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US Financial Advisors

  • Commercial Aviation Sector Update and Outlook
    Commercial Aviation Sector Update and Outlook Chris D'Onofrio Oct 23 2018 2:00 pm UTC 75 mins
    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.
  • BrightTALK Pitch: US
    BrightTALK Pitch: US . Oct 23 2018 3:00 pm UTC 75 mins
    Investors Looking for Deal Flow meet Startups Looking for Investments.
  • Emerging Markets – Navigating Rough Seas
    Emerging Markets – Navigating Rough Seas Jin Zhang, CFA, Emerging Markets Equity Portfolio Manager Oct 23 2018 6:00 pm UTC 30 mins
    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.
  • First Principles: How The Autonomous Car Industry Works
    First Principles: How The Autonomous Car Industry Works TBC Oct 24 2018 3:00 pm UTC 60 mins
    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.
  • Crypto Funds: October Update
    Crypto Funds: October Update Ryan Ross, BrightTALK | Wynand, Sovren Exchange | Avi, Sovren Exchange Oct 25 2018 1:00 pm UTC 60 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
  • ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World
    ETFs Maturing: Consolidation, Fees, & Competition in the ETF & Mutual Fund World Matt Riley, J.P. Morgan Asset Management and Steven Quinn, Janus Henderson Oct 29 2018 2:30 pm UTC 60 mins
    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
  • Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy Janelle Woodward, BMO Asset Management U.S. and Alessia Falsarone, PineBridge Investments Oct 29 2018 5:00 pm UTC 60 mins
    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
  • Talking with Clients about ESG, Performance, and Integration
    Talking with Clients about ESG, Performance, and Integration Paul Ellis,Sustainable Investing, Jeff Gitterman, Gitterman Wealth Management, and Katherine St. Onge, Calvert Oct 30 2018 1:30 pm UTC 60 mins
    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
  • ESG Toolkit for Investors: Incorporating Sustainability into Equity Portfolios
    ESG Toolkit for Investors: Incorporating Sustainability into Equity Portfolios Emily Steinbarth, Quantitative Research Analyst, Russell Invesments Oct 30 2018 8:00 pm UTC 39 mins
    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.
  • [Panel] Outlook for ESG, SRI & Impact Investing
    [Panel] Outlook for ESG, SRI & Impact Investing Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng Oct 30 2018 10:00 pm UTC 61 mins
    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

    Moderated by;
    Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
  • [Panel] How to Integrate ESG as part of a successful asset mix
    [Panel] How to Integrate ESG as part of a successful asset mix Richard Lightbound, Meryam Omi, Justin Simler, Adrie Heinsbroek Oct 31 2018 11:00 am UTC 60 mins
    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)
  • Cracking the ESG Code: Doing the Math from an Investors Perspective
    Cracking the ESG Code: Doing the Math from an Investors Perspective Elias Porse and Hugo Fredriksson Oct 31 2018 8:00 pm UTC 37 mins
    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.

    Presented by;
    Elias Porse, Head of Strategy and Quant, Nordea Markets
    Hugo Fredriksson, Senior analyst, Nordea Markets
  • [Panel]: Evaluating Profitable Strategies in Sustainable Investing
    [Panel]: Evaluating Profitable Strategies in Sustainable Investing Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo Oct 31 2018 10:00 pm UTC 61 mins
    “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

    Moderated By;
    Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
  • BrightTALK Pitch
    BrightTALK Pitch Lampix, DAFZO, Noviant Nov 13 2018 2:00 pm UTC 75 mins
    Investors Looking for Deal Flow meet Startups Looking for Investments.
  • How to turn customer experience into customer trust
    How to turn customer experience into customer trust Louise Thorpe, Chief Privacy Officer, American Express Nov 13 2018 6:00 pm UTC 60 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
    * Rachael Brownell, Moderator, VentureBeat

    Sponsored by Docusign
  • 2018 ETF Market Trends
    2018 ETF Market Trends Igor Tsukerman, President & CIO, Passed Pawn Advisors Nov 14 2018 3:00 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.
  • Targeting lower duration amid today’s higher rates
    Targeting lower duration amid today’s higher rates J.P. Morgan Nov 14 2018 7:00 pm UTC 60 mins
    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
  • Active vs. Passive Alpha: How to Integrate ETFs in a Successful Investment Mix
    Active vs. Passive Alpha: How to Integrate ETFs in a Successful Investment Mix Travis Robinson, Craig J. Lazzara, Pollyanna Harper, Linda Zhang, Tony Watson, Deborah Fuhr Nov 15 2018 10:00 pm UTC 48 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
  • The True Opportunity in Emerging Markets
    The True Opportunity in Emerging Markets Kathryn Langridge and Philip Ehrmann, Senior Portfolio Managers, Manulife Asset Management Nov 22 2018 12:00 pm UTC 60 mins
    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.
  • A New Era of Proactive Finance Mobile Apps
    A New Era of Proactive Finance Mobile Apps Ash Seddeek Nov 28 2018 1:00 pm UTC 45 mins
    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
    social transaction.

    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