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    • Live video panel - Commercial Property: beyond the headlines
      Live video panel - Commercial Property: beyond the headlines Gerry Frewin, Fund Manager, Columbia Threadneedle Investments; Stewart Smith, Investment Research, RMSR and Cherry Raynard Recorded: Nov 14 2018 3:00 pm UTC 43 mins
    • UK commercial property has been in the headlines, its reputation dented by the problems on the high street. However, this belies the underlying strength in many parts of the UK commercial property sector, and its importance as a source of income for investors.
      In this seminar, we aim to uncover the true picture in the asset class: the current situation for London and on the country’s High Streets. We look at how structural trends are influencing the sector, such as the drive to online shopping, the evolution of the industrial sector.
      Our panellists also discuss the important role for property in a wider portfolio, its role as a diversifying source of income and its capital growth prospects for the year ahead. We look at what makes a good property portfolio and how advisers can select the right option for their clients.

      Join the discussion with Gerry Frewin, Fund Manager at Columbia Threadneedle, Stewart Smith, Investment Research Manager at RMSR and Cherry Reynard, Investment Journlist

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    • Real Assets: Investment Strategies for Insurance Asset Owners
      Real Assets: Investment Strategies for Insurance Asset Owners Patrick Liedtke, BlackRock; Eugene Dimitriou, Columbia Threadneedle Investments; Ravi Rastogi, Mercer; Martin Hurst, IPE Recorded: Jun 27 2017 1:00 pm UTC 73 mins
    • This is the third in a series of three webcasts looking at Solvency II from the point of view of the insurance company CIO in which we address the investment management opportunities in real assets for insurance asset owners.

      An expert panel debate with:
      - Patrick Liedtke, Managing Director Head of the Financial Institutions Group (FIG) for EMEA, BlackRock
      - Eugene Dimitriou, Head of Insurance Solutions at Columbia Threadneedle Investments
      - Ravi Rastogi, Insurance Investment Group Leader, Europe, Mercer
      - Moderator: Martin Hurst, IPE

      Eugene Dimitriou:

      Eugene Dimitriou is Head of Insurance Solutions at Columbia Threadneedle Investments. He has responsibility for structuring investment solutions for insurance clients, which range from improved strategic asset allocation to capital optimization of their balance sheet under Solvency II, as well as risk mitigation strategies.

      Prior to joining the company, Eugene worked at PIMCO, where he was a Senior Vice President for insurance clients in Europe, leading the Solvency II implementation across the business.

      Patrick Liedtke:

      Patrick Liedtke, Managing Director, is BlackRock's Head of the Financial Institutions Group (FIG) for Europe, Middle East and Africa. He is a member of the global FIG Executive Committee and the global Institutional Client Business Leadership Committee.

      Prior to joining BlackRock in 2012, Patrick was the Secretary General and Managing Director of The Geneva Association, a position he held starting in January 2001.

      Ravi Rastogi:

      Ravi joined Mercer from Towers Watson, where he was the EMEA leader of the Insurance Investment Advisory Group. Prior to that, he held senior pensions and insurance advisory positions for a number of leading firms. He has over 25 years of financial industry experience and is a qualified actuary

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    • OPAQ Overview
      OPAQ Overview Stephen McCarney Recorded: Jun 1 2018 4:20 pm UTC 3 mins
    • OPAQ is the premier network security cloud company. OPAQ’s platform-as-a-service enables partners to deliver Fortune 100-grade security-as-a-service to midsize enterprises on a fully encrypted SD-WAN optimized for speed and performance. With OPAQ, service providers are equipped with a simplified ability to centrally monitor security performance and compliance maturity, generate reports, manage security infrastructure, and enforce policies – all through a single interface. This empowers OPAQ partners to grow revenue and margins, eliminate complexity and costs, and establish a competitive advantage that helps them attract and retain customers. Based in Northern Virginia, OPAQ is privately held and is funded by Greenspring Associates, Columbia Capital, Harmony Partners, and Zero-G, Inc. To learn more, visit www.opaq.com

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    • Executive compensation
      Executive compensation IFLR, Morrison & Foerster, Columbia Law School Recorded: Apr 6 2011 3:00 pm UTC 91 mins
    • Following the financial crisis, financial regulators have become increasingly focused on how compensation plans can or should be structured in order to better align the interests of executives with those of shareholders.

      Our panel will discuss the regulatory guidelines and best practices that have developed, as well as alternatives for public companies, including financial institutions, to consider:

      - What we learned from the TARP;
      - The inter-agency statement on sound compensation policies for financial institutions;
      - Basel III and compensation matters;
      - Implementation of the Dodd-Frank provisions regarding incentive compensation;
      - Bonus taxes and other regulatory measures;
      - Innovative compensation structures;
      - Conducting a pay risk assessment;
      - Disclosure related issues; and
      - Say-on-pay and other governance matters.

      Tom Young, Managing editor, IFLR
      Charles M Horn, Partner, Morrison & Foerster
      Jeremy C Jennings-Mares, Partner, Morrison & Foerster (UK)
      David M Lynn, Partner, Morrison & Foerster
      Robert J Jackson, Jr., Associate Professor of Law, Columbia Law School

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    • Income At Retirement: EMEA Outlook and Strategies
      Income At Retirement: EMEA Outlook and Strategies Jean Francois Hautemulle, George Lagarias, Adrian Lowcock, Toby Nangle Recorded: Sep 13 2018 10:00 am UTC 58 mins
    • This Webinar will bring experts together to discuss income at retirement investment strategies.

      We should hear about the challenges to generate income in a consistent and substantial manner in all asset classes, Fixed Income, Equity Income products as well as multi asset income products, which are becoming increasingly popular with savers and investors.

      We will also discuss solutions driven products that are being offered to savers and investors at retirement age, including draw down solutions to complement retirement income.

      Finally, we will address how distributors and advisors are helping their clients before retirement and once they are retired in meeting their financial needs.

      George Lagarias, Senior Economist, Mazars
      Adrian Lowcock, Head of Personal Investing, Willis Owen
      Toby Nangle, Global Co-Head of Asset Allocation & Head of Multi-Asset, EMEA, Columbia Threadneedle

      Moderated by;
      Jean-Francois Hautemulle, Principal, Terres Neuves Consulting Limited

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    • [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets
      [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets Gabriel Altbach, Florian Schneider, Scott Brady, Peter Greenberger & Oscar D. Pulido Recorded: May 9 2018 3:00 pm UTC 64 mins
    • “Multi-asset” and “Solutions” have been some of the industry’s biggest buzzwords over the last few years, and for good reason: multi-asset vehicles have generated record sales and clients around the world continue to challenge their providers - both asset and wealth managers - to offer solutions to their problems rather than simply push products.

      In this panel discussion, we will dissect what’s driving the recent growth in multi-asset products and what the future holds given the many challenges facing the industry

      This webinar will cover topics such as:
      * What are the key innovations in the multi-asset arena currently and in the future?
      * How can asset and wealth managers partner to ensure clients are receiving the best possible outcomes?
      * What role does passive play in the multi-asset arena? Alternatives?
      * How do wealth managers evaluate asset managers’ multi-asset products, and what are their unmet needs?

      After this webinar, listeners will leave with solid ideas, tactics, and a vision on how to optimize their multi-asset strategy to meet client needs, be on the cutting edge of innovation, and protect and grow their assets and overall business.

      Florian Schneider, CFA, Head of Product Research & Development at Amundi
      Scott Brady, Head of Product Development and Strategy, Columbia Threadneedle
      Peter Greenberger, CFA, CFP, Director of Mutual Fund and 529 Plan Product Management at Raymond James
      Oscar D. Pulido, CFA, MD & Global Head of Product Strategy for the Multi-Asset Strategies, Blackrock

      Moderated by;
      Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams

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    • Pulse Survey Best Practices
      Pulse Survey Best Practices Greg Zippi and Dr. David L. Mason Recorded: Dec 20 2017 6:00 pm UTC 60 mins
    • Employee Engagement Pulse Surveys are critical to every employee engagement strategy. During this webinar, DecisionWise's President, Greg Zippi, along with David L. Mason, Director of I/O Psychology explore the benefits of using frequent pulse surveys as part of your employee listening strategy.

      Topics for discussion

      1. Defining the different types of employee surveys
      2. Proper use of pulse surveys
      3. How to avoid survey fatigue
      4. How technology improvements allow you to have a pulse on your overall employee engagement
      5. How scientific questions with a statistical process can increase clarity around pulse survey response
      6. A short demonstration of the DecisionWise pulse survey tools

      Presenter Information:

      Greg Zippi:

      As President of DecisionWise, Greg Zippi is responsible for all client-facing aspects of the business including product development, marketing, sales and delivery. In addition, he oversees all strategic business development initiatives.

      Dr. David Mason

      David is an experienced Consultant and leads the I/O Psychology and Data Science learning and curriculum efforts at DecisionWise, and is responsible for the design of our training, facilitation, and workshops. He leads sessions throughout the world on employee engagement and workplace learning. Having completed a Ph.D. in Psychology at Columbia University, and undergraduate and graduate degrees in Psychology at Brigham Young University, Dr. Mason turns his understanding of adult learning and psychology into business concepts, working with numerous businesses and academic institutions. Prior to joining DecisionWise, David taught in the Department of Cognitive, Perceptual, and Brain Sciences at University College London. In addition to Dr. Mason’s strong presentation and facilitation skills, DecisionWise often taps into his extensive knowledge of statistics and research in developing and evaluating assessments.

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    • US equities - Prospects for the US stock market in a world of policy divergence
      US equities - Prospects for the US stock market in a world of policy divergence Diane Sobin Recorded: May 13 2015 8:30 am UTC 33 mins
    • The US remains the engine of global economic growth and home to some of the world’s most innovative and dynamic companies. The strength of the US economy has meant that the US Federal Reserve is likely to be the first of the major developed world central banks to start normalising policy; by contrast, Europe and Japan are implementing QE to support growth. Perhaps unsurprisingly, the US dollar has performed very well in this environment.

      Join Diane Sobin, Head of US Equities, EMEA at Columbia Threadneedle Investments as she discusses topics including:

      - Effects we may see from an increase in interest rates
      - Prospects for corporate earnings over 2015 and into 2016
      - Updates on key strategies and current portfolio positioning

      Participant Dial In Number(s)
      +44 (0) 20 3003 2666 - Standard International Access
      0808 109 0700 - UK Toll Free
      1 866 966 5335 - USA Toll Free
      Password: 40010

      Online participants will be able to submit questions to the fund management team during the call.

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