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.
Fabien Couderc CTO AxiomaRecorded: Mar 25 201955 mins
Portfolio and risk management is undergoing a revolution. The technology landscape is changing and the analytics arms race is heating up, but which tech trends are worth paying attention to and what’s noise?
In this webinar and Q&A, we’ll share our perspective on the tech landscape based on our research and conversations with the market. This presentation should benefit anyone interested in the future of technology and what it means in practice for institutional portfolio and risk management.
Eric Grover (Intrepid Ventures), Thomas Tyree (FIS) and Bruce Parker (ModoPayments)Recorded: Mar 19 201960 mins
Loyalty programs are nothing new, but opportunities to leverage them at the in-store and online checkout are. Innovations in payments and banking have ushered in the beginnings of the "open economy" and are bringing exciting new technologies to the market that will change the future of consumer engagement.
Ty Tyree (FIS) and Bruce Parker (Modo) speak with Eric Grover (Intrepid Ventures) on the work they're doing in the payments and loyalty space, and what opportunities they see in the market.
Join in to learn: Who are the major players in the "open economy"?, What are disruptors in the loyalty space doing (both banks, merchants, and payments players)?, What are new ways in which you can engage your end consumers to establish true brand loyalty?, What is the "open economy", and how are we going to see that playing out in the next 5 years?, and What is required in order to continue the "open economy"?
Eric Grover, Principal at Intrepid Ventures
Thomas (Ty) Tyree, VP of Loyalty Product at FIS
Bruce Parker, Founder & CEO at Modo
Dr. Anne Lewis, Head of Product Development, VaultexRecorded: Mar 19 201940 mins
What determines how people pay for their goods and services? How might using cash instead of a debit card reflect your personality? Are you a utilitarian or hedonistic shopper?
This webinar looks at how the way people behave could affect their choice of payment. Dr. Anne Lewis argues that an economic model is not enough to fully predict future consumer payment habits, and social factors have an important influence on whether people reach for notes or cards.
David Fagleman, Head of Policy & Research, Cash ServicesRecorded: Mar 19 201943 mins
The cashless society has been talked about for decades and with the increased use of digital payments some believe it’s closer than ever. Despite this cash remains a popular method of payment for consumers and businesses, and is forecast to continue to play an important role in the payments landscape for years to come.
Join this session for a discussion on the future of cash. This will include:
· Data and forecasts on cash and non-cash payment methods
· Research on the drivers behind consumer payment behavior
· Analysis on the future of cash – it’s role as both a transactional and continuity method of payment
· Country-specific examples
Philipp Zerhusen and Michael Diefenthäler, FactSetRecorded: Mar 19 201930 mins
As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.
Listen to the second of these 30-minute live sessions, and hear from industry experts on how advisory can utilize visualization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to financial advisors, our speakers share their insight on how the five tactics discussed in the second part of our eBook, Disrupting Advisory Through Design, can be applied to the client experience to develop an online wealth platform that adds value - to the firm, to your high net worth investors, and to your book of business.
Paul Ellis | Hazel HendersonRecorded: Mar 19 201933 mins
Where does capital need to be deployed in the US to build resilient infrastructure, foster innovation, and promote inclusive and sustainable industrialization? Henderson, the founder and President of Ethical Markets Media, explains how her Green Transition Scoreboard tracks the requirements for funding.
Christoph V. Schon, Executive Director of Applied ResearchRecorded: Mar 18 201957 mins
A good stress test needs two ingredients. First, one needs to decide which variable(s) to stress and by how much. Second, comes the identification of a suitable calibration period for the covariance matrix used to estimate the other pricing factors. The latter can often be the more difficult, in particular if one does not want to simply rely on recent correlations to hold. In this webinar, Christoph V. Schon, Executive Director of Applied Research, will talk about the challenges he and his colleagues face (e.g. looking for relevant precedents or dealing with a lack of historical data) and how they deal with them, drawing from a number of recent studies conducted by the team.
Paul Ellis | Matthew BlumeRecorded: Mar 16 201929 mins
Matthew Blume, portfolio manager and head of ESG research at Appleseed Capital, sees shareholder advocacy as an opportunity to influence the integration of ESG metrics into the long term value creation of companies owned in the Appleseed Fund (APPLX), for which his firm is the adviser. His efforts are part of the reason why APPLX ended 2018 with performance in the top 5% of it's Morningstar World Allocation category for one, three and ten years.
Katja Boerger | Navaneeth Satheesan , Envestnet | Ryan Ross, BrightTALKRecorded: Mar 13 201950 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
Ryan Ross | Richard Lightbound | Magdalena Polan | Adrian LowcockRecorded: Mar 13 201942 mins
Growth in developed markets is slowing, which will effect Emerging Markets. But what are the causes of the slowdown, and how do they compare to the past? If the source is oil prices, what does this mean for oil-rich countries like Venezuela, Nigeria, or Saudi Arabia?
If the source is Central Banking policies, either coming from the US Federal Reserve or the European Central Bank – how will relative strength or weakness in currencies affect countries that hold debt?
When headlines abound around trade, trade deficits, and trade surpluses, how can investors hedge their bets?
And as economies emerge alongside technology, labor costs become as much an economic issue as a political issue. What role does automation play in the growth story?
This panel will discuss questions facing emerging markets including:
· Are EMs better equipped to handle growth slowdown than in 2015? What do they have going for them now that they didn’t back then?
· Are we in an EM rally? If so, how long will the EM rally last?
· Central Banking policies effect on EM
· Areas to avoid vs. attractive areas?
Magdalena Polan - Global EM Economist at LGIM
Adrian Lowcock - Head of Personal Investing at Willis Owen
Richard Lightbound, CEO EMEA & Asia at ROBO Global
Edmund Harriss, Director of Asian & Emerging Market Investments, Guinness Atkinson Asset ManagementRecorded: Mar 13 201943 mins
Presentation being accompanied by the Fund's summary prospectus in the Attachments tab.
We don’t invest in themes. We invest in companies that capture themes and through competitive advantage turn them into potential cash profits sustained down the years. In our view, investors will only make money if the market prices of the shares in those companies underprice the ability of those companies to continue to do so. This webinar will discuss some of the themes, opportunities and risks in these markets, especially in Asia; how we think we can identify companies with sustainable competitive advantage in that environment and how we might convert that into a potential for long term total returns for investors.
Join fund manager Edmund Harriss, the head of Asian & Emerging Markets investments, for an exciting webinar on March 13th at 10:00 am ET to hear more.
Peter Marber, CIO - Emerging Markets, Aperture InvestorsRecorded: Mar 13 201932 mins
While many organization and individuals are interested in investing in emerging markets, most do not fully understand how various segments and strategies vary in the exposure they provide. Before committing to a strategy, it’s vital that investors do their due diligence to understand what their options are, how they differ, and which will deliver the exposure they think they're getting, as well as the optimal results. In this webinar, Peter Marber will clarify what various strategies really mean in order to enable a true risk/reward analysis on the part of EM investors.
Presented by Peter Marber, CIO for Emerging Markets at Aperture Investors
Peter Marber is the Chief Investment Officer for Emerging Markets at Aperture Investors, leading the New World Opportunities strategy. For over 30 years, Peter has professionally invested billions of dollars for many of the world’s largest companies at firms including Loomis, Sayles & Company, HSBC, and Wasserstein & Co.
Though a globally-recognized authority on emerging market economies, Peter landed on Wall Street not because of his love for financial markets, but rather due to his fascination with globalization. Peter studies how countries and their markets evolve to develop a deep understanding of emerging market dynamics. He passes along his curiosity, knowledge and passion as a professor at NYU, Johns Hopkins, Harvard, and Columbia, as well as through his writings on globalization, emerging markets, and higher education.
Peter earned his B.A. at Johns Hopkins, his M.I.A. from Columbia, and his Ph.D from The University of Cambridge. He is an avid composer and guitarist and lives in New York City with his family.
Oren Kaplan | Austen Robilliard | Bobby CherryRecorded: Mar 12 201948 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?
Participate in a global visioning exercise. George Kinder, internationally-recognized thought leader and father of the financial Life Planning movement, invites you to Life Plan civilization!
Imagine a thousand generations in the future where there is a Golden Civilization. What does it look like? Feel Like? How do people communicate, exchange goods, and govern themselves? Bring your wildest ideas and most personal values to a conversation about what could be. Let’s paint a vision of the future and then ask ourselves “How can we live into that vision now?”
This BrightTALK is one of hundreds of conversations happening globally since the launch of Kinder’s latest book, A Golden Civilization and the Map of Mindfulness (available for pre-order on Amazon now and for purchase March 4, 2019). The grassroots movement of community conversations asks attendees to vision a Golden Civilization and then work to establish it now.
Be part of the movement that is changing the world one conversation at a time. With George Kinder as the conversation facilitator, you’ll practice inner listening, hear the perspectives of others worldwide, share your own perspective, and together you’ll create a vision statement that captures the kind of future you want for yourselves and your grandchildren. With a clear and energizing vision of a Golden Civilization, Kinder will challenge you and each member of the group to think of how you can live into this vision now. Offering no judgement to the steps participants choose, Kinder values each contribution and demonstrates the art of empathic listening. At the end of the conversation, participants are invited to host their own conversations with friends, family, or any group they represent. More resources are available at www.agoldencivilization.com.
“Golden Civilizations radiate from the light inside each of us, Delivering freedom and modeling integrity in all things.” – George Kinder, A Golden Civilization and the Map of Mindfulness
Triodos Investment ManagementRecorded: Mar 12 201936 mins
Finance enables people to secure fundamental needs such as housing, education, energy and healthcare. However, globally, 1.7 billion people are without access to basic financial services, and 65 million micro, small and medium-sized business in emerging economies have unmet financing needs.
This webinar will address the following questions:
- What is Financial Inclusion?
- How does Financial Inclusion impact Emerging Markets?
- How many people are reached?
- What is Triodos IM's approach?
- What are trends and developments in this dynamic sector?
Pamela Vance, Managing Director of Product ManagementRecorded: Mar 11 201961 mins
In this webinar, we discuss the basics of portfolio optimization. She discussed how to model and interpret portfolio optimization strategies, which strategy elements make the optimization problems more difficult to solve, and how to use the soft constraints and the constraint hierarchy to make the solution process more reliable. This presentation benefits industry participants who are new to optimization as well as long-time users who would like a refresher on the basics.
Paul Ellis | Jed EmersonRecorded: Mar 9 201933 mins
In his eighth book on sustainable finance,The Purpose of Capital, Jed Emerson expands the arc of blended value investing into a multi-generational journey of personal and family discovery on the path to Other Impact. Join the conversation!
Richard Lett, LeClair Group, Dan Arland, LeClair Group, LaRae Mills, LeClair GroupRecorded: Mar 8 201925 mins
There is no shortage of clients who need your help when shopping for insurance. The challenge is knowing where they are, and how to reach them.
Through it's sophisticated technology, LeClair Group's DataWidget is able to connect to a national database of millions of people around the world. These mailing lists can be customized based on a variety of demographics such as age, geography, gender, income, occupation group, house value, and home ownership.
We invite you to join us on March 7 at 2:00pm CDT for a live demonstration of how to use LeClair Group's DataWidget. This webinar will help you better understand how to successfully set up the demographic filters so that you come away with the the right target marketing for your business.
George Kinder, Kinder Institute of Life PlanningRecorded: Mar 4 201947 mins
Step boldly into your greatness by accessing the present moment. Thought leader, mindfulness teacher/author, and finance guru George Kinder unveils his life’s work with a Map of Mindfulness. He uses the map to explain new forms of leadership, economics, and democracy all rooted in the present moment.
This radical 60-minute talk offers insight into how you can personally apply his methods to access your inner leader and enhance your performance in every aspect of life: at work, with your family, and in your relationships. Kinder explores how strong leadership skills come from being present. Always residing in the present moment means you are ready for anything from inspired action to empathic wisdom.
His leadership system democratizes entrepreneurial spirit, maximizing both innovation and growth across society as it maximizes the efficient allocation of human capital. He shifts the frame of economic thinking by grounding all of space and time in the present moment and argues that moments of freedom rather than moments of transaction become our focus. He proposes self-knowledge as a more sustainable motivator than self-interest.
In just one hour, you will understand the present, how to access it, and how it enhances your leadership potential. You’ll discover how to live in the moment and inspire others. You’ll gain a new way of visioning what is possible for the organizations and communities you represent and the tools to take steps to enact change now.
Kinder’s work aims to impact civilization. He’s recently launched a grassroots movement of community conversations happening globally that asks attendees to vision a Golden Civilization and then work to establish it now. His latest book, A Golden Civilization and the Map of Mindfulness, is available for pre-order on Amazon now and can be purchased March 4, 2019. To celebrate the book’s launch, we offer attendees of the live BrightTALK on March 4 a special one-day price of $2.99 for the Kindle version.
Key topics to be discussed include: aviation industry performance; scheduled lease expirations; valuation and volatility considerations; and developments in DBRS's aircraft and aviation related methodologies.
Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from David Laterza, Head of U.S. Non-Bank Financials and Mark Hirshorn, Senior Vice President, U.S. ABS.
Gordon Kerr, Head of European Structured Finance ResearchMar 28 20193:00 pmUTC75 mins
DBRS Ratings Limited (DBRS) invites you to attend a webinar on the current state of the securitisation market in Europe on 28 March 2019 at 3 p.m. GMT/4 p.m. CET/11 a.m. EDT. The webinar will be hosted
by Gordon Kerr, Head of European Structured Finance Research, in London.
With the introduction of new regulations in 2019, the announcement of a third targeted long-term refinancing operation (TLTRO) by the European Central Bank, Brexit and other disruptions, the market is
in a state of flux. Where is it headed? Gordon Kerr will attempt to answer this question and provide further insights in to the state of the European securitisation market.
The discussion will last approximately 30 to 45 minutes and will be followed by an interactive question and-answer session. DBRS welcomes all who wish to participate.
It is being stated that a Brexit will create revolutionary distress in the market. It is being said that global financial markets will undergo tremendous, disastrous pain if a hard Brexit happens.
But, how can we move forward? What steps are companies and investors taking to stay in business?
This webinar aims to separate the signal from the noise and focus on providing our listeners with a thoughtful understanding of what the currency, fixed income, and equities markets are pricing in, and how companies and investors that operate in these markets are planning for whatever scenario may come.
Topics to be covered:
What a Hard Brexit means?
Can a 2nd referendum happen?
If we do a Hard Brexit, what are the next steps?
Where will investors feel it first, and what are the secondary and tertiary effects of a hard Brexit?
Key topics to be discussed include: the evolution of finance; FinTech's influence around the globe; growth hurdles; and securitization considerations.
Hosted by Chris D’Onofrio, Managing Director, U.S. ABS, the discussion will also feature commentary from Gordon Kerr, Senior Vice President, Head of European Research and Imran Ansari, Vice President, U.S. ABS.
Pat Patel, Money20/20 | Drew Graham, Standard Chartered Bank | Megan Caywood, Starling BankApr 4 20191:00 pmUTC60 mins
Innovation has quickly become an overused and distorted word. At Money20/20 Europe expect to cut through the hype, explore what measurements we can use to benchmark innovation and get to the heart of sustainable and commercial step change. A key question which has moved back up the C-Level agenda of established; banks, tech companies and payments companies is:
"How can incumbents deliver meaningful game-changing innovation?"
There are three options available for incumbents, and at Money20/20 Europe we’ll be developing deeper into each one:
1. Can organisations transform their cultures to execute true innovation internally within their organisations? (cultural transformation)
2. Perhaps tech transformation is the way forward, partnering or acquisitions to do so?
3. Or do they need to achieve business model transformation by building something entirely new outside of the organisation?
These options are being heavily debated in boardrooms throughout Europe, with a number of high profile banks recently announcing plans to build brand new subsidiaries. Some of the traditional banks, payments and tech companies are pursuing a few or all of the options while others are sitting on the fence. Which is most effective and why? What are the dynamics at play that determine success for different types of companies? Hear from the leading companies in our industry as they share their incisive insight on the successes but also the failures and the lessons learned.
Drew Graham, Director, Fintech Strategy & Engagement, Standard Chartered Bank
Megan Caywood, Chief Platform Officer, Starling Bank,
Hosted by Pat Patel, Content Director - Europe + Asia, Money20/20
Paul Ellis, Lisa Woll, Jeff Gitterman, Claudine SchneiderApr 16 20193:00 pmUTC60 mins
During the past 40 years Climate Science has accurately predicted rising sea levels, more rapid temperature rise at the poles and hurricanes and typhoons occuring at higher latitudes.
From 1998 to 2017 the global economic cost of climate-related disasters skyrocketed 151% over the previous 20 year period to $2.25 trillion.
Join our expert panelists for a discussion about future climate risk assessment options for companies, investors, financial advisors and policymakers.
Lisa Woll, CEO, US SIF, The Forum for Sustainable and Responsible Investment
Jeff Gitterman, Co-founding Partner, Gitterman Wealth Management
Claudine Schneider, former U.S. Congresswoman, Founding President of the Solar Alliance
Bud Sturmak, Martina MacphersonApr 17 20193:00 pmUTC60 mins
Stewardship is one of the most direct ways in which investors can engage in long-term investment decision making. An important lesson from the global financial crisis has been that investors do need to play a stewardship role to look at how investee companies are managing the assets entrusted to them by their shareholders. Stewardship in investments means focusing capital management strategies on the long-term. Following developments in Europe and Asia in relation to stewardship codes and investment mandates some of the largest asset managers in the US have now also started requiring companies in their portfolios to adhere to “sustainable, long-term growth” strategies. However, key questions remain: What’s the most applicable investment strategy in the context of active stewardship? Are all risks such as cross-ownership being addressed and managed? Is the investee company properly accountable?
With the goal of showing investors how they can focus on stewardship activities within their active and passive investment strategies this ESG webinar will discuss:
- How to define stewardship in the context of sustainable investment and corporate decision-making;
- How investors are focussing their capital on the long term;
- How investment managers and service providers aim to establish, measure and benchmark their stewardship activities within active and passive investment strategies;
- What this means for investors, companies, and society at large.
Bud Sturmak, Founder, BlueSky Investment Management
Martina Macpherson, President, Network for Sustainable Financial Markets
Igor Tsukerman, President & CIO, Passed Pawn AdvisorsMay 14 20192:00 pmUTC60 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.
Daniel Kornitzer, Chief Business Development Officer, Paysafe + panel of expertsJun 3 20198:30 amUTC75 mins
What does the future of connected commerce look like? The changing need of the customer has meant that the shopping experience is changing and merchants, retailers, and payments companies need to future-proof their offerings.
Join this panel to discover:
-Current landscape and trends in the commerce industry
-How can AI revolutionise the customer experience and help organisations evolve?
-From PoS to multi-channel platforms, how can you provide a frictionless customer experience?
-What are the risk and compliance challenges that need to be at top-of-mind?
-How can we proactively prevent fraud rather than react when the damage has been done?
Melisande Mual, Founder at The Paypers, Berit Svendsen, EVP International Business at VippsJun 3 201911:00 amUTC75 mins
Organisations are often challenged with finding the right balance between innovating and staying secure. How are cutting-edge advancements revolutionising the way we look at identity and authentication?
Join the panel to hear about:
-Understanding the digital identity landscape
-How to avoid drop-off during the verification process
-How developments like biometrics, AI, blockchain can impact identity and data management
-How to adapt and respond to new regulations like PSD2, Open Banking, and GDPR
Panelists to be announced shortlyJun 4 20198:30 amUTC75 mins
The Financial Services industry has a big target on its back when it comes to attacks by cyber criminals. How can financial institutions keep precious customer data safe whilst utilising technology to equip themselves with the tools to prevent fraud and financial crime?
Join this panel to hear:
- Lessons learned from recent breaches and hacks
- AI-powered strategies to protect your financial institution
- The unique security challenges of incumbent organisations vs. FinTechs
- Best practices to fight fraud and financial crime
Leda Glyptis, Chief of Staff at 11:FS + panel of expertsJun 5 20198:30 amUTC75 mins
What does the bank of the future look like? What are the opportunities and challenges that technology brings to the payments ecosystem?
Join this panel where the speakers will discuss:
-How can data make banking more effective for the modern-day consumer?
-What are the latest trends in new payments platforms and models?
-How are different industries like eCommerce, retail, and insurance affected?
-What are the effects of GDPR and Open Banking?
-What does connected financial services look like?
-The security pitfalls that financial institutions need to look out for
Luca Romagnoli, Director of Regulated Industries at Salesforce + panel of expertsJun 5 201911:00 amUTC75 mins
Data is the new oil. How can financial services organisations use data to revolutionise their offerings and provide a better customer experience?
Join this panel to find out:
- How can banks help customers put their data to good use? What have we learned from Open Banking and PSD2?
- How can AI and predictive intelligence be used to avoid risks and provide a more seamless experience?
- Challenges with data management and aggregation and how to solve them
- How data analytics is impacting financial services