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.
Rising volatility, changing inflation expectations and talks of a trade war. What can investors expect in the coming months? How could US tariffs potentially impact the momentum of the global economy? Manulife’s Head of Capital Markets and Strategy, Bob Boyda, shares his insights in this video.
For investors interested in environmental, social and governance (ESG) strategies, a regionally diversified approach can help capture global growth. Across Asia, the ESG landscape is rapidly evolving, creating enormous opportunities for companies that can provide goods and services that improve quality of life while addressing social, economic and environmental challenges.
Please join an exclusive webcast with Matthews Asia Chief Investment Officer Robert Horrocks, PhD, and Portfolio Manager Vivek Tanneeru for an interactive discussion on:
- The evolution of ESG opportunities
- How Asia is primed to serve as a hub for ESG leadership and innovation
- Why a bottom-up active approach is important when considering ESG investments
2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.
In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. Themes to be covered include;
* How & why multi-asset managers think the Q2 will play out
* How to identify where volatility will come from
* Macro movements (elections, trade wars, regulations etc) that will affect the market
* Market appetite and the impact of ETFs
Join this webinar to get a North American perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.
Linda Zhang, PhD, CEO and Founder, Purview Investments
Stuart Peskin, Investment Director, Aberdeen Standard Investments
Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors
The traditional multi-asset investment approach seeks to provide investors with diversified sources of return by investing across a variety of asset classes. However, there are risks involved with this investment approach. Correlations between asset classes, for example, can change over time, and a traditional multi-asset portfolio may therefore not provide the initial diversification benefits hoped for. That is why the Invesco Perpetual Multi Asset team believes that the only way to achieve true diversification is to break away from the focus on asset class constraints. Instead, the team focuses on great investment ideas, identifies the best way to invest in them and then combines them into a risk-managed portfolio.
During this webinar, Clive Emery, Multi Asset Product Director at Invesco Perpetual, will cover the following:
*The challenges of multi-asset investing
* Where we believe opportunities lie in today’s market environment
* How an all-weather portfolio can be created by investing in ideas
Joining this webinar will help you understand the challenges of today’s market environment, and how investing in ideas can help provide diversification benefits to a multi-asset portfolio.
“Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.
In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry
This webinar will cover topics such as:
* What are the key innovations in the multi-asset arena currently and in the future?
* How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
* What role does passive play in the multi-asset arena? Alternatives?
* How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?
After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.
Florian Schneider, CFA, Head of Product Research & Development at Amundi
Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
Oscar D. Pulido, CFA, MD & Global Head of Product Strategy for the Multi-Asset Strategies, Blackrock
Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams
How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?
Join this webinar to hear from leading experts and find out about:
- Using right tools to generate consistent returns
- Avoiding the urge to time the market
- how to weather any market using diversification without sacrifice
Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
Ben Conway, Senior Fund Manager, Hawksmoor Fund Managers
Lee Robertson, Founding Director & CEO, Investment Quorum Limited
Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.
Your business is online but how do you take advantage by driving traffic and revenue? During this webinar you will discover how to get found and attract customers online. Learn the anatomy of a search engine and how Google, Yahoo, and Bing are actually analyzing your website and online presence; plus tips and tools you can use to enhance your online presence.
This webinar is part of the four-part series, Digital Marketing for Insurance Agents:
-Grow Your Business with Social Media
-Understanding Google Analytics
-Video and Email Marketing
Recent research shows that consumers are interested in using a digital financial coach to help them proactively manage their finances. However, most are using online banking tools that just give a full view of their financial picture without offering up any advice or guidance on how to improve their financial behavior. and that’s where engagement ends. Discover how the industry’s most innovative companies are using artificial intelligence (AI) and machine learning to build financial solutions and apps to attract and engage today’s evolving consumer.
The future of financial wellness informed by AI is here. Machine learning has the capability to continuously analyze data and deliver specific insights that can help consumers improve their financial health.
In this webinar, you’ll find out how to transform your data into insights and intelligence. Using a unified API to drive intuitive and powerful user experiences is key.
Attendees will also learn:
* How AI and machine learning are powering today’s financial wellness tools
* Recent research from Aite Group on financial wellness tools and virtual financial wellness coaches
* How digital tools, chatbots, and interactive assistants can revive the concept of traditional personal financial management (PFM)
* Using an API to gain insight and deliver actionable advice
* How to leverage data intelligence to build apps and solutions that help users improve their financial health
* Evan Schuman, VentureBeat
* Katy Gibson, VP of Application Products, Envestnet | Yodlee
* Keith Armstrong, Founder and COO, abe.ai
* Tiffani Montez, Retail Banking Sr Analyst, Aite Group
The market is up for grabs. The largest wealth transfer to ever occur is underway. Baby Boomers are set to shift $30 trillion in assets to their heirs – mainly Gen Xers and millennials. This event creates risks and opportunities for wealth management firms. How firms meet the needs of a new generation of high-net-worth investors will determine who will succeed…and who won’t.
Key is having the right products and leveraging digital to reach the dynamic millennial group. Case in point: Based on Capgemini’s 2017 World Wealth Report, more than 80% of investors under the age of 40 trust their wealth managers and firms. But will that continue should markets retreat and as hybrid models become more common?
Join April Rudin and Bill Sullivan as they discuss:
How to differentiate your brand and build trust by creating a compelling and informative online presence through timely and relevant content.
Establishing and leveraging a digital presence to that enables you to engage with clients across the business life cycle – from making your offering accessible online and digitally to connecting with clients in a meaningful and consistent fashion via social, email, and text.
Developing an effective means of collecting and analyzing client data that enable you to understand client needs and tailor products and services accurately.
SharingAlpha Co-Founder Oren Kaplan sits down with thought leaders of the fund selection industry to discuss:
- The status quo of the industry that needs to change
- Do quantitative ratings add value?
- How to become a fund selector?
- What is the value of a track record
- Why we aren't seeing too many female fund selectors?
Amy Larkin has focused on the relationship between the economy and the environment for decades, and has found a critical ingredient missing from most financial analysis.
This presentation will reveal:
- Overlooked risk factors for solid industry analysis;
- Government debt issues from climate change;
- Legal proceedings and regulations that can upend seemingly stable businesses, from poultry to plastics.
Those pesky environmentalists were giving good business advice all along...Redefining profit to include external costs and environmental consequences will make your business stronger.
Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
“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
DBRS Ratings Limited (DBRS) invites you to attend a webinar updating you on the first quarter for European structured finance and covered bonds on 19 April 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, in London.
The discussion will focus on activity and performance of the European markets for securitisation and covered bonds. After a strong 2017 and the prospects of an easing of central bank funding looming, how have the European securitisation and covered bond markets reacted to 2018, and what are the prospects for the rest of H1 2018?
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.
Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.
This session will provide an overview of impact investing, including a full spectrum approach. The webinar will also cover the growth in the industry over the last 10 years and most importantly the prevailing myths across the field that are stunting scale and growth. Participants are encouraged to engage and ask questions and share their experiences with these myths.
While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value.
Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have?
Further, what new business models exist that are driving value for clients?
This webinar will explore;
* Future tech that will enable increased output: BlockChain, AI & Automation
* Non-office technology that enables human connection: health & travel hacks
* What the best Family Offices are using to service their clients
* How to identify where you can be more efficient in your operations
You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist.
Marc A. DePaul, J Jack Family Office
Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC
Deal Flow remains an issue for family offices. Where can you find more investing ideas, and how do you filter the good from the bad? Do you have the right connections, and are you tapped into the right networks, to get deals that are seemingly only seen by Investment Banks?
In this webinar KP Reddy will outline 7 considerations that Family Offices are taking to find new deals for investments, including Expertise, Alternatives & Equity Debt Hybrid models.
Global capital and traditional banking has ignored the whole SME space. Incidentally, this SME space may have the biggest social impact if it could be better financed. There is huge opportunity if investors know where to look.
This webinar will discuss the how and why this market has opened up, who is involved, and where you can go to find the deals.
Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.
What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?
This webinar will cover:
* Creating meaningful impact – identifying strategies
* Aligning impact to measurable success – profit with purpose versus philanthropy
* Technological measurement of impact focus
* ESGs and SRI – creating a personal and organisational roadmap
* Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint
You'll leave this webinar with an understanding of who the players are, what they are doing.
Simon Foster, ACA Chartered MCSI, Chief Executive Officer, TY Danjuma Family Office Limited
Javier de Rocafort, Chairman of Deer Valley Capital and the Quimera Project
James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist. He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.
In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar
Disruption and technological innovations are creating opportunities in select businesses for private asset investors. But perhaps what makes a more meaningful difference is not the company itself, but the investment stream and expertise behind the venture. Steven Yang of Zurich-based Schroder Adveq, with Valentine Whittaker, Alternatives Director at Schroders, offer their views on how a best-in-class pursuit of the most prominent new wave tech ventures and sustainable return prospects can truly differentiate within this nuanced segment of the market in an age when traditional research, valuation models, and policy simply lead to noise and generic rhetoric.
Steven Yang is the Head of the Adveq Technology program and in charge of Schroder Adveq’s investments in the US technology space from seed/early stage venture to buyout strategies. As part of Schroder Adveq’s global benchmarking practice he is also involved in Schroder Adveq’s Asian venture investments.
Steven holds a Bachelor's degree in Finance and International Business from New York University, US.
Finding deal flow is critical as Family Offices seek to invest in the newest technology and build the future. Indeed, creating a future in which humanity flourishes is an important goal as Millennials seek to create Impact on their investments. Defining the goals of an organization to think in a long-term context is a challenge in itself.
In this session, our panel of experts will discuss these topical investment strategy themes in the Family Office space including;
* Optimising deal execution
* Long-term Outlook
* Responsible, Sustainable & Impactful Investing
* Future Industries & Sectors to watch
You’ll leave this webinar understanding how to find deals at a good price that will provide returns & network opportunities, create a long-term outlook for your business, understand what initiatives those who seek to make an Impact are doing, and see what the future looks like & how your peers are creating that future.
Managed Futures is an investment strategy that has historically performed well during periods of economic crisis, falling interest rates, and recessions.
But how does Managed Futures perform when interest rates are rising?
Altegris’ research team performed a historical analysis, which examined how managed futures has performed against equities and fixed income in various market environments over the last 30 years.
Join Miguel Sosa, Portfolio Strategist of Research and Investment Solutions with Altegris, for this live digital discussion. Prior to joining Altegris, Miguel was an Assistant Vice President and Hedge Fund Portfolio Specialist with Wellington Management, a Boston-based investment manager with more than $1 trillion in assets under management. He holds an MBA and SM in Engineering from the Massachusetts Institute of Technology (MIT). Over this interactive 45-minute webcast, Sosa will address and provide:
• How managed futures can potentially diversify and mitigate portfolio risk.
• Why we believe managed futures are poised to perform positively moving forward.
• An outlook for managed futures and how to appropriately allocate to this non-traditional asset class.
*For more information on Altegris private and public funds, please visit www.altegris.com/arena
This is the must-view webinar for any company interested in launching a token offering. Listeners will gain a firm understanding of the types of token offerings, the differences between ICOs and STOs, the regulatory landscape, the costs involved as well as insight into the ecosystem of token buyers and advisors.
With health & wellness taking a front seat for working professionals and office efficiency enthusiasts, this industry is the place to be for investors. Is there a bubble? In this webinar you'll find out who the players are, what opportunities exist, and how you can get involved.