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.
DBRS Ratings Limited (DBRS) invites you to attend a webinar covering the European Non-Performing Loan Securitisations on 18 October 2018 at 3 p.m. BST/4 p.m. CEST/10 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Alessio Pignataro, Senior Vice President, EU ABS, Global Structured Finance in London.
The discussion will provide updates and expectations on the growth, progress and future of the NPL market. There will also be discussion surrounding current and projected NPL deal performance.
The discussion will last approximately 30 minutes and will be followed by an interactive question-and-answer session. DBRS welcomes all who wish to participate.
Join us for the live streaming of our exclusive event celebrating the 5 year anniversary of ROBO, the first index tracking the Robotics and AI revolution. The event is being held at the New York Stock Exchange on October 17th at 1pm. This is a rare opportunity to hear from world’s leading innovators in Robotics & Artificial Intelligence from MIT, ETH – Zurich, University of California and Case Western Reserve.
Everywhere you look, robotics, automation, and AI (RAAI) is transforming how we live, work, and play. For investors, this multi-decade shift is driving unprecedented growth. We hope you can join us remotely to explore key trends and strategies for future-proofing your portfolios by investing in all that RAAI has to offer.
1:15 - 2:30pm: Research and Emerging Trends Presentations and Panel
2:30 - 3pm: Investing in the Universe of Robotics and AI
Many investors want to engage in impact investing and feel strongly about societal issues they want to try and solve. But most people don’t know where to start, what investment opportunities exist, and how to figure out what makes sense for them.
To help listeners cut through the hype, we will offer some ideas about what funds and products are available, how to access them, some of the possible pitfalls and how to find an impact investment strategy that works. We will focus the discussion on impact funds in the context of trends for the impact sector as a whole.
This webinar will cover:
- Why does anybody invest in impact?
- How to cut through the hype about impact investing? What can I actually do today that makes sense?
- What are HNWIs, Family Offices, and Institutions investing in (investment themes, solving problems, asset classes, alignment)?
- Why do people invest in impact funds? What are the trade-offs? What works and what doesn’t? What to look for in an Impact Fund?
- Lots of specific examples
You’ll hopefully leave this webinar with a clearer view on how you can invest to solve the world’s biggest problems.
In this session, Kennedy Tsang and Harry Yu, from SBI E2 Family Advisors and SBI China Capital, will walk you through:
- History of shrimp farming in the role of creating social and economic change;
- The “SEED” principle to sustainable win-win success
- Customisation of the model to enable social impact investment;
- Keys to success for shrimp farming social impact investing;
This session is specifically designed for HNW individuals, investment managers and funds that are interested in social impact investment.
As investors contemplate the lower return environment, the potential for rising interest rates and rich valuations, many rely on traditional fixed-income credit strategies, or leveraged loans, as a way to generate return or income. These markets have become crowded, and the crowds pushing into risk by the global liquidity glut are, in our view, concernedly complacent.
Now is the time to avoid these very crowded parts of the market through an alternative that’s been here in place sight all along - Securitized Credit. In this webcast we will explore the broad range of alternatives, from defensive to opportunistic, that can be found in Securitized Credit and lending. We will also demonstrate how these traditional credit replacements can consist of a hybrid of private debt and public securities to provide an attractive return profile, and offer better diversification with the most commonly held portfolio allocations.
In this interactive session Anirudh A Damani, Managing Partner, Artha Venture Fund I, will walk you through successful Investment Strategies & Asset Allocation.
What is the investment objective?
* Capital preservation
* Beating inflation
* Beating market returns
How (and why) investment objectives should drive allocation of assets?
How we structured our family office
* What were our objectives
* What inspired our asset allocation
* The results
* What we have learnt
* Where are we headed now
There will also a live Q&A round!
About Mr. Anirudh Damani
Anirudh Damani is the Managing Partner of an early stage Investment Fund, Artha Venture Fund, based in India. He is a 4th generation entrepreneur who has invested in over 57 startups, participating in 100+ funding rounds of companies like Oyo Rooms, Exotel, CoutLoot, Tala and NowFloats. He graduated with a Double Major in Business Administration & Economics from Austin College, Texas.
Raméz A. Baassiri, a entrepreneur in multigenerational family business and author of the Amazon best seller book, and Forbes book Interrupted Entrepreneurship: - Embracing Change in Family Business.
This book talks about the need for a family investment fund in order to face, handle and manage interruptions in family business.
In this discussion we talk about:
What separates an investment fund from a Family Investment Fund
How his Investment Fund is structured
What areas of industry the business operates in
Whether multiple investment Funds are a good idea or not
ITC Secure will present a real-world, anonymised case study of a cyber attack on a private client. The study will describe what happened, how it felt, and the resulting impact on the victim.
Following the study, ITC will outline how the attack succeeded, and the steps that would have prevented it.
Attendees will learn:
- The value that private clients have to cyber attackers.
- Why private clients remain largely unprotected and vulnerable to attack.
- How to begin advising their clients to be more secure.
Kenny Hearn is the founder of Asymmetry Asset Management, a multi-strategy hedge fund targeting uncorrelated and absolute market returns by searching global markets for investments with asymmetrical risk/return profiles.
In this interview, we talk about:
- why Asymmetry was started
- How Kenny got interested in Blockchain and his views on the implications of Blockchain in the future.
- What Stablecoins are
- How to time the market
- Why the portfolio was rebalanced
- What investors should consider if they want exposure to the cryptocurrency market
- ICOs and Airdrops
- The AAAX
Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from Lain Gutierrez, Senior Vice President, U.S. ABS. The discussion will cover evaluating underwriting guidelines across various PACE programs, understanding differing state approaches to program validation, assessing legal requirements at the assessment level (i.e. local opinions), and determining the impact of pool concentrations.
In an effort to address some of the key concerns for investors surrounding cannabis we will:
· Examine recent legislative developments in a number of countries, most importantly Canada and the United States and the subsequent growth in demand.
· Define key terms and important distinctions between medical and recreational cannabis.
· Focus on the legalization of medical cannabis in a growing number of jurisdictions which has led pharmaceutical companies to invest in cannabis-based medicines, as well as alternatives based on synthetically produced cannabinoids.
· Chart the growth of business opportunities across the full spectrum of the cannabis industry – both medical and recreational – including the tentative entry of big players into the market.
Enhanced investor due diligence is required to address the legal, operational, financial and reputational risks the industry is facing – largely as a result of regulatory uncertainties and inconsistencies. We will examine some of the pitfalls of an industry in its infancy.
In this interview, shot at Inside ETFs Europe, 2018, Scott Coey (BNY Mellon) walks us through ETF market outlook. Questions asked include;
In your activities demystifying ETFs, are you actually having to explain what an ETF is?
Are ETFs viewed as weapons of mass destruction or capable of destabilising markets?
What is the range of audience you meet asking about ETFs?
What differences do you see between European and the US markets?
There are lots of large players out there - are there any benefits to new providers arriving in Europe?
Hosted by Chris D’Onofrio, Managing Director, U.S. ABS and David Laterza, Senior Vice President, U.S. FIG, the discussion will also feature commentary from Mark Hirshorn, Senior Vice President, U.S. ABS. Key topics to be discussed include aviation industry performance, aircraft liquidity, lessors and their financing alternatives, developments in DBRS's aircraft and aviation-related methodologies.
Downside protection is particularly relevant today as volatility is expected to increase in emerging markets. Whether it’s the impact of rising rates in the U.S., escalating U.S.-China trade tensions or political turmoil in Turkey or Brazil, a quality growth approach can help navigate uncertainty and uncover the return potential held within the planet’s most dynamic economic area.
With decades of experience investing in emerging markets equities, our team seeks to invest in quality growth companies that can consistently and predictably grow earnings year in and year out. By delivering in both good and difficult environments, we seek to outperform the market with less risk over time.
What is the goal of the Autonomous car industry, and what companies out there are focused on this goal? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?
For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?
These questions and more will be answered in this webinar.
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
ETFs continue to rise in popularity. One-third of current equity ETF investors and
almost 40% of asset managers expect to increase allocations to these
funds in the coming year, according to Greenwich Associates. Still, ETFs have not been truly battle-tested in a bear market, not have they been tested in an environment where low volatility and increasing interest rates exist. Mut
The dynamics between ETFs and Mutual Funds evolves with this environment, and this webinar will focus on what will happen to both mutual funds and ETFs moving forward, including:
- Mutual funds are losing money to ETFs - will this trend continue in a Bear Market?
- Buy vs. Build: consolidation in the ETF industry
- Fees, margins & competition: big players are driving down margins, are smaller players coping?
- Is Smart Beta the active manager’s answer to passive management?
Matt Riley, Vice President, J.P. Morgan Asset Management
Steven Quinn, Head of ETP Distribution, Janus Henderson
The Federal Reserve has planned 8 rate hikes over 2018-2019, and a world with "Quantitative Tightening" has forced fixed income investors to re-consider their liquidity strategies. Lower volatility and borrowing rates from the US may portend global markets to follow. This has huge implications for Fixed Income markets.
This live panel webinar will cover the following questions:
- How can Fixed Income investors adapt to a new world of rising interest rates and mediocre liquidity environment?
- What other global macro events may happen that will affect fixed income investors’ portfolio?
- Will developments in electronic trading platforms help fixed income liquidity?
Janelle Woodward, Global Co-Head of Income, BMO Asset Management U.S.
Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
A majority of advisors believe that ESG integration will become standard practice within their organization by 2022 , yet most of them are not asking clients retail & institutional about opportunities for ESG integration in their portfolio strategies. This will shift as Millennials become the predominant investor cohort; by 2030. How can advisors lead the conversation?
This webinar will cover the following:
- Understanding how millennials are approaching ESG and integrating it into their portfolios
- Using Thematic ETFs to design an ESG Portfolio
- What advisors should focus on when speaking with clients about ESG Integration.
Paul Ellis, Sustainable Investing Consultant (Moderator)
Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management
Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital
In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.
There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.
In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.
Key themes to be discussed include;
* Investor appetite vs market supply
* Unbundling of the responsible investments
* Manual approaches and hybrid innovations
* Regulatory environment and developments
Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.
Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth
Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
A few years ago "ESG” was, at best, just a page at the back of a presentation. Today it has achieved greater prominence with new initiatives such as impact investing and the United Nation’s Sustainable Development Goals. However, questions still remain about what ESG integration really means and whether the increasing use of frameworks and questionnaires is distracting from engagement.
This expert panel will look at what ESG integration means at the practical implementation of ESG considerations within portfolios. They will discuss whether ESG can, at best, be implemented without negatively impacting risk and return or whether there is recent evidence that it can actually benefit both risk and return. They will consider whether ESG is a factor like momentum or growth and if so whether it can be integrated into multi-factor portfolios.
While impact investing dominates the headlines, most of the assets that firms manage on behalf of their clients are likely to have limited impact on the UN’s SDG’s. The panel will discuss this issue and the likely future trends in ESG investment.
Justin Simler, Independent Industry Expert
Richard Lightbound, Managing Partner & CEO - EMEA, ROBO Global
Adrie Heinsbroek, Head of Responsible Investing, NN Investment Partners
Meryam Omi, Head of Sustainability & Responsible Investment Strategy, Legal & General Investment Management (LGIM)
As ESG performance has grown significantly in importance for companies and asset managers in recent years, it's time to look at the numbers.
Is ESG screening a worthwhile tool? In a word, yes!
High ESG focus contributes to risk mitigation and in this session, we will share with you our research which shows that this is also mirrored in strong operational and share price performance. We will also share how predictive attributes (e.g future earnings stability and share price volatility) suggest that ESG research belongs in company valuation.
This live session (with Q&A) will give you insight into why we believe that companies and investors simply cannot afford not to care.
Elias Porse, Head of Strategy and Quant, Nordea Markets
Hugo Fredriksson, Senior analyst, Nordea Markets
“Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?
This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.
This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.
Benjamin Yeoh, Senior Portfolio Manager, RBC
Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management
Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
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
* Rachael Brownell, Moderator, VentureBeat
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.
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
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
Emerging markets continue to feel the impact of global trade tensions, a strengthening U.S. dollar, the prospect of higher U.S. interest rates, and overall market uncertainty. Join Kathryn Langridge and Philip Ehrmann, Senior Portfolio Managers, who will discuss the true opportunities in Emerging Markets. While we believe the fundamental basis for investing in EM is intact and stock selection at the company level remains key, market volatility is likely to persist until there’s more clarity around the risks. That said, the convergence of demographics, government reform, and innovative technology is leading to strong and more resilient domestic EM economies in which a dynamic private sector is playing an increasingly significant competitive role. As EM investors, we view these trends as sources of compelling investment opportunities, and a growing number of EM companies are demonstrating sustainable, quality growth.
The financial services industry has been struggling to give
its customers a delightful experience yet to date those experiences
are still based on a mid-90s thought process around the customer
experience that focuses on making transactions easier to do, less
steps, move convenient.
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
optimized portfolio of services on an ongoing basis while adapting to
their life events.
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