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US Financial Advisors

  • Passive vs Active Investing - What to Expect at Inside ETFs Europe 2018
    Passive vs Active Investing - What to Expect at Inside ETFs Europe 2018 John Swolfs, Derek Fulton, Frank Potaczek, Paul Boston Sep 27 2018 2:00 pm UTC 60 mins
    With Europe's largest Exchange Traded Funds event coming up in just a few weeks, we've gathered some of the elite speakers who will be taking the stage to debate the hottest ETF topics, trends and the biggest opportunities and challenges for sophisticated investors in passive investing.

    * ETF trends and strategies
    * Leveraging smart beta
    * Active vs passive investing

    What will they be talking about at the Royal Lancaster, London on the 1-2 of October 2018, what do they want to hear about, what are they looking forward to?

    Panellists
    Derek Fulton, Chief Executive Officer, First Trust Global Portfolios
    Frank Potaczek, Head of UK Proposition at Axa Architas
    Paul Boston, Director of Sales, Novia Financial

    Moderated by
    John Swolfs, CEO, Inside ETFs
  • Pass-Through Securities For Alternative Income
    Pass-Through Securities For Alternative Income Will Rhind, Founder & CEO, GraniteShares ETFs & Jim Copell, CEO, Master Shares Sep 27 2018 5:00 pm UTC 60 mins
    With the stock market still touching all-time highs and yields still recovering from historic lows, investors are likely searching far and wide for ways to diversify and/or increase their income. In this webinar, GraniteShares CEO Will Rhind will discuss why, in a rising interest-rate environment, investors may want to take a closer look at pass-through securities as a potential alternative to bonds or dividend paying stocks.

    Join us for an in-depth discussion that will cover:

    -Efficient access to MLPs, REITs, CEFs, and BDCs
    -Benefits and risks of pass-through securities
    -Yield, diversification and liquidity in today’s market
    -ETF opportunities, cost & tax considerations

    HIPS Prospectus here: https://www.graniteshares.com/Documents/41/HIPS-Prospectus-12-2017.pdf

    MLPs = Master Limited Partnerships
    REITs = Real Estate Investment Trusts
    CEFs = Closed End Funds
    BDCs = Business Development Companies

    Investing involves risk, including the loss of principal. Investment income and dividends are not guaranteed.

    Distributor, Foreside Fund Services, LLC.
  • [Panel] Nailing distribution: How to Optimise ETFs for Distribution
    [Panel] Nailing distribution: How to Optimise ETFs for Distribution Heather Hopkins, Miranda Seath, James Alexander, Deborah Fuhr Oct 1 2018 10:00 am UTC 60 mins
    Join this live panel discussion with experts at Inside ETFs Europe for up-to-date trends & strategies on what's driving maximum distribution.

    Knowing the most ideal market for a specific ETF can be tough with hundreds of ETFs already on the market. Tune into this interactive Q&A session with world renowned ETF leaders while they discuss the following:

    - discover who is most effective in their distribution, and how they do it
    - Understand how to build your ETF for optimal market reception
    - hear which attributes are most attractive to various market segments

    This live panel will be streamed directly from Inside ETFs Europe in Europe! Join us for live Q&A from the comfort of your desk.

    Panellist by
    Heather Hopkins, Managing Director, NextWealth
    Miranda Seath, Research Director, NextWealth
    Deborah Fuhr, Managing Partner & Co-Founder, ETFGI
    James Alexander, UK Wealth Asset Management, Accenture
  • [Panel] Top-Line Trends: Market Outlook and Best-Performing ETFs
    [Panel] Top-Line Trends: Market Outlook and Best-Performing ETFs Oliver Smith, Beverly Chandler, John Swolfs, Allan Lane Oct 1 2018 12:30 pm UTC 60 mins
    Join this live panel discussion with experts at Inside ETFs Europe for up-to-date trends on what's disrupting the market and how to take your business to the next level.

    Tune into this interactive Q&A session with world renowned ETF leaders while they discuss the following:

    - What is does the next 3, 6 months hold for the market, and for ETFs specifically?
    - What new ETFs are coming on to the market?
    - Which ETF are performing best now?

    This live panel will be streamed directly from Inside ETFs Europe in Europe! Join us for live Q&A from the comfort of your desk.

    Panellists;
    Oliver Smith, Portfolio Manager, IG
    John Swolfs, CEO, InsideETFs
    Beverly Chandler, Managing Editor, ETF Express
    Allan Lane, Co-Founder, Algo-Chain
  • [Panel] How to Leverage ETFs in Pursuit of Pension Pay-outs
    [Panel] How to Leverage ETFs in Pursuit of Pension Pay-outs Nicolas J. Firzli, Adina Grigoriu Oct 1 2018 3:00 pm UTC 60 mins
    Join this live panel discussion with experts at Inside ETFs Europe for up-to-date trends on what Pension Funds are seeking.

    Tune into this interactive Q&A session with world renowned ETF leaders in the Pension Fund space while they discuss the following:

    - How are we using ETFs to generate the yields they require for prompt payouts
    - What are the industry trends and best practice in integrating ETFs into pension funds
    - Where is the market moving, where are the opportunities and challenges

    This live panel will be streamed directly from Inside ETFs Europe in Europe! Join us for live Q&A from the comfort of your desk.

    Panellists
    Nicolas J. Firzli, Director-General and Head of Research, World Pensions Council (WPC)
    Adina Grigoriu, Co-founder & CEO, Active Asset Allocation
  • [Panel] Unlocking Factor-based Investing: New Strategies in Smart Beta
    [Panel] Unlocking Factor-based Investing: New Strategies in Smart Beta Henry Cobbe, Irene Bauer, Christopher Mellor, Hoshang Daroga Oct 2 2018 9:00 am UTC 60 mins
    Join this live panel discussion with experts at Inside ETFs Europe for up-to-date trends on what's disrupting the market and how to take your business to the next level.

    Tune into this interactive Q&A session with world renowned ETF leaders while they discuss the following:

    - Newest strategies & tactics to deliver optimal Smart Beta performance
    - Advances in algorithms that are driving the best teams
    - Newest Smart Beta products used by market leaders

    This live panel will be streamed directly from Inside ETFs Europe in Europe! Join us for live Q&A from the comfort of your desk.

    Panellists;
    Irene Bauer, CIO, Twenty20 Investments
    Henry Cobbe, Head of Research, Elston Consulting
    Hoshang Daroga, Quantitative Investment Manager, Copia Capital Management
    Dr. Christopher Mellor, Head of EMEA ETF Equity and Commodity Product Management, Invesco
  • [Panel] How to Choose the Right ETF Strategies for Institutional Investors
    [Panel] How to Choose the Right ETF Strategies for Institutional Investors Henry Cobbe, Andre Havas, Christopher Peel Oct 2 2018 12:30 pm UTC 60 mins
    Join this live panel discussion with experts at Inside ETFs Europe for up-to-date trends on what's disrupting the market and how to take your business to the next level.

    Institutional Investors all have strict investment guidelines. Tune into this interactive Q&A session with world-renowned ETF leaders while they discuss the following:
    * How can you filter to make sure you have the right choice?
    * What data sources are used by the most impactful teams?
    * What investment opportunities are out there you should know about?

    This live panel will be streamed directly from Inside ETFs Europe in Europe! Join us for live Q&A from the comfort of your desk.

    Panellists;
    Henry Cobbe, Head of Research, Elston Consulting
    Andre Havas, Senior Partner, CIMalgo AB
    Christopher Peel, CIO, Tavistock Wealth
  • 2018 ETF Market Trends
    2018 ETF Market Trends Igor Tsukerman, President & CIO, Passed Pawn Advisors Oct 2 2018 2:00 pm UTC 60 mins
    As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
  • [Panel] Family Office Operations: Future Proofing Your Business
    [Panel] Family Office Operations: Future Proofing Your Business Tbc Oct 3 2018 10:00 am UTC 60 mins
    As technology has progressed, having the right systems & infrastructure has gone from an afterthought to a strategic advantage. Hiring right team has also become a critical skill, as a fast-paced marketplace requires lean and agile teams to work together seamlessly, and low retention can hinder business over the long run.

    In this session, our panel of experts will discuss key operational and industry outlook themes in the Family Office space including;

    * Optimising team structures, and succession
    * Insourcing vs. Outsourcing
    * Tech as a strategic advantage
    * New Business Models

    You’ll leave these webinars with direct knowledge of what your industry peers are doing to ensure success in their organizations from a hiring, tech, operation and process standpoint, and know how to make the first step towards integrating them into your business.

    Panellists;
    Tbc

    Moderated by;
    Tbc
  • Crypto Funds: October Update
    Crypto Funds: October Update Ryan Ross, BrightTALK Oct 4 2018 1:00 pm UTC 60 mins
    A webinar series dedicated to informing investors in Cryptocurrency Funds on news in the market. Topics will include:

    1) Updates on Regulations
    2) Analysis & Investing Strategies
    3) Investment Management Industry Adoption of Cryptos
    4) Breakdown of the Underlying Technology & Terminology
    5) Movers & Shakers in the industry
  • Sales enablement - 7 steps to success in the legal sector
    Sales enablement - 7 steps to success in the legal sector Sam Turner Head of Digital ClientsFirst Oct 9 2018 1:00 pm UTC 60 mins
    Modern legal clients now have a wealth of information at their finger tips and will actively research services and reviews online before they commit. This in turn means that sales teams now need as much information as possible on their prospects so they can have meaningful conversations and be one step ahead.

    This is where sales enablement comes into play and it allows sales teams to have all the information, data & content they need before starting a conversation with a legal prospect.

    In this session you will learn:

    - How to leverage marketing and technology to gather meaningful data on your prospects that will help your sales team close deals faster
    - The content that will allow you to move your prospects down the sales process and how to deliver it.
    - How to review your sales process and make the necessary changes
  • Investing in Cannabis: Managing the Highs and Lows
    Investing in Cannabis: Managing the Highs and Lows Jay Simpson, Senior Associate, ISS-ethix Oct 9 2018 4:00 pm UTC 75 mins
    In an effort to address some of the key concerns for investors surrounding cannabis we will:

    · Examine recent legislative developments in a number of countries, most importantly Canada and the United States and the subsequent growth in demand.

    · Define key terms and important distinctions between medical and recreational cannabis.

    · Focus on the legalization of medical cannabis in a growing number of jurisdictions which has led pharmaceutical companies to invest in cannabis-based medicines, as well as alternatives based on synthetically produced cannabinoids.

    · Chart the growth of business opportunities across the full spectrum of the cannabis industry – both medical and recreational – including the tentative entry of big players into the market.


    Enhanced investor due diligence is required to address the legal, operational, financial and reputational risks the industry is facing – largely as a result of regulatory uncertainties and inconsistencies. We will examine some of the pitfalls of an industry in its infancy.
  • Crypto Funds: October Update
    Crypto Funds: October Update Ryan Ross, BrightTALK | Wynand de Jager, Sovren Exchange Oct 11 2018 1:00 pm UTC 60 mins
    A webinar series dedicated to informing investors in Cryptocurrency Funds on news in the market. Topics will include:

    1) Updates on Regulations
    2) Analysis & Investing Strategies
    3) Investment Management Industry Adoption of Cryptos
    4) Breakdown of the Underlying Technology & Terminology
    5) Movers & Shakers in the industry
  • Key Considerations in Rating C-PACE ABS
    Key Considerations in Rating C-PACE ABS Chris D'Onofrio Oct 11 2018 2:00 pm UTC 75 mins
    Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from Lain Gutierrez, Senior Vice President, U.S. ABS. The discussion will cover evaluating underwriting guidelines across various PACE programs, understanding differing state approaches to program validation, assessing legal requirements at the assessment level (i.e. local opinions), and determining the impact of pool concentrations.
  • Securitized Credit: A Timely Fixed Income Credit Alternative
    Securitized Credit: A Timely Fixed Income Credit Alternative Jeff Williams, Fund Manager, Securitized Credit Team, Schroders Oct 16 2018 3:00 pm UTC 60 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. 
  • Making a Splash with USD5m Impact Investment: Asian Shrimp Farming Case Study
    Making a Splash with USD5m Impact Investment: Asian Shrimp Farming Case Study Kennedy Tsang & Harry Yu (SBI E2 Capital Group) Oct 17 2018 10:00 am UTC 45 mins
    In this session, Kennedy Tsang and Harry Yu, from SBI E2 Capital Group, will walk you through:

    - History of shrimp farming in the role of creating social and economic change;
    - The “SEED” principle to sustainable win-win success
    - Customisation of the model to enable social impact investment;
    - Keys to success for shrimp farming social impact investing;

    This session is specifically designed for HNW individuals, investment managers and funds that are interested in social impact investment.
  • Commercial Aviation Sector Update and Outlook
    Commercial Aviation Sector Update and Outlook Chris D'Onofrio Oct 23 2018 2:00 pm UTC 75 mins
    Hosted by Chris D’Onofrio, Managing Director, U.S. ABS and David Laterza, Senior Vice President, U.S. FIG, the discussion will also feature commentary from Mark Hirshorn, Senior Vice President, U.S. ABS. Key topics to be discussed include aviation industry performance, aircraft liquidity, lessors and their financing alternatives, developments in DBRS's aircraft and aviation-related methodologies.
  • BrightTALK Pitch: US
    BrightTALK Pitch: US . Oct 23 2018 3:00 pm UTC 75 mins
    Investors Looking for Deal Flow meet Startups Looking for Investments.
  • First Principles: How The Autonomous Car Industry Works
    First Principles: How The Autonomous Car Industry Works TBC Oct 24 2018 3:00 pm UTC 60 mins
    What is the goal of the Autonomous car industry, and what companies out there are focused on this goal? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?

    For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?

    These questions and more will be answered in this webinar.
  • BrightTALK Pitch
    BrightTALK Pitch Lampix, DAFZO, Noviant Nov 13 2018 2:00 pm UTC 75 mins
    Investors Looking for Deal Flow meet Startups Looking for Investments.