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US Financial Advisors

  • Core / Satellite Model Portfolios Using Themed Based ETFs
    Core / Satellite Model Portfolios Using Themed Based ETFs
    Allan Lane, David Patterson, Kevin Carter Recorded: Jan 16 2020 120 mins
    You'll learn about

    How the various categories of ETFs performed in 2019 and what 2020 might have in store
    Why themed investing will remain a hot favorite in the year ahead
    Things to consider when designing a Model Portfolio using themed ETFs

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    David Patterson│ Director, hanetf
    Kevin Carter │ Founding Partner, EMQQ the Emerging Markets Internet & E-Commerce ETF
  • European Banking: Themes in 2020 - DBRS Morningstar Webinars
    European Banking: Themes in 2020 - DBRS Morningstar Webinars
    Elisabeth Rudman, Managing Director, Head of European FIG Recorded: Jan 16 2020 28 mins
    DBRS Ratings Limited and DBRS Ratings GmbH (DBRS Morningstar) invite you to attend a webinar named “European Banking: Themes in 2020” on 16 January 2019 at 3 p.m. GMT/4 p.m. CET/10 a.m. EST.

    The webinar will be hosted in London by Elisabeth Rudman, Managing Director, Head of European FIG. Elisabeth will be joined by
    Vitaline Yeterian, Senior Vice President, and other team members in London, Frankfurt and Madrid.

    Elisabeth and her team will provide an outlook on key themes in European banking in 2020. Some of the topics they will be looking at include the low interest rate environment and banks’ cost-restructuring programmes, the increase in financial crime and conduct issues facing banks, as well as the ongoing high levels of nonperforming loans in
    certain banking systems.

    The discussion will last approximately 20 to 30 minutes and will be followed by an interactive question-and-answer session.

    DBRS Morningstar welcomes all who wish to participate.
  • ROBO Global Quarterly Investor Webinar: Q4 2019
    ROBO Global Quarterly Investor Webinar: Q4 2019
    Jeremie Capron, Lisa Chai and Nina Deka Recorded: Jan 14 2020 27 mins
    The ROBO Global innovation indices closed 2019 on a strong note, largely outperforming global equities. The Robotics & Automation Index (ROBO) returned 30.3% for the year, the Artificial Intelligence Index (THNQ) increased 37.6%, and the Healthcare Technology & Innovation Index (HTEC) rose 34.9%. The good news is that earnings growth has only just inflected and looks set to return to the double-digits in 2020. In this webinar, we will discuss key trends and big movers.
  • Ep 67: Attacking the $800B Climate Infrastructure Deficit with Venture Debt
    Ep 67: Attacking the $800B Climate Infrastructure Deficit with Venture Debt
    John McCartney, Founder at Artesian Capital Management Recorded: Jan 14 2020 23 mins
    The global climate infrastructure deficit is $800 billion -- a year! McCartney explains how Artesian Capital Management's High Impact Green Bond Fund blends green bonds, venture debt, and asset-backed securities related to clean energy infrastructure projects to address this serious funding shortfall.
  • CIO Outlook for 2020
    CIO Outlook for 2020
    Robert J. Horrocks, PhD, Chief Investment Officer and Portfolio Manager Recorded: Jan 2 2020 10 mins
    Matthews Asia CIO Robert Horrocks, PhD, says there is reason for optimism in 2020. The strength of Asia's economies and China's ongoing capital market reforms are setting the stage for future growth.
  • Investor's Digest: The World of Shipping
    Investor's Digest: The World of Shipping
    Ryan Ross | Matt Heider Recorded: Dec 30 2019 29 mins
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview of one ecosystem within investment management.

    This week: The World of Shipping with Nautilus Labs' CEO Matt Heider
  • Investor's Digest: Behavioral Finance
    Investor's Digest: Behavioral Finance
    Ryan Ross, BrightTALK | Nathan Maddix, CEO, Beglobal Insights Recorded: Dec 27 2019 28 mins
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode discusses a topic within investment management.

    This week: Behavioral Finance with Nathan Maddix

    - biases in investment, such as equity premium puzzle
    - base rate neglect and other probabilistic errors people make when trying to do multi-stage math for investments
    - sunk cost bias/fallacy, which you mentioned in the first link above with Pacific Current Group
    - nudging toward savings, typically that's what we would discuss - how to change the default options in defined benefit plans (pretty popular)
  • Trends in Factor Investing
    Trends in Factor Investing
    Kelly Ye, Director of Research, Index IQ Recorded: Dec 23 2019 28 mins
    Kelly Ye, Director of Research at Index IQ, discusses the latest trends in Factor Investing, including:

    Factor Investing in Fixed Income
    Factor Investing in alternatives
    ESG as a factor
  • The ETF Weekly Update: The Battleground between Institutional & Retail Investing
    The ETF Weekly Update: The Battleground between Institutional & Retail Investing
    Allan Lane, PhD, Algo-Chain | James Shanks, Tavira | Stuart Fieldhouse,The Armchair Trader Recorded: Dec 23 2019 59 mins
    This week, You'll learn about:


    What are the key differences between an institutional & retail investor?
    In the US the race to zero on brokerage fees continues apace, where will Europe be in 2020?
    What a perfect Model Portfolio look like for each of the different segments

    Panel:

    Allan Lane, PhD | Founding Partner, Algo-Chain
    James Shanks │ Head of ETF Strategy, Tavira
    Stuart Fieldhouse | Director, The Armchair Trader
  • 2020 Trends in Emerging Market Fintech: A Venture Capital Perspective
    2020 Trends in Emerging Market Fintech: A Venture Capital Perspective
    Alexander Piskunov, Partner, Ruvento Ventures Recorded: Dec 20 2019 31 mins
    This will discuss the two major trends increasingly relevant for the development of Fintech ecosystems across developing countries from the perspective of a Venture Capital Partner.

    In this webinar, Alexander Piskunov, a partner of a San-Francisco based VC fund Ruvento Ventures, will explore:
    - The potential of Digital Banking to innovate the stale customer experience in metropolitan regions and reach the previously unbanked population of rural regions in underdeveloped economies. An example of this is DoPay — a British cloud-based Fintech startup offering payroll services to the populations of India, Africa, and Asia.

    - The benefits of Cryptocurrencies as a more stable alternative to currencies, especially in countries with unsophisticated financial regulations. An example of this will be Ripio — a startup helping the Latin American merchants to process international transactions.

    - Why the accurate identification of customer niche, regulatory compliance, and a customer-centric approach to solution development are crucial for the long-term success of a Fintech startup.

    - How a fintech startup founder can identify the smartest money, outlining the cases of Y-Combinator, Fintech Innovation Lab, and Plug-and-Play as early-stage acceleration options.

    This webinar will be interesting for venture capital firms across the US and Europe who are interested in expanding their portfolio to encompass Fintech from the developing countries in Latin America, Africa, and South-East Asia.

    Alexander Piskunov is a partner of a San-Francisco based VC fund Ruvento Ventures (http://www.ruvento.com), specialising on AI, robotics and mobility investments and being responsible for portfolio development and fundraising from corporations. Previously, Alexander has studied finance at Cambridge, worked in tech-focused IB and cross-border PE funds in Europe and Russia

    https://www.facebook.com/alex.piskunov
  • ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    ACHIEVING SUSTAINABLE OUTCOMES THROUGH SUSTAINABLE INVESTING
    Emily Chew, Global Head of ESG Research and Integration Recorded: Dec 18 2019 4 mins
    Tackling risks related to climate change has become an increasingly important priority for investors. Sustainable investing is one way in which the investment community can help to address climate-related risks. Our Global Head of ESG Research and Integration Emily Chew shares her insight.
  • Will Trade Deal Bring Holiday Cheer?
    Will Trade Deal Bring Holiday Cheer?
    Andy Rothman, Investment Strategist Recorded: Dec 16 2019 19 mins
    After almost two years of tariffs and market turmoil, the U.S. and China concluded the first phase of a trade deal. Will this lift the uncertainty that slowed corporate capital expenditure in both countries and reassure global markets? Will both countries now reassess the future of their longer term bilateral relationship?

    Please join Matthews Asia Investment Strategist Andy Rothman for an interactive discussion on:

    •Key takeaways from the Phase One deal
    •The near-term impact for global investors
    •The 2020 outlook for China's economy
    •Prospects for future trade talks and the U.S.–China relationship
  • Ep 66: Impax Approaching $20B AUM in Low Carbon Economy Investments 
    Ep 66: Impax Approaching $20B AUM in Low Carbon Economy Investments 
    David Richardson, Executive Director of Business Development at Impax Asset Management Recorded: Dec 15 2019 28 mins
    After two decades and with almost $20 billion in AUM, Impax’s investment thesis is driven by cost reductions in renewable energy technologies and government commitments to reduce CO2 emissions by the UK and the EU, as well as by “We Are Still In” member states, cities and companies in the US. 
  • FAP fund update, December 2019
    FAP fund update, December 2019
    Adam McCabe Recorded: Dec 13 2019 16 mins
    FAP fund update, December 2019
  • Proposed Updates to DBRS Morningstar NA Single-Asset/Single-Borrower Methodology
    Proposed Updates to DBRS Morningstar NA Single-Asset/Single-Borrower Methodology
    Erin Stafford Recorded: Dec 13 2019 28 mins
    The presentation will focus on the proposed updates to the combined North American Single-Asset/Single-Borrower Ratings Methodology.
  • Livestream Video Panel - Fixed Income outlook for 2020
    Livestream Video Panel - Fixed Income outlook for 2020
    Lothar Mentel, Tatton IM | Lidia Treiber, WisdomTree AM | Jon Jonsson, Neuberger Berman | Justin Simler Recorded: Dec 12 2019 60 mins
    With historic yield curve inversions around the world in 2019, 2020 is poised to be another year where fixed income markets will be carefully watched by investors. This panel will focus a discussion on topics most important investors from a fixed income perspective, such as:

    - Potential monetary policy changes by the FED and the ECB
    - Global trade between the US and china
    - US Presidential Elections & Brexit

    Panellists
    Lothar Mentel, CIO, Tatton Investment Management
    Lidia Treiber, CFA - Director - Research, WisdomTree Asset Management
    Jon Jonsson, Senior Portfolio Manager - Global Fixed Income, Neuberger Berman

    Moderated by Justin Simler, Independent Expert
  • Why Asian fixed income makes sense in the face of rising uncertainty
    Why Asian fixed income makes sense in the face of rising uncertainty
    Neal Capecci, CFA, Managing Director, Portfolio Manager, Asian Fixed Income Recorded: Dec 11 2019 5 mins
    Neal Capecci, portfolio manager, Asian fixed income, addresses some topical themes relating to Asian bonds and what makes the Asian fixed-income space stand out right now in a global context
  • Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived
    Ep 62: Renewables Expert Peter Fusaro Says Clean Energy Has Arrived
    Peter Fusaro, Senior Advisor to AV Group Ltd. Recorded: Dec 10 2019 29 mins
    Fusaro shares key findings from his research: 1) renewables are now affordable with costs declining 40-90%, 2) U.S. corporate buying of renewable energy has doubled in the last two years, and 3) renewables are great investments for pension funds
  • The Flip Side of ESG Risk: 3 Ways the Majors Create New Streams of Value
    The Flip Side of ESG Risk: 3 Ways the Majors Create New Streams of Value
    Elsie Maio | William McDonough | Joan Lamm-Tennant | Peter Fusaro Recorded: Dec 10 2019 59 mins
    Corporate leaders and the investors who fuel their plans are navigating a steep learning curve together now. A cascade of unfamiliar ‘non-financial risk factors’ including ESG is upending longstanding models and morés of management and valuation alike.

    And it’s not likely to abate soon. Extreme disequilibrium in both the natural environment and the human and societal condition is pressing on operating outlooks as well as personal conscience for meaningful redress.

    Right now, the tools and collective will to do so are still coalescing. But a vibrant appetite for solutions is accelerating expansion and breakout leadership in areas where competencies are more mature and motivation to innovate more acute.

    Our panel will share their deep experience in shaping the movement itself and lessons for CEOs and investors learned in three arenas where system wellbeing and profitability are beginning to meet at scale: the marketplace of green investments; materials and customer experience innovation; legacy insurers and stabilizing local communities of small farmholders.


    Appearing in sequence before the full panel Q+A:

    Moderator: Elsie Maio, CEO Humanity, Inc/SoulBranding℠ Institute
    Peter Fusaro, Renewable Expert and Sr Advisor, AV Group/ Norwegian Private Equity Fund
    William McDonough, Chief Executive, McDonough Innovation, TIME Hero for the Planet
    Joan Lamm-Tennant, CEO, BlueMarble Microinsurance
  • Ep 65: Turnkey Solutions for Donor Advised Fund Impact Investing
    Ep 65: Turnkey Solutions for Donor Advised Fund Impact Investing
    Adam Rein, Co-Founder of CapShift Recorded: Dec 9 2019 26 mins
    Rein highlights CapShift’s data and advisory services on over 500 qualified, public and private impact investment options for the $110 billion donor-advised fund (DAF) market.
  • Future-ready Infrastructure for IoT at the Edge
    Future-ready Infrastructure for IoT at the Edge
    Matt McPhail, Global Director of Systems Engineering, Scale Computing Recorded: Dec 5 2019 47 mins
    Scale Computing HC3 Edge virtualization infrastructure provides enterprise-class features to remote locations and boosts edge computing capabilities with disaster recovery. This allows you to run today’s legacy IT applications as well as quickly and easily implement transformative, mission-critical applications for IoT monitoring and devices as needed. In this webinar you’ll learn:

    • How computing at the edge is increasing because of IoT.
    • Why IoT devices located at the edge need local computing resources of with the reliability and availability of a full datacenter.
    • How you can decrease hardware investment needed to provide high availability for edge and IoT workloads.
    • How you can optimize individual locations for the required workloads.
    • How you can communicate and offload data to the cloud.
  • The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading
    The ETF Weekly Update: The FinTech Frontiers: Alpha Generation vs Copy Trading
    Allan Lane, PhD, Algo-Chain | Sam Rudnick, eToro | Irene Bauer, Twenty20 Investments Recorded: Nov 28 2019 59 mins
    This week, you'll learn:

    What is meant by Social Investing Platforms and Copy Trading?
    How the world of FinTech is re-shaping the WealthTech space
    Why Model Portfolios are playing a key role in both of these movements

    Participants
    Allan Lane - Algo-Chain - Co Founder
    Sam Rudnick - AUM Growth Manager - eToro
    Irene Bauer - CIO - Twenty20 Investments
  • [WEBCAM PANEL] Emerging Markets Across Asset Classes - GEM Summit 2019
    [WEBCAM PANEL] Emerging Markets Across Asset Classes - GEM Summit 2019
    Leonardo Da Costa, First Trust GP | Antonio Curia, Wimmer Family Office | Ayodele Johnson, Johnson Adviser Wealth Mgmt Recorded: Nov 27 2019 62 mins
    How can investors diversify their portfolio across asset classes to gain the most benefit from Emerging Market Investments? This webinar will hear from different investors share their success and learnings in their field.

    Leonardo Da Costa, CFA, Director, Portfolio Manager - First Trust Global Portfolios Ltd
    Ayodele Johnson, Financial Planning Consultant, Johnson Adviser Wealth Management

    Moderated by Antonio Curia, Executive Director, Wimmer Family Office LLP
  • [Panel] Real Exposure to APAC: investing in Impact and Real Assets
    [Panel] Real Exposure to APAC: investing in Impact and Real Assets
    Moderated by Chris Papadopoullos, OMFIF Recorded: Nov 26 2019 64 mins
    As markets mature, information asymmetries become harder to find and higher returns become increasingly elusive. Where is a good place for investors to focus and gain exposure to APAC at attractive prices and rates? The Venture Capital and Private Equity may be the place to find answers, though China A-Shares may also hold the keys to success. Indeed, Impact Investing is another alternative, which is burgeoning in the region.

    This webinar will discuss:
    - How investors from across the globe can access APAC
    - Which sectors there is growing activity in, and why
    - Which markets are worth a look, and what regulations in these markets.


    Chris Papadopoullos, Research Assistant, OMFIF
    Pietro Nicholls. Potfolio Manager, RM Funds
    Koon Boon KEE. Director & Co-Founder. HERO Investment Management
  • Incentivize Good
    Incentivize Good
    Dr. Richard Sandor, Chairman and CEO of the American Financial Exchange Recorded: Nov 25 2019 43 mins
    Known as the father of financial futures, Dr. Richard Sandor, chairman and CEO of the American Financial Exchange, joins us for an in-depth conversation about his journey to becoming a financial innovator. He discusses creating the Chicago Climate Exchange; his newest venture, Ameribor, an alternative to LIBOR; and why doing well and doing good don’t have to be exclusive.
  • Integrating ESG: A Sustainable Megatrend in Multi-Asset
    Integrating ESG: A Sustainable Megatrend in Multi-Asset
    Maria Municchi, fund manager of the M&G Sustainable Multi Asset Jan 21 2020 9:00 am UTC 19 mins
    Sustainability: the next megatrend. How to integrate ESG and impact investing in a multi-asset strategy.
  • Active is: How investors can approach 2020 with confidence.
    Active is: How investors can approach 2020 with confidence.
    Gavin Counsell and James Pearson from the Allianz RiskMaster Multi Asset Team Jan 21 2020 10:00 am UTC 27 mins
    What are the opportunities and risks for markets as we head in to 2020? We take a look back at the key drivers from 2019 and consider the implications for the year ahead. Are these enough to re-ignite fundamental growth? 

    Growth – Is recession risk still on the horizon?
    Monetary Policy – Do we expect it to remain supportive?
    Geopolitics – Political risks prevail, but are they enough to cause a slowdown? 

    Presented by Gavin Counsell and James Pearson from the Allianz RiskMaster Multi Asset Team
  • Q1 Outlook 2020 - Funds to Watch
    Q1 Outlook 2020 - Funds to Watch
    Tony Yousefian, Beckett Asset Management | Christopher Teschmacher, LGIM | Jean-François, Terres Neuves Consulting Jan 21 2020 4:00 pm UTC 60 mins
    2019 ended with general fund flows from equities to bonds. ETFs have seen yet another year of growth, holding $4.28 trillion in AUM. Combined with trade and elections, what may this mean for the market in 2020?

    Join this webinar to hear about:

    - What asset classes have seen flows?
    - What are the prospects for future flows?
    - How can investors prepare their portfolios accordingly?

    Tony Yousefian, Beckett Asset Management
    Christopher Teschmacher, Legal & General Investment Management

    Moderated by Jean-François, Principal, Terres Neuves Consulting
  • Emerging Markets Webinar 2020
    Emerging Markets Webinar 2020
    RBC Global Asset Management and BlueBay Asset Management Jan 22 2020 3:00 pm UTC 45 mins
    We invite you to join RBC Global Asset Management and
    BlueBay Asset Management for a live webinar on January 22
    at 10:00am ET. Investment professionals will provide a view into
    the 3 ideas shaping their outlook into Emerging Markets in 2020.

    Will global growth finally bottom out?
    Does a maturing credit cycle lead to increased price dislocations?
    Are persistent trade frictions the new normal?
    How is ESG evolving in Emerging Markets?
  • 2020 Trends in Emerging Market Fintech: A Venture Capital Perspective
    2020 Trends in Emerging Market Fintech: A Venture Capital Perspective
    Alexander Piskunov, Partner, Ruvento Ventures Jan 23 2020 11:00 am UTC 30 mins
    This will discuss the two major trends increasingly relevant for the development of Fintech ecosystems across developing countries from the perspective of a Venture Capital Partner.

    In this webinar, Alexander Piskunov, a partner of a San-Francisco based VC fund Ruvento Ventures, will explore:
    - The potential of Digital Banking to innovate the stale customer experience in metropolitan regions and reach the previously unbanked population of rural regions in underdeveloped economies. An example of this is DoPay — a British cloud-based Fintech startup offering payroll services to the populations of India, Africa, and Asia.

    - The benefits of Cryptocurrencies as a more stable alternative to currencies, especially in countries with unsophisticated financial regulations. An example of this will be Ripio — a startup helping the Latin American merchants to process international transactions.

    - Why the accurate identification of customer niche, regulatory compliance, and a customer-centric approach to solution development are crucial for the long-term success of a Fintech startup.

    - How a fintech startup founder can identify the smartest money, outlining the cases of Y-Combinator, Fintech Innovation Lab, and Plug-and-Play as early-stage acceleration options.

    This webinar will be interesting for venture capital firms across the US and Europe who are interested in expanding their portfolio to encompass Fintech from the developing countries in Latin America, Africa, and South-East Asia.

    Alexander Piskunov is a partner of a San-Francisco based VC fund Ruvento Ventures (http://www.ruvento.com), specialising on AI, robotics and mobility investments and being responsible for portfolio development and fundraising from corporations. Previously, Alexander has studied finance at Cambridge, worked in tech-focused IB and cross-border PE funds in Europe and Russia

    https://www.facebook.com/alex.piskunov
  • Q1 Outlook 2020 -  Investment Management Tech to Watch
    Q1 Outlook 2020 - Investment Management Tech to Watch
    Allan Lane, Algo-Chain | Leyla Imanirad, Bristol Gate Jan 23 2020 4:00 pm UTC 60 mins
    What is in store for Fintech in 2020? We've seen both massive investment in fintech companies, and impressive advancements in the value propositions these fintechs are creating. But have the best ideas been absorbed into the market already, or are there still ways for fintechs to create value?

    This webinar will bring together industry leaders to discuss:

    - What is the size of the Fintech Market, and what are the prospects going into 2020?
    - How much market penetration have Fintechs achieved?
    - Are asset managers using the tools effectively?
    - How can asset managers work with Fintechs to create more value for the industry?

    Allan Lane, AlgoChain
    Leyla Imanirad, Bristol Gate Capital Partners Inc.
  • Global Green Fixed Income Strategies for 2020
    Global Green Fixed Income Strategies for 2020
    Paul Ellis, Alessia Falsarone, Patrick Drum, Eric Glass Jan 23 2020 6:00 pm UTC 60 mins
    On January 8, 2020 Bloomberg LP reported global issuance of green bonds and loans, as well as other types of sustainable debt, totaled $465 billion in 2019, up 78% from $261 billion in 2018, according to data compiled by BloombergNEF. The outstanding global volume of sustainable debt now exceeds $1 trillion.

    Green bonds, where the proceeds are used for environmentally-friendly projects, made up the majority of the issuance last year, totaling $271 billion, the data show. Sustainability-linked loans, which often have interest rates linked to a borrower’s performance on environmental, social or governance issues, were the fastest-growing sub-sector.

    Join our panel of experts for a discussion about the expanding global supply of sustainable debt across the corporate, municipal and and sovereign markets into 2020 and beyond.

    Panelists:
    Alessia Falsarone, SASB FSA, Managing Director and Head of Sustainable Investing at PineBridge Investments
    Patrick Drum, Saturna Capital: Portfolio Manager of the Sustainable Fixed Income Fund & Amana Participation Fund
    Eric Glass, CFA, Portfolio Manager - Fixed Income Impact Strategies

    Moderated by: Paul Ellis, Sustainable Finance Consultant, Founder of The Sustainable Finance Podcast
  • Investing in Bangladesh: from private to public equities
    Investing in Bangladesh: from private to public equities
    Mohammed Jahir Miah, MIoD Jan 24 2020 4:00 pm UTC 60 mins
    Bangladesh, a country with 160+ million population and $300 billion GDP, is growing more than 8%, which is one of the highest growth in Asia. Although agriculture growth has slowed, but the country has witnessed tremendous growth in manufacturing and services in the fiscal year FY 2019. Domestic consumption continued to remain strong and the country has shown superior level of resilience amid global economic slowdown. The impending completion of large infrastructure projects could help sustain this growth, which would enable the country to become one of the most stable high growth countries in the World. However, financial sector vulnerability due to increasing non-performing loans is a serious concern. Other major risks like political uncertainties have subsided as the present government is consolidating its position in it's third consecutive terms.

    This webinar will discuss how Bangladesh has been positioned as one of the most attractive destinations for investment. What the major prospects of doing business here are, and what the opportunities of investment in private and public equities are. The webinar will also discuss about the challenges of investments in both type of equities.
  • A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    A Practical Data Privacy and Security Approach to FFIEC, GDPR and CCPA
    Ulf Mattsson, Head of Innovation, TokenEx Jan 24 2020 6:00 pm UTC 61 mins
    With sensitive data residing everywhere, organizations becoming more mobile, and the breach epidemic growing, the need for advanced data privacy and security solutions has become even more critical. French regulators cited GDPR in fining Google $57 million and the U.K.'s Information Commissioner's Office is seeking a $230 million fine against British Airways and seeking $124 million from Marriott. Facebook is setting aside $3 billion to cover the costs of a privacy investigation launched by US regulators.

    This session will take a practical approach to address guidance and standards from the Federal Financial Institutions Examination Council (FFIEC), EU GDPR, California CCPA, NIST Risk Management Framework, COBIT and the ISO 31000 Risk management Principles and Guidelines.

    Learn how new data privacy and security techniques can help with compliance and data breaches, on-premises, and in public and private clouds.
  • DBRS Morningstar: 2020 Outlook for European Structured Finance & Covered Bonds
    DBRS Morningstar: 2020 Outlook for European Structured Finance & Covered Bonds
    Gordon Kerr, Head of Global Structured Finance Research Jan 30 2020 3:00 pm UTC 75 mins
    DBRS Morningstar invites you to attend a webinar on the 2020 outlook for European structured finance and covered bonds on 30 January 2020 at 10 a.m. EST/3 p.m. GMT/4 p.m. CET. The webinar will be hosted by Gordon Kerr, Head of Global Structured Finance Research, in London. Gordon will be joined by Christian Aufsatz, Head of European Structured Finance, Paolo Conti, Head of European ABS, Ketan Thaker, Head of European RMBS, Alessio Pignataro, Head of NPL securitisation and Carlos Silva, Head of European Structured Credit.

    The discussion will focus on DBRS Morningstar’s expectations for the year ahead in European securitisation and covered bond markets.
  • Founders Spotlight: Marc Randolph, Founder & first CEO of Netflix
    Founders Spotlight: Marc Randolph, Founder & first CEO of Netflix
    Marc Randolph, Founder & First CEO, Netflix | Ryan Ross Feb 6 2020 6:00 pm UTC 60 mins
    In the late 1990s, the internet was just emerging as the place to sell things, the video rental market was a $3 Billion dollar market, and the DVD was only used by fringe film enthusiasts. In this environment, Marc Randolph, supplied with startup funding from friends (including Reid Hastings) & family, began building Netflix the company that exploited the convergence of these forces and has become a driving force in our cultural lexicon.

    In this interview, Ryan Ross will interview Marc Randolph about starting & growing a lasting company, from inception to IPO.

    How to recruit for something that doesn't exist yet
    The difference & similarity between starting a company in 2000 and 2020
    Marketing concepts consumers don't understand
    The right way to brainstorm ideas
    How to figure out where the puck is going
    How to deal with the emotional burden of responsibility
    How to look at failure productively
    When to cede power to people with other skill sets
    Identifying the important metrics to focus on - even if they are vanity metrics.

    Link to "That Will Never Work": https://www.amazon.co.uk/dp/B07QRVWBX2/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
  • Scaling-up Sustainable Finance: The Role of Pension Trustees Part 2
    Scaling-up Sustainable Finance: The Role of Pension Trustees Part 2
    Dana Hanby, Stuart O'Brien, Joshua Kendall, Charlene Cranny. Feb 12 2020 2:00 pm UTC 60 mins
    The Synthesis Report presented to G20 last December by Sustainable Finance Study Group has highlighted the role of regulatory oversight in Scaling up Sustainable Finance. Surveys carried out in the Financial Sector indicate that regulation is one of the key factors that motivates Financial Institutions to integrate Environmental, Social and Governance (ESG) issues to their financial portfolios. Yet, with over 1500 separate pieces of recommendations and policies on the Climate Change alone, the speed of the implementation varies across the Sector and it’s not unusual to hear controversies.
    Considering the level of the collective assets under management of Pension Funds any changes to Pension Trustees Duties are in a great deal of focus ….or are they?

    On 22 of January, in Part 1 of this debate, we have discussed changes to the regulation that oblige Pension Trustees to consider financially material ESG issues while assessing risk-adjusted returns. We also heard the insight from FCA, an independent trustee (PLT), and an Asset Manager. The recording of this debate is available here (insert link?)

    We follow up on this debate in today's podcast and consider how does the job of pension trustees change (if at all)?
    Is the understanding of the fiduciary duty evolving?
    What is the guidance of The Pension Regulator (TPR)?
    What are the first reactions from Trustees? - We will hear outcomes of a research carried out with Pension Trustees (due to be published at the end of January 2020)
    And how are Asset Managers adjusting their service?

    These and many more questions we will be discussing with our esteemed panel of speakers:

    Stuart O'Brien – Partner, Finance & Investment – Sackers ; & Chair of Pensions Climate Risk Industry Group

    Joshua Kendall – Senior Analyst, ESG, - Insight Investment

    Charlene Cranny – Communication & Campaigns Director – UK SIF
    Moderated by Dana Hanby – MD, ESG Nexus
  • Towards the SDGs: The Growing Trend Toward Regulation
    Towards the SDGs: The Growing Trend Toward Regulation
    Kate Larsen, SupplyESChange Feb 26 2020 4:00 pm UTC 60 mins
    Towards the SDGs: The Growing Trend Toward Regulation
  • Towards the SDGs: Possible Aspects of Future Regulations
    Towards the SDGs: Possible Aspects of Future Regulations
    Kate Larsen, SupplyESChange Mar 25 2020 4:00 pm UTC 60 mins
    Towards the SDGs: Possible Aspects of Future Regulations
  • Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring
    Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring
    Kate Larsen, SupplyESChange Apr 22 2020 3:00 pm UTC 60 mins
    Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring
  • Towards the SDGs: Purchasing Practises for ESG and SDGs: A Primer for Investors
    Towards the SDGs: Purchasing Practises for ESG and SDGs: A Primer for Investors
    Kate Larsen, SupplyESChange May 20 2020 3:00 pm UTC 60 mins
    Towards the SDGs: The importance of Innovation in Purchasing Practises
  • Towards the SDGs: The Importance of Collaboration
    Towards the SDGs: The Importance of Collaboration
    Kate Larsen, SupplyESChange Jun 25 2020 3:00 pm UTC 60 mins
    Towards the SDGs: The Importance of Collaboration
  • [WEBCAM PANEL] Outlook for Emerging Markets - Q3 Outlook Summit 2020
    [WEBCAM PANEL] Outlook for Emerging Markets - Q3 Outlook Summit 2020
    tbc Jul 9 2020 3:00 pm UTC 45 mins
    As major economies deal with trade and currency issues, how will this affect their smaller trading partners? This webinar will discuss the implications of these issues on emerging markets.