Hi [[ session.user.profile.firstName ]]

US Financial Advisors

  • Insights into Italian RMBS
    Insights into Italian RMBS
    Gordon Kerr, Senior Vice President, Head of European Structured Finance Research, DBRS Morningstar Recorded: Nov 26 2020 27 mins
    DBRS Morningstar will host a webinar on 26 November 2020 at 3:00 p.m. GMT focusing on the analysis of Italian residential mortgage-backed securities (RMBS) transactions and the proposed addition of Italy to the “European RMBS Insight Methodology” and related model. The webinar will be hosted Gordon Kerr, Head of European Structured Finance Research, and Ketan Thaker, Managing Director and Head of European RMBS and Covered Bonds in London.

    The discussion will look at the Italian RMBS market structure, the loan-level analysis that will be applied by the European RMBS team, and its use in the proposed European RMBS Insight model for Italy. Making use of loan-level data from the European DataWarehouse, the European RMBS team has established a loan scoring approach that will tie into the “European RMBS Insight” methodology. The webinar will also cover recent performance of Italian RMBS and the housing market.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.
  • Loan Management in the New Normal | Challenges & Solutions
    Loan Management in the New Normal | Challenges & Solutions
    Nikos Karelos/John Mallios, Profile Software | Carl Jabbour, Fiduciam Ltd. | Simon Bateman, Allica Bank Recorded: Nov 26 2020 30 mins
    If you are a Digital bank, a conventional bank, or a marketplace lender, do not miss this webinar! Learn how to competitively address loan management challenges in the new normal and meet the shifting requirements while maintaining client satisfaction.

    Join Profile Software's Nikos Karelos, Banking Director, and John Mallios, Banking Solutions Director, Fiduciam's Carl Jabbour, Head of Investor Relations and COO and Allica Bank's CIO, Simon Bateman, in a discussion on how to best address the loan management requirements in the New Normal. Our two guests field experts explain how modern solutions helped them, to continue working during lockdown and even more so, to grow and expand their business, post covid.

    This webinar focuses on the impact of the new normal on loan management and, how a proactive approach to a digital transformation journey, with cost-effective & compliant solutions, can help firms work and excel in their field without extra costs.

    Register today to learn more.
  • Live Webinar: A Framework for Evaluating Multifactor Funds
    Live Webinar: A Framework for Evaluating Multifactor Funds
    Alex Bryan, Director, Passive Strategies ; Dimitar Boyadzhiev, Senior Analyst, Manager Research Recorded: Nov 24 2020 29 mins
    The menu of multifactor funds has expanded considerably over the past decade. As the options have grown, so has investors’ research burden. These funds are diverse and often among the most complex index strategies on the market. While many of these strategies may sound similar, there are important differences in their approaches to portfolio construction, which often yield very different portfolios and performance. Join this webinar when we will take a closer look at the growing menu of multifactor strategies and a toolkit to sort through it.

    Presented by:
    Alex Bryan, Director, Passive Strategies, Manager Research
    Dimitar Boyadzhiev, Senior Analyst, Manager Research, Passive Strategies, European Manager Research

    Duration: 30 min

    Language: English
  • EP 103: What’s Ahead for ESG Research and Analytics?
    EP 103: What’s Ahead for ESG Research and Analytics?
    Iyassu Essayas, Director of ESG Research at Parnassus Recorded: Nov 22 2020 25 mins
    According to Essayas, the Covid-19 pandemic and the growing number of storms, fires, and other environmental disasters have affected every aspect of ESG analytics across all sectors of the economy. What will this mean over the next few years? Join us for this discussion as Essays explains that ESG metrics will be more dynamic, with more collaboration across data and analytics platforms leading to more standardized ESG methodologies.
  • Taking on Tax Strategies
    Taking on Tax Strategies
    Sheryl Rowling Recorded: Nov 20 2020 53 mins
    In this webinar, Sheryl Rowling head of rebalancing solutions at Morningstar, shares insights on showcasing your value as an advisor and helping clients minimize tax burdens.
  • EP74: Enviva’s Sustainable Wood Pellets: A Low-Carbon, Renewable Solution
    EP74: Enviva’s Sustainable Wood Pellets: A Low-Carbon, Renewable Solution
    John Keppler, Chairman & CEO of Enviva LP Recorded: Nov 20 2020 33 mins
    Keppler explains how 3.5 million metric tons of sustainable wood pellets allow heat generators and power producers to reduce their carbon footprint by up to 85% on a lifecycle basis and help meet their renewable energy generation goals. Enviva has generated an annualized total return to unitholders of about 24% since its initial public offering in 2015 and just this week reaffirmed its full-year distribution guidance in a COVID-19 environment.
    Enviva's first ever Corporate Sustainability Report is available at the Attachments tab of this podcast - Displace Coal; Grow More Trees; Fight Climate Change
  • U.S. post-election perspectives: How the outcome will effect emerging markets
    U.S. post-election perspectives: How the outcome will effect emerging markets
    Polina Kurdyavko, Laurence Bensafi, Mike Higgins Recorded: Nov 20 2020 49 mins
    In this webinar moderated by Mike Higgins, Vice President & Portfolio Specialist, RBC Global Asset Management Inc., Polina Kurdyavko, Partner, Head of Emerging Market Debt & Senior Portfolio Manager, BlueBay Asset Management and Laurence Bensafi Portfolio Manager & Deputy Head of Emerging Markets Equities, RBC Global Asset Management (UK) Limited will share their perspective on the outcome of the election and what it means for emerging markets.
  • Why Genre Matters for Mobile Game Monetization
    Why Genre Matters for Mobile Game Monetization
    VentureBeat x Facebook Recorded: Nov 19 2020 60 mins
    Learn top rewarded video integrations by game type!

    Research has shown that the ad-supported model of in-game advertising is a major win for
    publishers. By the end of 2019, in-game ads accounted for 17% of total worldwide smartphone
    gaming revenue ($82.6B) – and that number is expected to triple by 2024.

    But no matter your game genre, if your goal is to maximize the revenue impact of ad
    monetization, it’s important to hone in on the right formats and strategies, and stay on top of the
    latest best practices and research on what works best for your genre.

    In this VB Live event, experts will share stats and user sentiment from research and analyst
    reports covering everything from the best ad formats for every game type — from casual and
    hypercasual, to strategy, action, and RPG, social casino games and more.

    You’ll get an in-depth look at the best rewarded video entry points for your game type, including
    what works best for each genre, common placements, design innovations and value exchange.
    And you’ll learn about how to test ads in your game, no matter what genre it is.

    In this webinar you’ll learn:
    - Insights into in-app ad success by genre
    - The best rewarded video entry points for each game genre
    - How to leverage common A/B testing methods
    - How to make sure ad integrations complement in-app purchases
    - How leading publishers test and prove the revenue potential of ads

    Speakers:
    - Kiel LeBaron, Senior Director, Ad Monetization, Jam City
    - Hahn Kim, Strategic Partner Manager, Facebook Audience Network
    - Emma Bullen, Product Marketing Manager, Hyper Hippo Entertainment (moderator)
  • More than a buzz word: Edge Computing in the real world
    More than a buzz word: Edge Computing in the real world
    Jeff Ready, CEO, Scale Computing Recorded: Nov 19 2020 43 mins
    Edge Computing allows IT leaders to run mission-critical applications and infrastructure outside the four walls of the datacenter. Edge deployments place storage and compute resources where they are needed and run on a small or tiny hardware footprint. Edge deployments need a high degree of automation and low touch IT management, and must be cost effective with a measurable Return on Investment (ROI).

    Scale Computing is addressing this challenge by providing right-sized edge infrastructure that has the capacity to run various workloads, is space conscious, and can be managed at each individual location or at a central location by generalists. This, in return, reduces the time and budget spent managing technology allowing companies to focus more time on serving their customers.

    In this webinar you will learn:
    - Use cases of how IT leaders in all industries are using edge computing to meet their business needs
    - How operating at the edge should provide extraordinary ease of use
    - How hyperconvergence at the edge simplifies deployment and management
    - How to reduce management costs by 60%-80% with self-healing automation and intelligence
  • From the ground up: Building your ideal game studio infrastructure
    From the ground up: Building your ideal game studio infrastructure
    VentureBeat x Akamai Recorded: Nov 19 2020 60 mins
    So you’re starting your own game studio. This is an incredible opportunity! You and your team get to start fresh, with no technical debt, and build the infrastructure of your dreams.

    But what does that look like? Where have other new studios found success and failure? And how can you best build a platform on which to launch your new game? Join our panel of technical and operational experts for help on how to start strong, and prepare to scale. Plus hear from developers at other independent studios about how they started small and achieved big success.

    You will learn about:
    - Tips for starting your own game studio
    - The landmines you should watch out for
    - The best way to approach technical decisions as you grow

    Speakers:
    - Glen Schofield, Chief Executive Officer, Striking Distance Studios
    - Emily Greer, Co-founder & CEO, Double Loop Games
    - James Dobrowski, Managing Director, Sharkmob London
    - Jonathan Singer, Senior Manager – Global Games Industry, Akamai
    - Dean Takahashi, Lead Writer, GamesBeat (moderator)
  • EP 87: Schroders' ESG Funds Are Outperforming the Competition
    EP 87: Schroders' ESG Funds Are Outperforming the Competition
    Katherine Davidson, Portfolio Manager/Global Sector Specialist at Schroders Recorded: Nov 19 2020 24 mins
    Davidson explains how those corporations with good customer relationships and more sustainable corporate cultures pre-pandemic are more resilient during the pandemic, starting at the Board level and including a strong investment in their employees.
    Schroders Global Sustainable Growth Fund details are linked at the Attachments tab of this podcast program.
  • Balancing Risk & Reward with Asset Allocation
    Balancing Risk & Reward with Asset Allocation
    Steven McGugan Recorded: Nov 18 2020 43 mins
    The balance between risk and reward can be a difficult line to walk; however, employing asset allocation as an investment strategy can help you maximize your portfolio returns.

    In this webinar, senior customer success manager, Steven McGugan, will deliver insights on how you can:

    - Pinpoint the most efficient mix of asset classes
    - Identify forward-looking wealth percentiles to understand specific areas of growth
    - Leverage the efficient frontier to derive the most returns with the least amount of risk
  • EP 73: Climate Risk Is a Present and Future Business Critical Issue
    EP 73: Climate Risk Is a Present and Future Business Critical Issue
    Joseph Lake, Chief Operating Officer at The Climate Service (TCS) Recorded: Nov 18 2020 29 mins
    Lake describes Climate Risk as the largest idiosyncratic risk in the world left unmeasured by asset managers and companies. Investors can capture climate change opportunities not yet priced into company data by the markets.
    The Forrester New Wave: Climate Risk Analytics, Q3 2020 ranks The Climate Service among the eight providers that matter most and how they stack up. Link to details at the Attachments tab of this podcast.
  • COVID Stresses on the SASB Office Sector and Update on Regional Malls
    COVID Stresses on the SASB Office Sector and Update on Regional Malls
    Gwen Roush Recorded: Nov 18 2020 42 mins
    Join the DBRS Morningstar North American CMBS Large Loan credit team Wednesday, November 18th at 11:00 AM for a discussion on COVID stresses as it relates to the SASB office sector. In addition, the team will offer an update on the trends around regional mall delinquencies.

    The webinar will be hosted by Gwen Roush, Senior Vice President, North American CMBS Surveillance, along with David Putro, North American CMBS Surveillance, Jason de Souza, North American CMBS Surveillance, and Alex Sgorlon, North American CMBS Surveillance.
  • DBRS Morningstar US RMBS 2021 Outlook & Market Update
    DBRS Morningstar US RMBS 2021 Outlook & Market Update
    Mark Fontanilla Recorded: Nov 17 2020 66 mins
    DBRS Morningstar invites you to join us for a webinar on Tuesday, November 17 at 2 p.m. EST where our U.S. RMBS team will be providing an outlook for 2021 and reviewing performance trends over the past year. Hosted by Mark Fontanilla and joined by senior members of the U.S. RMBS team, the group will provides updates on the U.S. macroeconomic outlook and housing and mortgage markets before diving into discussions about the different types of RMBS transactions we cover: Prime, Non-QM, RPL, CRT, MILN, SFR and Reverse Mortgages. A Q&A session will follow the prepared remarks.
  • COVID and mental health: What employers and HR need to know
    COVID and mental health: What employers and HR need to know
    VentureBeat x TriNet Recorded: Nov 17 2020 61 mins
    As the COVID pandemic continues to evolve, employees are struggling under the weight of the unknown. From the stress of working from home or returning to an office environment when regulations are in flux, to the intense pressure on employees with school-age children who are trying to juggle work and impromptu teaching, workers are wrestling with hard choices and difficult issues. The scale of employee mental health support that HR and business leaders must provide is unprecedented.

    In this webinar presented by TriNet and FEI, the Workforce Resilience Experts, you'll learn about the impact that COVID is having on employees' mental health and productivity — and, in turn, how employees’ mental health impacts the health of a company. You’ll learn about the internal strategies organizations need now to support employees, from adapting communication policies, to creating buddy systems for co-workers, flexible work schedules, and more.

    Registration is free!

    You'll learn:

    - What employers need to know about COVID’s impact on the mental health of their employees
    - How the mental strain of COVID may negatively impact the health of a company and employee productivity
    - Best steps and practices companies are taking to help their employees get through this difficult time

    Speakers:

    - Christy Yaccarino, Executive Director, Benefit Strategy and Wellness, TriNet
    - Michael McCafferty, Consultant, FEI Behavioral Health
    - Stewart Rogers, Moderator, VentureBeat
  • Surveillance Best Practices for Unified Communications
    Surveillance Best Practices for Unified Communications
    Korrine Kohm CSS, Matis Jasicek Global Relay, Raeywn Danvers Global Relay Recorded: Nov 17 2020 44 mins
    COVID-19 underscored the importance of messaging and collaboration platforms to business continuity, as organizations worldwide adopted Slack, Microsoft Teams, Skype, text, and other channels as part of their remote-work strategy. But the resulting surge in message counts also highlighted the need for an effective data management program – without which firms risk compliance, security, and legal exposure.

    The dependence on collaboration platforms, including consumer messaging channels not designed for business, will continue to accelerate as more employees work from home. In this webinar, our special guest Korrine Kohm, Director of Retail Wealth Services at Compliance Solutions Strategies, and Global Relay experts will share surveillance best practices to mitigate risks associated with the use of messaging and collaboration platforms.

    Join our webinar to learn:
    ▪ The risks posed by non-business/consumer messaging systems
    ▪ Compliance supervision challenges with messaging and collaboration platforms
    ▪ Best practices for surveillance policy deployment across messaging and collaboration platforms
    ▪ Compliance best practices for deployment of messaging and collaboration platforms

    Speakers:
    Korrine Kohm, Director of Retail Wealth Services, Compliance Solutions Strategies
    Matis Jasicek, Regional Director, Global Relay
    Raewyn Danvers, Lead Message Community Specialist, Global Relay
  • EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic
    EP 85: Next Gen Advisor Steers a Resilient Course During the Pandemic
    Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley Recorded: Nov 17 2020 31 mins
    A Forbes Top Next-Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices, and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked about the protocol they use to address any kind of market or economic crisis, which has been especially successful during the current investor panic around COVID-19.
  • European Banks’ Q3 Performance and Ongoing Impact of COVID-19
    European Banks’ Q3 Performance and Ongoing Impact of COVID-19
    Elisabeth Rudman, Managing Director and Head of European Banking Recorded: Nov 17 2020 38 mins
    DBRS Morningstar will host a webinar on the performance of European banks during the Coronavirus Disease (COVID-19) pandemic to date and the ongoing uncertainty facing them, including developments in areas such as loan loss provisioning, moratoriums, and further banking-sector consolidation.

    The webinar will be hosted by Elisabeth Rudman, Managing Director and Head of European Banking, in London on 17 November 2020 at 3:00 p.m. GMT. Elisabeth will be joined by Maria Rivas, Senior Vice President; Nicola de Caro, Senior Vice President; and Vitaline Yeterian, Senior Vice President to discuss these trends and the performance of DBRS Morningstar-rated European banks.

    The discussion will last approximately 25 to 30 minutes and will be followed by an interactive question-and-answer session. DBRS Morningstar welcomes all who wish to participate.
  • What's been driving your hedge fund benchmark?
    What's been driving your hedge fund benchmark?
    Duncan Moir & Darren Wolf Recorded: Nov 16 2020 25 mins
    Join ASI for a live hedge fund review and outlook. Duncan Moir will recap hedge fund and liquid alternative benchmark performance in the third quarter. Darren Wolf, ASI’s alternatives global head of investments will discuss the resurgence in stock picking and provide some insight into the team’s hedge fund outlook for 2021.
  • Financial Planning post COVID-19
    Financial Planning post COVID-19
    Morningstar Canada Recorded: Nov 12 2020 61 mins
    The COVID-19 bear market may have gone down in history as one of the least painful on record, lasting a total of about 120 trading days with a maximum drawdown of about 34%. But short though it may have been, while it was on, investors had to deal with plenty of volatility and turbulence. This triggered many clients to think about their future and their financial plans, which in turn has prompted thoughts on the future of the financial planning industry in Canada, not just in terms of investments, but the very nature of how clients are serviced. Join our expert panel for a thought-provoking discussion on:

    • How to talk to clients when the financial plan is the goal
    • Establishing trust and building relationships through virtual advice, and how tools have evolved to meet changing needs
    • Navigating evolving Canadian regulations around best interest and suitability and their effectiveness during turbulent times
    • How effective our risk modelling techniques were as a guide to portfolio construction in the midst of a black swan event
  • How data is revolutionizing game creatives for UA
    How data is revolutionizing game creatives for UA
    VentureBeat x YellowHEAD Dec 2 2020 6:00 pm UTC 60 mins
    Creative is the key to user acquisition and is going through an evolution. Gone are the days of
    guesswork and hunches for creative production — data is now leading the charge, and
    industry/category best practices have evolved. With data, you can optimize creatives for
    different social media platforms, find the right creative for each audience in each geo on each
    platform, drill down to the elements that resonate with your audiences, and more.

    In this VB Live event, GamesBeat, yellowHEAD, Zynga, and Snapchat will discuss how to
    optimize creative for user acquisition; how to create your own set of best practices for every
    target audience and geo; how to gain a competitive edge through new, groundbreaking creative
    processes and technologies; and more.

    Registration is free!

    You'll learn about:
    - How data-based creatives boost user acquisition
    - Developing your own set of best practices
    - Optimizing creatives for every social media platform
    - How to gain a competitive edge in your UA efforts with smart creative ideation
    - And more!

    Speakers
    - Maria Waters, Head of Conversion Optimization, Zynga
    - Oliver Wapshott, Creative Strategist, Snap
    - Noa Miller, Marketing Creative Strategist, yellowHEAD
    - Dean Takahashi, Lead Writer, GamesBeat (moderator)
  • ESG & Capital Allocation Enhancements to Our Equity Research-US & AU Edition
    ESG & Capital Allocation Enhancements to Our Equity Research-US & AU Edition
    Adam Fleck and Mathew Hodge Dec 2 2020 9:00 pm UTC 60 mins
    Analysis of environmental, social, and governance risks is essential for investors. Beginning in early December, we will be formally incorporating ESG into our equity research process in a way that aligns with our investment philosophy and long-term mandate, focusing on valuation, rather than values.
  • ESG & Capital Allocation Enhancements to Our Equity Research-EMEA & APAC Edition
    ESG & Capital Allocation Enhancements to Our Equity Research-EMEA & APAC Edition
    Morningstar Dec 3 2020 8:00 am UTC 60 mins
    ESG and Capital Allocation Enhancements to Morningstar’s Equity Research
  • U.S. post-election perspectives: What is the Impact?
    U.S. post-election perspectives: What is the Impact?
    Ronald Homer and Mindy Frye Dec 3 2020 2:30 pm UTC 30 mins
    Ron Homer, Chief Strategist, US Impact Investing and President, and Mindy Frye, Institutional Portfolio Manager at RBC Global Asset Management, will discuss the results of the 2020 elections and how they are expected to influence impact investments.
  • Beyond Big Tech:  Taking an expansive view of technological transformation
    Beyond Big Tech: Taking an expansive view of technological transformation
    Dan Lefkovitz, Morningstar Indexes and Jeff Spiegel, iShares, BlackRock Dec 3 2020 4:00 pm UTC 60 mins
    Amid the global pandemic disruption, one thing is clear: trends in technology that were already underway have accelerated. The pandemic has triggered a massive reliance on technological solutions for work, school, shopping, socializing, and entertainment. But what is the best way for investors to benefit from exponential technologies? This webinar will discuss the key technological transformations shaping the future and a unique index which provides exposure to companies aligning themselves to benefit from this change.

    In this webinar, you will learn:
    • Why the global pandemic has accelerated certain technological transformations
    • How long-term megatrends are reshaping the global economy
    • Which companies across economic sector we feel are aligning themselves to benefit from innovation
  • Beyond Centers of Excellence: Operating models for the data-driven organization
    Beyond Centers of Excellence: Operating models for the data-driven organization
    VentureBeat x Dataiku Dec 3 2020 6:00 pm UTC 60 mins
    When it comes to AI initiatives, everyone talks about building a so-called Center of Excellence. But what does that mean? Ultimately, the reality of operating models is much more complex. The most pressing consideration is choosing the operating model that works best for your use cases and business objectives.

    But how should data leaders and executives decide which of the three primary models, Decentralized, Hub and Spoke, or Centralized, works for your situation?

    Join this VB Live event for a deep dive into the details of each of the three models, the pros and cons of each, plus real-world examples of organizations that use each model -- and why. Plus, you'll uncover a framework of questions for understanding which model — or models — are best suited for your organization to get the most out of AI, so you'll leave with a firm grasp on best practices and your next steps.

    Register for free!

    You'll hear:
    - A detailed look at each of the three primary operating models for AI initiatives
    - The pros and cons of each operating model for a variety of business uses
    - Case studies from companies that have implemented each type of model
    - And more

    Speakers:
    - Beaumont Vance, Head of AI, Advanced Analytics and Emerging Technology DevOps, TD Ameritrade
    - Jennifer Roubaud-Smith VP, Global Head of Strategic Advisory, Dataiku
    - Kyle Wiggers, AI Staff Writer, VentureBeat (moderator)
  • Investment Outlook with an ESG lens
    Investment Outlook with an ESG lens
    Jon Duncan, Head of Responsible Investment and Head of ESG engagement Robert Lewenson Dec 8 2020 7:30 am UTC 45 mins
    Join the Head of Responsible Investment Jon Duncan and the Head of ESG engagement Robert Lewenson share how stewardship is key to driving long-term shared valued outcomes in asset management. Insight will be shared on the role of an asset manager on the business approach to responsible investing and innovation going into 2021. This is on the back of increased demand for stewardship services on the part of asset owners for greater collaboration and clearer industry positioning on key ESG issues.
  • Live Webinar: Looking Through the Pandemic: Markets in 2021
    Live Webinar: Looking Through the Pandemic: Markets in 2021
    Gavin Corr, Alex Morozov and Lee Davidson - Morningstar Dec 8 2020 3:00 pm UTC 60 mins
    In this webinar, we’re looking back at the dramatic impact that the coronavirus pandemic has had on the global economy. In particular, we’ll be focusing on structural changes brought about by the pandemic, including the growth of ESG and thematic research, as well as identifying potential pitfalls that might lie ahead.

    The webinar will assess the impact that COVID-19 has had on key dynamics, competitive advantages and valuations across a number of Morningstar’s stock universe, and provide top picks globally that incorporate our revised forecasts. We’ll also be exploring fund flows data to predict likely future outcomes and to pinpoint investor trends in 2021 and beyond..

    Presented by:
    Gavin Corr, Director, Manager Selection, EMEA
    Alex Morozov, Director of Equity Research, EMEA
    Lee Davidson, Head of Manager Research & Quantitative Research
  • Evolve: Ensuring Diversity, Equity, and Inclusion in AI (VB Live)
    Evolve: Ensuring Diversity, Equity, and Inclusion in AI (VB Live)
    VentureBeat Dec 8 2020 4:00 pm UTC 90 mins
    Evolve is a 90-minute event focused on best practices on how to ensure racial fairness and equity while building products, teams, and companies with AI, ML, and large data.

    Evolve bridges two of the most significant trends in the corporate world in 2020.

    First, the events of the past few months have reawakened the world to continued racial injustice. The corporate sector, in particular the technology industry, has historically been perceived as slow in efforts to promote equality and affirmative action in the workforce. But recent events have spurred them into action, and there are signs that real change could come about.

    At the same time, machine learning (ML) and artificial intelligence (AI) are arguably the most powerful enterprise technologies today, and hundreds of large companies are pushing AI/ML product development to get an edge on their competitors. But they are doing so at a time when many, if not most, of the decision-makers, do not reflect the diversity of the general population. And many companies have been careless in making sure their data used in AI decision-making is not reflecting prejudice and bias that can perpetuate inequality for years to come.

    PANEL DISCUSSION 1: THE WHY, HOW & WHAT OF DE&I IN AI
    - Moderated by Seth Colaner, Editorial Director, VentureBeat

    PANEL DISCUSSION 2: FROM 'SAY' TO 'DO': UNPACKING REAL-WORLD CASE STUDIES & HOW TO OVERCOME REAL-WORLD ISSUES OF ACHIEVING DE&I IN AI
    - Moderated by Hari Sivaraman, Head of AI Content Strategy, VentureBeat

    Speakers:
    - Tiffany Deng, Program Management Lead - ML Fairness and Responsible AI, Google
    - Rashida Hodge, VP, North America Go-to-Market | Global Markets, IBM
    - Huma Abidi, Senior Director of AI Software Products, Intel
  • Rethinking Multi-asset portfolio strategies to capture velocity changes
    Rethinking Multi-asset portfolio strategies to capture velocity changes
    Aymeric KALIFE, CEO, iDigital Partners & adjunct Professor at Paris Dauphine University Dec 9 2020 1:00 pm UTC 45 mins
    The asset management industry has been facing four main challenges since the 2008 financial crisis, regarding not only alpha generation but also risk mitigation: persistent low interest rates, drastic change in volatility regimes patterns, deflationary environment and decreasing alpha, increased competition across asset managers.

    Neither active (e.g. sector rotation as diversification is dying, or options due to high cost of carry) nor passive asset management styles (due to under/over-risking patterns, too aggressive equity de-allocation vs. too slow re-equitisation, or contributions to market crash feedback loops) have significantly and consistently captured velocity changes over the past decade.

    Here we present some sound mix between fundamentals and systematic market technical indicators in order to capture velocity changes through: embedding economic and supply & demand fundamentals within systematic algorithmic passive asset management, combining “volatility control” with high quality stocks, or rule-based strategies based on trade-off between sustainable low tacking-errors vs. low costs (e.g. using VIX futures or tail risk puts).

    With respect to the three value propositions above, digital technologies are helpful for (i) securely merging huge quantities of data across different sources in a secure way (using data virtualisation), (ii) devising suitable portfolio rebalancing strategy (using multi-steps automatized back testing and stress tests across a wide range of patterns and stress tests); (iii) selecting sustainable investment and hedging assets, and managing semi-static hedging and liquidity issues (using big data, artificial intelligence, non-linear market impact modelling and “optimal control”).
  • 2021 Global Investment Outlook: for investors in the Americas
    2021 Global Investment Outlook: for investors in the Americas
    Philip Lawlor, MD and head of Global Investment Research at FTSE Russell Dec 9 2020 3:00 pm UTC 30 mins
    Will Vaccine optimism produce a sustained ‘Great Rotation’ trade?

    Join FTSE Russell's 30 minute "2021 Global Investment Outlook" webinar to hear analysis of global equity and bond markets and discussion on whether 2021 will see a simultaneous rotation in:

    • Growth and inflation expectations
    • Bond yields, curves and financial conditions
    • The profit and valuation cycle
    • Factor and sector performance
    • The long duration asset playbook.


    This webinar qualifies for 0.5 Credit which can be used to contribute towards an institution’s Professional Learning Program in alliance with their guidelines.
  • Money Mindset. The Three Laws of Money Accumulation
    Money Mindset. The Three Laws of Money Accumulation
    Neil Doig, Director of Money Tipps Dec 10 2020 9:00 am UTC 60 mins
    Do you want better Money Mindset? More space and time in your day to focus on the important things to you? Your friends, your family or simply having more ‘me’ time?
    Does not having enough money cause you stress?
    Then this masterclass is for you!
    Money worries have topped a poll of the biggest cause of stress in the UK amongst 25-50-year olds.
    Are you worried about investing after seeing the stock market falls recently?
    Perhaps you frustrated at getting next to nothing from your savings?
    Maybe don’t have the time to understand the 100s of different products and providers currently available?
    It doesn't have to be this way!
    This master class aims to reduce your stress and worry around money. Giving you confidence and security of where you are heading financially.
    We will reveal the three rules of money accumulation, which will reduce your risk by 60% (according to the latest evidence-based research).
    Putting you back in charge of your money and your life.
    These well-known but little understood investment planning strategies help you work smarter with your money. Giving you the mindset you desire to help you manage your money, so you don’t have to worry, think, or stress about money.
    You can instead concentrate on more important, productive aspects of your life.
    Where you have more time, freedom and control so you can enjoy life to its true potential.
    Sign up today
  • The future shape of clean water: How technology can avert a water crisis
    The future shape of clean water: How technology can avert a water crisis
    Aude Martin, ETF Investment Specialist, Legal & General Investment Management Dec 10 2020 11:00 am UTC 60 mins
    Ever-greater demand is combining with increasingly uneven and unreliable supply to make water one of the world’s most precious resources. On the demand side, the planet’s swelling population is not the only factor; increasing global wealth is also changing patterns of water consumption as billions more people expect to enjoy regular showers, to eat more water-intensive crops, to water their gardens, to wear fabrics that draw heavily on water for their creation, and to use electricity whose generation depends on water for cooling.

    On the supply side, climate change and shifting weather patterns are making the distribution of rain less predictable, as evidenced by the increase in both devastating floods and droughts around the world. At the same time, migration and demographic shifts are moving people away from major water sources: 1.8 billion people are expected to be living in countries or regions with absolute water scarcity, and two-thirds of the world population could be under water stress conditions, by 2025
  • EU policy and regulations for ‘switching’ the financial system to sustainability
    EU policy and regulations for ‘switching’ the financial system to sustainability
    Anita Rahova, Project Portfolio Officer, Agrinatura EEIG Dec 10 2020 1:00 pm UTC 30 mins
    The “Sustainability” became a symbol of world’s wealth and growth and a guiding goal for prosperity in economic and financial aspect. This evoked changes in the investment approach, which started to consider also non-financial factors such as ESG when portfolio assets allocate and manage. On the EU scene the active “switching” to sustainability is incorporating in the policies and legislative framework, accompanied by financial regulations to involve sustainable investments and private finance for supporting the achievement of the sustainable goals.

    By the growth strategy - European Green Deal, set out in December 2019, was declared the aspiring goal Europe to become “the first climate neutral continent by 2050”. This ambition commits huge public and private financial resource and priority measures towards: setting an EU sustainability taxonomy and investor duties for long-term horizons and ESG incorporation into investment decisions; reforming the disclosures; retail investors access to sustainable finance opportunities; creating standards for related financial assets, also merging the sustainability in the governance and financial supervision of the financial institutions. All priorities are under active elaboration as the first one – the Taxonomy regulation, is a fact since June 2020 and supplies with a framework to facilitate sustainable investment. Some of these tools are expected to support a 'resilient, sustainable and fair' recovery from COVID-19 pandemic.

    A theme to watch and understand, crucial for the EU and the world and driving the finance system to sustainable investments.
  • Webinar: A Look Ahead to 2021 for European Structured Finance and Covered Bonds
    Webinar: A Look Ahead to 2021 for European Structured Finance and Covered Bonds
    Gordon Kerr, Senior Vice President, Head of European Structured Finance Research, DBRS Morningstar Dec 10 2020 3:00 pm UTC 75 mins
  • New Ideas for A New World:  3 Investments worth a look in 2021
    New Ideas for A New World:  3 Investments worth a look in 2021
    Panel of Experts Dec 10 2020 4:00 pm UTC 60 mins
    With 2020 behind us, and the economy adjusting to new ways of working and lower interest rates, what investments should investors look forward to in 2021? Will healthcare and big tech rule the world? Will emerging markets provide returns that the market is seeking? Or, will opportunities in real estate open up?
  • Sustainable and Impact Investing: Financing Our Future
    Sustainable and Impact Investing: Financing Our Future
    Erika Karp, Founder & CEO & Katherine Pease, CIS, Cornerstone Capital Group; Craig Metrick, CAIA, CIO Dec 10 2020 6:00 pm UTC 60 mins
    Join the top executives from Cornerstone Capital Group, a $1B+ SEC registered investment adviser that specializes in sustainable and impact investing, for an in-depth look at this growing facet of financial services. Cornerstone engages with foundations, individuals and families to pursue a shared vision: the realization of a more regenerative and inclusive global economy. In this interactive live session, the Cornerstone team will provide an overview of the growth in environmental, social and governance (ESG) analysis, ways in which it can be woven into competitive financial portfolios, and some of the key considerations to watch for in evaluating “sustainable” or “ESG” branded funds. In addition, the session will discuss key impact themes, such as investing for gender equity, racial equity and climate action, as well as the critical role of the United Nations Sustainable Development Goals (UN SDGs) in driving change.

    Attendees will learn:
    • Evolution of sustainable and impact investing, key terms and definitions
    • The myth of underperformance and other barriers to adoption
    • What a sustainable portfolio can look like (asset allocation)
    • How the UN SDGs are driving changes to the investment process
    • Key investment themes and the role of investors in influencing positive change

    Presenters:
    Erika Karp, Founder and Chief Executive Officer, Cornerstone Capital Group
    Craig Metrick, CAIA, Chief Investment Officer
    Katherine Pease, Chief Impact Strategist
  • Customer engagement for a new digital-first world (VB Live)
    Customer engagement for a new digital-first world (VB Live)
    VentureBeat x LogMeIn Dec 10 2020 6:00 pm UTC 60 mins
    In a pandemic-struck world, organizations need to do more with less to support the legions of new customers who are going digital for the first time, and the customers who are expecting more than ever.

    Digital maturity is essential, and getting started with artificial intelligence is critical to accelerating your customer service offerings. It helps optimize costs, boosts customer satisfaction significantly, and improves self service, which needs to be a top priority for organizations, and more.

    To learn about emerging data and customer service trends, based on industry research with approximately 500 global decision-makers involved in customer experience, engagement, and service, don't miss this VB Live event!

    Register for free!

    You'll learn:
    - Why foundational self-service improvement is a top priority
    - How to make digital more effective for employees and customers
    - Why AI is a catalyst for digital maturity

    Speakers:
    - Chad Oda, Head of Consulting | Partner, Chat Mode
    - Stewart Rogers, Moderator, VentureBeat
    - More to come!
  • The cutting-edge computer architecture that's changing the AI game
    The cutting-edge computer architecture that's changing the AI game
    VentureBeat x SambaNova Dec 15 2020 6:00 pm UTC 60 mins
    To stay on top of cutting-edge AI innovation, it's time to upgrade your technology stack. Major
    advances in computer architecture are ushering in next-generation AI capabilities. Three
    notable trends are emerging: technology has advanced beyond the limitations of multi-core
    processing; inference and training are converging in deep learning applications; and new
    hardware and software capabilities can powerfully accelerate machine learning applications.

    In this VB Live event you'll learn how cutting-edge computer architecture can unlock new
    capabilities for natural language processing, visual AI, recommendation models, and scientific
    computing, from common use cases to real-world case studies and more.

    Registration is free.

    You'll learn:
    - Why multicore architecture is on its last legs -- and how new, advanced computer
    architectures are changing the game
    - How to implement state-of-the-art converged training and inference solutions
    - New ways to accelerate data analytics and scientific computing applications in the same
    accelerator

    Speakers:
    - Alan Lee, Corporate Vice President and Head of Advanced Research, AMD
    - Kunle Olukotun, Co-founder and Chief Technologist, SambaNova Systems
    - Naveen Rao, Investor, Adviser & AI Expert (moderator)
    - More to come!
  • AI InsurTech: How insurers can improve efficiency in 2020
    AI InsurTech: How insurers can improve efficiency in 2020
    TBD Feb 17 2021 4:00 pm UTC 60 mins
    This webinar will discuss:
    - Claims settlement
    - Back-office operational efficiencies
    - Policy pricing
    - New client on-boarding
    - Automated payments
  • 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 Mar 9 2021 4:00 pm UTC 60 mins
    Towards the SDGs: Robust ES Data from Better Supply Chains Monitoring