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US Wealth Managers

  • BrightTALK Pitch: US
    BrightTALK Pitch: US . Oct 23 2018 3:00 pm UTC 75 mins
    Investors Looking for Deal Flow meet Startups Looking for Investments.
  • Emerging Markets – Navigating Rough Seas
    Emerging Markets – Navigating Rough Seas Jin Zhang, CFA, Emerging Markets Equity Portfolio Manager Oct 23 2018 6:00 pm UTC 30 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.
  • 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 Oct 29 2018 2:30 pm UTC 60 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?

    Matt Riley, Vice President, J.P. Morgan Asset Management
    Steven Quinn, Head of ETP Distribution, Janus Henderson
  • Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy
    Fixed Income: Overcoming Issues in Liquidity with a Developing Monetary Policy Janelle Woodward, BMO Asset Management U.S. and Alessia Falsarone, PineBridge Investments Oct 29 2018 5:00 pm UTC 60 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?

    Janelle Woodward, Global Co-Head of Income, BMO Asset Management U.S.
    Alessia Falsarone, Managing Director, Portfolio Strategy and Risk, Investments, PineBridge Investments
  • Talking with Clients about ESG, Performance, and Integration
    Talking with Clients about ESG, Performance, and Integration Paul Ellis,Sustainable Investing, Jeff Gitterman, Gitterman Wealth Management, and Katherine St. Onge, Calvert Oct 30 2018 1:30 pm UTC 60 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.

    Paul Ellis, Sustainable Investing Consultant (Moderator)
    Jeffrey Gitterman, Co-Founder, Gitterman Wealth Management
    Katherine St. Onge, Director, Syndications and Institutional Partnerships, Calvert Impact Capital
  • BrightTALK Pitch
    BrightTALK Pitch Lampix, DAFZO, Noviant Nov 13 2018 2:00 pm UTC 75 mins
    Investors Looking for Deal Flow meet Startups Looking for Investments.
  • Targeting lower duration amid today’s higher rates
    Targeting lower duration amid today’s higher rates J.P. Morgan Nov 14 2018 7:00 pm UTC 60 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.

    -       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
  • The True Opportunity in Emerging Markets
    The True Opportunity in Emerging Markets Kathryn Langridge and Philip Ehrmann, Senior Portfolio Managers, Manulife Asset Management Nov 22 2018 12:00 pm UTC 60 mins
    Emerging markets continue to feel the impact of global trade tensions, a strengthening U.S. dollar, the prospect of higher U.S. interest rates, and overall market uncertainty. Join Kathryn Langridge and Philip Ehrmann, Senior Portfolio Managers, who will discuss the true opportunities in Emerging Markets. While we believe the fundamental basis for investing in EM is intact and stock selection at the company level remains key, market volatility is likely to persist until there’s more clarity around the risks. That said, the convergence of demographics, government reform, and innovative technology is leading to strong and more resilient domestic EM economies in which a dynamic private sector is playing an increasingly significant competitive role. As EM investors, we view these trends as sources of compelling investment opportunities, and a growing number of EM companies are demonstrating sustainable, quality growth.
  • 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