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US Financial Advisors

  • Targeting lower duration amid today’s higher rates
    Targeting lower duration amid today’s higher rates
    J.P. Morgan Recorded: Nov 14 2018 51 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.
    Presenters:

    -       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
  • How to turn customer experience into customer trust
    How to turn customer experience into customer trust
    Louise Thorpe, Chief Privacy Officer, American Express Recorded: Nov 13 2018 62 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

    Speakers:
    * Louise Thorpe, Chief Privacy Officer, American Express
    * Andrew Leede, Product Owner, Blinker
    * Ting Ting Luo, Senior Product Marketing Manager, Docusign
    * Stewart Rogers, Analyst-at-Large, VentureBeat
    * Rachael Brownell, Moderator, VentureBeat

    Sponsored by Docusign
  • Episode #22: Beyond ESG: investment risk through a lens
    Episode #22: Beyond ESG: investment risk through a lens
    Paul Ellis | Ian Simm, Founder and Chief Executive, Impax Asset Management Recorded: Nov 12 2018 24 mins
    Ian Simm, Founder and Chief Executive, Impax Asset Management, discusses how to address three shortcomings of risk analysis in public and private market investing.
  • Ethical Markets Media and the UN Sustainable Development Goals
    Ethical Markets Media and the UN Sustainable Development Goals
    Paul Ellis | Hazel Henderson, Founder, Ethical Markets Media Recorded: Nov 6 2018 31 mins
    Founder Hazel Henderson discusses the value of global frameworks like the UN SDGs to sustainable business growth.
  • The Case for Gold and BAR
    The Case for Gold and BAR
    Will Rhind, Founder & CEO, GraniteShares ETFs Recorded: Nov 5 2018 4 mins
    GraniteShares CEO, WIll Rhind, discusses why gold may be an important component of any portfolio and how to access physical gold in a low cost, efficient manner with BAR.
  • Our Mission at GraniteShares
    Our Mission at GraniteShares
    GraniteShares Recorded: Nov 4 2018 3 mins
    GraniteShares is set on disrupting the ETF landscape by bringing new ETFs to market that put investors first.
  • Trade war - who win?
    Trade war - who win?
    Megan Greene, Global Chief Economist, Manulife Asset Management Recorded: Nov 2 2018 4 mins
    The final quarter of 2018 will bring about a daisy chain of events that could potentially reshape the global financial and political landscape. Key among them, November’s U.S. midterm elections, the outcome of which could affect—both directly and indirectly— the tone of ongoing trade negotiations between Beijing and Washington and in turn influence the performance of emerging markets in the months ahead. Our Global Chief Economist Megan Greene shares her views on these issues, and highlights others that investors should be aware of.
  • Trade war - what next?
    Trade war - what next?
    Megan Greene, Global Chief Economist, Manulife Asset Management Recorded: Nov 2 2018 3 mins
    The final quarter of 2018 will bring about a daisy chain of events that could potentially reshape the global financial and political landscape. Key among them, November’s U.S. midterm elections, the outcome of which could affect—both directly and indirectly— the tone of ongoing trade negotiations between Beijing and Washington and in turn influence the performance of emerging markets in the months ahead. Our Global Chief Economist Megan Greene shares her views on these issues, and highlights others that investors should be aware of.
  • [Panel]: Evaluating Profitable Strategies in Sustainable Investing
    [Panel]: Evaluating Profitable Strategies in Sustainable Investing
    Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo Recorded: Oct 31 2018 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.


    Panellists;
    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
  • 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 Recorded: Oct 31 2018 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
  • Aviva Investors Multi-Strategy (AIMS) Target Return Q3 2018 Update
    Aviva Investors Multi-Strategy (AIMS) Target Return Q3 2018 Update
    Rahul Khasgiwale & Preston Johnson Recorded: Oct 31 2018 19 mins
    AIMS Target Return update for Q3 2018 with a Q&A
  • [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 Recorded: Oct 31 2018 63 mins
    A few years ago "ESG” was 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 and at the practical implementation of ESG considerations within portfolios. They will discuss whether ESG can be implemented, at best, without negatively impacting returns or whether there is recent evidence that it can actually benefit both risk and return.

    While impact investing dominates the headlines, most of the assets that firms manage on behalf of their clients integrate an assessment of ESG factors into their process but do not tilt towards sustainable investments. The panel will discuss this issue and the likely future trends in ESG investment including how ESG fits in with the Mega trends defined by the PRI or WEF.

    Panellists

    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)
  • [Panel] Outlook for ESG, SRI & Impact Investing
    [Panel] Outlook for ESG, SRI & Impact Investing
    Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng Recorded: Oct 30 2018 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.

    Panellists
    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
  • 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 Recorded: Oct 30 2018 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.
  • Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers
    Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers
    Paul Ellis, Brian Pierson, and Barbara Krumsiek Recorded: Oct 30 2018 50 mins
    With 30 trillion moving hands from the Baby Boomers to Millennials, financial advisors need to ensure they can keep their clients and assets in place. Further, people are living longer, so the chances they move will depend on how a retention strategy is executed. Learning how clients like to be dealt with, and developing a strategy to develop client relationships will determine the strength of your practice.

    This webinar will cover topics such as:
    - How to establish a strategy for nurturing & client retention for aging generations
    - Understanding how to create mutual accountability
    - Developing proper communications protocols

    Panel:
    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Brian Pierson, Managing Director, Tiedemann Advisors
    Barbara Krumsiek, Board Member, Arabesque Asset Management
  • Talking with Clients about ESG, Performance, and Integration
    Talking with Clients about ESG, Performance, and Integration
    Paul Ellis, Jeff Gitterman, Katherine St. Onge, and Jennifer Sireklove Recorded: Oct 30 2018 47 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.

    Panel:
    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management
    Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital
    Jennifer Sireklove, Director of Responsible Investing, Parametric
  • Ask the Expert: Janelle Woodward
    Ask the Expert: Janelle Woodward
    Ben Jones and Janelle Woodward, BMO Global Asset Management Recorded: Oct 29 2018 15 mins
    On-camera interview by Ben Jones, Managing Director, Head of Intermediary Distribution, BMO Global Asset Management with Janelle Woodward, Global Head of Income, BMO Asset Management U.S.
  • Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Luke Oliver, DWS, Janelle Woodward, BMO Global Asset Management and Alessia Falsarone, PineBridge Investments Recorded: Oct 29 2018 46 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?

    Panel:
    Luke Oliver, Head of ETF Capital Markets, DWS (Moderator)
    Janelle Woodward, Global Head of Fixed Income, BMO Global Asset Management
    Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
  • 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 Recorded: Oct 29 2018 57 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?

    Panelists:
    Matt Riley, Vice President, J.P. Morgan Asset Management
    Steven Quinn, Head of ETP Distribution, Janus Henderson
  • Bob Browne: All My Gains are Gone. Now What?
    Bob Browne: All My Gains are Gone. Now What?
    Bob Browne, CFA - Chief Investment Officer Recorded: Oct 29 2018 3 mins
    After returning a whopping 7.7% in the third quarter, the S&P 500 is now down year-to-date. Why are equities suddenly turning for the worse and what should investors be doing in response? Bob Browne explains.
  • Ep 20: Due Diligence in Impact Investing
    Ep 20: Due Diligence in Impact Investing
    Paul Ellis | Eva Yazhari, CEO, Beyond Capital | Hummayun Javed, Senior Analyst, Align Impact Recorded: Oct 29 2018 31 mins
    Eva Yazhari, CEO, Beyond Capital, and Hummayun Javed, Senior Analyst, Align Impact discuss why due diligence is essential when investing in early-stage impact enterprises
  • Michael Hunstad: Beware of the Sector-Rotation Trap
    Michael Hunstad: Beware of the Sector-Rotation Trap
    Michael Hunstad, Ph.D. - Head of Quantitative Strategies Recorded: Oct 24 2018 3 mins
    If equity volatility has you thinking about de-risking your portfolio, be sure to avoid this common mistake.
  • The 6 Pillars of Multi-Asset Class Investing
    The 6 Pillars of Multi-Asset Class Investing
    Melinda Mecca - Director of Investment Solutions Recorded: Oct 24 2018 5 mins
    Today’s advisors demand multi-asset class solutions that do more than just offer diversification. We think these six key pillars form the foundation of what advisors want in today’s multi-asset class investing.
  • Emerging Markets – Navigating Rough Seas
    Emerging Markets – Navigating Rough Seas
    Jin Zhang, CFA, Emerging Markets Equity Portfolio Manager Recorded: Oct 23 2018 27 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.
  • 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
  • Crypto Funds: November Update
    Crypto Funds: November Update
    Ryan Ross, BrightTALK | Hugo van Veen, SwissOne | Alisher Tushpulatov, CryptoFunds AG Nov 20 2018 2:00 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
  • Access Artivest: The Future of Purchasing Alternative Funds
    Access Artivest: The Future of Purchasing Alternative Funds
    Drew Anderson, Business Development, Artivest Nov 20 2018 7:00 pm UTC 60 mins
    Join this live online training to demonstrate how easy it is to review and purchase an alternative strategy on the Artivest Platform.
  • Funds Showcase: Emerging Markets
    Funds Showcase: Emerging Markets
    Oren Kaplan | Austen Robilliard | Karl Safft | D'Arcy Nov 21 2018 11:00 am UTC 60 mins
    Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.

    In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.

    Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.

    This webinar will cover:
    - What will be the impacts of a strong US dollar on markets?
    - How will trade agreements, and disagreements, will shape markets in the next 6 months?
    - What industries will see the most and least activity from investors?
    - Which emerging markets funds are seeing inflows and outflows, and why?
  • Modern Strategies for Investing in Global Emerging Markets
    Modern Strategies for Investing in Global Emerging Markets
    Andre Junqueira, Spinnaker Capital | Ryan Ross, BrightTALK Nov 21 2018 4:00 pm UTC 60 mins
    Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.

    What are good strategies to take advantage of this situation?

    This panel will join leading emerging market participants to discuss:

    - Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
    - How to think about where opportunities lie in chaos.
    - which securities are seeing the most flows and why?
    - Which industries will be most affected by trade wars, a strong US dollar, and elections around the world
  • The True Opportunity in Emerging Markets
    The True Opportunity in Emerging Markets
    Kathryn Langridge, Senior Portfolio Manager, Manulife Asset Management Nov 22 2018 12:00 pm UTC 60 mins
    While emerging-market (EM) stock performance has been volatile in 2018, long-term demographic and economic changes across EM continue to create fertile opportunities for well-managed businesses capable of sustained growth. An increasing number of EM companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals. Join Kathryn Langridge, Senior Portfolio Manager, who will discuss the True Opportunity in Emerging Markets.
  • Emerging Market Fund Selectors: A Guide to Approaching Uncertainty
    Emerging Market Fund Selectors: A Guide to Approaching Uncertainty
    Bo Huang, Tilney Group | Charles Morris, Atlantic House Fund Management | Mark Witten, ACT Capital Partners Nov 22 2018 4:00 pm UTC 60 mins
    While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.

    This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:

    - The Impacts of a strong US dollar on Emerging Markets.
    - How trade agreements, and disagreements, will shape markets.
    - What industries will see the most and least activity from emerging markets investors?
  • 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
  • DBRS Webinar: Brexit and U.K. Regional Household Indebtedness
    DBRS Webinar: Brexit and U.K. Regional Household Indebtedness
    Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Nichola James, Co-Head of Sovereign Rating Nov 29 2018 3:00 pm UTC 75 mins
    DBRS Ratings Limited (DBRS) invites you to attend a webinar covering the regions of the United Kingdom (U.K.) and its diverse array of household indebtedness on 29 November 2018 at 3 p.m. GMT/4 p.m. CET/10 a.m. EST. The webinar will be hosted by Gordon Kerr, Senior Vice President and Head of EU Structured Finance Research, and Nichola James, Co-Head of Sovereign Ratings, in London.

    The discussion will focus on which regions of the UK have highest mortgage debt and how this can be explained, and if the same regions have high consumer debt such as credit card debt and other non-mortgage loans. During the webinar, the differences in relation to risks to the economy and financial stability will also be assessed.

    DBRS will also try to answer the question whether Leave-voting regions are more indebted than their Remain-voting counterparts and the implications of high household debt in a hard Brexit scenario and
    the consequences of such an outcome on the UK’s sovereign rating.

    The discussion will also cover the potential impact on U.K. structured finance transactions.

    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.
  • ETFs in 2018: Strategies and Market Movements
    ETFs in 2018: Strategies and Market Movements
    Shelly Antoniewicz, ICI | Will Rhind, GraniteShares | Mike Venuto, Tesoro Investors | Chris Buck, ROBO Global Dec 5 2018 2:00 pm UTC 60 mins
    The flexibility of ETFs provides investors with the ability to gain exposure to a variety of asset classes and markets while controlling for market turbulence. What strategies are being employed, and what does the market look like now?

    This webinar will gather leaders in the field to discuss top level outlooks on the global economy, as well as deep dives into how ETF strategies are being used across asset classes and markets.

    Topics to be covered:

    - Broad Market Outlook
    - Equity Markets
    - Emerging Markets
    - China and APAC
    - Commodities
    - Robotics

    Moderator:

    Shelly Antoniewicz, ICI

    Panelists:

    Will Rhind, GraniteShares
    Mike Venuto, Tesoro Investors
    Chris Buck, ROBO Global
  • 2019 Predictions Day 1
    2019 Predictions Day 1
    2019 Predictions Day 1 Dec 11 2018 4:00 pm UTC 60 mins
    "Predictions are hard, especially about the future" - Yogi Berra. But predictions about FUTURES can give us a general idea of what will happen, especially when market-moving voices are talking.

    This webinar will look towards 2019 through the lens of a market-leading panel, providing:

    - Perspectives: Will the market be stronger or weaker than expected, and what is, and isn't, priced into the market?

    - Surprises: the confidence of one actor vs. the wisdom of the crowd. We ask the panel what are the disparities to create their top 3 surprises?

    Mega Trends: What does our panel see will be the major happenings of 2019?
  • 2019: Outlook and Market Implications of Brexit
    2019: Outlook and Market Implications of Brexit
    TBD Dec 12 2018 4:00 pm UTC 60 mins
    As Brexit approaches, some banks are relocating, currencies are fluctuating, and markets are moving as well - are there any possible scenarios are not priced into the market?

    This webinar will cover:
    The current state of negotiations.
    Who will win and who will lose if brexit happens - and if it doesn't.
    How Investment Managers are doing scenario planning.
  • Alternative Strategies: How Wealth Managers Are Using Smart Beta
    Alternative Strategies: How Wealth Managers Are Using Smart Beta
    Ryan Ross, BrightTALK Feb 13 2019 4:00 pm UTC 60 mins
    The Wealth Management industry is increasingly required to cut costs & ensure their clients are getting the best returns for their money. Smart Beta, or creating passive investments that are chosen using more than just cap-weighted selection parameters, may seem like a panacea to this problem.

    This webinar will dive into how Wealth Managers are using Smart Beta in their strategies, and will ask questions such as:

    - How will regulations such as MIFID II affect wealth managers portfolios and usage of Smart Beta?
    - Is it possible to use Smart Beta as a Premium Offering?
    - Will Smart Beta mean the end of Active Management in the next 5 years?
  • 2018 ETF Market Trends
    2018 ETF Market Trends
    Igor Tsukerman, President & CIO, Passed Pawn Advisors Mar 12 2019 2:00 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.