Name: Women in Alternative Investments
Start: 2023-06-01T14:00:00Z
End: 2023-06-01T14:01:01.000Z
Location: BrightTALK
Rating: 5

Welcome to the Funds Europe webinar channel, a place for senior institutional investors, fund selectors, fund buyers, asset servicing professionals and fund distributors. Here you will find the latest thought leadership from global experts on institutional and retail markets, traditional and alternative investments, front and back office.

Fund oversight and compliance are crucially important features of the modern investment landscape. Our panel will examine challenges and assess why it’s time to integrate, automate, and digitise. 

Tune in to for this webinar panel discussion on 19th October at 3PM BST (10AM EDT) to: 

• Hear best practices for fund oversight and compliance from industry experts
• Learn why taking a holistic approach to oversight and compliance makes sense
• Understand the evolving role of technology, from automation to Generative AI
• Examine common challenges and pain points (including regulatory compliance)
• Hear the value of replacing manual work with automated, auditable, exception-based processes
•Explore the benefits of automation in terms of cost reduction, scalability and more

This panel will be moderated by our technology and operations editor, Nicholas Pratt and will be open to audience questions. We look forward to welcoming you then.

Revolutionising Oversight & Compliance: The Importance of Integrated Strategies

As the world reaches the midway point in its journey towards achieving the 17 Sustainable Development Goals by 2030, reinvigorating progress and aligning efforts across various sectors has never been more pressing. 

According to the OECD, the SDG funding gap is estimated at around US$3.7 trillion a year. With the SDGs lagging behind schedule, investors have the opportunity to unlock untapped value while executing on impact strategies. Recent analysis by sustainability tech company Clarity AI suggests there is a significant gap between the intentions of SDG-aligned funds and their presence in countries with the greatest need for sustainable development.

Join us on 10th October at 3PM BST (10AM EDT) to:
- Learn the benefits of using UN SDGs as a sustainable investment framework
- Explore how impact investors are leveraging the SDGs to shape sustainable investment strategies, aiming to address global challenges such as climate impacts, social inequalities, and economic dislocations
- Dive into the challenges and opportunities of SDG-aligned investing, including the data challenge and the accuracy of the methodologies available
- Understand the role of technology in measuring impact and executing on investment strategies

The webinar will be moderated by Nicholas Pratt, technology and operations editor, Funds Europe

Driving Measurable Change: Leveraging UN SDGs for Impact Investing

In this world, change is constant. When adjustments are inevitably made to a portfolio - whether that is to manager line up, strategic asset allocation or incorporating ESG criteria to name a few– how do you manage risk and control costs, while also maintaining investment performance and providing full transparency? At what point does it make sense to use a specialist to take on these responsibilities for you?

In this webinar, Russell Investments explain the role of a specialist third party ‘transition manager’, examine how a transition manager can add value and explore when it makes sense to use one.

Key talking points::
- What is Transition Management?
- The key criteria to a successful transition
- What are the benefits and drawbacks of working with a transition manager?

Hear from industry experts:
- Chris Adolph, Director of CPS EMEA. Russell Investments
- Dan Edwards, Head of Asset Transitions, Isio
- Graham Cook, Responsible Investment Strategy Lead, Phoenix 

The webinar is moderated by Stephanie Baxter, Funds Europe.

Managing Portfolio Change: Understanding the benefits of a transition manager

As regulations on sustainable finance continue to evolve, asset managers are under increasing pressure to build portfolios that not only comply with regulations but also deliver on their clients’ demands and expectations. In this webinar, we will explore some of the frameworks that are shaping sustainable finance, and provide asset managers with actionable insights on how to leverage these frameworks to build sustainable financial products.

Join us on May 9th to:
● Understand some of the key frameworks that are driving sustainable finance (including regulations), their current state and implications.
● Gain insights into the key ESG metrics that should inform portfolio construction processes, and how to ensure full control over data.
● Explore how tech-based tools can help implement ESG strategies, track progress, and effectively report to stakeholders.
● Learn from successful real case examples how to stay at the forefront of sustainable finance.

Your expert panel includes:
• Austin Ritzel, Product Specialist, Clarity AI
• Borja Cadenato, Director of Product, Clarity AI
• Carl Balslev Clausen, Director and Head of ESG Product Management, SimCorp
• Freddie Woolfe, Investment Analyst, Jupiter Asset Management

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Mastering ESG Metrics: How to Effectively Build Sustainable Portfolios

Watch and learn how buy-side firms can leverage automation and data management trends to improve efficiency and gain a competitive edge.
Our experts will engage in an open dialogue about data management, risk and compliance automation and other industry challenges, to help firms develop strategies to ensure they thrive in a dynamic and rapidly changing marketplace.

During this webinar we will cover:
✔ The buy-side industry’s post-pandemic shift to technology
✔Automation and data management in the ever-changing regulatory environment
✔Emerging regulatory change as a result of the technological shift


Your expert panel includes:
• Steve Barnes, Chief Technology Officer, AQMetrics
• Maxime Aerts, MD and Head of Asset Management Product Strategy, FE fundinfo
• Bernardo Castel-Branco, Director & SME, Risk and Regulatory Compliance, Alpha FMC

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Buy-side data management for regulatory risk and compliance automation

As emerging digital asset classes, new products and infrastructure are transforming the market every day, regulators are considering how best to oversee these developments. While regulators are taking a progressive approach to digital assets, the current regulatory picture remains fragmented at a global level with a wide range of approaches and unfolding initiatives. Join our live webinar discussion with Northern Trust.

Your expert panel includes:
• Justin Chapman, Executive Vice President - Global Head of Digital Assets and Financial Markets, Northern Trust
• Natalie Berkecz, Global Head of Regulatory Product, Northern Trust
• Angus Fletcher, CEO, Fnality

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Digital Assets: A Regulatory Lens

Sustainability regulations are on the rise, all in an effort to manage capital flows toward sustainable investments, but the question remains, are these regulations succeeding? For example, data suggests that article 9 funds, as defined by SFDR, aren’t as sustainable as they claim. In this webinar, we will examine the effects of SFDR and specifically Article 9 funds to understand how successful regulation has been in reducing greenwashing. To do this, we will cover the following: 
- Review the requirements of SFDR to understand how it is meant to prevent greenwashing by defining “sustainable investment”
- Focus on Article 9 funds to critically review whether they are delivering on their promise of investing sustainably 
- Examine available data that can be used to assess sustainable investments, including non-reported data
- Explain how technology can be leveraged to conduct the detailed analysis necessary to vet investments and understand how they are deemed “sustainable”

Can regulation prevent greenwashing?

Digital assets are becoming a mainstream asset class, with many leading financial institutions launching investment platforms and services to clients. But, as recent headlines have shown, the market is fast-moving and the future landscape is still uncertain. 

Our webinar investigates the latest trends and the possible solutions for firms eager to launch digital asset services while keeping a firm grip on risk.

The expert panel includes:

• Steve Light, Master Principal Solution Consultant, Revenue Management and Billing, Oracle Financial Services
• Seamus Donoghue, Chief Growth Officer, Metaco
• Roy Ben-Hur, Managing Director, Deloitte

The webinar is moderated by financial journalist Simon Watkins

Risk-free Management of Digital Assets

ESG reporting presents a significant opportunity for fund manufacturers to position their ESG credentials in an accessible, transparent and comparable way. This sounds great in theory. 

But how does one truly quantify the unquantifiable with ESG data points largely being non-financial? How are organizations meeting the challenge of not only managing a fund’s ESG-related risks, opportunities and performance, but also monitoring them, and quantifying them? 

The operating environment is complex with multiple frameworks, methodologies, calculations and different approaches to setting and tracking against KPIs, at both a company and fund level. And not to mention the need to source, consolidate and manage the requisite underlying data. 

In this webinar, we will address the key challenges associated with ESG reporting and how market participants can overcome them, as we move the dial towards meeting transparency goals and ever closer to the regulatory deadlines for SFDR (EU) and TCFD (UK) reporting in 2023. 

Your expert panel:
• Pauline Vaskou, Climate & Responsible Investment Strategy Lead, Aegon
• Niels Fibæk, CEO, Matter 
• Matthias Breier, Head of ESG Products, FE fundinfo

The panel will explore: 
1. What are the key governing ESG frameworks? 
2. What are the required ESG disclosures, risks and metrics? 
3. How do we quantify ESG risks and opportunities? 
4. What guidance is there for companies and funds on setting, measuring and tracking performance against KPIs?

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

The challenges of ESG reporting and how to overcome them

Financial services organizations face the challenge of successfully delivering new technology projects that bring sustainable change. This webinar moderated by EFA’s Noel Fessey outlines how leadership based on trust, vision and agility creates client-vendor teams that are comfortable in ambiguity, demonstrate agency and successfully deliver a vision that brings change - and how lessons learned from the moon landing mission can help achieve this. 

The panel includes:

• Caroline Tiernan, Change Project Manager, Citi 
• Anna Kanior-Florek, Client Success Lead, Metrosoft 
• Marina Corghenci, Global Head of Fund Companies Relationship, MFEX by Euroclear

The webinar will be moderated by Noel Fessey, CEO of European Fund Administration.

Change, and how to achieve it

During this live-streamed webinar, we will explore some of the defining factors that have enabled the creation of key European fund domiciles and why they have become a key cog in the European alternative fund landscape. 
An expert panel will examine how they got here, what makes them tick today and, crucially, how they are gearing up for the future. 

Panelists will discuss which learnings from the past can help us plot out a successful future for fund domiciles. It will engage fund managers and their advisors by clarifying why fund domiciliation is crucial to the funds ecosystem and why getting domiciliation decisions right can support their long-term success. 

 The panel includes:

• Elliot Refson, Head of Funds, Jersey Finance
• Tatiana Collins, Senior Counsel, Walkers
• Alex Smyth, Director, Oakbridge
• Matt McManus, Managing Associate, Ogier
• Lewis Fellas, Chief Investment Officer and Founder of Larks Leaf Asset Management, Ultra

The webinar will be moderated by Stephanie Baxter, Journalist

Fund Domicile Evolution: Where do we go from here?

The rise of sustainable investing and ESG is the greatest test yet of asset managers' role in society. The introduction of regulation will impact AM's operations and its product development as well as its relationship with its investors and the companies in which it invests. 

The webinar will look at what this impact will be and what AMs should do to manage this impact. The panel includes:

• Julien Renkin, Chief Commercial Officer, Sopiad
• Tanya Petridou, Head of Information Service and Distribution, Fundsquare
• Oriane Schoonbroodt, Strategy& Director Sustainability & Sustainable Fiance, PwC 

The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe.

Measuring & Managing the Impact of ESG

Join our 'live stream' event at 9:30am on 9 June 2022, when we'll reveal the results of our extensive survey to fund professionals on the opportunities and challenges from climate risk across areas such as governance, data and product development.
 
Our highly interactive panel of experts will also be debating 'live' on the issues confronting the asset management industry and fund boards in assessing and managing ESG and climate risk. Some of the question that will be tackled will be: 
• How are fund boards evaluating and overseeing ESG and climate risks?
• What kind of ESG and climate risk monitoring information comes to fund boards?
• Should there be different requirements for fund boards in monitoring ESG and climate risk?
• What are the areas of best practice in the asset management industry around data and governance of these risks?
• What does the future look like for product development in light of a growing focus on ESG and climate risk?
• How should fund boards be prepared?

Our panel will be moderated by Pat Sharman, Country Managing Director, UK, Caceis and includes a mixture of experts from across the industry:
• Julia Kirkland, Head of Regulatory Training, Zishi Cornerstone
• David Kneale, Head of UK Equities, Mirabaud Asset Management
• David Hunter, CIO, Renewity
• Nik Pratt, Technology & Operations Editor, Funds Europe

Do fund boards have sufficient oversight of ESG and climate risk?

The green economy sector is vital for the transition toward a climate-neutral economy. If the green economy maintains its current 4.2% growth, it could represent as much as 5.5% of the global market value by 2030, according to sustainability tech company Clarity AI’s own estimates.

To accelerate this trend, the EU Taxonomy is setting a common classification system for sustainable economic activities. This regulation will be instrumental in achieving the emissions reduction and mitigation goals of the EU’s Green Deal.

However, investors are faced with challenges to comply with this regulation, such as the scarcity of available data, the ongoing development process of the regulatory framework and the divergences between green taxonomies across jurisdictions beyond the EU.

Join us on April 7th to dive deeper into the implications of these challenges, and to gain a better understanding of the merits of technology to inform accurate EU Taxonomy monitoring and reporting. 

The panel includes:

• Víctor Fernández, Senior Product Manager, Clarity AI 
• Ruby White, Senior Manager, Sustainable Finance, Risk Advisory, Deloitte
• Michael Mahler, Head of Responsible Investment, Allfunds

The webinar will be moderated by Alastair O'Dell, Journalist.

EU Taxonomy: How Data Science Increases Transparency and Enables Reporting

According to our recent The Changing European Fund Landscape report, 90% of the industry expects the pace of asset management consolidation to increase over the coming decade. A major challenge of any merger is combining the front-office operations and back-office functions to create an operating model that can support the firms' ambitions. However, if done correctly, the right operating model can help ensure a successful merger. 
Please join us for a discussion on the challenges firms face when bringing operations together during a merger. Our panel will share insight on what firms approaching a merger should consider when combining operations as well as the potential opportunities that a merger presents.  
The panel includes:

• Niall Hornett, EMEA Head of Fund Services, Citi Securities Services
• Ashley Sheen, Managing Partner & Asset Management Specialist, Sionic
• Hamish Purdey, CEO, FE Fundinfo
• Paul Bromley, COO, BlueBay
The webinar will be moderated by Nik Pratt, Technology & Operations Editor, Funds Europe

M&A in Asset Management: Navigating the Operational Challenges

This year will be a period of intense preparation for the fund management industry as both product manufacturers and distributors prepare to meet new ESG disclosure requirements for SFDR, MiFID II and IDD. While some deadlines have been deferred, a sharp focus on the implementation of the new European ESG Template (EET) will be paramount to the success of meeting these requirements on time.

Content required for these disclosures are complex and will require new data and procedures that pose a significant challenge for all financial market participants. Fund providers will need to produce in house data, and source external data for key ESG metrics, while distributors will need to be able to process this largely new data set. All participants will need to be able to effectively communicate fund and portfolio level ESG performance.  

Your expert panel: 
• Thomas Harding, Head of ESG regulatory solutions, ISS ESG
• Mikkel Bates, Regulatory Manager, FE fundinfo
• Sebastian Brinkmann, ESG Strategic Sales Specialist, FE fundinfo
• Clive Emery, Fund Manager, Invesco EMEA 

The questions that will be explored: 
• What are the current SFDR regulatory and reporting timelines and requirements? 
• How do SFDR and EET relate to other upcoming reporting requirements such as Net Zero, TCFD and the SDR in the UK, as well as other non-regulatory ESG communications?  
• How do fund groups ensure ESG data exchange with the EET?
• How do fund distributors ensure timely and accurate provision of ESG data?

Conquering the ESG data and reporting challenge

Private equity has long been sought after by institutional investors as they seek higher returns that provide diversification in their portfolios. The asset class has boomed during the pandemic but many institutional investors still struggle to access this important asset class efficiently due to capital lockups, high costs and lack of internal staff expertise.

On February 24, 2022 at 3pm GMT, join the Mackenzie Investments' portfolio management team for a webinar on how private equity can be more accessible for investors who have not been able to access it efficiently. 

We will discuss how interest is growing in “private equity replication” solutions among sophisticated institutional investors who are seeking PE-like exposure, risks and returns while they manage the frustrations of timing of capital calls, draw downs and liquidity events. 

Mackenzie Investments, which is striving to deliver the benefits of private equity to a wider range of institutional investors, has developed a sophisticated solution that aims to address this need. 

The Mackenzie Investment’s Private Equity Replication strategy can potentially offer many benefits to institutional investors, including:
• PE-like behaviour for an ongoing allocation or while waiting for your capital call
• Use of options to help manage volatility and downside risk
• Risk conscious application of leverage
• A turnkey approach to achieving and maintaining PE-like characteristics

The panel includes: 
• Allan Seychuk, VP & Senior Investment Director, Alternative Investments, Mackenzie
• Arup Datta, Senior Vice President, Head of Mackenzie Global Quantitative Equity Team
• Nelson Arruda, Senior Vice President, Portfolio Manager, Co-Lead of Mackenzie Multi-Asset Strategies Team

The webinar will be hosted and moderated by Stephanie Baxter, Journalist.

Private Equity Replication

During this live-streamed webinar, our panel of industry experts will share insights relating to their careers and experiences, explore the trends they are seeing within the alternative investment industry and have thought-provoking discussions on the hot topics around the gender component of diversity, equity and inclusion (DEI).   

The panel includes:
• Nicola Le Brocq, Director of Funds and Corporate, UK at Jersey Finance
• Nadine Buckland, Managing Partner of Zenzic Capital 
• Teresa Durso, Partner/CEO of Berry Street Capital
• Zena Couppey, CEO, Altum Group

This webinar forms part of Jersey Finance’s wider initiative for 2023, focusing on Women in Alternatives.

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