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 Performance and Sustainability: Insights on Sustainable Funds & ESG Storytelling Boya Wang & Mia Desmoulins Do investors have to choose between investments that perform well and their Sustainability objectives? How do sustainable funds perform vs the market?... 6 days ago | 43 mins How attitudes and relationships towards money have evolved Mark Hewitson, Robert Cochran, David Latham, John Leavey, Marlianne Owen How attitudes and relationships towards money have evolved through the cost of living crisis and the impact on member behaviour. The session will cove... 6 days ago | 86 mins EP 217: Sustainability-Focused Leaders Deliver on Carbon Reduction Scott Donachie, CEO, Companies for Net Zero After a 25-year financial market and banking career, Scott Donachie founded Companies for Net Zero (CNZ), which brings together global business leader... 2 days ago | 25 mins Wealthtech disruption: Top 5 trends to watch out for in 2023 Reed Colley, Don McHenry, Greg Miles Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealth... 6 days ago | 36 mins Why UK Opportunities - why now? Neil Veitch As part of our new Investment Team Insight series, Neil Veitch, manager of the SVM UK Opportunities Fund will share: - Why he is a strong advocate of... June 1, 2023 9:30am Ensuring data privacy and compliance for ultra-high net worth families Josh Kanter, Founder & CEO of leafplanner, Bob Lam, Co-Founder & CEO of ShardSecure leafplanner offers a SaaS solution that empowers high-net-worth families to prepare for the future. leafplanner’s application creates a dynamic, regul... June 8, 2023 6:00pm One Year Later: The Fed’s Assault on Inflation - and How to Prevail Jeff John CFA, Paul Howanitz CFA & Mike Rode CFA, American Century Investments | Brendan Maton (moderator) American Century’s Global Value team will offer their insights on high-quality, dividend-focused and low-volatility value investing in today’s uncerta... June 1, 2023 1:00pm The Asset Allocation Nightmare: UK, Global or Both? Alex Savvides, JOHCM UK Dynamic – Robert Lancastle, JOHCM Global Opportunities UK equities or global? Is one better than the other or are they just different? Two leading active equity fund managers, Alex Savvides and Robert Lanc... 3 days ago | 31 mins Using Yield Book’s Non-Agency CMBS Credit Model to gain deeper insights Luke Lu, Head of CMBS Research and Quantitative Modeling; Tadvana Narayanan, Senior CMBS & ABS Product Lead The private label CMBS market is no stranger to financial storms from the Great Financial Crisis in 2008 to the recent unprecedented lull in issuances... June 21, 2023 2:00pm Equity Fusion: A New Approach for Modern Markets David Schofield, President of Intech International | Brendan Maton (moderator) Investing in today's market can be challenging. With unprecedented uncertainties, it's more important than ever to have a core equity portfolio that c... 6 days ago | 63 mins Load more
