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.
Paul Ellis | Jeff Gitterman | Martina MacPherson | Brace YoungRecorded: Dec 12 201863 mins
Join Jeff Gitterman, Gitterman Wealth Management, Martina MacPherson, President, Network for Sustainable Financial Markets, Brace Young, Arabesque Asset Management, and Paul Ellis, Host of The Sustainable Finance Podcast on BrightTALk, for a review of industry growth in 2018 and the global outlook for key developments in 2019.
Sustainable, responsible and impact investing strategies grew to $12 trillion in the two years from January 2016 to January 2018, a 38% increase that represents 26%, or one in every four dollars, of total U.S. assets under professional management.
The BrightTALK Q4 ESG investing webinar will feature advice for 2019 investment allocation from leading financial advisors and asset managers who specialize in sustainable and impact portfolio strategies. Their clients include institutions, family offices and mass affluent investors, many of whom are integrating global sustainability frameworks like the UN Sustainable Development Goals (SDGs) into their mission-based and personal values focused due diligence process.
Sudhir Roc-Sennett, Senior Portfolio AdviserRecorded: Dec 11 201821 mins
Join us for an interactive webinar with Sudhir Roc-Sennett of the Quality Growth boutique research team. Sudhir will discuss his approach to sustainable investing in emerging markets and why ESG considerations are integral to the Quality Growth approach.
Victor Schraner, Relationship Manager, will moderate a Q&A with Sudhir.
Justin Simler, Chris Watling, Lothar Mentel, Lars KreckelRecorded: Dec 11 201860 mins
This has been a highly extended global economic cycle led by the US. Its longevity has been due to a number of factors including unorthodox monetary policy, fiscal stimulus and an absence of the exuberance that typically precedes a market reversal. The panellists will debate which factors are likely to drive markets over the next 12 months. They will cover key issues such as:
* The underlying strength of the US economy and the timing, and potential causes, of recession
* Evidence of inflationary pressure and the consequent impact on economies and markets of any reduction in liquidity
* Whether the downtrend in labour’s share of income is likely to reverse
* The outlook for the US dollar and the emerging markets
The panellists will discuss what the market currently discounts and how their views differ from this consensus. They will give their views on the asset allocation and style, region and sector exposures that are likely to offer the best (and worst) combination of risk and reward in this environment. They will finish by suggesting their own possible surprises for 2019. These are outcomes which the market believes have no better than a one in four chance but which the panellists believe have a probability of 50% or more.
Justin Simler, Industry Expert
Lars Kreckel, Global Equity Strategist, Legal and General Investment Management
Chris Watling, CEO & Chief Market Strategist, Longview Economics
Lothar Mentel, Chief Investment Officer, Tatton Investment Management
Paul Ellis | Jennifer Sireklove, Director of Responsible Investing, ParametricRecorded: Dec 6 201829 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.
Shelly Antoniewicz, ICI | Will Rhind, GraniteShares | Mike Venuto, Tesoro Investors | Chris Buck, ROBO GlobalRecorded: Dec 5 201864 mins
The flexibility of ETFs provides investors with the ability to gain exposure to a variety of asset classes and markets while controlling for market turbulence. What strategies are being employed, and what does the market look like now?
This webinar will gather leaders in the field to discuss top level outlooks on the global economy, as well as deep dives into how ETF strategies are being used across asset classes and markets.
Topics to be covered:
- Broad Market Outlook
- Equity Markets
- Emerging Markets
- China and APAC
Shelly Antoniewicz, ICI
Will Rhind, GraniteShares
Mike Venuto, Tesoro Investors
Chris Buck, ROBO Global
Derek Bradley, CEO & Claire Barber, Protection Account Manager, AvivaRecorded: Dec 5 201824 mins
86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource.
Find out how we can help you to win more protection clients. Faster.
Andy Rothman, Investment StrategistRecorded: Dec 3 201820 mins
President Trump and Chinese President Xi Jinping are scheduled to meet about trade tariffs at the upcoming G20 Summit. Investors are watching closely for a resolution of the trade dispute, which has both political and economic implications. Please join us for a webcast with Investment Strategist Andy Rothman as he interprets the outcome of the historic meeting.
Paul Ellis | Meg Voorhes, Research Director at US SIFRecorded: Nov 30 201825 mins
Meg Voorhes, Research Director at US SIF, discusses details of the 38% growth in professionally managed assets under management (AUM) reported in the 2018 Report on US Sustainable, Responsible and Impact Investing Trends
Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Nichola James, Co-Head of Sovereign RatingRecorded: Nov 29 201832 mins
DBRS Ratings Limited (DBRS) invites you to attend a webinar covering the regions of the United Kingdom (U.K.) and its diverse array of household indebtedness on 29 November 2018 at 3 p.m. GMT/4 p.m. CET/10 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Nichola James, Co-Head of Sovereign Ratings, in London.
The discussion will focus on which regions of the UK have highest mortgage debt and how this can be explained, and if the same regions have high consumer debt such as credit card debt and other non-mortgage loans. During the webinar, the differences in relation to risks to the economy and financial stability will also be assessed.
DBRS will also try to answer the question whether Leave-voting regions are more indebted than their Remain-voting counterparts and the implications of high household debt in a hard Brexit scenario and
the consequences of such an outcome on the UK’s sovereign rating.
The discussion will also cover the potential impact on U.K. structured finance transactions.
The discussion will last approximately 30 minutes and will be followed by an interactive question-and-answer session.
The financial services industry has been struggling to give
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FinTechs have stepped in to create value by simplifying some
transactions with companies such as Lending Tree lending club,
Venmo and others but value remains minimal.
We believe more value can be created if more thought is given to
value creation for customers beyond the faster, more efficient or
With a proactive finance philosophy driving how we ideate about the
next generation of financial products, we will bring financial advisor
smarts to our product ideas and innovations and will connect more
dots across the customer’s financial life style and events.
This way customers will get a lot more value out of their existing and
future assets and investments and as a result, they will get an
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About Ash Seddeek, bestcash Founder, Ex-Schwab, Deloitte, Cisco, Oracle
Former Brokerage Software Project Manager @ Charles Schwab; Former Senior Consultant @ Deloitte, Oracle, Cisco
Serial entrepreneur and accomplished professional with more than 20 years of account management business management, and strategic sales
Experienced investor and advisor to early stage companies in the areas of sales, marketing and talent acquisition
Kathryn Langridge, Senior Portfolio Manager, Manulife Asset ManagementRecorded: Nov 22 201843 mins
While emerging-market (EM) stock performance has been volatile in 2018, long-term demographic and economic changes across EM continue to create fertile opportunities for well-managed businesses capable of sustained growth. An increasing number of EM companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals. Join Kathryn Langridge, Senior Portfolio Manager, who will discuss the True Opportunity in Emerging Markets.
Katja Boerger | Navaneeth Satheesan , Envestnet | Ryan Ross, BrightTALKRecorded: Nov 21 201851 mins
Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.
What are good strategies to take advantage of this situation?
This panel will join leading emerging market participants to discuss:
- Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
- How to think about where opportunities lie in chaos.
- which securities are seeing the most flows and why?
- Which industries will be most affected by trade wars, a strong US dollar, and elections around the world
Paul Ellis | Sonya Dreizler Founder of Solutions with SonyaRecorded: Nov 21 201832 mins
Solutions with Sonya provides impact investing and business operations expertise for financial services firms. Dreizler was CEO of an RIA and independent broker-dealer prior to founding the consulting firm.
Oren Kaplan | Austen Robilliard | Bobby CherryRecorded: Nov 21 201849 mins
Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.
In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.
Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.
This webinar will cover:
- What will be the impacts of a strong US dollar on markets?
- How will trade agreements, and disagreements, will shape markets in the next 6 months?
- What industries will see the most and least activity from investors?
- Which emerging markets funds are seeing inflows and outflows, and why?
Paul Ellis | Bonnie Lyn de Bartok, CEO of MacCormick Inc.Recorded: Nov 21 201825 mins
MacCormick has developed the world's first Social Performance Index, the MSPI, which measures companies' social performance against best practice standards and in relation to their financial performance.
Ryan Ross, BrightTALK | Kenny Hearn, SwissOne | Marco Benvenuto, CryptoFunds AG | Thomas Kettner, MVISRecorded: Nov 20 201853 mins
A webinar series dedicated to informing investors in Cryptocurrency Funds on news in the market. Topics will include:
1) Updates on Regulations
2) Analysis & Investing Strategies
3) Investment Management Industry Adoption of Cryptos
4) Breakdown of the Underlying Technology & Terminology
5) Movers & Shakers in the industry
Travis Robinson, Craig J. Lazzara, Pollyanna Harper, Linda Zhang, Tony Watson, Deborah FuhrRecorded: Nov 15 201848 mins
With ETFs continuing to grow in popularity, does Active Management have a place in the market? And, with so many proponents of Passive management, what are the contrarian voices saying?
Thought Leaders on both sides of the aisle will discuss:
* How to blend ETFs in a passive portfolio?
* How to use Equity ETFs as an active strategy?
* Can Alpha be generated with Smart Beta ETFs by producing more than marginal returns?
Travis Robinson S&P Dow Jones Indices
Tony Watson, CIO, Portfolio Solutions
Pollyanna Harper - Director - BlackRock
Linda Zhang, PhD - CEO and Founder - Purview Investments
Craig Lazzara - Managing Director - S&P Dow Jones Indices
Deborah Fuhr, Managing partner & Co-Founder, ETFGI
Kate Statler | Will RhindRecorded: Nov 15 201831 mins
Will Rhind joins Kate on the show today to have a candid conversation about commodities. Will is Founder and CEO of GraniteShares, an ETF company. GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.
Will is a graduate of the University of Bath, in England, with a Bachelor of Arts in French, Russian, Politics and Economics. He has spent 17 years in the ETF industry, which began with iShares. He then transitioned to ETF Securities, and lastly, became the CEO of GLD before founding GraniteShares. Will has worked with both European and US ETF Markets, has a wealth of experience under his belt, and is an entrepreneur working hard to disrupt the financial industry with a start-up that’s gaining success. Listen to today’s episode to find out more!
Will discusses how GraniteShares focuses on commodities and high income passthrough securities.
Will defines commodities as the most economically significant and most traded commodities in the world. Ie. energy market, agriculture market, metals market and food market.
Will further tells us that this works by not investing in commodity companies, but in commodities themselves.
Will addressee why, at times, exchange traded funds underform.
Will explains how his company fits into various portfolios based on diversification.
Longer-term plans vs. shorter-term investing is explained by Will. Will explains how approachable his company is, and encourages investors to reach out to anyone on his team.
While rates continue to rise from historic lows, core bond duration remain near record highs. In this upcoming webcast, join J.P. Morgan Asset Management to discuss market views and tax-advantaged, lower duration strategies amid today’s rising rates.
- Matt Riley, ETF Sales Specialist, J.P. Morgan Asset Management
- Sam Azzarello, Global Market Strategist, J.P. Morgan Asset Management
- Rick Taormina, Portfolio Manager, J.P. Morgan Asset Management
- Ryan Szakacs, Capital Markets, J.P. Morgan Asset Management
Louise Thorpe, Chief Privacy Officer, American ExpressRecorded: Nov 13 201862 mins
Forrester found that only 11 percent of companies are able to deliver a customer experience (CX) that sets them apart from their competition. Without a CX that elevates the brand, companies are at risk of being left behind while customers choose to spend their purchase dollars or business investments elsewhere.
There are four key ways to ensure that your CX is flawless and your market share keeps growing. It starts from the inside out, with a unified vision of CX; a strategy to solve problems fast while offering self-help; continuous, ongoing iteration and improvement of best practices, and a consistent, personalized experience in every way.
To learn more about why CX has to be the core of your company and how to launch the strategy that ensures your company maintains competitive advantage, don’t miss this VB Live event!
Register here for free.
Webinar attendees will learn:
* How to build trust with increasingly savvy consumers
* Why brand reputation is your most important calling card -- and how to protect it
* The key qualities customers look for in a trusted brand
* The secrets of the modern customer-focused organization
* Louise Thorpe, Chief Privacy Officer, American Express
* Andrew Leede, Product Owner, Blinker
* Ting Ting Luo, Senior Product Marketing Manager, Docusign
* Stewart Rogers, Analyst-at-Large, VentureBeat
* Rachael Brownell, Moderator, VentureBeat
Michael Faherty, PM for Stryx World Growth & Tassilo Seilern, Head of ResearchDec 13 20181:00 pmUTC30 mins
Seilern Investment Management is an asset manager based in London that specializes in long-only equity investments. The investment strategy focuses exclusively on quality & growth stocks, and takes a long-term view.
At the heart of Seilern Investment Management lies an unwavering conviction in its investment philosophy as well as a disciplined and process driven approach to executing its strategy.
Michael Faherty, portfolio manager of Stryx World Growth, and Tassilo Seilern, Head of Research, will discuss the philosophy behind the funds, and the types of quality-growth companies that they look for.
The Wealth Management industry is increasingly required to cut costs & ensure their clients are getting the best returns for their money. Smart Beta, or creating passive investments that are chosen using more than just cap-weighted selection parameters, may seem like a panacea to this problem.
This webinar will dive into how Wealth Managers are using Smart Beta in their strategies, and will ask questions such as:
- How will regulations such as MIFID II affect wealth managers portfolios and usage of Smart Beta?
- Is it possible to use Smart Beta as a Premium Offering?
- Will Smart Beta mean the end of Active Management in the next 5 years?
George Kinder, Kinder Institute of Life PlanningMar 4 20195:00 pmUTC60 mins
Step boldly into your greatness by accessing the present moment. Thought leader, mindfulness practitioner, and finance guru George Kinder unveils his life’s work with a Map of Mindfulness. He uses the map to explain new forms of leadership, economics, and democracy all rooted in the present moment.
This radical 60-minute talk offers insight into how you can personally apply his methods to access your inner leader and enhance your performance in every aspect of life: at work, with your family, and in your relationships. Kinder explores how strong leadership skills come from being present. Always residing in the present moment means you are ready for anything from inspired action to empathic wisdom.
His leadership system democratizes entrepreneurial spirit, maximizing both innovation and growth across society as it maximizes the efficient allocation of human capital. He shifts the frame of economic thinking by grounding all of space and time in the present moment and argues that moments of freedom rather than moments of transaction become our focus. He proposes self-knowledge as a more sustainable motivator than self-interest.
In just one hour, you will understand the present, how to access it, and how it enhances your leadership potential. You’ll discover how to live in the moment and inspire others. You’ll gain a new way of visioning what is possible for the organizations and communities you represent and the tools to take steps to enact change now.
Kinder’s work aims to impact civilization. He’s recently launched a grassroots movement of community conversations happening globally that asks attendees to vision a Golden Civilization and then work to establish it now. His latest book, A Golden Civilization and the Map of Mindfulness, is available for pre-order on Amazon now and can be purchased March 4, 2019. To celebrate the book’s launch, we offer attendees of the live BrightTALK on March 4 a special one-day price of $1.29 for the Kindle version.
Igor Tsukerman, President & CIO, Passed Pawn AdvisorsMar 12 20192:00 pmUTC60 mins
As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.
Bo Huang, Tilney Group | Charles Morris, Atlantic House Fund Management | Mark Witten, ACT Capital PartnersMar 12 20194:00 pmUTC60 mins
While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.
This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:
- The Impacts of a strong US dollar on Emerging Markets.
- How trade agreements, and disagreements, will shape markets.
- What industries will see the most and least activity from emerging markets investors?
Participate in a global visioning exercise. George Kinder, internationally-recognized thought leader and father of the financial Life Planning movement, invites you to Life Plan civilization!
Imagine a thousand generations in the future where there is a Golden Civilization. What does it look like? Feel Like? How do people communicate, exchange goods, and govern themselves? Bring your wildest ideas and most personal values to a conversation about what could be. Let’s paint a vision of the future and then ask ourselves “How can we live into that vision now?”
This BrightTALK is one of hundreds of conversations happening globally since the launch of Kinder’s latest book, A Golden Civilization and the Map of Mindfulness (available for pre-order on Amazon now and for purchase March 4, 2019). The grassroots movement of community conversations asks attendees to vision a Golden Civilization and then work to establish it now.
Be part of the movement that is changing the world one conversation at a time. With George Kinder as the conversation facilitator, you’ll practice inner listening, hear the perspectives of others worldwide, share your own perspective, and together you’ll create a vision statement that captures the kind of future you want for yourselves and your grandchildren. With a clear and energizing vision of a Golden Civilization, Kinder will challenge you and each member of the group to think of how you can live into this vision now. Offering no judgement to the steps participants choose, Kinder values each contribution and demonstrates the art of empathic listening. At the end of the conversation, participants are invited to host their own conversations with friends, family, or any group they represent. More resources are available at www.agoldencivilization.com.
“Golden Civilizations radiate from the light inside each of us, Delivering freedom and modeling integrity in all things.” – George Kinder, A Golden Civilization and the Map of Mindfulness