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.
On August 1, news of a bitcoin "hard fork" broke the cryptocurrency world. Traders were flung into uncertainty and many started wondering about the new Bitcoin Cash and what it means for the market.
Should you invest in Bitcoin Cash? Why fork Bitcoin rather than just using a pre-existing cryptocurrency? Will there be more drastic price changes in the different cryptocurrencies? Will the value of bitcoin be diluted? What comes next?
Join this session where an expert panel of bitcoin investors, engineers and entrepreneurs will discuss what you need to know about the bitcoin fork, the current situation of the market, the impacts of the hard fork, and their predictions for the future.
They will also take audience questions live so make sure to tune in and have your questions ready.
Moderator: Ina Yulo, Senior Content Strategy Manager at BrightTALK
David Siegel, Blockchain and decentralization expert at 20|30
Jameson Lopp, software engineer at BitGo and creator of Statoshi fork of Bitcoin Core
Dr. Craig Wright, Chief Scientist at nChain
Every year, we develop long-term forecasts for the global economy, monetary policy and capital markets. Jim McDonald explores three of the key themes to emerge this year and what they mean for investors.
Ken Smith will be presenting a four-week webinar training series based on his book "Sales Lessons from the Masters." This week's topic is "Getting appointments and the introduction of a sales process."
-What problem does it solve?
-Who is a prospect?
-What questions should you ask?
*Common Denominator of Success – A principle all great sales people have in common
As cloud continues to erase the network perimeter, it’s more important than ever to align IT infrastructure to track more closely to the businesses it serves.
As a result, gateway technology choices and investments need to fit the cloud model and fit in terms of security use case, value, and real-world business requirements.
Join Dan Cummins, analyst with 451 Research and Tim Chiu, Senior Director of Product Marketing at Symantec, for an informative webinar on August 2 to hear a discussion of network security today.
- Discussion on the increased dependence on HTTP and HTTPS
- The limitations of Firewalls in the web and cloud world
The increasing critical need for web gateways, both on premise and in the cloud, for achieving:
- Access governance for users and devices
- Verifiable protection against advanced attack methods
- Agile risk management and measurable return on investment.
Important opportunities are at hand right now to integrate network and cloud-based approaches to achieve coordinated and robust anti-malware, privacy, policy and connectivity capabilities, while continuing on a path to flexible, software-defined infrastructure.
Ken Smith will be presenting a four-week webinar training series based on his book "Sales Lessons from the Masters."Great sales people learn from great sales people."
*Importance of a sales process
*Using questions to solve a problem
*One product may not solve the problem
-Who is a prospect
-What problem does it solve?
-What questions should you ask?
IT planners have far more options as to where to run their workloads than ever before. On-premises data centers, co-location facilities and managed services providers are now joined by hybrid multi-clouds – a combination of Software-, Infrastructure- and Platform-as-a-Service (SaaS, IaaS, and PaaS) execution venues. All have unique operational, performance and economic characteristics that need to be considered when deploying workloads.
In this Webinar Carl Lehmann, Principal Analyst with 451 Research, and Don Davis, Technology Director for Iron Mountain’s Data Center business will discuss how industry leading enterprises determine the best execution venues for their workloads by addressing:
•The market and technology trends that influence workload, data center and cloud strategy
•How to evaluate the characteristics of various workloads and execution venues
•How to manage workloads across on-premises and off-premises ecosystems
Attendees will learn how to formulate an IT strategy that can be used to guide the decision criteria needed for placing workloads on their best execution venues, and enable the migration and ongoing management of workloads across a hybrid multi-cloud enterprise architecture.
In an increasingly digitalised world, the value of information grows ever higher. Winning organisations – whether in financial services or any other vertical sector – will be those who can harness the power of data analytics to develop microscopic levels of insight and foresight into customer behaviours and operational activities in order to make progressive improvements on a continuous basis. Product development informed by factual evidence rather than educated guesswork, or real-time risk management based on a hyper-accurate picture of exposures, bring significant internal and external benefits.
However, while banks want to get closer to their customers, is the feeling mutual? Data privacy is a very sensitive issue, and the perception of what constitutes intrusion will likely vary between individuals. Institutions, therefore, need to walk a fine line between what’s genuinely useful and what’s genuinely creepy.
During this webinar, a panel of respected subject matter experts will discuss and dissect the key issues related to the widespread use of data analytics in financial services, identifying the obstacles which need to be overcome and the enablers that will drive FS forward successfully.
Financial Services companies rely on personal data for both their retail and business customers. Legislation and regulation, such as AMLD4, PSD2 and GDPR; both control and mandate its use.
How can FS companies manage and use the data effectively? Join this panel where we'll discuss the many new regulations coming up and what you should be doing as early as now to prepare your organisation and optimise your processes.
After many years of underperforming its US counterparts, non-US equities are outperforming. Going global in 2017 has certainly paid off for equity investors, but is this trend sustainable? Bob Browne explains.
A smart portfolio can mean the difference between a comfortable life and a constant struggle. Most people make poor, emotionally based investment decisions with many biases. Even investing professionals who studied Modern Portfolio Theory did not help their clients in the Global Financial Crisis.
In fact, when I ask professional investment advisors if they would hire themselves if they had $100 million in the bank, they all say of course not. Most pundits, from celebrity investment gurus to leading academics, have simply been wrong about markets and their predictability.
We are entering a new era of machine trading, where the average person has no chance to systematically outperform the markets. Learn about post-modern portfolio theory with David Siegel and start building a smart portfolio today.
The first half of 2017 has provided a lot of surprises, politically and economically, from the French and UK elections, activity in the Gulf, the direction of the US economy and the evolution of fiscal and monetary policy.
Some were more predictable than others but what is becoming clear looking to Q3 and Q4 is the significant inflection points so far, and the contrast this will cause between the first and second half of the year.
So join Eric Parnell, CFA and Founder & Director of Gerring Capital Partners as he provides a perspective on H1 2017 and an outlook for H2. Attend live and discover:
- A variety of inflection points in both economics and policy in H1 2017
- Why we are arriving at these inflection points and how these transitions are likely to impact stock, bond and commodities markets.
- The reasons for and outcomes of the drastic contrast between H1 and H2 2017, including a expected increase in market volatility and uncertainty.
Presentation for Commonwealth Embassy's Billionaire Round Table Conference highlighting how modern financial technology ("FinTech") as well as a coinciding modern regulatory regime ("RegTech") can ensure the global democratization of capital.
We believe 2017 will be the year where growth cycles reconnect and become more synchronized.
Almost halfway through the year, we have seen some surprises in global markets and economies. Political risk in Europe – what seemed to be the biggest threat to global growth – has largely been defanged. But political risk in the US and Latin America is gaining strength.
Join Markus Schomer, CFA, Chief Global Economist, as he explores the key drivers of his midyear economic outlook:
•The global growth triangle and how it’s driving a regime change in markets
•Developed versus emerging market implications
•What investors should expect
Please join HSBC portfolio managers, Nishant Upadhyay and Jaymeson Kumm, as they discuss opportunities and risks in the local and hard currency segments of the asset class. Brian Dunnett, Senior Product Specialist, will moderate the discussion.
Emerging markets debt (EMD) has performed extremely well so far this year, and is showing historically low volatility. Price stability coupled with improving fundamentals in some EM economies are attracting funds into EMD and lifting valuations in the asset class. But will investors continue to be compensated for the risks?
• Where we see value in the asset class
• EMD and correlations to oil
• Benefits of exposure to high yield and frontier markets debt
2018 will be a year of change in Financial Services with GDPR, Open Banking and PSD2 looking to shake up the world of banking and payments as we know it.
Attend this debate where we've pulled together a panel of experts who will talk real-world case studies and discuss everything you'll need to stay ahead and capitalise on opportunities brought about by these new regulations.
This session will be filmed at BrightTALK's "Banking on the Future" meet-up on June 20th and will be streamed live from the event.
Will we see less brick and mortars and more digital-first entities? What makes a good app-only bank? Who's doing it right? How are new challengers using AI, machine learning and data visualization to win and retain customers?
Join this session where we'll analyse the current landscape and bring out our crystal balls to see what's in store for the year ahead.
This session will be filmed at BrightTALK's "Banking on the Future" meet-up on June 20th and will be streamed live from the event.
The Federal Reserve once again did the expected, and they got it exactly right: a prudent and totally predicted interest rate hike and well-telegraphed intentions about the Fed balance sheet. Bob Browne explains.
Forget Oracle, IBM or any of the other big-name, publicly traded acquirers that – until now --have always set the tone in the tech M&A market. If a tech deal printed in 2017, the buyer is more likely a private equity firm than any of the well-known serial acquirers on the US stock market. This is the first time in the history of the multibillion-dollar tech M&A market that financial acquirers have been busier than these strategic acquirers. To understand how the ever-growing influence of buyout shops is reshaping the tech industry, join 451 Research for an hour-long webinar on Thursday, Sept. 7 2017.
Banking is changing! The emergence of digital technologies and fintech are supporting changes in the way consumers use these products/services, particularly millennials.
These new style banking services are becoming much more than simply a way to look at one's bank account, or to pay. They are becoming truly financial cockpits and watchtowers that consumers can use for a wide range of usages whenever, wherever whether it is to manage better their finance, pay and order on mobile commerce, transfer money between them, etc.
We will discuss the way they are transforming personal finance, how consumers change their usage patterns, what are the impacts, how startups innovate, how incumbents and new players are interacting, where are the truly disruptive services, etc.
Is it too late for incumbent banks to try and still win at the Relationship game, wow the consumer with addictive experience and become beloved brands? If we believe only new players will be able to do the above and many banks will become pipes - do they have a back-up business plan in place for that alternative?
Attend this panel debate where the speakers will discuss all this and more:
- What will banking look like in a post-PSD2 Europe and once Open banking models start to emerge? When will that be?
- Is banking culture one of the inhibitors of change and what can we do to change that?
- Define what "Invisible Banking" means to you and the consumer
- What role will Platforms play in this new world over the next few years?
Digital transformation is increasingly becoming a major strategic issue for banks. They increasingly understand that digital is not just another distribution channel but a major change in their business models, functioning, cultures themselves with major impacts and demanding change programs across the whole business and value chains.
We will assess how these transformations are taking place, how do they impact the financial services sector, how the implementation of technologies such as blockchain are accelerating the transformation, where are the convergence and in particular how best startups and incumbents can work together.
Moderator: Jean-stephane Gourevitch
Alexa Fernandez, Head of FinTech Partnerships at BBVA
Christoffer Hernaes, Chief Digital Officer at Skandiabanken
Arthur Leung, Product Lead at Curve
Laurence Leyden, General Manager for Financial Services at SAP
Digital transformation is a promise that many have been skeptical of. Join this panel where industry experts will tackle all the tough questions and provide new and thought-provoking insights.
Among others, they will discuss:
-Can the banks switch to making money from enabling customers’ healthy financial behaviour, rather than from continuing to exploit ongoing financial self-harm?
-Traditional banking is on the verge of major disruption, so digital transformation had better deliver *actual* transformation. Tinkering is expensively pointless
-Continuing to exploit inertia-driven customer behaviour – and thus coining excess profits - will be seriously challenged by Open Banking
Moderator: Dr. Louise Beaumont, Head of Open Bank at Publicis.Sapient
Aleksi Grym, Head of Digitalisation at Bank of Finland
Bharat Bhushan, Industry Technical Leader, Banking and Financial Markets at IBM
Banks, credit unions and insurance companies may have differing business models, but they all have a common goal: better conversion and retention rates.
Fortunately, better customer onboarding usually translates to better conversion and retention. For this reason, organizations continue to invest in digital technologies to streamline operations and eliminate time-consuming online interactions in areas such as new account opening, loan origination and policy applications.
Those first information-intensive interactions, of course, are the most critical: you usually only get once chance to win a new customer’s business. But winning is only part of the equation. What if you could win—and wow—customers from those first moments and keep them engaged throughout the onboarding process?
Mark your calendars for this upcoming webinar, where industry experts will share six best practices to help your organization win and wow customers:
• Easy—Enable instant image and data capture via web and mobile technology
• Accurate—Extract data from pictures of physical documents without error-prone manual entry
• Automated—Invest in workflow tools to automate and track completion of process steps
• Visible—Empower staff and customers with process transparency and timely communication
• Consistent—Ensure data is complete and integrated across internal systems
• Efficient—Meet expectations for speed, while effectively managing regulatory risks
Speakers will include:
•Sheryl Kingstone, Director, 451 Research
•Sarah Johnson, Industry Solutions Architect, Kofax
•Jim Marous, Owner and Publisher, Digital Banking Report
Are we going to see digital central bank currencies in the future? Who will be the next country to introduce its own digital currency?
All these and more will be tackled by our panel, so get your questions ready.
Agenda points will include:
-Is there going to be a Bitcoin crash?
-What are some of the adoption issues for digital currencies?
-The sustainability of blockchain and cryptocurrencies for making and processing payments
-Assessment of risks
-Introducing cryptocurrencies in the mobile world
Still confused about this whole Blockchain thing? Interested in investing in digital currencies, but not sure where to start? Want to get a better idea of the threats and opportunities?
David Siegel is a Blockchain, decentralization and business agility expert who has been a high-level management & strategy consultant to companies like Sony, Hewlett Packard, Amazon, NASA, Intel, and many start-ups. David has been praised for being able to explain Blockchain in the most simple and interesting way.
What you will learn:
-What is Bitcoin?
-What is the blockchain?
-What is Ethereum? What is Ether?
-What is a distributed application?
-What is a smart contract?
-What is a triple ledger?
-What about identity and security?
-What business models are at risk?
-What are the opportunities?
-What should we do?
Listen to expert panellists discuss:
- Today’s landscape of security, authentication and digital identity
- Issues and the future of security, authentication and digital identity
- How is blockchain being applied in this industry?
- How could blockchain do more in this industry?
Bitcoin is all the rage right now. But many question the security behind this popular cryptocurrency.
Join this session where Anupam's agenda will include:
-Anonymity Vs. Pseudonymity
-Bitcoin working mechanics and cryptography involved
-Transaction conduct and types
-Wallets and types
Much has been written about the power and scope of Smart Ledgers and Mutual Distributed Ledgers (MDLs, aka blockchains). Amidst the rush to find new applications for this versatile, ‘trustless’ technology, people overlook the challenge of governing Smart Ledger networks. Governance provides the mechanisms required to balance accountability of the governing body and its duty of meeting the specific objectives of the organisation.
Effective governance of Smart Ledgers should answer four critical questions - How are rules created for the ledger and who oversees their application? What happens in the case of dispute? Who is allowed to change the software application and the data? How are security, risk and performance managed and reported?
One approach is to embed these questions in existing legal structures, another to try to remain outside, but a third is to explore the appropriate role of arbitration, mediation, and expert determination, as far as possible avoiding enmeshing novel identity, document, and agreement exchanges within traditional legal structures.
In this webinar, Professor Michael Mainelli will share research from the Mattereum initiative as well as Long Finance research sponsored by the Cardano Foundation. He will conclude that, while there is nothing new under the sun, Smart Ledgers may need to shift the balance of power from law, to code, to human wisdom.
Regulation has been considered an obstacle when it comes to the adoption of blockchain technology. But many have taken on the challenge and have actively started to take blockchain and DLT as both a challenge and an opportunity.
Join this panel where we will discuss:
-ICOs, Self regulation of ICO, status of tokens in an ICO
-How blockchain will affect existing market regulations
-Which new regulations can we expect to respond to the ecosystem that blockchain has created?
-How would the governance structure be determined?
-How can the obstacle of a cross-border environment be tackled?
The title smart contracts is used to refer to a number of arrangements in which relationships are governed by a pre-determined digitalised arrangement, so that coded instructions execute on the occurrence of an event.
These often use Blockchain or distributed ledger technology to record and execute transactions. In their purest sense, the code – once agreed – becomes self-executing and self-governing and thus (it is argued) replaces the need for a wider contract or checks and balances.
Whilst their common name is arguably a misnomer (they are not necessarily contracts in the traditional legal sense), their implementation can enable transparency in supply chains and the reduction of frictional and intermediary costs.
This panel will examine how the concepts of smart contracts, utilising blockchain technology, can co-exist with existing legal concepts to include a review of:
· The distinction between traditional legal prose/code and programming code.
· Application of traditional principles (to include the three f-words: frustration, fraud and force majeure)
Since its inception the Open University has used the latest technology to bring Higher Education to everyone who wishes to study. During development its initial name was ‘the University of the Air’ due to the prevalence of radio at the time.
Following our innovation thread we have over the past year or so been conducting a number of experiments in deploying blockchains in OU courses.
In this talk I will cover how we have been using blockchains to manage micro-accreditation (including badging), ePortfolios and peer accreditation in a variety of settings. I will also outline our initiatives to setup national and international blockchain networks and how blockchains could herald the emergence of Uber-style universities.