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US Financial Advisors

  • Towards the SDGs: The Importance of Collaboration
    Towards the SDGs: The Importance of Collaboration
    Kate Larsen, SupplyESChange Nov 15 2019 4:00 pm UTC 60 mins
    Towards the SDGs: The Importance of Collaboration
  • Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity
    Ep 47: AB’s Municipal Impact Strategy Delivers Performance and Opportunity
    Paul Ellis | Eric Glass, Senior Portfolio Manager, Fixed Income Impact Strategy at AllianceBernstein Recorded: Oct 10 2019 35 mins
    Listen to the story of how Glass created AllianceBernstein’s Municipal Impact Strategy to invest in underserved and low-socio-economic status communities. Glass explains how investing healthcare, education, mass transit, water/waste water and renewable energy infrastructure can generate a 4% tax-exempt yield on investment.
  • Alternative Investments: Art Advisory Pt 3
    Alternative Investments: Art Advisory Pt 3
    Antonio Curia | Stuart George | Arthur Touchot | Alfredo Behrens Recorded: Oct 8 2019 62 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.


    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Stuart George, Founder & Managing Director, Arden Fine Wines
    - Arthur Touchot, Head of Watches, Continental Europe and Middle East, Phillips Watches
    - Alfredo Behrens, Professor, University of Salamanca
  • Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Ep 37: ESG Metrics and Shareholder Advocacy for Value Creation
    Paul Ellis | Matthew Blume Recorded: Oct 3 2019 28 mins
    Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
  • Alternative Investments: Art Advisory Pt 2
    Alternative Investments: Art Advisory Pt 2
    Antonio Curia (Wimmer Family Office) Giovanni Gasparini (Christies) Alain Mestat (Passion Protect) Recorded: Oct 3 2019 59 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 questions from our previous webinar:

    How long does it take for an 'outsider' become an 'insider'? Where to start?

    What drives appetite to invest in art? how much is emotion, i.e. "I like this piece of art", and how much is rational analysis of the art?

    What types of art are being bought besides Images, and who are they being bought by? Like Sculptures in Cities?

    I'm inclined to believe that "collecting" can be confused with "hoarding". The difference is SHOWCASING. Is this accurate? What is the difference?

    Are there any major collectors opening Museums? or using VR to share their art with the world?


    Participants include:

    - Antonio Curia, Executive Director Wimmer Family Office LLP (UK) [Moderator]
    - Giovanni Gasparini, Director Christie's Education (London)
    - Alain Mestat, Founder PassionProtect® (Luxembourg)
  • The Family Office Digest
    The Family Office Digest
    Ryan Ross | Antonio Curia, Executive Director, Wimmer Family Office Recorded: Sep 30 2019 32 mins
    The Family Office Digest
  • EP. 42: S&P Dow Jones Indices Launches New ESG Indices
    EP. 42: 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: Sep 26 2019 28 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.
  • Livestream Discussion - Revolutionising the Banking and Securities Sector
    Livestream Discussion - Revolutionising the Banking and Securities Sector
    Leda Glyptis, 11:FS | Polina Evstifeeva, Deutsche Bank | Jennifer Bers, Onfido | Denise Bedell, Content Innovo Recorded: Sep 25 2019 59 mins
    "Banking and securities organisations are expected to accelerate business processes and innovate at a much faster scale than ever before. However, finding the balance between innovating and still staying compliant comes with its share of risks.

    Join this panel to learn:
    -How can financial institutions reduce operational expenses whilst also reducing risk
    -Best practices for data management and streamlining processes
    -The benefits and challenges of moving to the cloud"

    Leda Glyptis, Chief of Staff, 11:FS
    Jennifer Bers, VP of Sales, Onfido
    Denise Bedell, Executive Director, Content Innovo
    Polina Evstifeeva, Head of Regulatory Strategy - GTB Digital, Deutsche Bank
  • Why financial services companies need to invest in voice and chat
    Why financial services companies need to invest in voice and chat
    Envestnet | Yodlee Recorded: Sep 24 2019 62 mins
    Amazon Alexa, Apple’s Siri, and Google Assistant are changing the way consumers live and how brands engage with people. Witnessing the rise in popularity of voice-enabled digital assistants, many financial service providers are planning on incorporating or have already added this new technology into their systems. But while investment in voice assistants continues to grow, questions remain on how much these technologies can drive digital engagement, streamline customer communications, and build revenue.

    Don’t miss this chance to join our discussion on voice and chat technologies and find out how they can be effectively utilized to create a more engaging and meaningful customer experience.

    Join our webinar to learn:

    • How conversational technologies are changing the financial services landscape

    • What to look for in a voice-enabled solution

    • Why context is key for the future of voice-enabled digital assistants

    • Ways voice and chat can power financial wellness

    • Tips for capitalizing on conversational interfaces to improve customer loyalty

    • How Envestnet | Yodlee data accuracy helps power AI-enabled voice and chat solutions

    Speakers:

    • Juan Romera, Head of Business Development, Abe.AI
    • John Kelly, Client Partner, Financial Services, LivePerson
    • Geoff Hauge, Partner, Edgile
  • DBRS Webinar: Reaching a Peak – Trends in Global House Prices
    DBRS Webinar: Reaching a Peak – Trends in Global House Prices
    Gordon Kerr, Senior Vice President and Head of European Structured Finance Research, and Ketan Thaker, Senior Vice President, Recorded: Sep 24 2019 33 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the trends in global house prices on 24 September 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, and Ketan Thaker, Senior Vice President, Head of European RMBS & Covered Bonds, in London.

    The discussion will focus on the drivers for real house price growth globally, as it appears to be reaching a peak. Real house price growth is losing momentum, and the drivers for further growth are diminishing. Ketan and Gordon will discuss various global market performances, their macro drivers and the way that DBRS incorporates house prices into its analysis of residential mortgage-backed securities and covered bonds.

    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.
  • Livestream Discussion - The Future of Trade Finance
    Livestream Discussion - The Future of Trade Finance
    Rowan Austin, NatWest | Rebecca Harding | Enno-Burghard Weitzel, Commerzbank | Michael Sugirin, Standard Chartered Recorded: Sep 24 2019 38 mins
    When it comes to cross-border transactions, the shift to a digital landscape and infrastructure is a common challenge. The demand for clearinghouses, the rising competitive landscape, and the increasing need for new technology will no doubt impact the trade finance landscape.

    Join this panel to learn:

    -How can emerging technologies like blockchain be used to transform the future of trade finance?
    -How can global and regional banks better collaborate to create a more efficient ecosystem?
    -What are the interoperability challenges that arise, especially with regards to global supply chains?

    Rebecca Harding, Independent Economist
    Rowan Austin, Head of Trade Origination & Advisory, NatWest
    Enno-Burghard Weitzel, Head of Product Management Trade Services, Commerzbank
    Michael Sugirin, Global Head, Open Account Trade, Ecosystem & Trade Implementation,
    Transaction Banking, Standard Chartered
  • Ask the Transaction Banking Expert - Digital Trends in Trade and Supply Chains
    Ask the Transaction Banking Expert - Digital Trends in Trade and Supply Chains
    Michael Sugirin, Transaction Banking, Standard Chartered Recorded: Sep 23 2019 10 mins
    Join this exclusive interactive 1-2-1 interview with Michael Sugirin, Transaction Banking, Standard Chartered. Some questions to be tackled;

    - Technology has made a huge impact on banking and on physical supply chains in recent years. What do you see as the key trends in the short to medium term and how will they impact supply chain financing?

    - What role does Standard Chartered play in the transformation of global supply chains?

    - How will digital transformation of the supply chain make the industry more sustainable?

    - Who is leading the charge to adopt new technology and applications in trade? Fintech, Bigtech, Banks, Clients, Regulators?

    Michael Sugirin, Global Head, Open Account Trade, Ecosystem & Trade Implementation, Transaction Banking, Standard Chartered

    Moderated by - Paige Azevedo, Community Lead, BrightTALK
  • How Multi-Asset Strategies Deliver
    How Multi-Asset Strategies Deliver
    Melinda Mecca, Director of Investment Solutions Recorded: Sep 19 2019 1 min
    Slowing global growth — and the drag on performance that may result — means investors are searching for innovative ways to achieve their desired outcomes. They may find the answer in strategies that package investment skill, risk management and tactical flexibility, all in one.
  • 3 Ways to Build Business with Multi-Asset Strategies
    3 Ways to Build Business with Multi-Asset Strategies
    Melinda Mecca, Director of Investment Solutions Recorded: Sep 19 2019 1 min
    Advisors spend about 25 hours a week on investment functions, cutting into time for finding new clients and building holistic financial plans for current clients. Not to mention time for today’s increasingly complex fiduciary responsibilities. Here’s how multi-asset strategies can help.
  • Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Ep 26: Responsible Investing at Parametric with Jennifer Sireklove
    Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, Parametric Recorded: Sep 19 2019 28 mins
    Jennifer Sireklove, Director of Responsible Investing, has built Parametric's Responsible Investing practice over two years, including customized ESG data incorporation on $20 billion AUM, and firm-wide proxy voting on $100 billion AUM.
  • How to pick funds when designing a Model Portfolio
    How to pick funds when designing a Model Portfolio
    Allan Lane, PhD, Algo-Chain | Joshua Woodruff, CFA, Vanguard Asset Management | Irene Bauer, PhD, Twenty20 Investments Recorded: Sep 19 2019 59 mins
    How to pick funds when designing a Model Portfolio

    You'll learn about:


    Why have model portfolios proved to be so popular?

    What type of products are Financial Advisors and Discretionary Fund Managers typically including when they build these portfolios?

    How do you actually go about building a model portfolio, what are the practical considerations when selecting funds?


    Panel:


    Allan Lane, PhD | Founding Partner, Algo-Chain


    Joshua Woodruff, CFA │ Senior Manager, Portfolio Consulting, Vanguard Asset Management


    Irene Bauer, PhD, | Chief Investment Officer, Twenty20 Investments
  • Founder's Spotlight: Diligend's Wissem Souissi
    Founder's Spotlight: Diligend's Wissem Souissi
    Ryan Ross | Wissem Souissi Recorded: Sep 19 2019 21 mins
    In this episode, Diligend's Wissem Souissi discusses what lead to the company's founding, the market problem they are solving, and the challenges they've overcome to make it to where they are.
  • Investor's Digest: The State of ETFs
    Investor's Digest: The State of ETFs
    Ryan Ross | Allan Lane, Algo-Chain Recorded: Sep 17 2019 21 mins
    Bi-weekly webcam discussions on markets, funds, finance and economics. Each episode provides an overview on one ecosystem within investment management.

    This Week: The State of ETFs

    Join our Linkedin Group:
    http://bit.ly/2PK1YI3
  • Myths, Facts and Challenges Facing Blockchain
    Myths, Facts and Challenges Facing Blockchain
    Ahmed Banafa, IoT-Blockchain-AI Expert & Professor, San Jose State University Recorded: Sep 17 2019 53 mins
    In this webinar Prof. Banafa will discuss Myths, Facts and Challenges facing Blockchain Technology, he will explain Libra the new cryptocurrency of Facebook , list the 7 mistakes to avoid in Blockchain projects , he will explore the job market for blockchain technology , the webinar will cover applications of blockchain technology too.

    Join BrightTALK's FinTech Insights group on LinkedIn: http://bit.ly/2PLQXG3
    Join BrightTALK's BI & Big Data group on LinkedIn: http://bit.ly/2PJlPHm
  • Investing in SDG #7: Affordable and Clean Energy
    Investing in SDG #7: Affordable and Clean Energy
    TBD Oct 22 2019 3:00 pm UTC 60 mins
    Investing in SDG #7: Affordable and Clean Energy
  • ESG and Pensions: How Long-Term Thinking Will Drive Investment Success
    ESG and Pensions: How Long-Term Thinking Will Drive Investment Success
    Blake Pontius, William Blair | Veronica Broomes | Alessia Falsarone, PineBridge | Derek Butcher, RBC GAM Oct 29 2019 4:00 pm UTC 45 mins
    The ideal retirement or pension fund starts the drawdown phase only after decades of savings. Similarly, many benefits of ESG become more easily recognisable after multiple quarters or years. This long-term scope conflicts with wall street's penchant for quarterly earnings. Should short-term investors be thinking more like long-term investors? This webinar will discuss:

    - Methods of valuing ESG
    - Benefits of applying ESG decision frameworks to your portfolios
    - How Pension funds look at potential investments

    Moderated by - Veronica Broomes, CSR and Sustainability Consultant

    Alessia Falsarone, Managing Director of Portfolio Strategy and Risk and Head of Sustainable Investing for Developed Markets Fixed Income, PineBridge Investments

    Blake Pontius, CFA, Director of Sustainable Investing and Global Portfolio Specialist, William Blair Investment Management

    Derek Butcher, Senior ESG Analyst, Corporate Governance & Responsible Investment, RBC Global Asset Management
  • Affordable and Clean Energy
    Affordable and Clean Energy
    TBD Oct 30 2019 4:00 pm UTC 60 mins
    Affordable and Clean Energy
  • Sustainable Investing Across Asset Classes: Crafting An Outcomes-Based Portfolio
    Sustainable Investing Across Asset Classes: Crafting An Outcomes-Based Portfolio
    Sandy Trust, EY | Igor Tsukerman, Passed Pawn Advisors Nov 30 2019 4:00 pm UTC 45 mins
    This webinar looks at how asset managers are deploying various asset classes to solve the sustainable development goals. While public equity is certainly a popular choice, other choices like fixed income instruments, and alternative investments are being employed in the quest for out-comes based investing. Our panel will answer questions such as:

    - What kinds of returns and risks are being seen across the asset classes?
    - Which asset managers are focused on which asset classes?
    - Can cross-asset class frameworks be used, or does each asset class deserve its own framework for success?

    Moderated Sandy Trust, Senior Manager - Wealth & Asset Management, EY
    Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors
  • Panel Discussion: Outlook for ESG, Impact and Ethical Investing
    Panel Discussion: Outlook for ESG, Impact and Ethical Investing
    Ron Bates, 1919 Investment Counsel | Scott Conlon, ASI | Randy Kaufman, EMM Wealth | Julie Davitz, BNP Paribas Oct 30 2019 6:00 pm UTC 45 mins
    The next three decades will see the largest transfer of inter-generational wealth in history. In the U.S alone, we expect that between $30 and $40 trillion of wealth will be transferred from Baby Boomers to Generation X and onto Millennials.

    Wealth managers will be dealing with a new generation of investors who are far more values-driven than earlier ones. And research indicates that both women and millennials are more likely to invest consistently with their values. A survey by BlackRock found that 67% of millennials want investments that reflect their social and environmental values, while 76% of women said the same.

    Independent reports from Standard Life and JPMorgan forecast the global impact investment sector will be worth $1 trillion by 2020, compared to $60 billion currently.

    This massive and wide-ranging trend raises a number of challenges for wealth advisors who want to succeed for their clients in this new environment. The panel will address these related issues:

    ● What is the most reliable methodology for identifying publicly traded companies that truly commit to specific ESG/Impact values in their operations?

    ● Can an ESG/Impact-driven portfolio perform at least at parity with a more traditional portfolio?

    ● What's the most effective way for a wealth advisor to convey to potential investors regarding his/her commitment to and expertise with ESG/Impact investing?

    ● Is the "typical" wealth advisory firm properly staffed and resourced to deal with this rapidly approaching trend? If not, what still needs to be done?

    Moderated by James A."Buff" Parham, President & Owner, Parham & Associates

    Randy Kaufman, Senior Vice President, EMM Wealth
    Ron Bates, Managing Director & Portfolio Manager, 1919 Investment Counsel
    Scott Conlon, CFA, Equity Investment Specialist, Aberdeen Standard Investments
    Julie Davitz, Head of Impact Solutions for Wealth Management, Bank of the West - BNP Paribas
  • [PANEL] Volatility & ETFs: How to Craft a Smooth Portfolio
    [PANEL] Volatility & ETFs: How to Craft a Smooth Portfolio
    Allan Lane, Algo-Chain | Rafaelle Lennox, Franklin Templeton Nov 12 2019 4:00 pm UTC 45 mins
    A proliferation of ETFs has given ETF investors a buffet of options for any market condition.

    This webinar will discuss which creative strategies are being used to counteract market volatility.

    Moderated by Allan Lane - Co-Founder - Algo-Chain

    Panellists
    Rafaelle Lennox, Senior ETF Product Specialist, Franklin Templeton.
  • [PANEL] Factor Investing vs Smart Beta: Theory vs Reality
    [PANEL] Factor Investing vs Smart Beta: Theory vs Reality
    Nicolas Rabener, Managing Director, FactorResearch Nov 13 2019 4:00 pm UTC 45 mins
    With historically low-interest rates across all major economies, some investors are looking to smart beta, whilst others are choosing factor investing.

    The similarities between the two strategies beg the question: what is the big difference between the two?

    This webinar will explore the initial results that investors are seeing.

    Nicolas Rabener, Managing Director, FactorResearch
  • Towards the SDGs: The Growing Trend for Regulation
    Towards the SDGs: The Growing Trend for Regulation
    Kate Larsen, SupplyESChange Dec 18 2019 4:00 pm UTC 60 mins
    Towards the SDGs: The Growing Trend for Regulation
  • Responsible Consumption & Production
    Responsible Consumption & Production
    TBD Nov 19 2019 4:00 pm UTC 60 mins
    Responsible Consumption & Production
  • Quality Education / Reduced Inequalities
    Quality Education / Reduced Inequalities
    TBD Nov 20 2019 4:00 pm UTC 60 mins
    Quality Education / Reduced Inequalities
  • [Panel] Real Exposure to APAC: investing in Impact and Real Assets
    [Panel] Real Exposure to APAC: investing in Impact and Real Assets
    tbc Nov 26 2019 1:00 pm UTC 60 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.

    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.
  • [WEBCAM PANEL] Outlook for Emerging Markets - GEM Summit 2019
    [WEBCAM PANEL] Outlook for Emerging Markets - GEM Summit 2019
    tbc Nov 26 2019 4:00 pm UTC 45 mins
    As major economies deal with trade and currency issues, how will this affect their smaller trading partners? This webinar will discuss the implications of these issues on emerging markets.
  • [WEBCAM PANEL] Emerging Markets Across Asset Classes - GEM Summit 2019
    [WEBCAM PANEL] Emerging Markets Across Asset Classes - GEM Summit 2019
    Leonardo Da Costa, First Trust Global Portfolios Nov 27 2019 4:00 pm UTC 45 mins
    How can investors diversify their portfolio across asset classes to gain the most benefit from Emerging Market Investments? This webinar will hear from different investors share their success and learnings in their field.

    Leonardo Da Costa, CFA, Director, Portfolio Manager - First Trust Global Portfolios Ltd
  • No Hunger
    No Hunger
    TBD Nov 27 2019 4:00 pm UTC 60 mins
  • Towards the SDGs: Suggested Aspects of Future Regulations
    Towards the SDGs: Suggested Aspects of Future Regulations
    Kate Larsen, SupplyESChange Jan 15 2020 4:00 pm UTC 60 mins
    Towards the SDGs: Suggested Aspects of Future Regulations
  • Towards the SDGs: Improving Robust Data Auditing and Monitoring
    Towards the SDGs: Improving Robust Data Auditing and Monitoring
    Kate Larsen, SupplyESChange Feb 12 2020 4:00 pm UTC 60 mins
    Towards the SDGs: Improving Robust Data Auditing and Monitoring
  • Towards the SDGs: The importance of Innovation in Purchasing Practises
    Towards the SDGs: The importance of Innovation in Purchasing Practises
    Kate Larsen, SupplyESChange Mar 10 2020 4:00 pm UTC 60 mins
    Towards the SDGs: The importance of Innovation in Purchasing Practises