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US Financial Advisors

  • More Than Loyalty: How the Open Economy is Changing Loyalty Programs
    More Than Loyalty: How the Open Economy is Changing Loyalty Programs
    Eric Grover (Intrepid Ventures), Thomas Tyree (FIS) and Bruce Parker (ModoPayments) Recorded: Mar 19 2019 60 mins
    Loyalty programs are nothing new, but opportunities to leverage them at the in-store and online checkout are. Innovations in payments and banking have ushered in the beginnings of the "open economy" and are bringing exciting new technologies to the market that will change the future of consumer engagement.

    Ty Tyree (FIS) and Bruce Parker (Modo) speak with Eric Grover (Intrepid Ventures) on the work they're doing in the payments and loyalty space, and what opportunities they see in the market.

    Join in to learn: Who are the major players in the "open economy"?, What are disruptors in the loyalty space doing (both banks, merchants, and payments players)?, What are new ways in which you can engage your end consumers to establish true brand loyalty?, What is the "open economy", and how are we going to see that playing out in the next 5 years?, and What is required in order to continue the "open economy"?

    Moderator:
    Eric Grover, Principal at Intrepid Ventures

    Panellists:
    Thomas (Ty) Tyree, VP of Loyalty Product at FIS
    Bruce Parker, Founder & CEO at Modo
  • Personal Shopper: Social Factors Behind Payment Choice
    Personal Shopper: Social Factors Behind Payment Choice
    Dr. Anne Lewis, Head of Product Development, Vaultex Recorded: Mar 19 2019 40 mins
    What determines how people pay for their goods and services? How might using cash instead of a debit card reflect your personality? Are you a utilitarian or hedonistic shopper?

    This webinar looks at how the way people behave could affect their choice of payment. Dr. Anne Lewis argues that an economic model is not enough to fully predict future consumer payment habits, and social factors have an important influence on whether people reach for notes or cards.
  • What is the Future for Cash?
    What is the Future for Cash?
    David Fagleman, Head of Policy & Research, Cash Services Recorded: Mar 19 2019 43 mins
    The cashless society has been talked about for decades and with the increased use of digital payments some believe it’s closer than ever. Despite this cash remains a popular method of payment for consumers and businesses, and is forecast to continue to play an important role in the payments landscape for years to come.

    Join this session for a discussion on the future of cash. This will include:

    · Data and forecasts on cash and non-cash payment methods
    · Research on the drivers behind consumer payment behavior
    · Analysis on the future of cash – it’s role as both a transactional and continuity method of payment
    · Country-specific examples
  • How Advisors Can Leverage Data Visualization To Enrich the Customer Experience
    How Advisors Can Leverage Data Visualization To Enrich the Customer Experience
    Philipp Zerhusen and Michael Diefenthäler, FactSet Recorded: Mar 19 2019 30 mins
    As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.


    Listen to the second of these 30-minute live sessions, and hear from industry experts on how advisory can utilize visualization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to financial advisors, our speakers share their insight on how the five tactics discussed in the second part of our eBook, Disrupting Advisory Through Design, can be applied to the client experience to develop an online wealth platform that adds value - to the firm, to your high net worth investors, and to your book of business.
  • Ep. 38: Achieving SDG #9 - $3 Trillion US Sustainable Infrastructure Upgrades
    Ep. 38: Achieving SDG #9 - $3 Trillion US Sustainable Infrastructure Upgrades
    Paul Ellis | Hazel Henderson Recorded: Mar 19 2019 33 mins
    Where does capital need to be deployed in the US to build resilient infrastructure, foster innovation, and promote inclusive and sustainable industrialization? Henderson explains how her Green Transition Scoreboard tracks the requirements for funding.
  • Bob Browne: An Opportunity for the Fed
    Bob Browne: An Opportunity for the Fed
    Bob Browne, CFA, Chief Investment Officer Recorded: Mar 18 2019 4 mins
    While we confirm our current positioning of being overweight risk assets, there is one thing the Fed could do this week to further reinforce our outlook for growth. CIO Bob Browne explains.
  • Stress Testing in Practice
    Stress Testing in Practice
    Christoph V. Schon, Executive Director of Applied Research Recorded: Mar 18 2019 57 mins
    A good stress test needs two ingredients. First, one needs to decide which variable(s) to stress and by how much. Second, comes the identification of a suitable calibration period for the covariance matrix used to estimate the other pricing factors. The latter can often be the more difficult, in particular if one does not want to simply rely on recent correlations to hold. In this webinar, Christoph V. Schon, Executive Director of Applied Research, will talk about the challenges he and his colleagues face (e.g. looking for relevant precedents or dealing with a lack of historical data) and how they deal with them, drawing from a number of recent studies conducted by the team.
  • 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: Mar 16 2019 29 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.
  • ESG on BrightTALK: The Podcast
    ESG on BrightTALK: The Podcast
    Ryan Ross | Ben Yeoh Recorded: Mar 14 2019 55 mins
    The goal of this podcast series is to introduce to investors what the long-term benefits are derived by investing in ESG-related initiatives.

    This episode features Ben Yeoh, a Senior Portfolio Manager of Global Equities, and a playwright.

    We discuss:
    3:00: being integrated in your thinking.
    3:35: what integrated means.
    7:38: Ways to title ESG:
    33:17 - how institutional investors should consider ESG.

    Much more!
  • Modern Strategies for Investing in Global Emerging Markets
    Modern Strategies for Investing in Global Emerging Markets
    Katja Boerger | Navaneeth Satheesan , Envestnet | Ryan Ross, BrightTALK Recorded: Mar 13 2019 50 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
  • Investing in Emerging Markets: Trade Wars & China
    Investing in Emerging Markets: Trade Wars & China
    Alison Shimada, Wells Fargo | Jeremy Murden, Matthews Asia | Ryan Ross, BrightTALK Recorded: Mar 13 2019 59 mins
    At over 12 Trillion Dollars in GDP, China is the world’s 2nd largest economy. It is home to 8 of the top 20 tech giants, it is a leader in exports, and is second only to the US in exports.

    After years of unprecedented growth, china has begun to slow down. It is easy to point to the trade war with the US as the driver of this slowdown. But we need to look deeper.

    This webinar will provide the Institutional investors and financial advisers interested in emerging markets, with:

    An overview on China’s domestic policy in stimulating trade
    An analysis of the 3 veins of the trade war
    How to find opportunity in the market
    Filtering the signal versus the noise
    Q&A
  • Panel Discussion - Global Emerging Markets - Outlook for 2019
    Panel Discussion - Global Emerging Markets - Outlook for 2019
    Ryan Ross | Richard Lightbound | Magdalena Polan | Adrian Lowcock Recorded: Mar 13 2019 42 mins
    Growth in developed markets is slowing, which will effect Emerging Markets. But what are the causes of the slowdown, and how do they compare to the past? If the source is oil prices, what does this mean for oil-rich countries like Venezuela, Nigeria, or Saudi Arabia?

    If the source is Central Banking policies, either coming from the US Federal Reserve or the European Central Bank – how will relative strength or weakness in currencies affect countries that hold debt?

    When headlines abound around trade, trade deficits, and trade surpluses, how can investors hedge their bets?

    And as economies emerge alongside technology, labor costs become as much an economic issue as a political issue. What role does automation play in the growth story?


    This panel will discuss questions facing emerging markets including:

    · Are EMs better equipped to handle growth slowdown than in 2015? What do they have going for them now that they didn’t back then?
    · Are we in an EM rally? If so, how long will the EM rally last?
    · Central Banking policies effect on EM
    · Areas to avoid vs. attractive areas?


    Panelists include:

    Magdalena Polan - Global EM Economist at LGIM
    Adrian Lowcock - Head of Personal Investing at Willis Owen
    Richard Lightbound, CEO EMEA & Asia at ROBO Global
  • Not All Emerging Market Strategies are Created Equal
    Not All Emerging Market Strategies are Created Equal
    Peter Marber, CIO - Emerging Markets, Aperture Investors Recorded: Mar 13 2019 32 mins
    While many organization and individuals are interested in investing in emerging markets, most do not fully understand how various segments and strategies vary in the exposure they provide. Before committing to a strategy, it’s vital that investors do their due diligence to understand what their options are, how they differ, and which will deliver the exposure they think they're getting, as well as the optimal results. In this webinar, Peter Marber will clarify what various strategies really mean in order to enable a true risk/reward analysis on the part of EM investors.

    Presented by Peter Marber, CIO for Emerging Markets at Aperture Investors

    About Peter;

    Peter Marber is the Chief Investment Officer for Emerging Markets at Aperture Investors, leading the New World Opportunities strategy. For over 30 years, Peter has professionally invested billions of dollars for many of the world’s largest companies at firms including Loomis, Sayles & Company, HSBC, and Wasserstein & Co.

    Though a globally-recognized authority on emerging market economies, Peter landed on Wall Street not because of his love for financial markets, but rather due to his fascination with globalization. Peter studies how countries and their markets evolve to develop a deep understanding of emerging market dynamics. He passes along his curiosity, knowledge and passion as a professor at NYU, Johns Hopkins, Harvard, and Columbia, as well as through his writings on globalization, emerging markets, and higher education.

    Peter earned his B.A. at Johns Hopkins, his M.I.A. from Columbia, and his Ph.D from The University of Cambridge. He is an avid composer and guitarist and lives in New York City with his family.
  • Funds Showcase: Emerging Markets
    Funds Showcase: Emerging Markets
    Oren Kaplan | Austen Robilliard | Bobby Cherry Recorded: Mar 12 2019 48 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?
  • A Global Vision for A Golden Civilization
    A Global Vision for A Golden Civilization
    George Kinder Recorded: Mar 12 2019 111 mins
    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
  • Investing in Emerging Markets: Trade Wars & China
    Investing in Emerging Markets: Trade Wars & China
    Alison Shimada, Wells Fargo | Jeremy Murden, Matthews Asia | Ryan Ross, BrightTALK Recorded: Mar 12 2019 59 mins
    At over 12 Trillion Dollars in GDP, China is the world’s 2nd largest economy. It is home to 8 of the top 20 tech giants, it is a leader in exports, and is second only to the US in exports.

    After years of unprecedented growth, china has begun to slow down. It is easy to point to the trade war with the US as the driver of this slowdown. But we need to look deeper.

    This webinar will provide the Institutional investors and financial advisers interested in emerging markets, with:

    An overview on China’s domestic policy in stimulating trade
    An analysis of the 3 veins of the trade war
    How to find opportunity in the market
    Filtering the signal versus the noise
    Q&A
  • How to Harness the Power of Financial Inclusion
    How to Harness the Power of Financial Inclusion
    Triodos Investment Management Recorded: Mar 12 2019 36 mins
    Finance enables people to secure fundamental needs such as housing, education, energy and healthcare. However, globally, 1.7 billion people are without access to basic financial services, and 65 million micro, small and medium-sized business in emerging economies have unmet financing needs.

    This webinar will address the following questions:
    - What is Financial Inclusion?
    - How does Financial Inclusion impact Emerging Markets?
    - How many people are reached?
    - What is Triodos IM's approach?
    - What are trends and developments in this dynamic sector?
  • Michael Hunstad: Value Stocks Poised to Outperform
    Michael Hunstad: Value Stocks Poised to Outperform
    Michael Hunstad, Ph.D., Head of Quantitative Strategies Recorded: Mar 11 2019 3 mins
    In recent weeks we’ve witnessed three major market milestones, all suggesting one thing: value stocks may be poised to outperform. Head of Quantitative Strategies Michael Hunstad explains.
  • Optimization 101
    Optimization 101
    Pamela Vance, Managing Director of Product Management Recorded: Mar 11 2019 61 mins
    In this webinar, we discuss the basics of portfolio optimization. She discussed how to model and interpret portfolio optimization strategies, which strategy elements make the optimization problems more difficult to solve, and how to use the soft constraints and the constraint hierarchy to make the solution process more reliable. This presentation benefits industry participants who are new to optimization as well as long-time users who would like a refresher on the basics.
  • Ep 36:Jed Emerson on The Purpose of Capital
    Ep 36:Jed Emerson on The Purpose of Capital
    Paul Ellis | Jed Emerson Recorded: Mar 9 2019 33 mins
    In his eighth book on sustainable finance,The Purpose of Capital, Jed Emerson expands the arc of blended value investing into a multi-generational journey of personal and family discovery on the path to Other Impact. Join the conversation!
  • LeClair Group DataWidget
    LeClair Group DataWidget
    Richard Lett, LeClair Group, Dan Arland, LeClair Group, LaRae Mills, LeClair Group Recorded: Mar 8 2019 25 mins
    There is no shortage of clients who need your help when shopping for insurance. The challenge is knowing where they are, and how to reach them.


    Through it's sophisticated technology, LeClair Group's DataWidget is able to connect to a national database of millions of people around the world. These mailing lists can be customized based on a variety of demographics such as age, geography, gender, income, occupation group, house value, and home ownership.

    We invite you to join us on March 7 at 2:00pm CDT for a live demonstration of how to use LeClair Group's DataWidget. This webinar will help you better understand how to successfully set up the demographic filters so that you come away with the the right target marketing for your business.
  • Mindfulness Mapped: A Leader’s Guide to the Present Moment
    Mindfulness Mapped: A Leader’s Guide to the Present Moment
    George Kinder, Kinder Institute of Life Planning Recorded: Mar 4 2019 47 mins
    Step boldly into your greatness by accessing the present moment. Thought leader, mindfulness teacher/author, 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 $2.99 for the Kindle version.
  • Katie Nixon: What Makes a U.S.-China Deal Important
    Katie Nixon: What Makes a U.S.-China Deal Important
    Katie Nixon - Chief Investment Officer, Wealth Management Recorded: Mar 4 2019 2 mins
    The U.S. decision to delay increasing tariffs against China spurred investor optimism that a deal will soon be struck. Wealth Management CIO, Katie Nixon, explains.
  • Practical Approach to Building Superior, High-Conviction, Fundamental Strategies
    Practical Approach to Building Superior, High-Conviction, Fundamental Strategies
    Omer Cedar CEO & Founder Omega Point) and Chris Martin (Director and Solutions Specialist Axioma) Recorded: Mar 4 2019 47 mins
    In this thought-provoking webinar, Omer Cedar, CEO and Founder of Omega Point, and Chris Martin, CAIA, CIPM, Director, Product Specialist at Axioma, expanded upon the techniques and insights from our most downloaded whitepaper and associated webinar: Adding Alpha by Subtracting Beta, which captured the attention of some of the industry’s leading active managers. Since its publication one year ago, we’ve worked with many fundamental managers to apply practical approaches that have helped them capture the alpha in their strategies, without changing underlying convictions or investment style.

    During this webinar and Q&A, Omer and Chris synthesized their learnings to demonstrate how -you- fundamental PMs and their quantitative teams better can:

    * Understand and size your selections
    * Deepen your conviction in your portfolio
    * Explain your performance
    * Generate higher alpha

    Viewers will gain an understanding of a practical approach to portfolio construction that can augment a fundamental investment process and help generate better risk-adjusted returns.
  • Altegris Multi-Strategy Fund: Year in Review
    Altegris Multi-Strategy Fund: Year in Review
    Josh Goldstein, President/COO, Verition | Miguel Sosa, Portfolio Strategist, Artivest Recorded: Feb 27 2019 43 mins
    Please join us for an interactive webcast on the Altegris Multi-Strategy Fund. During the session, you will hear from Josh Goldstein, President and Chief Operating Officer at Verition, who will discuss:

    - Verition overview, investment philosophy, process, and risk management
    -Recent performance commentary
    -Current opportunity set and outlook for 2019
  • Gender Equality
    Gender Equality
    TBD Mar 26 2019 4:00 pm UTC 60 mins
    Gender Equality
  • DBRS Webinar – Aviation: Widebody Lease Expirations and Methodology Updates
    DBRS Webinar – Aviation: Widebody Lease Expirations and Methodology Updates
    Chris D'Onofrio Mar 27 2019 2:00 pm UTC 60 mins
    Key topics to be discussed include: aviation industry performance; scheduled lease expirations; valuation and volatility considerations; and developments in DBRS's aircraft and aviation related methodologies.

    Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from David Laterza, Head of U.S. Non-Bank Financials and Mark Hirshorn, Senior Vice President, U.S. ABS.
  • DBRS Webinar: Current State of Securitisation in Europe
    DBRS Webinar: Current State of Securitisation in Europe
    Gordon Kerr, Head of European Structured Finance Research Mar 28 2019 3:00 pm UTC 75 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar on the current state of the securitisation market in Europe on 28 March 2019 at 3 p.m. GMT/4 p.m. CET/11 a.m. EDT. The webinar will be hosted
    by Gordon Kerr, Head of European Structured Finance Research, in London.

    With the introduction of new regulations in 2019, the announcement of a third targeted long-term refinancing operation (TLTRO) by the European Central Bank, Brexit and other disruptions, the market is
    in a state of flux. Where is it headed? Gordon Kerr will attempt to answer this question and provide further insights in to the state of the European securitisation market.

    The discussion will last approximately 30 to 45 minutes and will be followed by an interactive question and-answer session. DBRS welcomes all who wish to participate.
  • Consider Aetna for the Aging-In Market - Part 2
    Consider Aetna for the Aging-In Market - Part 2
    Rick Huemmer, Aetna & Dan Arland, LeClair Group Mar 28 2019 4:00 pm UTC 45 mins
    An introduction to Aetna's Medicare Supplement plans and why they may be the right choice for your aging-in clients.

    Agenda
    Aetna Ancillaries – building value and retention for the client

    Product Overview

    Aetna's Enrollment Platform
  • BrightTALK ESG Podcast: Martina Macpherson
    BrightTALK ESG Podcast: Martina Macpherson
    Ryan Ross | Martina Macpherson Mar 29 2019 4:00 pm UTC 59 mins
    The goal of this podcast series is to introduce to investors what the long-term benefits are derived by investing in ESG-related initiatives.

    This episode features Martina Macpherson.



    We discuss:
    The Importance of SDGs
    How to create Frameworks
    How to measure ESG impact
    Why Stewardship is a critical element of implementing ESG measures at companies.

    Much more!
  • Brexit: Impact on Currencies, Equities & Fixed Income
    Brexit: Impact on Currencies, Equities & Fixed Income
    Ryan Ross, BrightTALK Apr 2 2019 3:00 pm UTC 60 mins
    It is being stated that a Brexit will create revolutionary distress in the market. It is being said that global financial markets will undergo tremendous, disastrous pain if a hard Brexit happens.



    But, how can we move forward? What steps are companies and investors taking to stay in business?



    This webinar aims to separate the signal from the noise and focus on providing our listeners with a thoughtful understanding of what the currency, fixed income, and equities markets are pricing in, and how companies and investors that operate in these markets are planning for whatever scenario may come.



    Topics to be covered:

    What a Hard Brexit means?

    Can a 2nd referendum happen?

    If we do a Hard Brexit, what are the next steps?

    Where will investors feel it first, and what are the secondary and tertiary effects of a hard Brexit?
  • DBRS Webinar on Marketplace Lending
    DBRS Webinar on Marketplace Lending
    Chris D'Onofrio Apr 3 2019 2:00 pm UTC 60 mins
    Key topics to be discussed include: the evolution of finance; FinTech's influence around the globe; growth hurdles; and securitization considerations.

    Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from Gordon Kerr, Senior Vice President, Head of European Research and Imran Ansari, Vice President, U.S. ABS.
  • Panel Discussion: 3 Game-Changing Innovation Models in Financial Services Today
    Panel Discussion: 3 Game-Changing Innovation Models in Financial Services Today
    Pat Patel, Money20/20 | Drew Graham, Standard Chartered Bank | Megan Caywood, Starling Bank Apr 4 2019 1:00 pm UTC 60 mins
    Innovation has quickly become an overused and distorted word. At Money20/20 Europe expect to cut through the hype, explore what measurements we can use to benchmark innovation and get to the heart of sustainable and commercial step change. A key question which has moved back up the C-Level agenda of established; banks, tech companies and payments companies is:

    "How can incumbents deliver meaningful game-changing innovation?"

    There are three options available for incumbents, and at Money20/20 Europe we’ll be developing deeper into each one:

    1. Can organisations transform their cultures to execute true innovation internally within their organisations? (cultural transformation)

    2. Perhaps tech transformation is the way forward, partnering or acquisitions to do so?

    3. Or do they need to achieve business model transformation by building something entirely new outside of the organisation?


    These options are being heavily debated in boardrooms throughout Europe, with a number of high profile banks recently announcing plans to build brand new subsidiaries. Some of the traditional banks, payments and tech companies are pursuing a few or all of the options while others are sitting on the fence. Which is most effective and why? What are the dynamics at play that determine success for different types of companies? Hear from the leading companies in our industry as they share their incisive insight on the successes but also the failures and the lessons learned.

    Panellists
    Drew Graham, Director, Fintech Strategy & Engagement, Standard Chartered Bank
    Megan Caywood, Chief Platform Officer, Starling Bank,

    Hosted by Pat Patel, Content Director - Europe + Asia, Money20/20
  • Climate Risk 2019: Global Capital Markets and Public Policy Options
    Climate Risk 2019: Global Capital Markets and Public Policy Options
    Paul Ellis, Lisa Woll, Jeff Gitterman, Claudine Schneider Apr 16 2019 3:00 pm UTC 60 mins
    During the past 40 years Climate Science has accurately predicted rising sea levels, more rapid temperature rise at the poles and hurricanes and typhoons occuring at higher latitudes.

    From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion.

    Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.

    Lisa Woll, CEO, US SIF, The Forum for Sustainable and Responsible Investment
    Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
    Claudine Schneider, former U.S. Congresswoman, Founding President of the Solar Alliance
  • Generating Returns with Stewardship: Investing in Sustainable Development Goals
    Generating Returns with Stewardship: Investing in Sustainable Development Goals
    Bud Sturmak, Martina Macpherson Apr 17 2019 3:00 pm UTC 60 mins
    Stewardship is one of the most direct ways in which investors can engage in long-term investment decision making. An important lesson from the global financial crisis has been that investors do need to play a stewardship role to look at how investee companies are managing the assets entrusted to them by their shareholders. Stewardship in investments means focusing capital management strategies on the long-term. Following developments in Europe and Asia in relation to stewardship codes and investment mandates some of the largest asset managers in the US have now also started requiring companies in their portfolios to adhere to “sustainable, long-term growth” strategies. However, key questions remain: What’s the most applicable investment strategy in the context of active stewardship? Are all risks such as cross-ownership being addressed and managed? Is the investee company properly accountable?

    With the goal of showing investors how they can focus on stewardship activities within their active and passive investment strategies this ESG webinar will discuss:

    - How to define stewardship in the context of sustainable investment and corporate decision-making;
    - How investors are focussing their capital on the long term;
    - How investment managers and service providers aim to establish, measure and benchmark their stewardship activities within active and passive investment strategies;
    - What this means for investors, companies, and society at large.


    Panellists
    Bud Sturmak, Founder, BlueSky Investment Management
    Martina Macpherson, President, Network for Sustainable Financial 
Markets
  • Climate Action: Ideas for Earth Day
    Climate Action: Ideas for Earth Day
    TBD Apr 18 2019 3:00 pm UTC 60 mins
    Climate Action
  • 2018 ETF Market Trends
    2018 ETF Market Trends
    Igor Tsukerman, President & CIO, Passed Pawn Advisors May 14 2019 2:00 pm UTC 60 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.
  • Decent Work & Economic Growth
    Decent Work & Economic Growth
    TBD May 21 2019 3:00 pm UTC 60 mins
    Decent Work & Economic Growth
  • Technology as a Gamechanger for eCommerce
    Technology as a Gamechanger for eCommerce
    Daniel Kornitzer, Chief Business Development Officer, Paysafe + panel of experts Jun 3 2019 8:30 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?
  • Identity Verification and Authentication: Balancing Compliance and Convenience
    Identity Verification and Authentication: Balancing Compliance and Convenience
    Melisande Mual, Founder at The Paypers, Berit Svendsen, EVP International Business at Vipps 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
  • Cybersecurity and Fraud: Securing the Financial Sector
    Cybersecurity and Fraud: Securing the Financial Sector
    Panelists to be announced shortly 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
  • Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Reimagining Financial Services: Getting Onboarding and Customer Experience Right
    Christoffer Hernæs, Chief Digital Officer at Sbanken + panel of experts 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
  • Digital Transformation: Trends in Banking and Payments
    Digital Transformation: Trends in Banking and Payments
    Leda Glyptis, Chief of Staff at 11:FS + panel of experts 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 + 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
  • 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
  • Quality Education / Reduced Inequalities
    Quality Education / Reduced Inequalities
    TBD Sep 25 2019 3:00 pm UTC 60 mins
    Quality Education / Reduced Inequalities
  • Affordable and Clean Energy
    Affordable and Clean Energy
    TBD Oct 30 2019 4:00 pm UTC 60 mins
    Affordable and Clean Energy
  • Responsible Consumption & Production
    Responsible Consumption & Production
    TBD Nov 19 2019 4:00 pm UTC 60 mins
    Responsible Consumption & Production