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Steve Silver, Sales Operations Senior Research Director at SiriusDecisions; Jason Loh, Global Head of Sales Solutions at AnapRecorded: Nov 9 201854 mins
Business leaders and C-suite executives are charged with devising the strategies that chart the future of their organizations. For those strategies to be effective, they need to be executed in the field. What’s the bridge that connects boardroom strategy and field execution? Sales Planning.
Join Steve Silver, Sales Operations Senior Research Director at SiriusDecisions, and Jason Loh, Global Head of Sales Solutions at Anaplan, as they provide a repeatable process and best practices for improving sales planning and transforms high-level strategy into business success.
You’ll learn how:
-Successful sales planning helps you segment your market and align your sales team
-High-performing companies leverage their sales planning processes for better execution
-Best-in-class technology can enhance sales planning by incorporating inputs from across the organization
Yodlee and FinTech FuturesRecorded: Nov 8 201859 mins
Join us for a new webinar sponsored by Envestnet | Yodlee and hosted by Fintech Futures
Intended to protect consumers, promote innovation, and make European payments services safer, complying with the Revised Payment Service Directive (PSD2) and Open Banking requirements can be both challenging and rewarding. Envestnet | Yodlee® and Fintech Futures have teamed up to discuss how PSD2 is revolutionizing the financial services industry in the UK and beyond, and how you can position your firm to comply with the regulations while taking advantage of the opportunities.
In the webinar, we’ll cover:
• The impact of PSD2 on financial institutions and fintech innovators inside and outside Europe
• How to meet PSD2 and open banking specifications with a single API solution
• How to comply with Strong Customer Authentication (SCA), consent management, and federated authentication requirements
• How open banking generates opportunities to deliver additional offerings such as mortgages, loans, cash management solutions, and more, all easily accessible to consumers
Join us for this webinar and hear from Brian Costello, Chief Information Security Office, Envestnet | Yodlee and Gavin Littlejohn, Financial Data and Technology Association as they discuss how to position your firm for success in the new open banking environment.
Gervais Williams, fund manager on the LF Miton UK Smaller Companies FundRecorded: Nov 8 201835 mins
In this webinar, Gervais Williams, fund manager on the LF Miton UK Smaller Companies Fund, sets out his views on the UK Smaller Companies universe, whilst also discussing his outlook and positioning for the fund.
Corporate Secretary and LabradorRecorded: Nov 6 201837 mins
Investors are demanding that proxy statements include a greater range of information. In turn, companies need to disclose that information – and tell their story – in the most effective way. One solution is to create a ‘next-generation proxy summary’ that includes an extended summary spelling out the key information investors need. This can be used as part of the proxy statement and as a stand-alone document.
Our panel of experts will discuss how governance teams can make the best use of the extended summary in managing relationships with shareholders. Topics for discussion will include:
- What information should the extended summary include? What do investors want, and how should governance teams research what this is?
- What are some of the new best ways to present that information?
- How can governance and investor relations (IR) teams work best together and with other functions (the board, HR, IT, management and outside vendors) in preparing the extended summary?
- How can governance and IR teams use the summary during the approach to the AGM and outside of proxy season? How can it best be delivered as a stand-alone document?
- What is the best way to get feedback on your summary from investors to improve it for the following year?
Jeff Harris, Sr. Solutions ArchitectRecorded: Nov 1 201824 mins
When YotaScale detects and alerts you of a cost spike, it provides automated details to the exact right person in operations, engineering or finance so they can respond appropriately and quickly to cost anomalies and not waste their limited time chasing down cost spikes. There are enormous cost savings gained by understanding the true causes of anomalies. Our customers report that 25% of their time in cloud operations is trying to understand the reasons behind cost spikes.
Register now to learn how to:
• Receive real-time alerts of cost anomalies
• Get instant insights into the root causes of anomalous cost spikes
• Pinpoint the exact reasons for cloud cloud anomalies.
A growing number of investors are screening out companies from lending portfolios because of exposure to climate change and other sustainability risks, but sovereign portfolios are often not assessed in the same way. This webinar looks at why: how serious are the sovereign default risks arising from ESG, how can they be quantified, and do investors have a responsibility to engage with governments on policy through bond buying?
Gabriel Torres, Vice President & Senior Credit Officer for Sovereigns, Moody's
Lupin Rahman, Head of Emerging Market Sovereign Credit, PIMCO
Bob Buhr, Honorary Research Fellow, Imperial College Business School
Moderated by Sophie Robinson-Tillett, Deputy Editor, Responsible Investor
Jessica Ground, Head of Stewardship at Schroders, and teamRecorded: Oct 31 201822 mins
On this All Hallows' Eve edition of Schroders’ Sustainability Quarterly webinar, we look at ESG-indexing, and ESG within the Emerging Markets, both areas that can potentially offer tricks & treats.
The combination of rising demand for index-based investment products and an increasing appetite for strategies based on ESG criteria has led to a sharp increase in ESG-branded products. We highlight a number of reasons why these simple, low-cost solutions may not provide either the financial or sustainability outcomes investors are likely to expect.
EM have tended to exhibit greater volatility than developed markets. Less stringent regulation, rapidly changing demographics and evolving policy environments can add to the uncertainty for EM investors. These
issues are less likely to impact better managed, more sustainably run companies, in our view.
Carlos Moreno, Fund Manager at MitonRecorded: Oct 31 201829 mins
In this webinar, Carlos Moreno, fund manager on the LF Miton European Opportunities Fund, sets out his views on European markets whilst also discussing his outlook and positioning for the fund as it approaches its three year anniversary.
Corporat Secretary and NasdaqRecorded: Oct 30 201845 mins
Tuesday, October 30, 2018
8.00 am PST / 11.00 am EST / 3.00 pm GMT / 4.00 pm CET
Duration: 30 minutes
Join Corporate Secretary and Nasdaq for a discussion on cyber-security.
Our expert speakers will discuss:
• Cyber-risk and the responsibilities of the board
• Why cyber-risk is different from other types of risk
• Embedding cyber-risk in corporate governance practices
• Role of the corporate secretary/governance professional on information provided to the board on cyber-risk
• Board member education/preparedness
• Board member recruitment in looking for expertise/experience in cyber-security
• Board reporting – what the board needs to know
• Moderator: Ben Maiden, editor, Corporate Secretary
• Martyn Chapman, head of strategy, Nasdaq Governance Solutions
• John Reed Stark, president, John Reed Stark Consulting
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.
Luke Oliver, DWS, Janelle Woodward, BMO Global Asset Management and Alessia Falsarone, PineBridge InvestmentsRecorded: Oct 29 201846 mins
The Federal Reserve has planned 8 rate hikes over 2018-2019, and a world with "Quantitative Tightening" has forced fixed income investors to re-consider their liquidity strategies. Lower volatility and borrowing rates from the US may portend global markets to follow. This has huge implications for Fixed Income markets.
This live panel webinar will cover the following questions:
- How can Fixed Income investors adapt to a new world of rising interest rates and mediocre liquidity environment?
- What other global macro events may happen that will affect fixed income investors’ portfolio?
- Will developments in electronic trading platforms help fixed income liquidity?
Luke Oliver, Head of ETF Capital Markets, DWS (Moderator)
Janelle Woodward, Global Head of Fixed Income, BMO Global Asset Management
Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
Matt Riley, J.P. Morgan Asset Management and Steven Quinn, Janus HendersonRecorded: Oct 29 201857 mins
ETFs continue to rise in popularity. One-third of current equity ETF investors and
almost 40% of asset managers expect to increase allocations to these
funds in the coming year, according to Greenwich Associates. Still, ETFs have not been truly battle-tested in a bear market, not have they been tested in an environment where low volatility and increasing interest rates exist. Mut
The dynamics between ETFs and Mutual Funds evolves with this environment, and this webinar will focus on what will happen to both mutual funds and ETFs moving forward, including:
- Mutual funds are losing money to ETFs - will this trend continue in a Bear Market?
- Buy vs. Build: consolidation in the ETF industry
- Fees, margins & competition: big players are driving down margins, are smaller players coping?
- Is Smart Beta the active manager’s answer to passive management?
Matt Riley, Vice President, J.P. Morgan Asset Management
Steven Quinn, Head of ETP Distribution, Janus Henderson
Marcus Phayre-Mudge, Fund ManagerRecorded: Oct 24 201836 mins
Although we are late in the business cycle, income still remains crucial. With office rents rising everywhere but London, and the impact of Brexit along with the devaluation of sterling, this should not always be viewed as a negative as it can attract global investors. Marcus Phayre-Mudge will discuss the dynamic shifts in the retail space, the winners and the losers, as well as the rise in alternatives, such as investment in self-storage, budget hotels and student accommodation.
Jim Wright, fund manager on the LF Miton Global Infrastructure Income FundRecorded: Oct 18 201840 mins
In this webinar, Jim Wright, fund manager on the LF Miton Global Infrastructure Income Fund, discusses the characteristics of infrastructure assets and how they can be used effectively to generate income.
Imran Moin, Chief Product Officer and Co-founderRecorded: Oct 17 201830 mins
Over-provisioning in AWS can be a costly cloud computing mistake. Quite simply, DevOps teams are often purchasing too much cloud computing power. Enterprise Architects and IT professionals over-provision infrastructure, buying capacity just in case they need it, but the cloud allows you to spin up infrastructure as you go and as you need it. Another common mistake is that people are a little too slow in buying reserved instances, which is Amazon's way of lowering the hourly cost of infrastructure in exchange for a prepayment.
Register now to learn:
• How to downsize or terminate underutilized instances
• How to right-sizing the nodes with a larger footprint.
• How to make optimal RI purchases
Jeff Williams, Fund Manager, Securitized Credit Team, SchrodersRecorded: Oct 16 201834 mins
As investors contemplate the lower return environment, the potential for rising interest rates and rich valuations, many rely on traditional fixed-income credit strategies, or leveraged loans, as a way to generate return or income. These markets have become crowded, and the crowds pushing into risk by the global liquidity glut are, in our view, concernedly complacent.
Now is the time to avoid these very crowded parts of the market through an alternative that’s been here in place sight all along - Securitized Credit. In this webcast we will explore the broad range of alternatives, from defensive to opportunistic, that can be found in Securitized Credit and lending. We will also demonstrate how these traditional credit replacements can consist of a hybrid of private debt and public securities to provide an attractive return profile, and offer better diversification with the most commonly held portfolio allocations.
Paul Green and Scott SpencerRecorded: Oct 11 201828 mins
Join Paul Green and Scott Spencer on 11 October 2018 as they discuss their findings following research trips in both Japan and New York. In addition to the usual updates, the team will also reflect on the previous quarter and consider what might lie ahead for markets in the final three months of the year.
Erika Creary, Missy OjighoRecorded: Oct 11 201840 mins
A core activity of finance teams is to publish financial data that is accurate, complete and entirely auditable. The type of key reports produced for a range of stakeholders may include, the Income Statement, the Balance Sheet and the Cash flow Statement.
Within the profession it’s often acknowledged that compiling these reports is becoming increasingly difficult due to short timeframes, inefficient tools, countless dependencies, downstream bottlenecks and reconciliation differences. This doesn’t have to be the accepted position.
Join Excel4apps On Thursday 11th October at 13:00 GMT for a look into how our tools can help you Prepare and Publish Financial Statements with Ease. We’ll be sharing our views on the challenges in this area and what we believe is the best solution for making this painful process smoother, involving fewer discrepancies and overall better able to pass internal and external scrutiny.
Jin Zhang, Portfolio Manager in our Quality Growth BoutiqueRecorded: Oct 11 201826 mins
Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.
With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
Wouter Van Overfelt, Francesco Tarabini CastellaniNov 13 20189:30 amUTC45 mins
Inefficiencies are prolific in the emerging corporate bond space, making it an active manager’s paradise. In this webinar, Wouter Van Overfelt, Senior Portfolio Manager, will explain how to take advantage of these inefficiencies by complementing tried and tested value-driven strategies with event-driven opportunities.
Wouter will also answer your questions and discuss the following:
-Why he actively seeks stories which other managers avoid.
-Where he is finding value in the current market.
-What his views are on recent market developments.
Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLPNov 13 201810:00 amUTC46 mins
An increasing number of organizations today are using more accurate, real-time data and encouraging cross-functional collaboration—ultimately driving better-informed decisions about the workforce, investments, and company growth.
In this webinar, Ron Dimon, Managing Director of Planning and Analytics at Deloitte Consulting LLP, will share the benefits of Deloitte’s Connected Planning framework. Currently used by Global 1000 companies, the framework:
-Helps analysts, managers, and executives gain deeper insight into various business functions, including finance, sales, marketing, HR, supply chain, and IT
-Empowers users to connect planning across the organization to drive performance improvements and gain competitive advantage
-Enables true collaboration across the business, globally, with a central data hub
Garrett Reynolds, Head of Customer SuccessNov 13 20187:00 pmUTC30 mins
In this webinar you will learn how to use a big data analytics engine with machine learning to make intelligent decisions on purchasing reserved instances on AWS. Register for this webinar to get insights on:
• How to make data-driven decisions on the amount of RI's to purchase
• Understanding the optimal frequency of RI purchases
• How to reduce the overall cost of your AWS infrastructure
IR Magazine and BloombergNov 14 20184:00 pmUTC60 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.
While rates continue to rise from historic lows, core bond duration remain near record highs. In this upcoming webcast, join J.P. Morgan Asset Management to discuss market views and tax-advantaged, lower duration strategies amid today’s rising rates.
- Matt Riley, ETF Sales Specialist, J.P. Morgan Asset Management
- Sam Azzarello, Global Market Strategist, J.P. Morgan Asset Management
- Rick Taormina, Portfolio Manager, J.P. Morgan Asset Management
- Ryan Szakacs, Capital Markets, J.P. Morgan Asset Management
Alec Arons, Ed Williams, CIA, CRMA, Christine Dobrovich, CRMA, and C. Michael Baron, CIA, CISA, CFSA, AMLP of Experis FinanceNov 15 20185:00 pmUTC60 mins
Experis Finance is pleased to announce the third webinar in our Hot Topics series. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit, risk and compliance professionals, audit committees, and board members.
Our third session covers Internal Audit Function Effectiveness.
In this webinar, a panel of seasoned Internal Audit practitioners from Experis Finance will share their insights, experiences and recommendations on how Internal Audit functions can assess the effectiveness of their activities. With different drivers and many available possibilities, this is a classic “one size does not fit all” scenario. This session will help Internal Audit leaders understand the available options in order to determine the approach and methodology that best suits their individual situation and relevant stakeholders.
During this webinar, we will address the following topics:
•How is Internal Audit effectiveness defined and how can Internal Audit manage the competing expectations of their stakeholders (Senior Management, the Board, the Audit Committee, Regulators, External Auditors, etc.)?
•What are the elements of the Quality Assurance and Improvement Program (QAIP) as defined by the IIA’s International Standards for the Professional Practice of Internal Auditing? Are there different options and possibilities for assessing Internal Audit effectiveness?
Hunter James, Sr Director, Voiant Group; Jason Loh, Sales Solutions, Anaplan; Linda Connor, Director of Finance, TibcoNov 16 20182:00 pmUTC60 mins
Learn to keep the elements of your go-to-market strategy working in harmony.
Your product and services define what you bring to the market, but your go-to-market is your secret sauce. It’s the strategy that you’re constantly developing to approach, target, and dominate, and it includes how you orchestrate your territory plans, quotas, account segments, incentives, staffing, and KPIs. But how do you tune your go-to-market strategy to strike the perfect note? In this webinar, learn to keep the elements of your go-to-market strategy working in harmony, including:
-How to unify the components of your sales planning process
-Understanding how Anaplan customers gain competitive advantages through improved sales planning
-Ways to align sales territories and quotas to increase the bottom line
Steve Marley, principal at ZS AssociatesNov 20 20189:00 amUTC49 mins
Discover the changing world of incentive compensation. Would a psychologist agree with how we design incentive plans?
Sales compensation plans are traditionally designed around sales roles, and they assume every individual has the same motivations—which psychologists would disagree with. One of the great visions for sales compensation is to provide a level of personalization to sales comp plans to maximize the motivation of individual sales representatives. As a result, more and more companies are tailoring their incentive plans to increase motivation in their sales reps and encourage desired sales behaviors.
Join Steve Marley, co-author of The Future of Sales Compensation, in this webinar as he discusses how companies are enabling personalized incentives to benefit both the individual and the company.
This webinar is brought to you by Anaplan and its partner ZS Associates.
Jeff Ingber-Chief Consultant,Risk;Satish Acharya-Global KYC&AMLPractice Lead;Ashwani Bhardwaj-Global Head Risk Products&FraudNov 20 20187:00 pmUTC45 mins
Consolidating anti-money laundering and anti-fraud functions under an enterprise-wide “anti-financial crime" umbrella can deliver major efficiencies and cost-savings. But it must be approached carefully and thoughtfully, incorporating modern digital tools and developing agile risk management frameworks that enable Financial Institutions to act swiftly, reduce redundancies, and ensure compliance in an increasingly complex global banking environment. In this webinar, we will offer practical takeaways on:
•How merging AML and anti-fraud functions takes advantage of various synergies
•How risk executives can best address challenges in consolidating the two functions
•How a financial institution can maximize the benefits of AML and anti-fraud consolidation, while minimizing cost, burden and inefficiency
•How technological innovations can aid the convergence and make compliance resilient, responsive, and sustainable
Responsible Investor and ISSNov 21 20182:00 pmUTC60 mins
Three years ago, the United Nations adopted the Sustainable Development Goals (SDGs) as a global call to action for positive change. Ever since, the global investment community has become increasingly eager to achieve some kind of “SDG alignment”.
Near the anniversary of the establishment of the SDGs, this RI/ISS-ESG webinar provides an overview of how impact investing connects to the SDGs, and how investors are measuring effectiveness.
- What drives investors to choose the SDGs as a framework for investing and how are they approaching this?
- What tools are available to identify and measure companies’ contributing to the SDGs? Should SDG investments be focusing on products & services or on companies’ operations?
- What are the challenges to investing in the SDGs? Are the SDG even investable in mainstream investment, given the fact that many of the SDGs and targeting problems in emerging markets that are probably rather solved by modest projects rather than large listed corporates?
- Is there a risk of SDG-washing and sticking SDG labels on existing mainstream investments? How can this be prevented?
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.
• The realities of Mifid II with respect to NDRs – What can be worked around and what needs to be addressed?
Just 29% of UK employees work for firms that operate flexible working policies for all employees according to recent research commissioned by TeleWare.
This highlights the stark differences in how firms are creating workforces who can work flexibly in an increasingly mobile environment. One thing is certain, tools that enable employees to work wherever and whenever they want to are here to stay, but how firms deploy them could be the difference between success or failure.
Join us in the latest webinar in our mobility and productivity programme where we will share exclusive insight into mobile and flexible working practices.
Join our panel of experts to find out:
•The impact on businesses who fail to deliver changing flexible working expectations
•The technological advancements that are helping firms operate flexibly
•The benefits and the pitfalls of a more mobility enabled workforce
•The barriers to successful adoption and how you can overcome them.
Aaron Goldberg - Market Expert at Content 4 IT, Jason Loh - Global Head, Sales Solutions at AnaplanNov 23 20182:00 pmUTC37 mins
In many organizations, sales metrics are typically driven by a sales-only view that can diverge from the company’s overall business plan at the detail level. This is the result of legacy approaches that have limited integration between sales and business operations metrics.In today’s hyper-competitive landscape, successful digital businesses can no longer afford to operate this way.
Building truly connected sales plans and strategies that are tightly linked to enterprise performance management, CRM, and other critical business data ensures that every part of the organization is working together.
Watch this webcast to gain key insights into incentives and best practices for true sales and business alignment.
Cloud is the transformative technology of modern world, changing the way we communicate, do business, manage information and do business. With billions of internet-connected devices already in circulation, HANetf explores the growth drivers of cloud technology and shows how European investors can gain exposure to this generationally important theme.
IR Magazine and WeConveneNov 29 20184:00 pmUTC60 mins
Mifid II kicked off a series of changes in the investor access world. The impact of Mifid II has varied by region, but a few things are unequivocally clear:
•The market for investor access has been democratized, creating opportunities for both traditional and non-traditional participants to provide services to their corporate clients
•The importance of investor access will only ever increase but its value is unlikely to be linked to a dollar amount that is anything other than a logistics charge
•Targeting investors is going to be harder as time goes on given that the breadth and depth of coverage from the sell side will definitely decrease.
Our webinar panel will discuss what the opportunities are for traditional and non-traditional players in the democratized investor access world. We will also discuss what IROs can do to maintain investor access levels, especially when they are coming from new channels or when IROs need to create their own channels to get to new investors.
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.