Welcome to the US financial advisor community on BrightTALK. Join the community to learn alongside thousands of financial advisors and registered investment advisors. Access relevant and timely content on investment products and strategies, regulations and compliance and the market landscape. You can also find practice management insights on topics such as client acquisition and retention, life planning, marketing and social media best practices.
During our 20 minute webinar, Rob Promisel (Global Portfolio Manager) will provide a recap of Fund performance over the December quarter and discuss the key technology trends impacting real estate. Technology is causing disruption for real estate e.g virtual supply (Airbnb creating sleepless nights for hotel owner/operators and Etail replacing shopping malls), work place changes, sustainability requirements. The risk of building obsolescence is now higher and listed REITs, given their scale are better placed to deal with these challenges versus many private operators.
We've tracked over $3.8 Billion in fundings, $3.8 Billion in acquisitions and IPOs for marketing tech in Q4 of 2015. The results are staggering.
We know that you're hearing all the reports of doom and gloom in the VC landscape, but here's the thing: The volume of deals, in both amounts and frequency shows VC confidence in marketing tech, but what you need to understand is where they're gravitating towards and why that matters.
This webinar will answer:
•Which types of companies are gaining funding, and where in the marketing tech universe they fit.
•Where we're seeing the biggest areas of consolidation.
•Who the most involved / most active VCs are.
•Implications for investors, vendors, and most importantly marketing technology buyers and users.
*What you need to do to get noticed by the top VC, straight from the VC themselves.
Here's our panel line up
* Jon Cifuentes, VB Insight analyst, VentureBeat
* Lisa Calhoun, Partner, Valor Ventures
* Sloan Gaon, CEO, PulsePoint
* Ravi Belani, Managing Partner, Alchemist Accelerator, Stanford University
* Wendy Schuchart, Moderator, VentureBeat
Register today and participate in a free interactive hour where we pick the brains of today's best minds in venture capital.
The #1 question for people everywhere:
How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?
George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.
The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.
Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.
You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance
Can’t Miss Takeaways - You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.
Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
Vinayak and Brian will discuss key factors recently impacting EMD assets and how they affected 2015 performance. They will also share where they see EMD opportunities and risk-adjusted returns going forward.
High-tech advancements have accounted for 50% of global economic growth since 1998. Discover how Allianz can help you tap into this growth through cloud computing, mobile devices, and the Internet of Things.
In this webinar, we will see that with the arrival of the Internet, tablets, and smartphones, the expectations of customers have changed over the past 15 years. While many industries have been disrupted, banking is one of the industries that is yet to experience a big change. This has created a big gap for Fintech to flourish.
Is banking under attack? No. Fintech represents the opportunity for banks to not only serve their clients better, but also generate more revenues by lending their infrastructure to Fintech and indirectly reaching out to new audiences.
In this panel session, we will discuss:
-Incumbent banks, challenger banks, neobanks, internet banks -- What are the different business models developing?
- What are the digital and additional distribution/commercial channels or major transformational events that are redefining banking business models?
-Are we going toward full-frontal competitive battles, coopetition or partnerships between banks and fintech?
-How are regulatory evolutions impacting - positively or negatively - digital banking?
-The centrality of the user/consumer experience and requirements
There is much debate on fintech startups disrupting the traditional banking sector. What gives fintech companies the edge over traditional banks and how can they focus their business to do more of it? Join our panelists as they discuss the technology and processes that set fintech startups apart and how these companies can add value to the traditional/challenger banking ecosystem.
This year we saw the attention turning from the bitcoin and cryptocurrencies to the underlying blockchain technology. Never before we had a network with memory that could perform computations. This alters the very foundation of the Internet and can fundamentally change how companies operate. With more and more banks looking to get involved in the Blockchain initiative, now more than ever, there is a need to fully understand the potential of Blockchain and how banks can use it to reinvent themselves.
Attend this panel session where industry luminaries will tackle the challenges that Blockchain poses and what steps the financial services industry should take in 2016 if they want to stay in the game.
What’s next for emerging markets after a turbulent 2015? The unexpected devaluation of the Yuan, the collapse of emerging currencies, large capital outflows, the implosion of China’s local market, freefalling oil prices as well as persistent political uncertainty, were only some of the numerous headwinds.
In an environment characterized by low commodity prices, rising rates and uncertainties around China, emerging markets will remain complex, but are likely to offer even more opportunities and alpha potential for those who know where to find them and how to avoid risks. Let us guide you through emerging markets in 2016.
As ETFs have developed, they've become increasingly popular among investors. Learn more about their costs. www.flexshares.com
Exchange Traded Funds (ETFs) were introduced as short-term trading vehicles in the early 1990s. Over the years, investors began to see the value of ETFs, but the total costs associated with ETF ownership remains uncertain for many. The total cost is divided into three main groups: explicit costs, implicit costs, and opportunity costs. In this video, you'll learn more about each of them and how they influence the total cost.
For additional information about ETF costs and other types of investments, contact FlexShares today. https://www.flexshares.com/contact-us
Join Northern Trust investment experts who will discuss their perspectives on the state of the financial markets, potential timing of a Federal Reserve interest rate move and the implications for institutional investors.
In this webinar you'll hear from:
Carl Tannenbaum - Chief Economist
Jim McDonald - Chief Investment Strategist
Peter Yi, CFA - Director of Short Duration Fixed Income
Chris Doell, CFA - Managing Director, Client Solutions Group will host this webinar and lead the Q&A using viewer submitted questions.
Join the HSBC Global Asset Management Liquidity team on the afternoon of December 16th, after the US Federal Reserve concludes its news conference on whether it will indeed raise US interest rates.
The team will discuss both the text and the subtext of the Fed decision, detailing some of the immediate consequences of the decision and how it may impact US money market rates out through 2016.
The financial crisis saw a large number of firms suffer huge losses through a manual and disjointed approach to approving credit. Fast-forward to 2016, and things have shifted substantially. Government regulatory changes have demanded innovation – and marketplace lenders have risen to the challenge by using predictive modeling, data aggregation, and electronic payment technology to assess the financial health of consumers and small businesses.
But these innovations don’t just help with compliance; new lending tech dramatically improves the customer experience by demonstrating that a lender truly understands the consumer’s credit needs. To this end, the industry is moving toward developing a single, unified view of the consumer – incorporating personal, transactional, application, and product-selection data collected from financial institutions – and using this data to perform rich analytics and needs assessment for borrowers. So armed, new-age lenders can leverage this alternative data to cross-sell other credit products at key decision points during the loan-application process – a win-win for both borrowers and lenders.
In this webinar you'll:
* Learn the trends driving change in marketplace lending and credit risk management
* Build more accurate predictive ratings models based on alternative data sets
* Get insight into the future of marketplace lending and credit risk management
* Scott Crawford, VP of Product and Marketing, Ascend Consumer Financial
* Krishna Venkatraman, SVP of Data and Analytics, OnDeck
* Terrence McKeown, Practice Manager, Credit Analytics, Envestnet | Yodlee
* Evan Schuman, Moderator, VentureBeat
Join us on February 24th at 10 am PT/1 pm ET for an animated discussion on the trends driving change in lending and credit risk management. Learn how to leverage new technologies and data analytics to improve credit decisions, collections, and portfolio management.
According to a report by Deloitte, “RegTech companies typically have four characteristics: agility, speed, integration and analytics.” Aside from helping senior managers to use existing data for regulatory reporting and compliance tasks, many have praised RegTech for its automation benefits.
Attend this panel session to hear an interactive discussion on:
-How IT departments can wean themselves from legacy systems and techniques in favour of newer technologies
-How to seamlessly transition your organisation’s compliance system
-How RegTech can help with data collection, management, and analysis to cut costs and time
-Top tips for organisations needing to make fast changes to comply with new regulations
The new regulations that have been released have been a cause for worry by many a financial institution. From PSD2 to MIFID II, attend this panel session where our experts will make sure you aren't left in the dust regarding all the new directives that may affect the way you do business.
The panel will discuss:
• The Difference in Regtech implementation for startup firms and institutional financial firms
· In which direction should efforts be implemented to ensure collaboration is best supported between various parties involved and interested in RegTech
• Leveraging technology and resources to automate the regulatory process by incorporating regulatory requirements into technology protocols.
• In-built review process for continual assessment of data and analytics
• Technology awareness of the regulator
• Existing regulatory rules, policies and guidance restricting innovation and the adoption of RegTech solutions
Digital developments are opening new paths that are making Regulation and Compliance not only constraints but also business opportunities to redefine the rules of the compliance game, make them more palatable, more efficient, cheaper and also open commercial prospects to providers of digital products and solutions aiming at using technology with regulation and compliance.
The So-called REGTECH sector is fast becoming particularly relevant in the fields of fintech and insurtech, using blockchain in particular as a key infrastructure to improve compliance in financial services, insurance but also trade.
This webinar will discuss how these new advances can help with the challenges institutions face in complying with challenges such as Know-Your-Customer (KYC) and data sharing.
These days, no meaningful conversation on financial services innovation can be had without a mention of blockchain. It is believed by many to have the potential to address many limitations of current financial services processes and infrastructure by providing an irrevocable record of identity and provenance, and reconciling events so that there is a single version of truth. But with potential and interest also comes hype and confusion.
In this webinar, industry experts will cut through the hype and separate myth from reality. They will explore characteristics of blockchain technology that make it suitable for financial services applications, and what current industry issues can really be solved by distributed ledger technology.
Your customer's journey is crucial for building long-term loyalty. That's why your marketing strategy isn't one you can set and forget. It's crucial to have a top level look at the entire customer journey -- and understand that it might even be more than one journey.
How are leading CMOs at top-performing companies planning to spend their budget and time across the buyer’s journey? From brand marketing, to demand generation to expanding customer advocacy, this webinar will illuminate where marketing leaders are allocating their money and efforts, and the key performance indicators used to measure the success of marketing teams throughout the buyer’s journey.
We've gathered together top CMOs for a one hour candid look at their best advice for nailing the key components of the customer's journey. You'll learn which KPIs to watch, how best to budget across the board and what you're not measuring correctly -- or at all.
Join this panel discussion as we take a deeper look at where marketing money is going – and why.
After this webinar, you'll:
* Gain CMO perspectives on KPIs, team structure, and resource allocation
* Learn how CMO’s are measure marketing results
* Get tips and advice on setting your organization up for success
Register today for this free CMO roundtable discussion with interactive live audience question and answer session!
Moderator Konstantin Rabin will provide general numbers on the payment industry, will take a look into start-up fundings and some examples of innovative companies in the payments industry.
Then, he will ask the esteemed panel of experts the following questions:
1) What are the main drawbacks of the current payment options?
2) What should be the primary focus of the innovation in payments and why? (speed, cost reduction, transparency or anything else)
3) Name a greatest innovation in payments happened till date
4) Importance of cryptocurrencies in the realm of payments
5) How do millennials change the way payments are going to develop?
6) What are the main obstacles that prevent innovation in payments? (regulation, lack of funding, absence of common technology or anything else )
7) What is more important to innovate, online or offline payment systems?
8) What is the most crucial part of the Payment Service Directive 2? (or perhaps any other local directive)
9) How large will be a share of businesses using alternative payments in 3 years from now?
10) How would just a regular payment look in 2026?
Digital is doing to financial services what it did to music. Payments have been among the first fintech segment to be deeply transformed by digital. From the first Internet payment services to mobile and contactless payments and wallets, the changes are accelerating and penetration of digital and mobile payments increasing.
In some emerging countries, where regulation has supported innovation, mobile payments have contributed to a very significant extent to improve financial inclusion and mobile operators have been playing a crucial role in these developments. On developed markets, the emergence of contactless and mobile wallets have been slower, but starting now to grow.
In this panel session, we will discuss:
- Strategic developments in payments and how the sector is disrupted by digital and mobile
- The role and strategic moves from market players in the payments ecosystems: Retailers, card schemes, banks, mobile operators in developed and emerging countries
- Lessons learnt and reverse innovation in emerging markets
- The risks and opportunities from regulation and competition policy: PSD2, Interchange Fees regulations, Open APIs and competition issues
Banks have always had a strong hold on the payments industry, but now with the emergence of Fintech start-ups, there is a definite threat in the environment. Many banks have been investing in Fintech companies, which makes some wonder if they are doing this as a precautionary measure or maybe there is a genuine desire for partnership.
In this webinar, we will tackle:
-With banks offering security, and new players providing convenience, is there a middle ground we can reach?
-The benefits of digital transactions
-Changing consumer preferences
-Key challenges in the disrupted payment environment
-Predictions for 2016: will banks collaborate with the Fintech companies? Will there be more innovations within banks?
Lenders today can benefit from a much wider range of the data to conduct credit scoring and KYC. Even though the technological backbone of lending certainly helps to perform better, the competition is on the raise too.
Attend this panel session where we will take a look at the main technological, operational and marketing KPIs for a successful online lender.