Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date How to 10x Your Team’s Bandwidth Using Kintone’s Process Management Nim Grinvald, Kintone Technical Evangelist and Jessica Lee, UC Hastings Center for WorkLife Law “There aren’t enough hours in the day to get everything done.” Know the feeling? If you’ve got a small team with audacious goals, chances are you fee... July 7, 2022 5:00pm New Workplace Culture - A Best Practice Guide Denise Priest, Bright Horizons; Janine Leightley, Bright Horizons; Benedict Gautrey, Great Places to Work What does organisational culture mean to you and how are you (re)building it? In a hybrid working world, culture includes fantastic supports for onsit... 1 week ago | 62 mins Family Office: Changing Investment Approaches Prashant Joshi, Co-Founder & Partner, Fintrust Advisors LLP Gone are those days when investors built portfolios on an ad-hoc basis without any real grasp of the investment strategy. Instead, they have understoo... 2 months ago | 57 mins EP 153: Client Demand at Laird Norton Drives the “S” in ESG Integration Ron Albahary, CFA and Chief Investment Officer at Laird Norton Wealth Management In my conversation today, Ron Albahary, Laird Norton Wealth Management’s CIO tells the story of how their clients set the stage for the firm’s initiat... 3 months ago | 23 mins Creating an Equitable Workplace for Today’s Talent Guest: Jody Thompson > Host: Ann Rockley Results-Only Work Environment: Creating an Equitable Workplace for Today’s Talent Nothing has really changed in terms of workplace culture since the ... 2 months ago | 61 mins Challenges facing families during the great wealth transfer Mary Humphries of Nedgroup Trust and Chris Hards of Ogier. The next 25 years looks set to see the greatest transfer in wealth in history play out as those born after World War II seek to hand down wealth to th... 8 months ago | 49 mins 2020 Trends & Insights Every Family Office & Wealth Manager Should Know Diana Ermini (Industry Marketing Director at Sage Intacct) and Bill Sullivan (President at Family Office Exchange) Learn the latest trends and issues that have an immediate impact on ultra-high-net worth individuals, multi-family offices, and wealth managers. Regi... 2 years ago | 46 mins East meets West Global Family Office Discussion Bryan Goh (Tsao Family Office), Jessica Cutrera (The Capital Company), Lincoln Ellis (Northern Trust), Sebastian Enberg (APB) We continue to live in a COVID world, where the future is anything but certain, different countries are at different stages of lockdown/opening up, an... 2 years ago | 53 mins EP 140: Berenberg’s Active Management Approach Drives ESG Integration Rupini Deepa Rajagopalan, Head of ESG Office, Wealth and Asset Management, at Berenberg My guest today, Dr. Rupini Deepa Rajagopalan, was tasked with launching the ESG office in 2018 at Berenberg Wealth and Asset Management. Berenberg is ... 6 months ago | 21 mins Morningstar Fund Awards Chile 2022 Fred Skwara, Janet Viader, Mauricio Espinoza Realizada en treinta países, la exclusiva premiación de Morningstar reconoce al mejor fondo mutuo de cada una de las 7 categorías evaluadas, y a las g... 3 months ago | 35 mins Load more