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US Financial Advisors

  • Founders Spotlight: Marc Randolph, Founder & First CEO of Netflix
    Founders Spotlight: Marc Randolph, Founder & First CEO of Netflix
    Marc Randolph, Founder & First CEO, Netflix | Ryan Ross Recorded: May 19 2020 66 mins
    In the late 1990s, the internet was just emerging as the place to sell things, the video rental market was a $3 Billion dollar market, and the DVD was only used by fringe film enthusiasts. In this environment, Marc Randolph, supplied with startup funding from friends (including Reed Hastings) & family, began building Netflix the company that exploited the convergence of these forces and has become a driving force in our cultural lexicon.

    In this interview, Ryan Ross will interview Marc Randolph about starting & growing a lasting company, from inception to IPO.

    How to recruit for something that doesn't exist yet
    The difference & similarity between starting a company in 2000 and 2020
    Marketing concepts consumers don't understand
    The right way to brainstorm ideas
    How to figure out where the puck is going
    How to deal with the emotional burden of responsibility
    How to look at failure productively
    When to cede power to people with other skill sets
    Identifying the important metrics to focus on - even if they are vanity metrics.

    Link to "That Will Never Work": https://www.amazon.co.uk/dp/B07QRVWBX2/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
  • EP 83: Envision Solar: Easy, Fast, Scalable EV Charging Solutions
    EP 83: Envision Solar: Easy, Fast, Scalable EV Charging Solutions
    Desmond Wheatley, President, CEO & Chairman of the Board at Envision Solar Recorded: May 18 2020 23 mins
    Envision Solar International produces sustainable technology innovations for EV charging, outdoor media, and energy security. Wheatley explains how Envision’s portable charging stations are completely self-contained and require no permits, installation or customer contact during delivery.
  • APB Leaders Week Webinar Series: The Art of Execution
    APB Leaders Week Webinar Series: The Art of Execution
    Anthony Wong, Benjamin Cavalli, Charis Wong, Donald Rice, Vincent Chui, Charlene Cong, Sebastian Enberg Recorded: May 15 2020 108 mins
    Many private banks offer the same or similar services and solutions. What separates the best from the rest is the ability to deliver relevant solutions and services to clients with efficiency, agility, and innovation. In this talk, we look at how banks are enhancing their ability to execute, and discuss operational and structural changes, including the deployment of technologies and the introduction of new teams and processes, to better harness the full capabilities of the bank and improve end-client delivery and business productivity.

    Getting your China Investment Strategy Right (Brought to you by Allianz Global Investors):
    Whilst there remains a lack of direction in which way the Chinese economy may go after the latest set of GDP data – dependent on local government stimulus efforts, or a return to global demand for exports – it remains a market where staying invested intelligently will benefit smart investors in the long-term. This session takes a look at some of the key sectors in China’s economy that our experts view as the brightest opportunities for investors, the optimum way to structure an appropriate risk-return China strategy and the product solutions available, and debate on how to get your China strategy nailed down in these volatile times to position for the recovery in consumption and industrial profit.
  • Coronavirus Update - European Credits' Rating Actions and Outlook
    Coronavirus Update - European Credits' Rating Actions and Outlook
    Gordon Kerr, Senior Vice President, Head of European Structured Finance Research, DBRS Morningstar Recorded: May 14 2020 43 mins
  • APB Leaders Week Webinar Series: The Evolving Client
    APB Leaders Week Webinar Series: The Evolving Client
    Gene Tannuzzo, François Monnet, Jansen Phee, Michael Blake, Charlene Cong, Sebastian Enberg Recorded: May 14 2020 121 mins
    Research suggests that the private banking client of today and tomorrow expects greater personalisation in their advice and servicing, and in line with their goals. They expect to engage with their provider via traditional and digital channels, expect access to investments and asset classes that were previously only available to the most sophisticated investors. In this talk, we discuss how private banks are adapting to the ‘evolving’ client, how they are engaging the next-generation, and discuss how banks can defend their business from non-traditional competitors.

    Chasing yield with low quality - have traditional FMPs served investors well? (Brought to you by Columbia Threadneedle Investments)
    FMPs have become highly pervasive over the last 2-3 years. However, thanks to persistently declining interest rates, investors have been forced to go further down the quality spectrum to be able to achieve yield objectives. Especially with the virus driven recessionary context and its likely impact on credit markets and anticipated defaults. In this session, we’ll discuss how FMPs need to be designed with a fresh perspective, and how to enhance FMPs by leveraging proprietary Credit Research that focuses on quality and liquidity, coupled with a big data approach that ultimately constructs optimized portfolios that increase and narrow the variability of invested yields, whilst maintaining a high quality and risk mitigated portfolio.
  • CMBS Webinar Series: Coronavirus Impact on CRE CLOs
    CMBS Webinar Series: Coronavirus Impact on CRE CLOs
    Kurt Pollem Recorded: May 13 2020 58 mins
    DBRS Morningstar invites you to listen to a webinar following its recent commentary about the unique risks transitional loans face in North American commercial real estate collateralized loan obligation (CRE CLO) transactions. The webinar will feature a discussion about the DBRS Morningstar approach to evaluating borrowers’ business plans, collateral manager interactions in light of the potential increase in delinquencies, and the latest in its development of rating stresses and potential impact to rated securities related to the Coronavirus Disease (COVID-19) pandemic.
  • Impact of COVID-19 on Canadian Universities
    Impact of COVID-19 on Canadian Universities
    DBRS Morningstar Public Finance Team Recorded: May 13 2020 38 mins
    The rapid spread of the Coronavirus Disease (COVID-19) and the associated travel restrictions and physical distancing requirements have prompted significant changes to how Canadian Universities operate and the outlook for fall 2020. In this webinar, our analysts will discuss how Canadian universities’ credit profiles may be affected.

    The discussion will last approximately 20 to 25 minutes followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.
  • APB Leaders Week Webinar Series: Sustainability Now?
    APB Leaders Week Webinar Series: Sustainability Now?
    Arnaud Tellier, Eoin Walsh, Grizelda Lee, Tan Siew Meng, Charlene Cong, Sebastian Enberg Recorded: May 13 2020 114 mins
    The sustainable investing conversation is gathering steam in Asian private banking, and end-client interest is also on the increase. In this talk, we discuss how banks view the sustainability opportunity, how they are responding, and how the rise of sustainable investing will shape the development of the wealth management industry in Asia.

    The Future of Fixed Income (Brought to you by Vontobel): The coronavirus pandemic has brought about perhaps the greatest – and fastest – repricing of risk fixed income investors have ever witnessed. Investors could face another decade of income scarcity. For investors, this means cash will not be a viable asset class going forward and income will once again be a scarce commodity. The good news is, there is now plenty more income to be captured in the bond markets. Join our speakers in this enlightening discussion that dissects the opportunities that lie ahead for fixed income investors, key market and economic indicators that will impact a fixed income strategy, and a closer look at a particular fund strategy and performance – the Vontobel TwentyFour Strategic Income Fund.
  • Thematic Investing: Environmental Challenges
    Thematic Investing: Environmental Challenges
    Justin Simler, Tatton IM | Hasan Cerhozi, Vigeo Eiris | Joseph Lake, The Climate Service | Louise Dudley, Federated Hermes Recorded: May 12 2020 63 mins
    Environmental change (together with social factors) are two of the most recognised megatrends thanks to an increasing focus on ESG. However, the interconnections between this and the other megatrends are less commonly explored. Between 2017-2019, 44 separate climate issues affected financial markets to the tune of USD $456 Billion. These included both severe yet acute physical risks like hurricanes, bushfires, flooding, and global pandemics as well as more chronic risks affecting our ecosystem such as loss of biodiversity, sea level rise and water scarcity.

    In Episode 2 of Thematic Investing: How Megatrends Power Thematic Portfolios, we discuss the impact of physical risks on the environment and impact of adaption and mitigation responses to these physical risks.
  • Fixed Income Performance Review and Insight. For investors in the Americas
    Fixed Income Performance Review and Insight. For investors in the Americas
    Robin Marshall, Director of Fixed Income Research, Global Markets Research, FTSE Russell Recorded: May 12 2020 29 mins
    Fixed Income markets and the Covid-19 shock.

    Robin Marshall, FTSE Russell’s fixed income research specialist, will discuss fixed income market performance and macro-economic drivers, across conventional, inflation-linked, corporate and MBS indexes and markets.

    His analysis will be framed within the context of the Covid-19 crisis and will draw upon key findings from our Market Maps 'Fixed Income Insight' report, published last week.
  • US small caps' volatility & the global pandemic
    US small caps' volatility & the global pandemic
    Steven DeSanctis (Jefferies), Tim McCourt (CME Group), Kevin Davitt (CBOE Options Institute), Sean Smith (FTSE Russell) Recorded: May 12 2020 44 mins
    We are living through a historical time of unprecedented market volatility with US small caps among the most volatile of asset classes, with traders and investors questioning how to make sense of the markets and develop a strategy for today and tomorrow.

    - Will the roller coaster ride continue for US equity markets and small caps in particular?
    - Is now the right time to stay invested or invest in US small caps?
    - What tools and strategies can I use to help manage the ups and downs?

    Leading global index provider FTSE Russell is joined by special guest Jefferies US Small & Mid Cap Equity Strategist Steven DeSanctis and index derivatives partners Cboe Global Markets and CME Group to examine the current state of the small cap equity market and practical strategies and tools for managing through unprecedented levels of market volatility.

    The panel of speakers will cover a wide range of topics including:
    - The current market environment for US small caps
    - Historical perspective on US small cap performance in significant market downturns
    - Practical investment and protection strategies for addressing market volatility

    The panel will speak for 15-20 minutes and leave plenty of time for questions from webinar participants.

    *** Please note that this webinar is addressed exclusively to investors in the USA and/or jurisdictions where Cboe’s, CME’s and Jefferies’ products are approved for distribution. ***
  • No.9 Coronavirus caution: A focus on Private Markets
    No.9 Coronavirus caution: A focus on Private Markets
    Jeremy Lawson, Chief Economist & Gershon Cohen, HO Concession Infrastructure & Nalaka De Silva HO Private Mkts Sol Recorded: May 12 2020 47 mins
    Join our expert panel live where they will be discussing Private Markets in the unprecedented environment, sharing insights on market activity, transactions, liquidity and solvency. We’ll also discuss our view on asset allocation, creation of income streams and the resilience of concession infrastructure.

    Panel:
    Jeremy Lawson, Chief Economist
    Gershon Cohen, Global Head of Concession Infrastructure
    Nalaka De Silva, Global Head of Private Markets Solutions
  • Fixed Income Performance Review and Insight.
    Fixed Income Performance Review and Insight.
    Robin Marshall, Director of Fixed Income Research, Global Markets Research, FTSE Russell Recorded: May 12 2020 29 mins
    Fixed income markets and the Covid-19 shock

    Robin Marshall, FTSE Russell’s fixed income research specialist, will discuss fixed income market performance and macro-economic drivers, across conventional, inflation-linked, corporate and MBS indexes and markets.

    His analysis will be framed within the context of the Covid-19 crisis and will draw upon key findings from our Market Maps 'Fixed Income Insight' report, published last week.
  • EP 82: Trucost Analyzes S&P Global’s Climate Risk
    EP 82: Trucost Analyzes S&P Global’s Climate Risk
    Rochelle J. March, Manager, ESG Innovation and Analytics at Trucost, part of S&P Global Recorded: May 11 2020 29 mins
    Trucost is the sustainability analytics division of S&P. In 2019 March and her team did the first analysis of S&P Global using TCFD (Task Force on Climate-Related Financial Disclosures) metrics to look at S&P Global’s physical and transition risks related to climate change. March discusses the findings.
  • The Advantage Roadshow
    The Advantage Roadshow
    Richard Lett, LeClair Group Recorded: May 7 2020 92 mins
    We’re hitting the virtual highway to bring you all the latest industry news and updates. Join us for what’s news on legislation, health care, the health insurance industry changes, tips on cyber security and new skills as we all learn to work in a more virtual world. The 2020 ‘Virtual’ Roadshow navigates all the bumps, tight corners and freeways, so buckle up and join LeClair Group CEO Richard Lett and our team as we share what we know and answer your questions during a live webinar.

    We go live twice to give you options and opportunities to get your questions answered, so reserve your seat at 10:00 am on Tuesday, May 5 or 1:00 pm on Thursday, May 7.
  • The Remote Advisor: Excelling In A Distributed World
    The Remote Advisor: Excelling In A Distributed World
    Bill Wreaks | Kirti Naik | Renee Baker | Dan Simon Recorded: May 7 2020 65 mins
    The world of work has changed. Marketers need new strategies and tactics for engaging with advisors, and advisors need to adjust how they are engaging with their clients. Join this discussion to learn how marketers can re-think their products for distributed workforces, and how practitioners can adapt most effectively to remote working.

    [Moderator] Bill Wreaks, CEO & Chief Analyst, Gramercy Institute
    Kirti Naik, CEO, Tikka Solutions.
    Daniel P. Simon, CEO & Co-Founder, Vested
    Renee Baker, Head of PCG Advisor Inclusion Networks, Raymond James
  • What’s been driving your hedge fund benchmark?
    What’s been driving your hedge fund benchmark?
    Duncan Moir, Joe Mizzoni & Jennifer Lau Recorded: May 6 2020 29 mins
    Join us live where our expert panel - ASI’s Duncan Moir and senior members of the alternatives strategies research team Joe Mizzoni and Jennifer Lau – will discuss how hedge funds and liquid alternatives coped during March. Also covered will be strategy performance, merger arb spreads and troubles in credit-land.
  • The Advantage Roadshow
    The Advantage Roadshow
    Richard Lett, LeClair Group Recorded: May 5 2020 106 mins
    We’re hitting the virtual highway to bring you all the latest industry news and updates. Join us for what’s news on legislation, health care, the health insurance industry changes, tips on cyber security and new skills as we all learn to work in a more virtual world. The 2020 ‘Virtual’ Roadshow navigates all the bumps, tight corners and freeways, so buckle up and join LeClair Group CEO Richard Lett and our team as we share what we know and answer your questions during a live webinar.

    We go live twice to give you options and opportunities to get your questions answered, so reserve your seat at 10:00 am on Tuesday, May 5 or 1:00 pm on Thursday, May 7.
  • Analysing the financial impact of COVID-19 on sovereigns using ESG metrics
    Analysing the financial impact of COVID-19 on sovereigns using ESG metrics
    Katie Prideaux, Analytics Product Specialist, Yield Book Recorded: May 5 2020 30 mins
    In the current volatile market environment, the benefits of considering non-traditional fundamentals in analysis are gaining more attention than ever before.

    Within sovereigns in particular, market participants are looking to the resiliency of healthcare services and the ability of governments to put control measures in place in order to achieve an understanding of the impact to the economic outlook of that country.

    Using Beyond Ratings’ leading ESG metrics on sovereigns in the Yield Book Add-In, Katie Prideaux, analytics product specialist, has recently WRITTEN A BLOG using healthcare system ESG metrics to analyse the financial impact to various countries’ abilities to tackling the crisis.

    You are invited to a webinar where we will discuss this and wider topics in depth:

    • ESG within fixed income
    • Overview of Beyond Ratings data and Yield Book functionality
    • Use case: ESG Healthcare metrics in sovereign analysis

    Presented by Katie Prideaux, analytics product specialist, Yield Book
  • No.8 Coronavirus caution: ASI Research Institute
    No.8 Coronavirus caution: ASI Research Institute
    Jeremy Lawson, Chief Economist Recorded: May 5 2020 49 mins
    Join our ASIRI panel live where they'll be discussing the latest global economic forecasts, the political outlook and how it interacts with the long-term consequences of CV-19.

    ASI Research Institute - original research at the intersection of economics, policy and markets.

    Panel:
    Jeremy Lawson, Chief Economist
    Paul Diggle, Senior Economis
    Robert Gilhooly, Snr Emerging Markets Research Economis
    Stephanie Kelly, Political Economist
  • EP 81: Janet Wong: Advancing Diversity in the Boardroom
    EP 81: Janet Wong: Advancing Diversity in the Boardroom
    Janet Wong, CPA and Board Member of the Thirty Percent Coalition Recorded: May 5 2020 22 mins
    Minority women are responsible for 40% of consumer spending in the U.S., but they make up only 2% of corporate board membership. Wong, a retired partner with KPMG, works with numerous high powered gender and minority focused nonprofits to advocate for bringing more diversity into the boardroom.
  • Webinar - Agency RMBS Experimental Model Release Update
    Webinar - Agency RMBS Experimental Model Release Update
    Hui Ding, London Stock Exchange Group & Joseph Reel, Citigroup, Inc. Recorded: May 4 2020 64 mins
    On April third Yield Book released the Experimental Version (v99) of the agency prepayment model, as well as Experimental Version (v98) where all COVID-19 related adjustments are replaced by pre-COVID-19 expectations but is otherwise identical to v99.

    The webinar will cover the following model release updates:
    •COVID-19 pandemic impact
    •Introduction of multiple economic scenarios into the Monte Carlo simulation
    •Primary/secondary spread model update
    •Refinance response recalibration
    •TBA definition update
    •Upcoming model release schedules

    Please join us on May 4th at 4:00 PM ET for the live webinar with Q&A presented by: Hui Ding, Director, Senior Agency RMBS Prepayment Modeler, Yield Book Mortgage Research and Joseph Reel, Managing Director, MQA Mortgage Analysis, Citigroup, Inc.
  • Managing ESG Investing and Client Relationships during the Pandemic
    Managing ESG Investing and Client Relationships during the Pandemic
    Paul Ellis | Alessia Falsarone | Jeff Gitterman | Ivka Kalus | Karen Wawrzaszek Recorded: Apr 30 2020 63 mins
    How financial services firms are adapting their business models to the COVID-19 pandemic. Practical suggestions for continuing to service clients and manage investment strategies online through your socially distanced and dispersed advisory practice and/or asset management team.
  • Climate Change - what's the impact of coronavirus
    Climate Change - what's the impact of coronavirus
    Amanda Young, Global Head of Responsible Investment May 26 2020 1:15 pm UTC 45 mins
    Join us for episode 10 of our live Coronavirus webinars where we focus on Climate Change. Our panel of experts will look at the impact the coronavirus has had on the climate agenda and global emissions, specifically the longer term implications for certain industries and where we may see a ‘green recovery’ on the horizon. You will have the opportunity to ask questions of our panel of experts.

    Amanda Young, Global Head of Responsible Investment
    Stephanie Kelly, Senior Political Economist
    Eva Cairns, Senior ESG Investment Analyst – Climate Change
  • Managing Digital Adoption: Banking & Payments in a Contactless World
    Managing Digital Adoption: Banking & Payments in a Contactless World
    Dr. Louise Beaumont | Simon Cureton, Funding Options | Matt Phillips, Diebold Nixdorf | Ioannis Mallios, Profile Software May 26 2020 3:00 pm UTC 60 mins
    A discussion on open banking, the accelerating need for mobile and contactless payments, and how the ecosystem is being disrupted by COVID-19.
  • Data and Machine Learning in Financial Fraud Prevention
    Data and Machine Learning in Financial Fraud Prevention
    Kayla Hartman, Data Analyst, Alloy May 27 2020 12:00 pm UTC 34 mins
    According to Capgemini’s World Payments Report 2017, global digital payments are expected to rise to roughly 726 billion transactions in 2020. The growth of digital financial services offers innumerable opportunities, expanding access to financial services products and allowing for essentially instantaneous feedback loops. With these opportunities, however, also come risks, including fraud. The threat of fraud requires financial services organizations to act proactively to minimize losses due to fraud. Analysis of data surrounding their customers and transactions is an essential effort to ensure the benefits of the digital payments space continue to outweigh the risks.

    In this webinar, Kayla Hartman will discuss the various ways data is used in fraud prevention. As a Data Analyst at Alloy, a fintech company that provides identity verification APIs for clients’ KYC (know your customer) and AML (anti-money laundering), she has firsthand experience in enhancing fraud prevention efforts through data analysis. She will dive into the ways the use of data is currently advantageous to fraud prevention, as well as the challenges that are presented in this quickly changing space.
  • How Fintechs Can Balance Onboarding and Security Amidst COVID-19
    How Fintechs Can Balance Onboarding and Security Amidst COVID-19
    Claudia Bate, FleishmanHillard Fishburn | Philipp Pointner, Jumio May 27 2020 3:00 pm UTC 60 mins
    COVID-19 is testing fintech. With the accelerated adoption of digital technologies, the resulting user growth challenges platforms and increases the chances of vulnerabilities in the systems, which has an effect on customer security. What can fintechs do to ensure client onboarding is swift yet safe and effective?
    This webinar will discuss:
    - the measures fintechs can put in place to ensure their systems are effective and customer privacy is not sacrificed.
    - How to balance onboarding and risk monitoring.
    - Advances in AI and Machine learning that underpin identity verification
  • Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring
    Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring
    Kate Larsen, SupplyESChange May 27 2020 3:00 pm UTC 60 mins
    Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring
  • DBRS Morningstar CMBS Webinar Series: Q&A with the NA CMBS Credit Team
    DBRS Morningstar CMBS Webinar Series: Q&A with the NA CMBS Credit Team
    Erin Stafford May 27 2020 3:30 pm UTC 60 mins
    DBRS Morningstar invites you to join our commercial mortgage-backed securities (CMBS) team for its next webinar, taking place on Wednesday, May 27 at 11:30am (EDT), which will follow a question and answer format. The conversation between Erin Stafford, Managing Director of North American CMBS, and other CMBS senior staff members will address questions and discussions we have been engaged in across the CMBS industry as the Coronavirus Disease (COVID-19) pandemic rapidly grew into a global crisis.

    Some of the questions DBRS Morningstar will address include:
    -- What are the similarities and differences between this and the Great Recession of 2008–09?
    -- How is DBRS Morningstar looking at new deals differently?
    -- Is the CMBS team considering methodology adjustments?
    -- Other than retail and hotel properties, what other property types are challenged by or benefit from the crisis?
    -- Will gateway markets fair better than secondary markets, or worse?
    -- What will the impact on commercial real estate be should this crisis lead to long-term secular changes in choices people make with respect to where they choose to live, work, shop, etc.?
    -- What does the new day-to-day look like during the coronavirus pandemic? Where is the CMBS team spending its time?
    -- When will DBRS Morningstar start to downgrade CMBS ratings? Does DBRS Morningstar take into consideration time tranching?
    -- How is DBRS Morningstar approaching sovereign ratings at this time?
    -- How is DBRS Morningstar managing recent remittance data from the servicers?
  • FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    FTSE Target Exposure Indexes with National Grid UK Pension Scheme and LGIM
    Marlies Van Boven, FTSE Russell; Kilian Thevissen, National Grid UK Pension Scheme; Fadi Zaher, LGIM May 28 2020 2:00 pm UTC 45 mins
    The FTSE Target Exposure Indexes are a suite of benchmarks and investable indexes designed to target specific characteristics—such as factor, climate and ESG exposures—while minimizing all off-target, consequential exposures. Target exposures are completely flexible and can be combined to cater to specific client objectives.

    The FTSE Target Exposure Indexes were launched at the end of 2019 with the FTSE All-World Target Exposure Qual Vol Factor Index being adopted by National Grid UK Pension Scheme, a UK-based defined benefit pension fund, with LGIM serving as the investment manager.

    During this webinar we will learn about National Grid UK Pension Scheme's investment objectives and how FTSE’s Target Exposure index solution helped to meet those objectives.

    Speakers:

    • Moderator: Paul Alakija, director, asset owner group, FTSE Russell
    • Kilian Thevissen, investment manager, National Grid UK Pension Scheme
    • Fadi Zaher, head of index solutions & investment specialists, LGIM
    • Marlies Van Boven, PhD, managing director, Research and Analytics, FTSE Russell
  • Establishing an SDG Framework for COVID19 State Aid: Implications for Investors
    Establishing an SDG Framework for COVID19 State Aid: Implications for Investors
    Ms. Aurelie Faure (Moderator) | Dr. Christoph Biehl May 28 2020 3:00 pm UTC 60 mins
    The economic response to the Covid19 pandemic has seen the establishment of state aid
    programmes worldwide. Analysing the characteristics of the state aid programmes it becomes
    apparent that the vast majority relies solely on financial criteria, disregarding non-financial factors.

    This begs the question: Why is Covid19 state aid provided purely relying on basic financial factors and
    not taking into account any positive or negative externalities?

    In several countries extreme forms of this question are starting to gain traction in the media:
    1) Poland and Denmark are excluding companies from state aid programmes that are registered
    in tax havens.
    2) Austrian transport minister suggests that a potential bail out for Austrian Air would be linked
    to climate targets.
    3) Bank of England is being criticized for including oil and gas companies in the bailout, in stark
    contrast to its previous statements on climate change risk.

    Analysing the current situation this webinar will discuss the boundaries of state aid, how COVID19
    state aid could be reimagined to address the public debate around non-financial factors and how
    aspects of non-COVID19 state aid are already relying on ESG factors.
  • Providing Secure Employee Work-From-Home IT Solutions
    Providing Secure Employee Work-From-Home IT Solutions
    Alan Conboy, Office of the CTO, Scale Computing | Karen Gondoly, CEO, Leostream May 28 2020 3:00 pm UTC 36 mins
    As organizations seek to provide safety for their workers while maintaining the safety of their data, they will face increased security risks delivering mission-critical applications to remote employees while keeping them efficient and the business running. Getting this done quickly is easier than you might think.

    Join the solutions experts at Scale Computing to learn more about industry best practices and things to consider as you look to provide better, more secure remote working solutions for your employees.

    Learn about, and see a demo for, the following:

    • Remote Desktop Access - How users can securely connect to remote desktop sessions for access to all the applications and data they need.
    • Run on Existing Infrastructure - How you can enable remote worker desktop sessions on the existing physical desktops, virtual desktop infrastructure, or terminal service solutions you currently run.
    • Improved Security – How to keep data off of the end user’s remote devices, to ensure that sensitive data never leaves your data center.
    • Bring Your Own Device - How you can enable users to use the devices they prefer to access desktop sessions and applications efficiently and securely.
  • Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Planes, Ships & Autos: How Transportation Volumes Have Fared in the Pandemic
    Andrew Lin May 28 2020 5:00 pm UTC 75 mins
    DBRS Morningstar invites you to join a 40-minute discussion on the impact that the COVID-19 pandemic has had on global transportation infrastructure. During the webinar, senior analysts from the DBRS Morningstar Infrastructure Fiance team will focus on the pandemic’s impact on traffic volumes of toll roads, airports and container ports.
    The analysts will also present their outlook on the three sectors over the coming months and years. From a credit perspective, the analysts will summarize key business risks and financial ratios that DBRS Morningstar uses when rating companies and projects in these sectors, and will present case studies on some of the key issuers that they work with.
    The webinar will be followed by an interactive question-and-answer session.

    The webinar will a 40-minute discussion on the impact that the COVID-19 pandemic has had on traffic of global transportation infrastructure. Specifically, DBRS Morningstar analysts will present the pandemic’s impact on international toll road traffic, airport traffic and container port traffic.
    The analysts will also discuss the outlook for the three sectors over the coming months and years. From a credit perspective, the analysts will summarize the key business risks and financial ratios that DBRS Morningstar uses when performing rating analysis on debt issuers in these sectors, and will then present several case studies on issuers in the sectors that we rate. The presentation will be followed by an interactive question-and-answer session.
  • New normal for Wealth Managers: Engaging customers and communicating effectively
    New normal for Wealth Managers: Engaging customers and communicating effectively
    Jaime Bolivar | Begoña Rubio | Javier Carrallo | TechRules May 29 2020 8:00 am UTC 60 mins
    This webinar will cover the following areas:
    Digital Wealth Management and customer centric solutions
    Artificial Intelligence: emerging new combinations of science and human based advisory models
    How to cover regulation with technology easily
    Client expectations, no static info anymore, personalizing experiences
    Empower partners to achieve goals

    Presented by:
    Jaime Bolivar, Managing Director TechRules | Bergoña Rubio, International Partners & Managing Director, TechRules | Javier Carrallo, Sales Development Manager, TechRules
  • Operation Efficiency vs Regulatory Precision – Are the Two Mutually Exclusive?
    Operation Efficiency vs Regulatory Precision – Are the Two Mutually Exclusive?
    Sarah Peaston, Director, Regulatory Governance Consulting Limited May 29 2020 10:00 am UTC 60 mins
    Post trade execution operations’ processing flows have experienced a technology evolution over the past two decades and have been significantly streamlined, often to the lowest common denominator. When we consider this against the often highly intricate regulatory processing requirements, what do we find?

    During this session we will consider:
    − Operational processing efficiencies
    − Regulatory precision requirements
    − Whether the two strategies crossover and easily co-exist
    or
    − Whether operational efficiency and regulatory precision are mutually exclusive?
  • Regulatory Reporting and Credit Risk Management on the Buy-Side
    Regulatory Reporting and Credit Risk Management on the Buy-Side
    Elena Kozhemyakina, Fintech4Funds | Igor Tesinsky, intelliBONDS | Parag Samarth, Magic Finserv May 29 2020 3:00 pm UTC 60 mins
    Regulatory Reporting and Credit Risk Management on the Buy-Side: How FinTech Can Assist with Upcoming Challenges

    Over the past 3-4 years the avalanche of new Regulations has exceeded all our expectations and created a new challenging environment for market participants. EMIR, MIFIDII, the upcoming SFTR and other Regulations all require both buy and sell side clients to report to regulators in a timely manner. Banks and other larger institutions have faced these challenges by dramatically increasing their Compliance, Operations and IT departments and introducing a lot of manual work arounds while they were developing internal technical solutions that allowed them to automate the processes and meet new criteria. Buy-Side clients, especially the small to medium sized ones, have never had the luxury of expanding their compliance personnel nor did they have budgets to develop solutions internally. Order Management Systems Providers were not able to respond from their side on time and those of them that were not CLOUD based had to spend months developing new upgraded versions. However, each upgrade of the systems needs to be integrated separately into the environments of individual clients. As a result, smaller clients are suffering at the expense of larger buy-side clients who bring the larger contracts and cash flows to the Providers.
  • Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio
    Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio
    Paul Ellis | Martina Macpherson | Mona Naqvi | Linda Zhang Jun 2 2020 3:00 pm UTC 60 mins
    Understand how Active and Passive ETFs are faring in the current market, and learn how to employ them in a portfolio to reduce volatility.

    Panel:
    Paul Ellis, Impact Investing Marketing & Social Media Consultant, Advisor Education and Founder, The Sustainable Finance Podcast (moderator)
    Martina Macpherson, Senior Vice President, Strategic Partnerships & Engagement, Moody's Corporation
    Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices
    Linda Zhang, CEO and Founder, Purview Investments
  • Delivering Modern Approaches to Employee Benefits
    Delivering Modern Approaches to Employee Benefits
    Connie Wrase, Katie Miller, Nick Forside Jun 2 2020 3:00 pm UTC 120 mins
    Join Connie Wrase, Sales and Account Manager for Further, along with Katie Miller and Nick Forside of LeClair Group, for ideas on growing your business. This presentation has been curated to provide an educational tool to agents and offers a sales vehicle to discuss the benefits of offering a CDHP, alongside an HSA. Learn how to help employers and employees adopt and use health savings accounts confidently while providing you with ideas of using Data Widget and other strategies to grow your employee benefits clients. This presentation is designed for you to download and deliver at Chambers of Commerce and to other Employee Benefits prospects.

    Following the presentation, we will show you where to download the PPT and upload your logo and contact details.
  • Putting the Smart into Beta: Tech Portfolios That Can Weather the Storm
    Putting the Smart into Beta: Tech Portfolios That Can Weather the Storm
    Chris Buck, Head of Capital Markets & Sales, ROBO Global Jun 2 2020 9:00 pm UTC 60 mins
    Globally, companies are revising and rethinking their strategies to cement their futures in a world that is dictated by robotics and AI. This global hunger and demand for data is escalating at an exponential pace and financial markets have taken notice. For forward-looking investors, the time to invest in the technologies of tomorrow is now. The speaker, Chris Buck, will dive into the growth potential of this booming market, providing investment insight across the robotics, AI, and healthcare landscape and ROBO Global’s three innovative portfolios.

    Points to be covered:
    - Market growth of Robotics, AI and Healthcare Tech.
    - Investable opportunities for publicly traded companies.
    - A discussion on the investment universe and landscape.
  • New Normal or New Now in a Pandemic World - Economic and Societal Change
    New Normal or New Now in a Pandemic World - Economic and Societal Change
    Kaleem Hussain (LLB, LLM, Level 4 DipFA, PDLGM, Prince 2), Managing Director, Guidance Consultancy Jun 3 2020 9:00 am UTC 45 mins
    This talk with Guidance Consultancy's Kaleem Hussain will cover:

    Economic Contraction – Fall in GDP and Increase in Unemployment,

    Financial Services Change – Increase in debt, state dependency, Universal Income Proposition

    Legal & Regulatory Changes – Covid-19 Secure workspaces, compliance, business continuity

    Working Patterns Shift – Increase scope for remote working, health and well being, collaboration meetings, less dependency on business office space, automation.

    Education & Learning – Increase in distance learning and online learning. Impact on higher education, international students, fees. Learning provider adjustments.

    Society – Role of the state, Big Society, localism and regionalism

    Risk Management – Cyber attacks, threats, Covid-19 mitigation, fraud, crime, Brexit impacts

    Winners and Losers in a Pandemic World – Amazon, Tesco, Netflix, Zoom, Youtube, Markets, Sports, Theatre, Arts, Movies, Charities.

    Kaleem has a multi-disciplinary public and private sector background working on regulatory change and transformation programmes for the major financial services and government organisations in the UK.
  • What does the future of Exchange Traded Funds hold?
    What does the future of Exchange Traded Funds hold?
    Scott Bewley, Managing Director, Enterprisesaas.co Jun 3 2020 10:00 am UTC 45 mins
    When it comes to investing in ETFs, there is a balance between investing in a Fund that offers the greatest return at the lowest cost, without adding additional risk.

    So, what does the future hold post Covid19 pandemic?

    Join this webinar with Scott Bewley, Founder at Enterprisesaas.co to learn:
    - How to define value today
    - How to measure value
    - How to ensure enduring value in the future
  • ETF, A Fantastic Investment Tool
    ETF, A Fantastic Investment Tool
    Laure Peyranne, Head of ETF for Iberia, Latin America and US Offshore, Invesco Jun 3 2020 11:00 am UTC 45 mins
    Join this talk with Laure Peyranne on how fixed Income ETFs have held up during the March drawdown and how they have passed the liquidity test there were due for.

    We are seeing more demand for ESG investment solution and regulation is also pushing. ETFs are easy tools to use from an allocation perspective and from a regulatory approach.

    About the speaker:
    Laure is a professional with 15 years of experience in the asset management industry, with very strong expertise in the ETF field, together with an in-depth knowledge of clients’ needs. Prior to joining Invesco in 2018, Laure worked for 6 years as Head of Amundi ETF & Smart Beta strategies for Iberia and Latin America, boosting Amundi from scratch to become the 3rd ETF provider in the region. Before that, she was Senior Sales Manager for Societe Generale for 6 years, covering France, Iberia and Latin America.
  • ETFs in 2020: A Global Outlook
    ETFs in 2020: A Global Outlook
    Rochelle Antoniewicz, ICI | Igor Tsukerman, Passed Pawn Advisors | Irene Bauer, Twenty20 Investments Jun 3 2020 3:00 pm UTC 60 mins
    Markets are still reeling from the impacts of Covid-19 on the global economy. What has this done to the ETF market? Is liquidity an issue? What industries have shown more promise than others? And, what is the outlook moving forward?
    In this webinar, you'll learn:
    - Performance of the ETF marketing thus far in 2020
    - How different sectors have been performing
    - What areas of opportunity are
    - How to communicate these learnings with clients
  • Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Lauren Crossett, Ramprasad ‘RP’ Sandilya, Julie Coin Jun 4 2020 5:30 pm UTC 60 mins
    June 4, 2020 | 1:30 pm ET

    -Lauren Crossett, Wealth Vertical Lead, Plaid
    -Ramprasad ‘RP’ Sandilya, VP, Business Development, Wealth & BPO at Broadridge
    -Julie Coin, President, DriveWealth

    What you’ll learn:
    -The impact of evolving investor expectations on your practice
    -How to leverage emerging technologies to grow assets under management through improved account portability
    -How COVID-19 is changing what people demand from financial services and what it means for wealth management’s digital transformation

    Wealth management is an incredibly sticky service, with little customer churn. Few services organically increase per-customer revenue over time in the way that AUM fee-based wealth management does. In spite of this value, wealth management is becoming increasingly commoditized. Downward pressure on fees continues and we are approaching the end of paid trades. Consolidation of the advisory space has not occurred—rather, it has become more competitive—with robo advisory services and breakaway RIAs providing investors with a seemingly growing number of wealth management options.

    So what can wealth management firms do to compete and stand out in this increasingly commoditized market? Firms must put a continued emphasis on delivering best-in-class digital experiences. From account opening and funding to ongoing holistic financial advice, everything must be easy, seamless, and value additive for retail investors. This webinar will explore some of the ways in which firms can work with technology vendors to revamp their digital experiences in order to accommodate investor expectations and behaviors—both of which are rapidly evolving in real-time due to the COVID-19 pandemic.
  • Thematic Investing: Technological Transformation
    Thematic Investing: Technological Transformation
    Justin Simler, Advisor, Tatton IM Jun 9 2020 3:00 pm UTC 60 mins
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.
    On Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, we will discuss how different industries are being affected by shifts in technologies and what it means for investors. Sub-trends include:

    Automation: key technologies include robotics and drones, autonomous vehicles, artificial intelligence, and 3D printing
    New Fintech and financial infrastructure: technology- enabled new entrants and business model innovations and blockchain
    Advanced healthcare: Precision medicine, next- generation genomics, and drug discovery.
  • Modern China: Financial Cooperation for Solving Sustainability Challenges
    Modern China: Financial Cooperation for Solving Sustainability Challenges
    Cary Krosinksy and Ben Yeoh Jun 9 2020 3:00 pm UTC 75 mins
    Please join Cary Krosinsky, co-founder of Real Impact Tracker, and Lecturer at Yale University, in conversation with Ben Yeoh, Senior Portfolio Manager, RBC Global Equity, as they discuss Cary's new book Modern China: Financial Co-operation for Solving Sustainability Challenges. The book is an on-the-ground perspective of what’s really happening in China today; the country’s recent growing economy, its desire and need to solve environmental challenges and the new positive dynamic created by its need for foreign capital.
  • Global Real Estate: 2020 Q2 Update
    Global Real Estate: 2020 Q2 Update
    Antonio Curia, Wimmer Family Office | Simon Wallace, DWS | Lars Flaoyen, Aberdeen Standard | Matthew Burnham, Greystar Jun 9 2020 3:00 pm UTC 57 mins
    As markets react to COVID-19, this panel brings together leading real estate professionals from to discuss the outlook for the global real estate market.