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US Financial Advisors

  • How the Humanities & Humor bring Innovation to Fintech How the Humanities & Humor bring Innovation to Fintech Ghela Boskovich (Zafin), Natasha Kyprianides (Hellenic Bank) Aug 11 2016 2:00 pm UTC 60 mins
    Humorists are often called modern day philosophers, and the best of social commentators. Musicians play with an infinite combination of notes, all bound by a rules based composition format. What do they have in common? A search for new, fresh, unheard expressions of our experiences. What does that have to do with Fintech? Everything.

    Join us for a chat with Natasha Kyprianides from Hellenic Bank on August 11th where we explore how cultivating and exercising creativity in their personal lives has lead to innovation, new perspectives, and a passion for creating a better financial services industry.
  • The H1 2016 FinTech Investment Landscape The H1 2016 FinTech Investment Landscape Abdul Basit, CFO of Innovate Finance Aug 16 2016 2:00 pm UTC 60 mins
    Innovate Finance provides a half year review of the FinTech investment landscape following its previous report in February.
  • Online Lending: What it Means for Banks vs New Lending Platforms Online Lending: What it Means for Banks vs New Lending Platforms Saeed Hassan (Grow Advisors), Richard Carter (Nostrum Group) Aug 17 2016 2:00 pm UTC 60 mins
    Join this panel to familiarise yourself with the global online lending industry. The panel will discuss the key issues, challenges and opportunities presented to the banking industry. The goal will be to equip those responsible for business development and strategy to have a clearer idea of what is happening and how to prepare for the future.

    Some discussion points will include:
    -Challenges facing independent p2p lenders that the banks are better placed to overcome

    -Why online lending platforms for banks should be structured differently to independent online lenders

    -What type of bank may be more naturally suited to online lending?

    -How are banks setting up to face the challenge and opportunity presented by online lending?

    -Which banks are leading the way
  • Trade Finance and the opportunity for short-term lending for SMEs Trade Finance and the opportunity for short-term lending for SMEs Jesse Podell (Startupbootcamp), Kathryn Petralia (Kabbage), Tripp Hornick, Philip Rakhou (Avicenna) Aug 17 2016 4:00 pm UTC 60 mins
    In this session, our panel will discuss:

    -Current trends in lending
    - Risk & Cross border lending
    - Bank appetite for innovation
    - Startups making inroads
    - Emerging trends in factoring and AR trading
    - Blockchain and distributed ledgers
    -How SMEs can benefit from this new trend
  • Outside-in commercial lending: Putting clients in charge of their own destiny Outside-in commercial lending: Putting clients in charge of their own destiny Ina Yulo (BrightTALK), Jacqueline Morcombe (Misys), Amit Batra (everis) Aug 18 2016 1:00 pm UTC 60 mins
    We are living in a digital reality but bank’s corporate clients are already being wooed by post-digital, fintech driven possibilities. Traditional lenders face fundamental challenges to grow their business with 1 in 5 banks still lacking an enterprise digital strategy to serve their corporate clients. With low interest rates and increasing costs, optimising the customer experience might be part of the vision statement, but delivering on this ethos has not been straightforward. Has bank thinking been inside-out in commercial and corporate lending?

    Digitalisation has been spurred by a drive for back office simplification. While this delivers improved service levels, self-service for borrowers in commercial lending is still not business as usual. Slow turnarounds, limited digital engagement and an inability to surface key information at the right time in the right place continues to hamper corporate client productivity and liquidity. With an outside-in approach banks are starting to deliver strategies for end-to-end digitalisation and multiple channel, 24x7 self-service - from loan origination, to loan servicing.

    Discover how banks can capture new market opportunities, drive revenue growth and free up relationship managers time while also embracing integration, collaboration and choice in a post-digital world.

    In this webinar, a panel of experts will reveal
    - Use cases for banks to simplify the lending process and drive end-to-end digitalisation in commercial and corporate lending
    - The key pillars underpinning the corporate borrower’s user experience
    - How digital strategy today, can drive lending nirvana tomorrow
  • Alternative Finance: Understanding its role in the future of finance Alternative Finance: Understanding its role in the future of finance Saeed Hassan (Grow Advisors), Matt Hinkley (AltFi), Paul Sullivan (Modedaweb) Aug 18 2016 2:00 pm UTC 60 mins
    In this webinar, we shall discuss the origins alternative finance and share clues to understand what the future holds. We shall also review what alternative finance will mean for traditional finance organisations, savers investors and businesses alike.

    -Alternative Finance - alternative to what exactly?

    -Looking back and looking forward to the future of alternative finance

    -Review different participants' perspectives, outlining opportunities and challenges for each.
  • Fintech: Good and Bad News for Inclusive Sustainable Finance Fintech: Good and Bad News for Inclusive Sustainable Finance Hazel Henderson (FRSA) Aug 22 2016 5:00 pm UTC 45 mins
    This presentation, FINTECH: Good and Bad News for Inclusive Sustainable Finance, will explore issues surrounding the rapid deployment of computerized electronic platforms, cryptocurrencies and algorithms now disrupting legacy financial firms and their models.

    Good News: this disruption was long overdue and welcome where it overturns inefficient, inequitable, over-priced services, democratizing lending, investment, banking, payments, remittance and widens easy availability of transactions. Widespread adoption of Blockchain-based distributed ledgers offer closer monitoring of financial ethics and performance. Bad News: this electronic, information-rich disruption of legacy finance ranges from algorithmic high-frequency trading (HFT) we explored for the UN Inquiry (2015) to the rapid co-option and buyouts of companies in the FINTECH 100 by the big legacy banks; the excessive run-up in pre-IPO valuations, focusing on big wins, short-term profits – evidence of the same excesses and unsustainable practices needing reform. Even the ingenious market-based reform in IEX’s platform’s technological designed “speed bump” which levels the playing field for investors also can be subverted to extort fees by unscrupulous firms. Vulnerability, internet and spectrum capacity as well as security issues need attention.

    While FINTECH offers so many opportunities for reforming and democratizing finance, the race is on to own and control these disruptive firms and their profits. Steering FINTECH firms toward globally inclusive, sustainable development goals as in the UN’s SDGs must now be built in. Ethical standards are key in optimal systemic design. How best to measure their social and environmental impacts, performance metrics and accounting, and monitor prudential architecture at global and national levels? How can we help design FINTECH for inclusive sustainable finance and markets?
  • Creating Truly Personalized Apps with Transaction Data Insights Creating Truly Personalized Apps with Transaction Data Insights Evan Schuman, Moderator, VentureBeat Aug 24 2016 5:00 pm UTC 60 mins
    Rapidly evolving trends among digital financial services are driving fintech developers to create much more personalized customer experiences within their applications. By harnessing the power of consumer transaction data, these industry innovators can enhance customer engagement and drive more targeted cross-sell and upsell revenue opportunities.

    Analyzing consumers’ financial data is quickly becoming the future of online banking and those in the fintech community that can leverage this information quickly and effectively will have the edge and be able to deliver the personalized services necessary to attract and retain the next generation of banking customers.

    Join us on August 24 to hear from a panel of industry experts as we discuss the evolution of consumer transaction data analytics and how to leverage it to create a more contextualized and personalized user experience.

    We’ll discuss:
    * The increasing demand for fintech apps to create an individualized digital banking experience
    * The rapid advancement of gathering and analyzing consumer transactional data
    * How fintech developers can leverage contextual data to improve customer products

    Speakers include:

    * Alex Cram, Co-Founder and Chief Technology Officer, Track Technologies
    * Robin Verderosa, Senior Product Manager, Envestnet | Yodlee
    * Jim Del Favero, Chief Product Officer at Personal Capital
    * Mani Fazeli, VP of Product, Wave
    * Evan Schuman, Moderator, VentureBeat

    Register for this free event today!

    Sponsored by: Yodlee
  • How to Read Financial News More Effectively: Tips from Six Investors How to Read Financial News More Effectively: Tips from Six Investors Rob Martorana, Brian Gilmartin, Marc Gerstein, Jeff Miller, Ed Stavetski Sep 7 2016 4:00 pm UTC 60 mins
    Six veteran investors explain how they cut through the clutter of sensationalism and pseudo-analysis that litter the landscape of today's financial journalism. The webinar is accompanied by a 30-page slide deck with embedded links. The content is based on an article published by the CFA Institute in July of 2016, and the authors will discuss and debate their approaches.
  • Crowdfunding: The next step in the revolution Crowdfunding: The next step in the revolution Julian Buhagiar (BrightTALK), Thomas Davies (Seedrs), Matt Cooper (Crowdcube), Gill Roche-Saunders (BWB Compliance) Sep 8 2016 1:00 pm UTC 60 mins
    The last few years have been massive for the crowdfunding industry. Now a $60 billion industry, it has grown to include many facets such as equity crowdfunding, perks-based models, loan-based models, and more.

    Join this session where we will discuss:

    -crowdfunding passing VC’s for the first time

    -opportunities for SMEs and the rise of “mainstream equity crowdfunding”

    -compliance challenges — how can new start-ups keep up and how can traditional players secure themselves?

    -what is the FCA saying about innovation and consumer protection?

    -what’s the profile of the modern day investor?

    -what are some of the growing pains that rising companies might feel after a successful crowdfunding round?
  • How FinTech is Changing Personal Finance How FinTech is Changing Personal Finance Dara Albright, Brian Dally (Groundfloor), Jim Jones (IRA Services Trust), Sally Outlaw (CEO, Worthy) Sep 21 2016 2:00 pm UTC 60 mins
    Depressed interest rates and volatile equity markets are driving an unprecedented interest in retail alternative investment products. Fortunately, through the intersection of technology and regulation, new FinTech archetypes are emerging to satisfy that demand.

    This webinar will highlight some of these groundbreaking technologies, tools, apps, rules and investment products that are transforming the financial services industry and changing the way people invest as well as save for retirement.

    This is a MUST-VIEW webinar for investors of all sizes, financial advisors, wealth managers, FinTech platforms, and regulators.
  • Digital Wallets: Challenges in adoption and the future of a cashless society Digital Wallets: Challenges in adoption and the future of a cashless society David Parker (Polymath Consulting), Scott Abrahams (Mastercard), Michael Rolph (Yoyo Wallet) Sep 21 2016 3:00 pm UTC 60 mins
    1. Will we be cashless by 2036 as the Mayor of London Research says

    2. What functionality do consumers want from wallets, so far they seem quite unimpressed with Apple Pay only representing 0.06% of US transactions

    3. Will consumers ever trust non banks to deliver financial services

    4. I only carry one wallet, will I ever use more than one digital wallet and what does this mean for closed loop wallets

    5. What will make retailer adopt and accept more payment solutions, or do they all have to just run NFC that seems to be becoming a defacto
  • George Kinder on Developing a Mindfulness Practice: Part 2 George Kinder on Developing a Mindfulness Practice: Part 2 George Kinder Oct 12 2016 5:00 pm UTC 60 mins
    Spend an hour with George Kinder as he leads a group meditation and discusses how to continue developing a mindfulness practice for yourself. There will be time for Q&A and discussion.

    Can’t Miss Takeaways -

    - You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
    - Have access to an audio guide to a daily Mindfulness practice.
    - Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
  • Coding the Future of FinTech with Smart APIs and Financial Data Coding the Future of FinTech with Smart APIs and Financial Data Lars Markull (Figo) Oct 20 2016 2:00 pm UTC 60 mins
    Financial data is both the most intimate and most powerful data we have about ourselves. Financial data should not kept in a silo but openly available to third parties, -- this is required for true innovation. However, security and data protection are crucial. Banks and third party providers have to work together to provide the infrastructure required to innovate.

    Join this webinar where we will discuss:
    -The power of APIs -- how to integrate banking data and financial sources quickly and easily
    -What developers need to know about banking APIs and how to foster new services in the FinTech space
    -PSD2 Post-Brexit -- what now?
    -Will traditional banks be replaced by FinTech banks one day?
    -Which is the biggest challenge: market education, technical issues, or regulation?