Araldo Menegon, Global Managing Director, Financial Services, Fortinet
Fortinet protects the most valuable assets of the largest financial services institutions across the globe. Learn how they provide high-performance protection against cyber-threats by hearing from security experts and key customers.
Join us for a live interactive webinar session where Paul Niederer, the CEO of the Australian Small Scale Offerings Board (ASSOB), will discuss how the world’s oldest equities crowdfunding platform has been able to remain FRAUD FREE after completing hundreds of raises in over 10 years in operation.
Webinar viewers will learn how to identify red flags before deploying capital on equity crowdfunding or marketplace lending platforms as well as gain an understanding of “Investor Commanded Transparency”.
A MUST-VIEW webinar for novice investors, experienced venture investors (especially FinTech investors), financial advisors, issuers, underwriters and regulators.
Our webconference focuses on the challenges facing investors seeking income in today's low growth, low yield environment, where traditional sources of income can no longer fulfil demands, and clients are potentially pushed up the risk spectrum. Iain Cunningham, Multi-Asset Fund Manager, offers an approach to meeting these income demands while managing risk.
Daniel Phillipson CFA, Executive Vice President, Asset Allocation Strategies, PIMCO
Investment returns have been lifted by strong, supportive demographic, disinflation, globalization and leverage tailwinds over the last 3 decades. These have now abated.
Attend this webianr, where Daniel Phillipson, Executive VP of Asset Allocation Strategies will go through a roadmap for how investors should approach this new environment and where value can still be found.
Fund Manager Lucy Walker will examine how human behavioural biases prevent us from being rational when it comes to financial markets, and stresses the importance of being aware of this. Lucy will also reveal how she challenges the conventional approach of focusing on performance and emphasises the importance of differentiating between manager selection and allocation.
Maria Municchi, Investment Specialist, M&G Multi Asset
Fear, greed and everything in between: time and time again, we witness the significance of behavioural influences on financial markets. The M&G Multi Asset team seeks to take advantage of these emotionally driven misalignments by establishing positions in assets that have been affected by such events and might benefit as prices gravitate back towards fairer valuations. The cornerstone of the approach is to establish which assets currently appear attractively or unattractively priced and, crucially, why. Maria Municchi, investment specialist of the M&G Multi Asset team will discuss some key views and current market observations.
David Coombs, Fund Manager and Head of Multi-Asset Investments, Rathbones
During the presentation, David Coombs will discuss:
1. Targeting income in a rising interest rate environment-- how do we avoid losses if yields rise?
2. Rising liquidity risk in income producing asset classes-- what does this mean and how do I spot it?
3. Achieving a consistently increasing income stream-- How to ensure your clients "pot" does not run out
4. Avoiding income disappointment-- maintaining your client's lifestyle over the long term
Martin Bamford, Managing Director, Informed Choice
A recent report suggested that nearly half of IFAs are recommending their clients invest in multi-asset investment funds. Increased market volatility appears to have resulted in more IFAs recommending these fund solutions. Despite their rising popularity, are multi-asset funds the panacea they appear to be? Are IFAs delegating too much responsibility for risk management and investment performance when opting for multi-asset funds, instead of constructing a portfolio of single-asset class funds? In this presentation, Martin will explore the arguments for and against the use of multi-asset funds for advised investment clients. His conclusions might surprise you.
Pensions freedoms in the UK are now nearly 6 months old. Advisers have been adding value by helping clients make an informed decision on the choices available, but are all tools that are available to help in this process equally fit for purpose?
Understanding how the tools work and their limitations is a critical step both in providing compliant and robust advice, and in explaining the results to clients.
eValue explains the methodologies and limitations of the income planning tools provided to advisers to help advisers ask the right questions to become comfortable with the tools selected. The webinar covers:
- Why the modelling risks are so important in post retirement income planning
- The main types of forecast methodology and their limitations
- What to look out for when choosing your income planning tool
Great communication starts with great listening. And great listening starts with an inner listening called Mindfulness, a simple practice done 10-20 min. a day that makes an average communicator into a great one. Transform hollow interactions into engaged, dynamic relationships by being present and in the moment. Learn why successful organizations all over the world are bringing Mindfulness to the workplace. Developing inner awareness leads to productive relationship building, sharpening crucial skills in management, improving sales & operations at successful firms. Win the trust across the spectrum of those you communicate with, from clients to colleagues, employees to senior management, in every interaction.
You Will Learn:
1.What Mindfulness is & why it is useful in the business world.
2.How this simple practice enhances self-awareness, making one a potent & attentive listener.
3.How to be 100% in the present moment, focused, free of distractions.
4.A 5-phase process that leads to effective communication & deep trust, yielding sustainable professional & personal relationships.
5.How Mindfulness training has been embraced across industries, including health, financial services, technology, government, journalism, entertainment, social services, think tanks, law enforcement, the military & education. (Google, Apple, Aetna, Virgin, Madison Wisconsin Police Dept, Congress, & House of Commons.)
Can’t Miss Takeaway:
•Learn the daily practice of Mindfulness & how it delivers practical benefits.
•Have access to an audio guide to a daily Mindfulness practice.
•Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness & The Art of Inner Listening.
Who Should Attend?
Anyone who wishes to be more effective in their communication skills, with greater control, clearer focus, more patience, flexibility & skill, greater leadership & access to intuition, values, creativity, & managing stress & difficult emotions with poise.
Lee Robertson, CEO & Chartered Wealth Manager, Investment Quorum
With the recent rollercoaster ride that the Dow Jones Industrial Average has taken, much has been said about the future of the markets and where investors should put their money.
From multi-asset fund strategies to interest rate decisions, listen in as Lee Robertson, CEO & Chartered Wealth Manager at Investment Quorum, shares his thoughts on the current market situation and gives his tips on how to take these changes on in stride.
Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting
Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and John Joe McGinley of Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how to prepare your business for the future.
Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, ‘Getting Ready for the Future of Advice’.
This webcast looks at the various tools this guide covers and will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.
We will also look at future trends and how business tools can be used to plan for the future in a positive and profitable manner.
US equities exceeded their previous all-time high in April 2013 but it took European shares another two years to reach that point. As a stock market region, we believe Europe is currently well-positioned to continue to outperform other developed markets. Not only do we expect USD-strength to bolster European exporters’ revenue and profit growth but accelerating economic activity should support intra-regional commerce and therefore economies of scale for businesses at large. In this presentation, Christian Diebitsch, the Portfolio Manager of Heptagon European Focus Equity Fund, explains where he currently sees opportunities for further outperformance by following a disciplined, time-tested, bottom-up, non-benchmark driven strategy based on quality-growth.
Robin Milway, Senior Portfolio Manager, New Capital Dynamic European Equity Fund
Many local European companies are thriving even in the midst of political uncertainty and economic malaise. We will explain how the New Capital Dynamic European Equity Fund focuses on what are the most important drivers for any business, namely the management and the business model. We aim to show the listener that there is a rich diversity of phenomenal companies in Europe that are prospering, despite newspaper headlines to the contrary, and where we see opportunity in equity markets going forward.
Niall Gallagher will discuss why he believes the conditions for earnings growth are now firmly in place in Europe and explain how he approaches stock selection in the region to maximise the opportunity.
In a live webcast on 12th August 2015, Dan Nickols, manager of the Old Mutual UK Smaller Companies Fund, and Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies Fund, will address the challenges and opportunities that currently adorn their respective markets, and how they are positioning the funds against this backdrop.
Submit your questions to Dan and Ian in advance by emailing email@example.com
Participant Dial In Numbers
+44 (0) 20 3003 2666 - Standard International Access
0808 109 0700 - UK Toll Free
1 866 966 5335 - USA Toll Free
Sam Turner, Online Marketing Strategist, ClientsFirst
Do you have a blog or news section on your website? Are you attracting high levels of traffic, but low numbers of leads for your firm? You're not alone! Converting website visitors to enquiries (and eventually clients) is a huge problem for many professional services firms. In this presentation, we'll talk about why this is the case, what you can do to combat it and how you can implement a full 'lead nurturing' system to keep converting visitors to clients, time and time again.
Julie Currid, COO of Initiafy, and Sean Fennell, CEO of Initiafy
No matter what you call it, the process of bringing new contractors and temporary employees into your company can be challenging. Nowadays, the most inspirational companies use technology to care for and manage their contingency workforce so that everyone feels engaged and has an impact on productivity.
Contractors and temporary employees may spend much shorter periods of time on your workforce.They may have different skill sets and be carrying out different work.They may even work on different locations to your direct employees. But they still need to be on-boarded in a way which keeps them safe and gets them productive in a timely manner.
This presentation will bring you through the steps you should take when planning your initiation process for contractors and temporary employees.
It advises you on your obligations as well as the kind of information you may wish to impart.
YSC is a business psychology consultancy who have been at the forefront of assessing high potential in FTSE 100 organisations. This session will look at their model of high potential and identify the process of assessment involved to understand the psychological components which are deterministic of high potential performance and leadership.
The model used by YSC is the most applied in the UK and has been formally validated through extensive research
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.
This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.