Hi [[ session.user.profile.firstName ]]

The value of influence in Uberizing Banking

As people are becoming more interested than ever in the opinions of experts, thought-leaders and self-proclaimed gurus, brands have taken to them to help tell their story. At the end of the day, there’s real power in influencing buying decisions. Could the real influencer not be the celebrity brand advocate nor the social media influencer but rather the actual consumer?

Social media has real power in enabling a dynamic of consumers influencing each other in an exchange of information related to products, services and brands. True influence drives action, not awareness. FinTech will take banking to the next level and that’s what this most interesting discussion will explore.

Join us for a chat with Spiros Margaris from Margaris Advisory and Chris Gledhill from Secco on 6th October at 4pm for a unique conversation on their own perspective about the power of influence and how this relates to financial services.
Recorded Oct 6 2016 59 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Natasha Kyprianides (Hellenic Bank), Chris Gledhill (Secco), Spiros Margaris (Margaris Advisory)
Presentation preview: The value of influence in Uberizing Banking

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • New & Updated Emerging Market Indices Sep 18 2018 5:00 pm UTC 60 mins
    TBD
    What are the leading indices saying about the future of Emerging Markets & what new indices are being tracked? And, what are they revealing? Leading experts will answer these questions and more, leaving viewers with clarity on what indicators to look at, and what can be ignored.
  • Growth & Income Strategies for Global Emerging Markets Aug 21 2018 2:00 pm UTC 60 mins
    TBD
    You will learn from leading experts what strategies are being employed to identify and create growth & income-generating opportunities in emerging markets.
  • Top Challenges Faced by Banks in 2018 Jul 17 2018 3:00 pm UTC 45 mins
    Breana Patel, CEO, Bonova Advisory
    In this webinar Breana will give you insight into the challenges facing banks including;
    * Changing consumer dynamics
    * Complying to rapidly changing regulations and global impacts
    * Remaining competitive with Fintech disruptions
    * Challenges with legacy systems and bad data
  • The Future of Banking Jul 17 2018 7:00 am UTC 45 mins
    Vincent Fokke, CTO FS Benelux, Capgemini
    The world is changing and whilst you're reading this; the speed of change is increasing even further. What this leads to no one knows - the future of financial services could be "anxious and challenging" or "brilliant and full of opportunities".

    Will customer centricity still be the mindset? What about “AI-first”? Or will we jump into the next phase of life?

    In this session, Vincent Fokke, CTO FS Benelux, Capgemini, will walk you through the future of banking touching on key themes including;

    * AI First as starting point
    * Branch “office" or not…
    * PLC V4.0

    Join this session and start tomorrow's conversation today.
  • [PANEL] Finding Opportunity: Multi-Asset Outlook May 10 2018 3:00 pm UTC 60 mins
    Linda Zhang, Stuart Peskin
    2018 Has thus far been a year of volatility, so knowing how to maintain a targeted level of absolute returns is challenging.

    In this Webinar, leading experts will discuss which asset classes are attractive, what role alternative investment techniques lay in the management of multi-asset portfolios. They will also share ways they identify where volatility will come from, and the macro movements (elections, regulations) that will affect the market in the next 6 months.

    Panellists;
    Linda Zhang, PhD, CEO and Founder, Purview Investments
    Stuart Peskin, Investment Director, Aberdeen Standard Investments
  • [PANEL] Multi-Asset: How Solving Client Problems is Crucial to Raising Assets May 9 2018 3:00 pm UTC 60 mins
    Gabriel Altbach, Florian Schneider, Scott Brady, Peter Greenberger
    “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.

    Panellists;
    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

    Moderated by;
    Gabriel Altbach, Founding Principal, Asset Management Insights and Senior Consultant, MackayWilliams
  • What Makes Multi-Asset Investing Truly ‘Multi-Asset’? May 9 2018 2:00 pm UTC 45 mins
    Daniel Lockyer, CIO Fund Management & Senior Fund Manager, Hawksmoor Investment Management Limited
    Amid the recent market turbulence, how can investment managers focus on the most important job of responsibly managing the wealth entrusted to their care and avoid being swayed by economic forecasts and market volatility?

    This webinar takes a closer look at what investment managers can realistically and confidently take a view on, such as;

    * the extent to which events can change the valuation of assets
    * the relative attractions of the myriad asset classes available to multi-asset investors
    * the likelihood of achieving decent returns from those assets in the context of the market cycle.
  • [Panel] Multi-Asset Strategies: Diversifying for Uncertainty May 9 2018 10:00 am UTC 60 mins
    Alastair Gunn, Ben Conway, Will Mayne
    How can portfolio managers, CIOs, & other investors generate steady returns in an uncertain environment? With technology moving so fast, political disruptions & data breaches reaching into every corner of our lives, is there a strategy to help investors maintain their positions & deliver returns?

    Join this webinar to hear from leading experts and find out about:

    - Using right tools to generate consistent returns
    - Avoiding the urge to time the market
    - how to weather any market using diversification without sacrifice

    Panellists;
    Alastair Gunn, Fund Manager, Value Equities Jupiter Asset Management
    Ben Conway, Senior Fund Manager, Hawksmoor Investment Managers

    Moderated by;
    Will Mayne, Senior Director - Global Insights, Broadridge Financial Solutions, Inc.
  • GDPR: 5-Steps to Make Sure You're Compliant May 8 2018 10:00 am UTC 60 mins
    Matt Wood, Jon Pittham
    '5 steps to help you show GDPR compliance, from a firm that's completed them'
  • ESG, SRI & Stewardship: Best Practices Apr 25 2018 1:00 pm UTC 60 mins
    Bruno Bastit, Corporate Governance & Sustainable Investment Specialist
    The world's largest financial institutions employ
    responsible ownership strategies that typically involve fund managers engaging with companies (including voting shares) to encourage better management of environmental, social and governance issues. This presentation will cover how companies can be better stewards.
  • Fund Selection: From Art to Science Apr 24 2018 8:00 am UTC 75 mins
    Oren Kaplan, Tony Yousefian, Bella Caridade-Ferreira
    SharingAlpha Co-Founder Oren Kaplan sits down with thought leaders of the fund selection industry to discuss:

    - The status quo of the industry that needs to change
    - Do quantitative ratings add value?
    - How to become a fund selector?
    - What is the value of a track record
    - Why we aren't seeing too many female fund selectors?

    And much more!
  • Redefining Profit: Harmonising the Rules of Business with the Laws of Nature Recorded: Apr 19 2018 64 mins
    Amy Larkin
    Amy Larkin has focused on the relationship between the economy and the environment for decades, and has found a critical ingredient missing from most financial analysis.

    This presentation will reveal:
    - Overlooked risk factors for solid industry analysis;
    - Government debt issues from climate change;
    - Legal proceedings and regulations that can upend seemingly stable businesses, from poultry to plastics.

    Those pesky environmentalists were giving good business advice all along...Redefining profit to include external costs and environmental consequences will make your business stronger.
  • Investment Consultants: The Final Frontier for Responsible Investment Recorded: Apr 19 2018 42 mins
    Will Martindale, Head of Policy, Principles for Responsible Investment (PRI)
    Investment consultants advise on the investment practices of trillions of dollars worldwide. They are a recognised source of authority and knowledge. However, most consultants and their asset owner clients are failing to consider environmental, social and governance (ESG) issues in investment practice – despite a growing evidence base that demonstrates the financial materiality of ESG issues to portfolio value.
    There currently seems little commercial imperative for investment consultants to extend the coverage of ESG integrated services among their clients. Nor do we see pension schemes demanding ESG integrated services from their consultants. In too many cases, consultants and their clients simply don’t talk about ESG issues.
    In this session, we will discuss the barriers and solutions with a view to maximising the global SRI opportunity.
  • [Panel]: Evaluating Profitable Strategies in Sustainable Investing Recorded: Apr 19 2018 61 mins
    Paul Ellis, Jeffrey Gitterman, Benjamin Yeoh, My-Linh Ngo
    “Doing well by doing good” is catchy, but it was often seen as a nice to have rather than a requirement. Sustainable Investing was a popular thing to say your firm does, but it was often seen as a “side dish” to real investments. This perception is changing, yet there is still work to be done. The challenge remains: How can ESG & Sustainable Investing create profit?

    This panel will features leading experts in ESG & Sustainable Investing that will explain why ESG & Sustainable Investing is profitable, share profitable strategies across asset classes, and explain how to implement at your organisation.

    This session will provide you with an appreciation of the history of ESG & Sustainable Investing, understand the challenges inherent in investing, and ideas on how to create profitable investment strategies.


    Panellists;
    Benjamin Yeoh, Senior Portfolio Manager, RBC
    Jeffrey Gitterman, Co-Founding Partner, Gitterman Wealth Management
    My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management

    Moderated By;
    Paul Ellis, Sustainable Finance Consultant, Paul Ellis Consulting
  • Sustainable Investment & TCFD: Implications for the Future Recorded: Apr 19 2018 49 mins
    Mark Lewis, TCFD Member
    Mark Lewis, Member of the TCFD, will discuss TCFD's mission, goals, strategies, implementation.
  • Beyond Impact: Essential Tools for Investing in the Sustainable Transition Recorded: Apr 19 2018 44 mins
    Erik Breen, Director of SRI, Triodos Investment Management
    Since the adoption of the UN Sustainable Development Goals, socially responsible and impact investing have taken center stage, but what is the next step towards critical mass?
    How can fund managers go beyond measuring impact, and fully harness the power of finance to accelerate the sustainable transition?
    Erik Breen, Director of Triodos Investment Management’s Socially Responsible Investment platform discusses the practical steps fund managers should take to invest for a sustainable transition.
  • Cracking the ESG Code: Doing the Math from an Investors Perspective Recorded: Apr 19 2018 37 mins
    Elias Porse and Hugo Fredriksson
    As ESG performance has grown significantly in importance for companies and asset managers in recent years, it's time to look at the numbers.

    Is ESG screening a worthwhile tool? In a word, yes!

    High ESG focus contributes to risk mitigation and in this session, we will share with you our research which shows that this is also mirrored in strong operational and share price performance. We will also share how predictive attributes (e.g future earnings stability and share price volatility) suggest that ESG research belongs in company valuation.

    This live session (with Q&A) will give you insight into why we believe that companies and investors simply cannot afford not to care.

    Presented by;
    Elias Porse, Head of Strategy and Quant, Nordea Markets
    Hugo Fredriksson, Senior analyst, Nordea Markets
  • ESG Toolkit for Investors: Incorporating Sustainability into Equity Portfolios Recorded: Apr 18 2018 39 mins
    Emily Steinbarth, Quantitative Research Analyst, Russell Invesments
    In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.
  • How ESG Affects Equity Valuation, Risk and Performance Recorded: Apr 18 2018 42 mins
    Guido Giese, Executive Director, Equity Applied Research, MSCI
    Guido Giese will explore the results of a recent MSCI study that found a statistically significant causal link between ESG and performance. The research, which examined 10 years of live ESG Ratings data of over 1,600 stocks, found that ESG affected the valuation and performance of companies both through their systematic risk profile (lower costs of capital and higher valuations) and their idiosyncratic risk profile (higher profitability and lower exposures to tail risk), and that changes in a company's ESG characteristics (ESG momentum) may be a useful financial indicator in its own right.
  • [Panel]Q2 2018 Investment Management Outlook: Focus ESG, SRI & Impact Investing Recorded: Apr 18 2018 61 mins
    Heinrich Hugenschmidt, Jordan Kimmel, Jon ‘JB’ Beckett, Marguerita Cheng
    There is a buzz around responsible investing and, as the market enjoys a creative phase, there are still tough questions to be answered along the path to mass adoption across the ecosystem.

    In this session, our panel of experts will share their take on the market outlook heading into the second quarter of 2018 with a focus on Environmental, Social And Governance (ESG), Socially responsible investing (SRI) and Impact Investing.

    Key themes to be discussed include;

    * Investor appetite vs market supply
    * Unbundling of the responsible investments
    * Manual approaches and hybrid innovations
    * Regulatory environment and developments

    Join this live Q&A panel session to engage with and hear from key industry experts with interesting and contrarian views on the market for responsible investments.

    Panellists;
    Heinrich Hugenschmidt, Advisor to Family Offices and Asset Managers
    Jon ‘JB’ Beckett, Director and UK Representative, Association of Professional Fund Investors (APFI)
    Marguerita Cheng, Chief Executive Officer, Blue Ocean Global Wealth

    Moderated by;
    Jordan Kimmel, Portfolio Manager, Gitterman Wealth Management, LLC
Content for UK financial advisers
Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.

This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: The value of influence in Uberizing Banking
  • Live at: Oct 6 2016 3:00 pm
  • Presented by: Natasha Kyprianides (Hellenic Bank), Chris Gledhill (Secco), Spiros Margaris (Margaris Advisory)
  • From:
Your email has been sent.
or close