel4apps Client Manager & Simon Parkes, SAP Solution Engineer Nov 23 2017 12:00 pm UTC 60 mins
    Are you an SAP user? Are you feeling robbed of valuable execution time at month end due to laborious, time-intensive processes and complex tools? Do you rely on Excel during this tedious and stressful time, but find it to be too manual and inefficient? If so, you’re not alone!

    Join Excel4apps for a guided tour into a typical SAP period-end process, its challenges and suggested ways to improve and streamline standard methods. Learn automation techniques and how you can leverage Excel-based tools to cut reporting time in half!

    What you will learn:
    -How connecting SAP to Excel directly can drive significant benefit for the business and users.
    -Shorten period-end close to improve business KPIs and make finance teams happy again!
    -Avoid continual re-work and duplication - never export to Excel again!
    -Improve decision-making by having more time to analyse your data
    -Remove reliance on IT at this critical time and allow Finance to build reports themselves for ad hoc enquiries
    -Make adjusting and loading journals less of a headache
    -Manage the close process from real-time Excel.

    If you are a Finance or Accounting Professional or in IT supporting SAP and Finance and want to learn more about how you can achieve a faster, smarter and easier period-end process, then don’t miss this webinar
  • Why investors should consider an active quality growth approach to US equities
    Why investors should consider an active quality growth approach to US equities Matt Benkendorf, CIO and Lead Portfolio Manager Nov 29 2017 3:00 pm UTC 45 mins
    The U.S. equity market is in its ninth year of a bull run and some investors are concerned that a correction is looming. While market conditions are generally favorable, there are some fundamental pressures that could impact volatility over the short term, such as rising rates in the U.S. We believe the best way to navigate a potentially tricky market is to take a bottom-up approach and invest in “quality” companies with consistent and resilient earnings growth.

    In this interactive webinar, Matthew Benkendorf, Chief Investment Officer and Lead Portfolio Manager, discusses why an active, high quality approach to US equities can lead to competitive returns with lower risk than the index over a full market cycle.
  • Is Now the Time to Increase Exposure to International Equities?
    Is Now the Time to Increase Exposure to International Equities? Kevin Mahn, President & CIO, Hennion & Walsh Asset Mgmnt; John Lewis, CMT, Sr. Portfolio Mgr, Nasdaq Dorsey Wright Dec 4 2017 6:00 pm UTC 45 mins
    Could now be the time to add or increase allocations to international stocks? Consider the following: Historical performance over the past nearly five decades shows that domestic and international stocks have moved in a cycle of alternating outperformance. While past performance is no guarantee of future performance, this suggests that the cycle of domestic stock outperformance may be trending downward. While international stocks beat U.S. stocks by a wide margin for most of the 2003-2007 period, U.S. stocks have generally outperformed international stocks since then, in one of the longest winning streaks for U.S. stocks since 1970. We'll provide an overview of our view of asset allocation using a technical lens. Join us to see how using momentum-based strategies might be a fit for your clients' goals.
    As a participant in the CFA Institute Approved-Provider Program,

    SPEAKERS:
    Kevin D. Mahn is the President and Chief Investment Officer of Hennion & Walsh Asset Management. Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including the SmartTrust® series of Unit Investment Trusts (UITs).

    John Lewis, CMT, is a Senior Portfolio manager with Nasdaq Dorsey Wright. In this role, Mr. Lewis is responsible for the investment strategies used in various different indices and models.Since joining the firm in 2002, Mr. Lewis has developed strategies for the firm’s Systematic Relative Strength series of separate accounts, the Technical Leaders Index methodology, global asset allocation strategies, and multiple series of UITs. His work is technically driven and focuses on relative strength and momentum as the main factors in the investment process.
  • Quilter Cheviot Euro MPS: A look back at 2017 and outlook to 2018
    Quilter Cheviot Euro MPS: A look back at 2017 and outlook to 2018 Simon Doherty, Lead Portfolio Manager of MPS. Scott Stevens, Head of Business Development. Dec 6 2017 10:30 am UTC 45 mins
    Join Simon Doherty, Lead Portfolio Manager of Quilter Cheviot’s Managed Portfolio Service (MPS), for an overview of the key drivers of performance in 2017, an outlook to 2018, the changes recently implemented to our Euro strategies and an update on our current positioning and asset allocation. The webinar will be hosted by our Head of Business Development, Scott Stevens, and gives you an opportunity to ask any questions that you may have.

    Hosts: Simon Doherty, Investment Manager and Scott Stevens, Head of Business Development

    Agenda:

    - Overview of the key drivers of strategy performance over the third quarter of 2017.
    - Summary of the new fund ideas incorporated into the strategies over the course of Q3, and the tactical changes made to the portfolios’ asset allocations.
    - An update on the strategies’ current positioning and Quilter Cheviot’s market outlook for the next quarter.
  • M&A Leaders’ Survey from 451 Research and Morrison & Foerster
    M&A Leaders’ Survey from 451 Research and Morrison & Foerster Brenon Daly, 451 Research and Rob Townsend, Morrison & Foerster Dec 13 2017 6:00 pm UTC 60 mins
    Undeterred by the recent slowdown in M&A activity in 2017, tech acquirers have largely left their bullish forecast for dealmaking unchanged. For the third consecutive time, essentially half of the respondents to the semi-annual M&A Leaders' Survey from 451 Research and Morrison & Foerster indicated that they expected an acceleration in acquisition activity in the coming half-year. Join us for a lively discussion on where acquirers are looking to buy and what they expect to pay in those deals.