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US Financial Advisors

  • The Critical Importance of Security and Compliance in the Digital Payments World
    The Critical Importance of Security and Compliance in the Digital Payments World
    Haris Sethi, Senior Systems Engineer, Utimaco Recorded: May 23 2019 45 mins
    In today’s world where cashless payments are surpassing cash transactions, organizations are under pressure to make payment and data security their number one priority. Sensitive transactional payment data is a hot commodity on the dark web and hackers are always on the lookout for vulnerabilities that serve as easy targets for cyber attacks. Compromised data means compromised trust, which is why data security is so critical to business success.

    Today, organizations are faced with the challenge of not just protecting customer data, but also adhering to strict data security regulations and compliance standards. Regulatory and standards bodies, along with governments are regularly publishing new requirements compelling organizations to step up their efforts in securing sensitive data. A recent example of this would be the new “key bundling” requirement released by the PCI Security Council requiring organizations to increase security for encrypted keys. Many organizations in the payments ecosystem understand that security and compliance should go hand in hand, but struggle to address both in an effective and cost-efficient way.

    Register for this Utimaco webinar to learn about:

    •The threats and challenges associated with payment data security
    •Legacy vs New Payment use cases and the associated security implications
    •Evolving payment data security regulations (laws) and standard – PCI DSS, PCI HSM, PCI Keyblocks, PSD2
    •How to be secure while meeting compliance

    Presenter Info:

    Haris Sethi, Utimaco
    Haris is a Senior Systems Engineer at Utimaco specializing in payment security, compliance and innovation. Working for Utimaco Information Security unit, Haris brings almost a decade of payment security related experience working for companies like MasterCard, Barclaycard, and Thales.
  • Fact(or) Fiction: The Truth About Factors
    Fact(or) Fiction: The Truth About Factors
    Abdur Nimeri, Ph.D., Head of Institutional Multi-Asset Programs Recorded: May 21 2019 2 mins
    The historical outperformance of select factors has piqued the interest of advisors. But as with anything new, sometimes it’s hard to separate fact from fiction. We set the record straight, in 60 seconds.
  • When Factors Underperform (& What to Do)
    When Factors Underperform (& What to Do)
    Melinda Mecca, Director of Investment Solutions Recorded: May 21 2019 2 mins
    Over the long-term, select factors have demonstrated outperformance versus the broad equity market. But, as with any investing, factors go through cycles. Based on our research, we quantify the cycles and offer tips on dealing with them, in 60 seconds.
  • Factor Investing: How The Largest Asset Owners Design Their Portfolio
    Factor Investing: How The Largest Asset Owners Design Their Portfolio
    Mike Hunstad, Head of Quantitative Strategies; Jordan Dekhayser, Senior Equity Strategist, Northern Trust Asset Management Recorded: May 21 2019 48 mins
    This time we will be examining in-detail how the world’s largest asset owners are using multi-factor portfolio construction to overcome the twin challenges of slow economic growth and market volatility.



    Some key points we will address during the webcast:



    - Identifying key portfolio risks: sector concentrations, interest rate sensitivity and hidden risks you may not be aware of

    
- Examining real world portfolios: completion strategies and multi-factor construction techniques
- Positioning your portfolio for success: factor performance across various market environments



    Note: By registering for this webcast, you agree to have your contact information shared with Northern Trust Asset Management.
  • Bob Browne: Resilience Against the Trade Winds
    Bob Browne: Resilience Against the Trade Winds
    Bob Browne, CFA - Chief Investment Officer Recorded: May 20 2019 3 mins
    Despite concerns about U.S.-China trade frictions and mixed economic data, global growth resilience continues to drive U.S. high-yield bonds, U.S. equities and global REITs forward.
  • Ep. 45: Generating Alpha Through Active Portfolio Management at Brown Advisory
    Ep. 45: Generating Alpha Through Active Portfolio Management at Brown Advisory
    Paul Ellis | Karina Funk, Brown Advisory Recorded: May 20 2019 30 mins
    Funk shares her three criteria for choosing companies with sustainable business advantages (SBAs) for the Brown Advisory Large Cap Sustainable Growth Portfolio, which invests in companies that will thrive in a resource-constrained world.
    .
  • EU Regulation and Action Plan on Sustainable Finance
    EU Regulation and Action Plan on Sustainable Finance
    Jaspreet Duhra, ISS | Lydia Sandner, ISS Recorded: May 14 2019 49 mins
    In the light of increasing demands following the continuous implementation of the EU Action Plan on Sustainable Finance, many investors are still struggling to understand and determine how and to what extent they have to act and respond to the evolving requirements.

    To get clarity and also to inform about the most recent developments in the context of the EU’s Sustainable Finance activities, ISS ESG would like to invite you to an informative one-hour webinar that addresses the current state of play and discusses items such as the regulation on disclosure and benchmarks, the classification of “green” activities, sustainability preferences and more.

    AGENDA

    Welcome and speaker introduction
    EU Regulation – update and background on the EU Action Plan on Financing Sustainable Growth
    Our answer to your EU requirements – introduction to ISS ESG´s solution portfolio
    Questions & Answers
    SPEAKERS

    Moderator: Jaspreet Duhra, Global ESG Sales Specialist at ISS ESG
    Lydia Sandner, Senior Associate Regulatory Affairs at ISS ESG
  • Jim McDonald: Trade Tussles
    Jim McDonald: Trade Tussles
    Jim McDonald, Chief Investment Strategist Recorded: May 13 2019 3 mins
    U.S.-China trade negotiations took a turn for the worse over the last week, as the U.S. further increased tariffs and the Chinese retaliated. Chief Investment Strategist Jim McDonald explains what this means for investors.
  • Real Assets - Real Opportunity
    Real Assets - Real Opportunity
    William Dinning – Head of Investment Strategy and Communication, James Mee – Fund Manager and Luke Hyde-Smith – Fund Manager. Recorded: May 13 2019 39 mins
    During the webinar the Waverton Real Assets Fund Managers will be discussing the need for Alternatives within a diversified multi-asset portfolio and the opportunity presented by investing in Real Assets. The managers will cover what “Real Assets” are, Waverton’s approach to investing in the asset class and an update on performance since the Fund’s launch in November 2018.
  • Ep 44: Growing Impact Investing and Reducing Greenwashing
    Ep 44: Growing Impact Investing and Reducing Greenwashing
    Paul Ellis | Gil Crawford, CEO of MicroVest Recorded: May 12 2019 35 mins
    Impact investing is growing fast but greenwashing is increasing due to lack of regulatory oversight. Crawford brings his 25 years of experience in micro finance and the capital markets to this discussion of the World Bank’s newly launched operating principles designed to reduce greenwashing in the impact investing landscape.
  • [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 8 2019 60 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
  • Outcomes-Based Investing: Revisiting Multi-Asset Funds
    Outcomes-Based Investing: Revisiting Multi-Asset Funds
    Justin Simler | Clive Emery, Invesco | Andrew Warwick, Newton IM | Matthias Scheiber, Wells Fargo Recorded: May 8 2019 49 mins
    Multi-Asset is differentiated from single asset classes in that it defines outcomes in terms of risk and return. It has been one of the fastest growing investment areas as ‘old balanced’ metamorphosed into the diversified growth fund. DGF became a brand which included strategies which ranged from absolute return to more dynamic long only approaches. Today mainstream multi-asset also includes approaches such as risk parity and risk premia.

    Individual multi-asset strategies tend to provide different combinations of these approaches and this is true of the managers in today’s panel. We aim to understand the attraction of multi-asset to investors and the sources of future growth as traditional investors such as defined benefit schemes continue to de-risk.

    Some of the areas we shall address include:
    - how multi-asset coped with a difficult 2018
    - whether risk controls were effective and how clients can measure their success
    - whether multi-asset income will continue to grow given bond yields are still low and the need for income remains high

    Panellists
    Clive Emery, Investment team, Multi-Asset, Invesco
    Andrew Warwick, Co-lead Portfolio Manager, Newton Investment Management
    Matthias Scheiber, Global Head of Portfolio Management, Multi-Asset Solution, Wells Fargo

    Moderated by Justin Simler, Consultant
  • [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 7 2019 63 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 7 2019 60 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.
  • DBRS Webinar: Rating Italian Mid-Corporates
    DBRS Webinar: Rating Italian Mid-Corporates
    Valentino Daprile, Senior Vice President, European Corporate Credits, and Giuseppe Fresta, Vice President, Global Corporates Recorded: May 2 2019 25 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar on rating Italian mid-corporates on 2 May 2019 at 3 p.m. BST/4 p.m. CEST/ 11 a.m. EDT. The webinar will be hosted by Valentino Daprile, Senior Vice President, European Corporate Credits, and Giuseppe Fresta, Vice President, Global Corporates in London.

    This webinar is inspired by the successful event “Italian Mid-Sized Corporates: The Market Evolution of Rated Bonds” DBRS co-hosted in Milan.

    The webinar will focus on the issuance opportunity and potential development of a bond market for Italian mid-sized corporates that could reduce the historical recourse to bank lending of Italy’s industrial system. It will also discuss how a rating can attract more bond investors, increase market liquidity and generate important pricing advantages. Lastly, DBRS analysts will discuss the opportunities of the private placement market for companies and investors and provide an overview of DBRS’s rating process.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
  • Evolving Priorities in Buy-Side Risk Management Technology
    Evolving Priorities in Buy-Side Risk Management Technology
    Fabien Couderc, Chief Technology Officer Recorded: Apr 30 2019 65 mins
    Market turmoil and global events led to a major decline in equity markets by the end of 2018. Did active managers cope with the fall and did risk management models and systems make the grade? What are the current requirements of risk technology and how will these needs evolve in the future?

    In this webinar, we discussed the challenges buy-side firms face and their top requirements for risk management technology.
  • EP. 43: S&P Dow Jones Indices Launches New ESG Indices
    EP. 43: S&P Dow Jones Indices Launches New ESG Indices
    Paul Ellis | Mona Naqvi, Senior Director and Global ESG Spokesperson for S&P Dow Jones Indices Recorded: Apr 30 2019 29 mins
    Mona Naqvi discusses her group’s launch of the S&P 500 ESG Index, the basis for a UBS Asset Management ETF that's now available. She also discusses the creation of numerous ESG indices and her ongoing work with Japan’s government pension investment fund (GPIF), the world’s largest, to systematically reduce exposure to high carbon companies through the S&P Carbon Efficient Indices.
  • Wouter Sturkenboom: What Might Surprise You in Asia and Europe
    Wouter Sturkenboom: What Might Surprise You in Asia and Europe
    Wouter Sturkenboom, Chief Investment Strategist EMEA & APAC Recorded: Apr 29 2019 3 mins
    Global growth is showing signs of revival, allowing for the prospect of a growth surprise to the upside, especially in Europe and Asia. Chief Investment Strategist EMEA & APAC Wouter Sturkenboom explains:
  • RAAIX Portfolio Update Call w/PM Burland East
    RAAIX Portfolio Update Call w/PM Burland East
    Burl East, CEO, AACA; Portfolio Manager, RAAIX | Shannon O'Neill, Head of Internal Sales, Artivest Recorded: Apr 25 2019 56 mins
    Join this call for the latest RAAIX portfolio update and outlook, portfolio company examples and Q&A session.
  • Investment Management Community Update
    Investment Management Community Update
    Ryan Ross, BrightTALK |Simon Mott, HANetf | Roz, Clevertouch Recorded: Apr 24 2019 45 mins
    In a world where technologies help marketing professionals improve by the day, what are the trends you should look out for?

    This webinar will provide an overview of current content being consumed in financial services, what other industries are doing to amp-up their marketing engines, and how specific companies are using these technology.

    Specific topics include:
    Digital transformation strategies in Financial Services .v. other industries
    Content consumption trends for increased engagement across Financial Services
    How HANetf has executed their marketing strategy incorporating these ideas

    Join in the discussion with our panelists:

    Roz Smith, Marketing Consultant, Clevertouch
    Simon Mott, Head of Marketing, HANetf
    Ryan Ross, Community Manager, BrightTALK
  • Investing in Sustainable Growth, Innovation and Green Jobs
    Investing in Sustainable Growth, Innovation and Green Jobs
    Andreas Hoepner | Sean Kindney | Elena Philipova | Martina Macpherson | Theodor Cojoianu Recorded: Apr 23 2019 64 mins
    Are you a seasoned professional wondering how EU sustainable finance regulation is likely to impact the investment and business sectors, a student or an early career professional thinking about securing current or upcoming green job opportunities, a policy-maker or a global citizen concerned about achieving long term sustainable growth and development goals in line with SDG 8 - then this webinar is the right choice for you.
    One of the most prominent legislative efforts recently towards shaping opportunities towards a prosperous, inclusive and low carbon world is the European Commission’s Action Plan for Sustainable Finance. Sustainable Finance is the key cornerstone in the business side of climate change mitigation, as two of the best strategies to change corporations are 1) 'creating incentives for the 'financing of green activities' and 2) 'de-funding' those companies which insist to extract, process and/or burn fossil fuels against the evidence that by doing so exacerbates the dangerous effects of climate change . But, creating the right framework for Sustainable Finance to flourish is complicated and that's why the EC first called a High-Level Expert Group (HLEG) and now a Technical Expert Group (TEG) to support its work.

    The impact of such legislative efforts is expected to be profound across both the business and investment space, as both a risk to unsustainable business practices and an opportunity for those who innovate towards the achievement of sustainable innovation and growth.

    Panel:
    Prof. Andreas Hoepner, Full Professor of Operational Risk, Banking and Finance, University College Dublin and EU TEG Member.
    Sean Kindney, CEO, Climate Bonds Initiative and EU HLEG and TEG Member.
    Elena Philipova, Global Head of ESG, Refinitiv and EU TEG Member.
    Martina Macpherson, President, Network for Sustainable Financial Markets.
    Moderated by Theodor Cojoianu, Postdoctoral Research Fellow, University College Dublin & Academic-in-Residence, Sustainable Nation Ireland.
  • Investment Opportunities in the Credit Markets
    Investment Opportunities in the Credit Markets
    Jeremy Smouha / Oren Kaplan Recorded: Apr 23 2019 51 mins
    On SharingAlpha's 'Meet the Managers Program' we will be hosting Jeremy Smouha, Fund Manager of the GAM Star Credit Opportunities Fund. Jeremy will talk about the opportunities he sees in the Credit Markets and will be answering questions from the audience.
  • Axioma Insight Risk Review APAC - Q1 2019
    Axioma Insight Risk Review APAC - Q1 2019
    Olivier d'Assier, Head of Applied Research, APAC Recorded: Apr 22 2019 59 mins
    In this quarterly webinar, we will review recent market events and discuss the key risk factors driving volatility in global markets with an emphasis on their impact on Asia Pacific portfolios. We will present investment insights from the nature of these key risk factors through the lens of Axioma’s fundamental multi-factor risk models and discuss their implications for portfolio managers.
  • [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing
    [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing
    Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng Recorded: Apr 17 2019 60 mins
    There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.

    In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.

    Key themes to be discussed include;

    * Investor appetite vs market supply
    * Unbundling of the responsible investments
    * Manual approaches and hybrid innovations
    * Regulatory environment and developments

    Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.

    Panellists
    Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
    Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
    Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth

    Moderated by;
    Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
  • DBRS Webinar: 2019 Structured Finance and Covered Bond Survey Results
    DBRS Webinar: 2019 Structured Finance and Covered Bond Survey Results
    Gordon Kerr, Head of European Structured Finance Research May 30 2019 2:00 pm UTC 75 mins
    Two weeks ahead of the 23rd Annual Global ABS conference in Barcelona, DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on its 2019 Structured Finance and Covered Bond Survey Results on 30 May 2019 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 European Structured Finance Research, in London.

    The discussion will focus on the results of DBRS’s annual survey of securitisation and covered bond market participants. Gordon will explore this development further along with other insights from the survey and provide a quick update on what we can expect from Global ABS 2019, the largest structured finance conference in Europe.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
  • Natural Capital, Species Extinction & Sustainable Finance - The Impact of SDGs
    Natural Capital, Species Extinction & Sustainable Finance - The Impact of SDGs
    Martina Macpherson | Jill Atkins | Mark Gogh| Andrew Jones | Mardi McBrien | Gemma James May 30 2019 3:00 pm UTC 60 mins
    The world is currently experiencing a sixth period of mass extinction with extinction of flora and fauna being caused by a variety of factors arising from industrial activity and increasing human populations, including global warming, climate change, habitat loss, pollution and use of pesticides.

    Most extinctions are linked to industrial and business activity either directly or indirectly. From insects to mammals, trees to flowers, species are going extinct at an unprecedented rate.

    The corporate world and society rely entirely on the healthy functioning of the ecosystem surrounding us. Each and every species has a unique place in our ecosystem and through the interconnectedness of all life on earth, every extinction diminishes and weakens these relationships.

    During this webinar on SDG 15 (Life on Land) we aim to:
    - find out more from leading academics and industry experts about the species extinction crisis
    - better understand risk management and accounting frameworks for natural capital preservation
    - identify suitable capital markets and investment products to address the issue.

    We now have a fantastic range of speakers:
    - Jill Atkins, Chair in Financial Management, University of Sheffield
    - Mark Gough, CEO, Natural Capital Coalition
    - Gemma James, Head of Environmental Issues, Principles for Responsible Investment
    - Mardi McBrien, Managing Director, CDSB
    - Andrew Jones, Senior Consultant, Corporate Reporting, Mazars, and Head of Investor Engagement, IIRC
  • Technology as a Gamechanger for eCommerce
    Technology as a Gamechanger for eCommerce
    Claudia Bate, FleishmanHillard Fishburn | Melinda Roylett, Square | Daniel Kornitzer, Paysafe Jun 3 2019 8:00 am UTC 75 mins
    What does the future of connected commerce look like? The changing need of the customer has meant that the shopping experience is changing and merchants, retailers, and payments companies need to future-proof their offerings.

    Join this panel to discover:

    -Current landscape and trends in the commerce industry
    -How can AI revolutionise the customer experience and help organisations evolve?
    -From PoS to multi-channel platforms, how can you provide a frictionless customer experience?
    -What are the risk and compliance challenges that need to be at top-of-mind?
    -How can we proactively prevent fraud rather than react when the damage has been done?

    Moderated by:
    Claudia Bate, Head of Technology, Director and Partner, FleishmanHillard Fishburn
    Panelists include:
    Melinda Roylett, Head of Europe at Square
    Daniel Kornitzer, Chief Business Development Officer, Paysafe
  • Identity Verification and Authentication: Balancing Compliance and Convenience
    Identity Verification and Authentication: Balancing Compliance and Convenience
    Melisande Mual | The Paypers, Berit Svendsen, Vipps | Husayn Kassai, Onfido Jun 3 2019 11:00 am UTC 75 mins
    Organisations are often challenged with finding the right balance between innovating and staying secure. How are cutting-edge advancements revolutionising the way we look at identity and authentication?

    Join the panel to hear about:

    -Understanding the digital identity landscape
    -How to avoid drop-off during the verification process
    -How developments like biometrics, AI, blockchain can impact identity and data management
    -How to adapt and respond to new regulations like PSD2, Open Banking, and GDPR

    Panel moderated by: Melisande Mual, Founder at The Paypers,
    Berit Svendsen, EVP International Business at Vipps
    Husayn Kassai, CEO & Founder, Onfido
    Panelist to be announced
  • Cybersecurity and Fraud: Securing the Financial Sector
    Cybersecurity and Fraud: Securing the Financial Sector
    Andy Ramsden, G+D Mobile Security GmbH Jun 4 2019 8:30 am UTC 75 mins
    The Financial Services industry has a big target on its back when it comes to attacks by cyber criminals. How can financial institutions keep precious customer data safe whilst utilising technology to equip themselves with the tools to prevent fraud and financial crime?

    Join this panel to hear:

    - Lessons learned from recent breaches and hacks
    - AI-powered strategies to protect your financial institution
    - The unique security challenges of incumbent organisations vs. FinTechs
    - Best practices to fight fraud and financial crime

    Panelists include:
    Andy Ramsden, Global Solution Sales Lead – Mobile Authentication, G+D Mobile Security GmbH
  • Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Christoffer Hernæs, Sbanken | John Erik Setsaas, Signicat | plus subject matter experts from the industry Jun 4 2019 11:00 am UTC 75 mins
    Customer on boarding can be complicated, especially within regulated industries like financial services. How can banks and new challengers ensure that this is accomplished in the most seamless way?

    Join this panel to learn:

    - Achieving speed and scalability whilst staying compliant
    - Balancing security and risk with a good customer experience
    - Common on boarding mistakes that both banks and fin techs are making

    Moderated by:
    Christoffer Hernæs, Chief Digital Officer at Sbanken
    Panelists:
    John Erik Setsaas, VP of Identity & Innovation, Signicat
    Plus subject matter experts from the industry
  • Digital Transformation: Trends in Banking and Payments
    Digital Transformation: Trends in Banking and Payments
    Jane Loginova, Global Commercial Officer, BPC | Megan Caywood, MD, Global Head of Digital Strategy, Barclays Jun 5 2019 8:30 am UTC 75 mins
    What does the bank of the future look like? What are the opportunities and challenges that technology brings to the payments ecosystem?

    Join this panel where the speakers will discuss:

    -How can data make banking more effective for the modern-day consumer?
    -What are the latest trends in new payments platforms and models?
    -How are different industries like eCommerce, retail, and insurance affected?
    -What are the effects of GDPR and Open Banking?
    -What does connected financial services look like?
    -The security pitfalls that financial institutions need to look out for
  • Data-Driven Financial Services
    Data-Driven Financial Services
    Luca Romagnoli, Director of Regulated Industries at Salesforce, Susanne Chishti, Founder of FINTECH Circle + panel of experts Jun 5 2019 11:00 am UTC 75 mins
    Data is the new oil. How can financial services organisations use data to revolutionise their offerings and provide a better customer experience?

    Join this panel to find out:

    - How can banks help customers put their data to good use? What have we learned from Open Banking and PSD2?
    - How can AI and predictive intelligence be used to avoid risks and provide a more seamless experience?
    - Challenges with data management and aggregation and how to solve them
    - How data analytics is impacting financial services
  • Trends at the intersection of Family Offices and Investment Management.
    Trends at the intersection of Family Offices and Investment Management.
    TBD Jun 5 2019 3:00 pm UTC 60 mins
    While running a Family Office does deal with wealth preservation, investment management also plays a critical element in determining the legacy of the Family.

    This webinar will discuss how Family Offices can invest to endure, including topics on:
    - The Value of Passive
    - An overview on Alternative Strategies such as ESG and Impact Investing
    - Navigating Political Risks
  • Perspectives on private equity: A panoramic view on the global opportunity set
    Perspectives on private equity: A panoramic view on the global opportunity set
    Schroder Adveq’s Lee Gardella, Steve Yang, and Ethan Vogelhut Jun 5 2019 6:00 pm UTC 60 mins
    Please join us as we provide our views on where we are sourcing the best ideas in buyouts, venture capital, and more.   
     
    Hosted by Schroder Adveq’s Lee Gardella, and joined by Ethan Vogelhut, Head of Buyouts, Americas, and Steve Yang, Head of Global Venture, this webinar will focus on the features and benefits of several key areas within the current global private equity market.
  • ESG Investing: Drivers of the Shift Towards Sustainable Financial Markets
    ESG Investing: Drivers of the Shift Towards Sustainable Financial Markets
    Franita Neuville, CFA, Investment & Advisory Market Development Manager, Refinitiv Jun 6 2019 9:00 am UTC 60 mins
    The investment research market has not changed much over the last 40 years but there is a notable shift underway. One of the factors which will be reshaping the investment research landscape over the next 5 to 10 years, is the increased adoption of the use of alternative data in the investment decision making process which is being enabled by the information explosion currently underway globally.

    Environmental, Social and Governance data is probably one of the best-known and widely-used alternative datasets globally and investors are integrating it into their investment decision making process so that they can become better investors to achieve stronger, long-term returns.

    Investors are using active ownership to persuade companies to clean-up their act. Globally we are seeing a shift to Responsible and Sustainable Investment (RI/SI) models and investors are focusing more on their stakeholder responsibility by being engaged owners, or even activist owners in some cases. Sustainable development goals are becoming an integrated part of asset managers’ and owners’ strategies and communications as they place more importance on their societal responsibility of investing responsibly and sustainably.

    In this presentation, we will be showing how drivers such as client demand, regulation, the transfer of wealth and climate change are driving the shift towards sustainable financial and economic markets. We will also look at how ESG investing is being incorporated by asset managers and owners, from using it as an input in the investment decision making process, to incorporating it as a key part of a company’s strategy.

    ESG is no longer just a conversational topic being driven by activist groups, it is now also seriously being incorporated by global money management firms and is set to become a key part of the global investment industry.
  • Fortnighly Content Series
    Fortnighly Content Series
    Ryan Ross, Various Guests Jun 12 2019 3:00 pm UTC 60 mins
    Investment comes from people who expect the world to behave in a certain way and bet, with varying amounts of certainty, that it will.

    How can they be so certain?

    This webinar will look at the broad, global factors that influence how markets move including:
    - A look at demography and its impact on investment
    - What countries and economies are the best to invest in in the coming years
    - What industries will thrive, and which need to re-invent themselves
    - the impact of technology on labor
  • Alternative Asset Classes:  The Professional Art Advisory
    Alternative Asset Classes: The Professional Art Advisory
    Antonio Curia | Alain Mestat | Giovanni Gasparini | Eric Syz Jun 18 2019 1:00 pm UTC 60 mins
    Investors seeking alternative investments are exposed to more risk than regular investments. Especially in the high-touch art world, having a professional advise on the intricacies of the industry is critical to investing.

    This webinar will discuss:
    - Art Investment as Asset Class;
    - Philanthropy and Portfolio construction;
    - The professional keys to finding out piece is worth/Long term strategy;
    - Identifying reputable and valuable assets for portfolio construction;
    - Forecasting what artists will produce long-term value;& more

    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Giovanni Gasparini, Director Christie's Education (London)
    - Alain Mestat, Founder PassionProtect® (Luxembourg)
    - Eric Syz, Founder Syz Group (Switzerland)
  • DBRS Webinar: Global ABS 2019 Recap
    DBRS Webinar: Global ABS 2019 Recap
    Gordon Kerr, Head of European Structured Finance Research Jun 20 2019 2:00 pm UTC 75 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on its Global ABS 2019 Recap on 20 June 2019 at 3 p.m. BST/4 p.m. CEST/10 a.m. EDT. The webinar will be hosted by Gordon Kerr,
    Senior Vice President and Head of European Structured Finance Research, in London.
    For those who were unable to attend the prime securitisation industry event of the year, or perhaps spent the majority of it in meetings, DBRS offers the opportunity for its analysts to provide their key takeaways from the event.
    On the call, Gordon will be joined by Christian Aufsatz, Head of European Structured Finance; Paolo Conti, Head of European ABS; Carlos Silva, Head of European Structured Credit; Alfonso Candelas, Head of European Structured Finance Surveillance; Kali Sirugudi, European RMBS; and Mudasar Chaudhry,
    European Structured Credit. The discussion will cover all sectors and provide DBRS’s perspective on important highlights.
    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive questionand-answer session. DBRS welcomes all who wish to participate.
  • Fortnighly Content Series
    Fortnighly Content Series
    Ryan Ross, Various Guests Jun 26 2019 3:00 pm UTC 60 mins
    With an intergenerational wealth transfer taking place that is estimated to be around $30 Trillion - what should Millennials need to know about investing if that isn't their main knowledge area? What questions should they be asking their financial advisors to ensure they're getting the right advice? This webinar will dive into the questions that any good, great, and excellent advisor should be able to know, including:

    - How can I make my portfolio as sustainable as possible?
    - What does Fiduciary mean?
    - What is the difference between an independent financial advisor and a...non-independent financial advisor?
    - How can I make my investments and assets as tax-efficient as possible?
    - Should I go fee-based or commission based? What is the difference?
    - What fees am I paying on my retirement fund?
    - If I want to be able to pay for a wedding, a house, or college, how much should I be investing now?
    - Should I go to business school?
  • Fortnighly Content Series: The Advisor Tech Stack
    Fortnighly Content Series: The Advisor Tech Stack
    Ryan Ross, Various Guests Jul 10 2019 3:00 pm UTC 60 mins
    With a fast-moving market, gaining every advantage to expand your business with quality is critical to survival. Tech galvanizes smooth, quality busienss growth - if it is done right.

    This webinar will explore what arrows are in the Advisor's quiver, and how to most effectively use them, including:

    - Financial Planning apps
    - Performance Reporting apps
    - Marketing systems, including social media, content & scheduling apps
    - CRM systems
    - Trade & Execution apps
  • Foundations for the Future: Outlook for Infrastructure
    Foundations for the Future: Outlook for Infrastructure
    tbc Jul 16 2019 3:00 pm UTC 45 mins
    Infrastructure drives productivity growth, and is, therefore, a critical element of a functioning economy. With the need for infrastructure running into the trillions over the next two decades - what projects should those funds be targeted to generate the best outcome? What what does that outcome look like?

    This webinar brings together the brightest minds in the industry to discuss:
    The Infrastructure Gap - what it looks like and how to close it.
    Implications of new renewable energy advancements and 5G, and robotics
    China 2025 and the Belt & Road Initiative.
  • The Role of AI in Identifying Emerging Risks in Financial Services
    The Role of AI in Identifying Emerging Risks in Financial Services
    Maeva Charles, Director of Customer Success, Datamaran Jul 17 2019 12:00 pm UTC 60 mins
    The session will explore the role of AI and big data in improving risk management and building business resilience in Financial Services.

    In this webinar, you will get a broader perspective into emerging (also referred as non-financial or Environment, Social and Governance (ESG)) risks in Financial Services. Finally you will be walked through a case study with a leading bank on their use of AI to future-proof their organization.
  • Real Exposure to APAC: investing in Impact and Real Assets
    Real Exposure to APAC: investing in Impact and Real Assets
    tbc Jul 17 2019 3:00 pm UTC 45 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.

    To understand how to find returns and alpha, 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.
  • DBRS Webinar: Structured Finance H1 2019 Update
    DBRS Webinar: Structured Finance H1 2019 Update
    Gordon Kerr, Head of European Structured Finance Research Jul 18 2019 2:00 pm UTC 75 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the progress and
    performance of the European structured finance markets in the first half of 2019 on 18 July 2019 at 3
    p.m. BST/4 p.m. CEST/10 a.m. EDT. The webinar will be hosted by Gordon Kerr, Senior Vice President
    and Head of European Structured Finance Research, in London.
    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive questionand-answer session. DBRS welcomes all who wish to participate.
  • Sustainable Cities & Communities
    Sustainable Cities & Communities
    TBD Jul 24 2019 3:00 pm UTC 60 mins
    Sustainable Cities & Communities
  • Peace, Justice & Strong Institutions
    Peace, Justice & Strong Institutions
    TBD Aug 28 2019 3:00 pm UTC 60 mins
    Peace, Justice & Strong Institutions
  • Panel Discussion - Strategies of Income Funds
    Panel Discussion - Strategies of Income Funds
    tbc Sep 10 2019 3:00 pm UTC 45 mins
    Managers of income funds know there are multiple ways to deliver the product - which can cause decision paralysis. But if you have a strong strategy and vision, the pathway to decisions are simplified. Multi-Asset Strategies abound for to deliver income, including a long-short approach, natural income, or capital and growth.

    This webinar will discuss:
    - Strategies the best investment firms are using to delivering income
    - Asset allocation theories that can work in any environment
    - The benefits and drawbacks to all approaches
  • Panel Discussion: Future of Income Funds
    Panel Discussion: Future of Income Funds
    tbc Sep 11 2019 3:00 pm UTC 45 mins
    Over the next 30 years, the demographic makeup of societies will change tremendously. What effect will this have on income investment funds? Will people retire later, thus driving up the demand for Income Funds? What effect will interest rates and other factors have on people's desire to choose an income fund vs. a fund that reinvests its assets? Further, as investment preferences change, how will funds adapt to these preferences and drive market share?

    This webinar panel will dive into:
    - how will demographic changes drive demand for Income Funds around the world?
    - How will fund companies need to adapt in order to anticipate these change?
    - What investment parameters will need to be met to attract discerning investors with specific tastes.
  • HOLD for theingeniousgroup
    HOLD for theingeniousgroup
    theingeniousgroup Sep 24 2019 2:00 pm UTC 60 mins
    theingeniousgroup Hold