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US Financial Advisors

  • Contextualizing Change: What to Expect in the Months Ahead?
    Contextualizing Change: What to Expect in the Months Ahead? Bob Boyda, Head of Capital Markets and Strategy, Manulife Asset Management Recorded: May 16 2018 9 mins
    Rising volatility, changing inflation expectations and talks of a trade war. What can investors expect in the coming months? How could US tariffs potentially impact the momentum of the global economy? Manulife’s Head of Capital Markets and Strategy, Bob Boyda, shares his insights in this video.
  • Asia's ESG Evolution: Leadership and Opportunity
    Asia's ESG Evolution: Leadership and Opportunity Robert Horrocks, PhD, Chief Investment Officer and Portfolio Manager and Vivek Tanneeru, Portfolio Manager Recorded: May 15 2018 50 mins
    For investors interested in environmental, social and governance (ESG) strategies, a regionally diversified approach can help capture global growth. Across Asia, the ESG landscape is rapidly evolving, creating enormous opportunities for companies that can provide goods and services that improve quality of life while addressing social, economic and environmental challenges.

    Please join an exclusive webcast with Matthews Asia Chief Investment Officer Robert Horrocks, PhD, and Portfolio Manager Vivek Tanneeru for an interactive discussion on:

    - The evolution of ESG opportunities
    - How Asia is primed to serve as a hub for ESG leadership and innovation
    - Why a bottom-up active approach is important when considering ESG investments
  • Jim McDonald: Growth and Inflation Cooling Off
    Jim McDonald: Growth and Inflation Cooling Off Jim McDonald - Chief Investment Strategist Recorded: May 14 2018 3 mins
    We expect growth to moderate over the next year, along with inflation anxieties. Jim McDonald explains what this could mean for investors.
  • [PANEL] Finding Opportunity: Multi-Asset North America Investor Outlook
    [PANEL] Finding Opportunity: Multi-Asset North America Investor Outlook Linda Zhang, Stuart Peskin, Igor Tsukerman Recorded: May 10 2018 61 mins
    2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.

    In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. Themes to be covered include;

    * How & why multi-asset managers think the Q2 will play out
    * How to identify where volatility will come from
    * Macro movements (elections, trade wars, regulations etc) that will affect the market
    * Market appetite and the impact of ETFs

    Join this webinar to get a North American perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

    Panellists;
    Linda Zhang, PhD, CEO and Founder, Purview Investments
    Stuart Peskin, Investment Director, Aberdeen Standard Investments

    Moderated by;
    Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors
  • Multi-Asset Investing - Looking for Good Ideas in Today’s Markets
    Multi-Asset Investing - Looking for Good Ideas in Today’s Markets Clive Emery, Multi Asset Product Director, Invesco Perpetual Recorded: May 10 2018 41 mins
    The traditional multi-asset investment approach seeks to provide investors with diversified sources of return by investing across a variety of asset classes. However, there are risks involved with this investment approach. Correlations between asset classes, for example, can change over time, and a traditional multi-asset portfolio may therefore not provide the initial diversification benefits hoped for. That is why the Invesco Perpetual Multi Asset team believes that the only way to achieve true diversification is to break away from the focus on asset class constraints. Instead, the team focuses on great investment ideas, identifies the best way to invest in them and then combines them into a risk-managed portfolio.

    During this webinar, Clive Emery, Multi Asset Product Director at Invesco Perpetual, will cover the following:

    *The challenges of multi-asset investing
    * Where we believe opportunities lie in today’s market environment
    * How an all-weather portfolio can be created by investing in ideas

    Joining this webinar will help you understand the challenges of today’s market environment, and how investing in ideas can help provide diversification benefits to a multi-asset portfolio.
  • [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets
    [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets Gabriel Altbach, Florian Schneider, Scott Brady, Peter Greenberger & Oscar D. Pulido Recorded: May 9 2018 64 mins
    “Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.

    In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry

    This webinar will cover topics such as:
    * What are the key innovations in the multi-asset arena currently and in the future?
    * How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
    * What role does passive play in the multi-asset arena? Alternatives?
    * How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?

    After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.

    Panellists;
    Florian Schneider, CFA, Head of Product Research & Development at Amundi
    Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
    Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
    Oscar D. Pulido, CFA, MD & Global Head of Product Strategy for the Multi-Asset Strategies, Blackrock

    Moderated by;
    Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams
  • [Panel] Multi-Asset Strategies: Diversifying for Uncertainty
    [Panel] Multi-Asset Strategies: Diversifying for Uncertainty Alastair Gunn, Ben Conway, Will Mayne & Lee Robertson Recorded: May 9 2018 61 mins
    How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?

    Join this webinar to hear from leading experts and find out about:

    - Using right tools to generate consistent returns
    - Avoiding the urge to time the market
    - how to weather any market using diversification without sacrifice

    Panellists;
    Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
    Ben Conway, Senior Fund Manager, Hawksmoor Fund Managers
    Lee Robertson, Founding Director & CEO, Investment Quorum Limited

    Moderated by;
    Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.
  • Boost Your Web Presence with Google
    Boost Your Web Presence with Google Yeng Lor, Vice President of Marketing, LeClair Group & Ben Theis, Skol Marketing Recorded: May 8 2018 58 mins
    Your business is online but how do you take advantage by driving traffic and revenue? During this webinar you will discover how to get found and attract customers online. Learn the anatomy of a search engine and how Google, Yahoo, and Bing are actually analyzing your website and online presence; plus tips and tools you can use to enhance your online presence.

    This webinar is part of the four-part series, Digital Marketing for Insurance Agents:

    -Grow Your Business with Social Media
    https://www.brighttalk.com/webcast/14691/316863?utm_source=LeClair+Group&utm_medium=brighttalk&utm_campaign=316863

    -Understanding Google Analytics
    https://www.brighttalk.com/webcast/14691/316865?utm_source=LeClair+Group&utm_medium=brighttalk&utm_campaign=316865

    -Video and Email Marketing
    https://www.brighttalk.com/webcast/14691/316867?utm_source=LeClair+Group&utm_medium=brighttalk&utm_campaign=316867
  • Colin Robertson: Fed Rate Hike Could Be a Mistake
    Colin Robertson: Fed Rate Hike Could Be a Mistake Colin Robertson, Managing Director, Fixed Income Group Recorded: May 7 2018 2 mins
    While the Fed is likely to raise rates in June, we think it could be a mistake. Colin Robertson, explains.
  • How to Use Behavioral Finance to Drive Better Outcomes
    How to Use Behavioral Finance to Drive Better Outcomes Victor Gaxiola Recorded: May 3 2018 26 mins
    Are you Risk Tolerance Ready?

    Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
    In this webinar we will:

    - Introduce Finworx360 & Our Behavioral Risk Survey
    - Divulge Field-Tested Best Practices
    - Deep Dive Into the Reporting Tools
    - Discover the Four Individual Personas
  • Developing financial wellness tools with artificial intelligence
    Developing financial wellness tools with artificial intelligence Katy Gibson, VP of Application Products, Envestnet | Yodlee Recorded: Apr 26 2018 63 mins
    Recent research shows that consumers are interested in using a digital financial coach to help them proactively manage their finances. However, most are using online banking tools that just give a full view of their financial picture without offering up any advice or guidance on how to improve their financial behavior. and that’s where engagement ends. Discover how the industry’s most innovative companies are using artificial intelligence (AI) and machine learning to build financial solutions and apps to attract and engage today’s evolving consumer.

    The future of financial wellness informed by AI is here. Machine learning has the capability to continuously analyze data and deliver specific insights that can help consumers improve their financial health.

    In this webinar, you’ll find out how to transform your data into insights and intelligence. Using a unified API to drive intuitive and powerful user experiences is key.

    Attendees will also learn:

    * How AI and machine learning are powering today’s financial wellness tools
    * Recent research from Aite Group on financial wellness tools and virtual financial wellness coaches
    * How digital tools, chatbots, and interactive assistants can revive the concept of traditional personal financial management (PFM)
    * Using an API to gain insight and deliver actionable advice
    * How to leverage data intelligence to build apps and solutions that help users improve their financial health

    MODERATOR:
    * Evan Schuman, VentureBeat

    SPEAKERS:
    * Katy Gibson, VP of Application Products, Envestnet | Yodlee
    * Keith Armstrong, Founder and COO, abe.ai
    * Tiffani Montez, Retail Banking Sr Analyst, Aite Group

    Sponsored by Envestnet | Yodlee
  • World Wealth Report 2017:  How Wealth Management Firms Can Mine the HNW industry
    World Wealth Report 2017: How Wealth Management Firms Can Mine the HNW industry April Rudin, Bill Sullivan Recorded: Apr 26 2018 60 mins
    The market is up for grabs. The largest wealth transfer to ever occur is underway. Baby Boomers are set to shift $30 trillion in assets to their heirs – mainly Gen Xers and millennials. This event creates risks and opportunities for wealth management firms. How firms meet the needs of a new generation of high-net-worth investors will determine who will succeed…and who won’t.

    Key is having the right products and leveraging digital to reach the dynamic millennial group. Case in point: Based on Capgemini’s 2017 World Wealth Report, more than 80% of investors under the age of 40 trust their wealth managers and firms. But will that continue should markets retreat and as hybrid models become more common?

    Join April Rudin and Bill Sullivan as they discuss:

    How to differentiate your brand and build trust by creating a compelling and informative online presence through timely and relevant content.

    Establishing and leveraging a digital presence to that enables you to engage with clients across the business life cycle – from making your offering accessible online and digitally to connecting with clients in a meaningful and consistent fashion via social, email, and text.

    Developing an effective means of collecting and analyzing client data that enable you to understand client needs and tailor products and services accurately.
  • Fund Selection: From Art to Science
    Fund Selection: From Art to Science Oren Kaplan, Tony Yousefian, Bella Caridade-Ferreira Recorded: Apr 24 2018 58 mins
    SharingAlpha Co-Founder Oren Kaplan sits down with thought leaders of the fund selection industry to discuss:

    - The status quo of the industry that needs to change
    - Do quantitative ratings add value?
    - How to become a fund selector?
    - What is the value of a track record
    - Why we aren't seeing too many female fund selectors?

    And much more!
  • Michael Hunstad: Avoid These 2 Low-Vol Factor Strategy Pitfalls
    Michael Hunstad: Avoid These 2 Low-Vol Factor Strategy Pitfalls Michael Hunstad, Ph.D. - Head of Quantitative Strategies Recorded: Apr 23 2018 3 mins
    Many low volatility strategies have been unsuccessful at protecting investors from drawdowns. This can be traced to two major design flaws.
  • Redefining Profit: Harmonising the Rules of Business with the Laws of Nature
    Redefining Profit: Harmonising the Rules of Business with the Laws of Nature Amy Larkin Recorded: Apr 19 2018 64 mins
    Amy Larkin has focused on the relationship between the economy and the environment for decades, and has found a critical ingredient missing from most financial analysis.

    This presentation will reveal:
    - Overlooked risk factors for solid industry analysis;
    - Government debt issues from climate change;
    - Legal proceedings and regulations that can upend seemingly stable businesses, from poultry to plastics.

    Those pesky environmentalists were giving good business advice all along...Redefining profit to include external costs and environmental consequences will make your business stronger.
  • Investment Consultants: The Final Frontier for Responsible Investment
    Investment Consultants: The Final Frontier for Responsible Investment Will Martindale, Head of Policy, Principles for Responsible Investment (PRI) Recorded: Apr 19 2018 42 mins
    Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
    There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
    In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
  • [Panel]: Evaluating Profitable Strategies in Sustainable Investing
    [Panel]: Evaluating Profitable Strategies in Sustainable Investing Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo Recorded: Apr 19 2018 61 mins
    “Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?

    This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.

    This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.


    Panellists;
    Benjamin Yeoh, Senior Portfolio Manager, RBC
    Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
    My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management

    Moderated By;
    Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
  • DBRS Hosts Webinar on European SF & CB 1Q Update
    DBRS Hosts Webinar on European SF & CB 1Q Update Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research Recorded: Apr 19 2018 32 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the first quarter for European structured finance and covered bonds on 19 April 2018 at 3 p.m. BST/4 p.m. CEST/10 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, in London.

    The discussion will focus on activity and performance of the European markets for securitisation and covered bonds. After a strong 2017 and the prospects of an easing of central bank funding looming, how have the European securitisation and covered bond markets reacted to 2018, and what are the prospects for the rest of H1 2018?

    The discussion will last approximately 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
  • Sustainable Investment & TCFD: Implications for the Future
    Sustainable Investment & TCFD: Implications for the Future Mark Lewis, TCFD Member Recorded: Apr 19 2018 49 mins
    Mark Lewis, Member of the TCFD, will discuss TCFD's mission, goals, strategies, implementation.
  • Beyond Impact: Essential Tools for Investing in the Sustainable Transition
    Beyond Impact: Essential Tools for Investing in the Sustainable Transition Erik Breen, Director of SRI, Triodos Investment Management Recorded: Apr 19 2018 44 mins
    Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
    How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
    Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.