What Marketing Isn't - Do's & Don't s For Financial Advisers

James is a globally recognised expert and innovator, published author on the innovation agenda and expert marketer and business strategist. He runs Springwise, which he founded as an incubation and analysis platform for great innovation agenda themes and ideas, and also is a serial adviser to notable organisations on innovation and evolving strategy, not least Capital D – a Pan European Private Equity Fund.

In this webinar, investors will be exposed to new investing ideas in the Impact Investing space - who is doing well by doing good, who is creating the future, and how can you get involved? These questions will be answered in this webinar

Legacy is a key for Ultra High Net Worth and as such Family offices are increasingly seeking purpose and lasting impact in their investments.

What initiatives exist that HNW & UHNW can get behind? Once identified, how can they start an initiative and ensure that it has a lasting impact?

This webinar will cover:

* Creating meaningful impact – identifying strategies
* Aligning impact to measurable success – profit with purpose versus philanthropy
* Technological measurement of impact focus
* ESGs and SRI – creating a personal and organisational roadmap
* Energy, Healthcare, Education, Agriculture in focus with from an impact standpoint

You'll leave this webinar with an understanding of who the players are, what they are doing.

Panellists;
Johann Bödecker, Founder and CEO, Pentatonic
Simon Foster, Chief Executive Officer, TY Danjuma Family Office
Hardeep Rai, Founder and Managing Director, Kaleidoscope Investments
Javier de Rocafort, Chairman, Deer Valley Capital and the Quimera Project

Moderated by
Rob Garett, Hezar Ventures

Global capital and traditional banking has ignored the whole SME space. Incidentally, this SME space may have the biggest social impact if it could be better financed. There is huge opportunity if investors know where to look.

This webinar will discuss the how and why this market has opened up, who is involved, and where you can go to find the deals.

Deal Flow remains an issue for family offices. Where can you find more investing ideas, and how do you filter the good from the bad? Do you have the right connections, and are you tapped into the right networks, to get deals that are seemingly only seen by Investment Banks?

In this webinar KP Reddy will outline 7 considerations that Family Offices are taking to find new deals for investments, including Expertise, Alternatives & Equity Debt Hybrid models.

While Family Offices do rely extensively on the human touch to create and nurture relationships, technology can enable humans to do jobs that need to be done but still low-value.

Indeed, this is becoming a selling point, but how can you know what tech is worth it vs. what tech is just fun to say you have?

Further, what new business models exist that are driving value for clients?

This webinar will explore;
* Future tech that will enable increased output: BlockChain, AI & Automation
* Non-office technology that enables human connection: health & travel hacks
* What the best Family Offices are using to service their clients
* How to identify where you can be more efficient in your operations

You'll leave this webinar with an understanding of what technology exists to streamline operations, cut your work in half, and make you physically able to work more effectively, and what new business models exist.

Panellists
Marc A. DePaul, J Jack Family Office
Michael L. Kalscheur, CFP®, Senior Financial Consultant, Castle Wealth Advisors, LLC

Moderator
Stephen Wall, The Wealth Mosaic

This session will provide an overview of impact investing, including a full spectrum approach. The webinar will also cover the growth in the industry over the last 10 years and most importantly the prevailing myths across the field that are stunting scale and growth. Participants are encouraged to engage and ask questions and share their experiences with these myths.

In this session, a panel of industry experts will discuss key themes including;

* Whose responsibility is it to ensure data is only given to approved/registered TPPs
* What/when TPPs need to be checked and how the regulation covers both ‘Fallback Options’ and API solutions
* Is there a single database for the whole of Europe
* Regulatory Scheme Databases what is their role: Open Banking, PRETA etc.
* eIDAS Certificates in Europe what role will they play
* Will the UK have an equivalent to eIDAS Certificate
* Revocation of a TPP by a National Competent Authority, who notifies whom

Panellists;

* Suresh Vaghjiani, Managing Director, Global Payment Solutions
* Paul Bartholomew-Keen, Customer Champion: Cards, e-wallets and Prepaid at Open Banking
* Simon Newstead, Market Development Director, Vocalink, a Mastercard Company

Moderated by;

* Brendan Jones, CCO & Co-Founder, Konsentus

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. Themes to be covered include;

* How & why multi-asset managers think the Q2 will play out
* How to identify where volatility will come from
* Macro movements (elections, trade wars, regulations etc) that will affect the market
* Market appetite and the impact of ETFs

Join this webinar to get a North American perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

Panellists;
Linda Zhang, PhD, CEO and Founder, Purview Investments
Stuart Peskin, Investment Director, Aberdeen Standard Investments

Moderated by;
Igor Tsukerman, President & Chief Investment Officer, Passed Pawn Advisors

Join Paul O’Connor, Dean Cheeseman, and Nick Watson from Janus Henderson’s Multi-Asset Team in this live webcast, as they celebrate the fifth birthday of the Core Multi-Asset Income range.

Learn how they negotiated the rise of populist politics and the return of market volatility and whether they think that bull markets in equities and other assets can withstand the many challenges looming in 2018.

Presenters;
Paul O’Connor, Head of the UK-based Multi-Asset Team, Janus Henderson
Dean Cheeseman, Portfolio Manager, Multi-Asset, Janus Henderson
Nick Watson, Fund Manager, Janus Henderson

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. Themes to be covered include;

* How & why multi-asset managers think the Q2 will play out
* How to identify where volatility will come from
* Macro movements (elections, Brexit, regulations etc) that will affect the market

Join this webinar to get the EMEA perspective on Multi-Asset investments and have your questions answered by our panel of industry experts.

Panellists;
* Trevor Greetham, Head of Multi-Asset, Royal London Asset Management
* Anthony Gillham, Portfolio Manager & Head of Investment (Multi-Asset), Old Mutual Global Investors

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

The traditional multi-asset investment approach seeks to provide investors with diversified sources of return by investing across a variety of asset classes. However, there are risks involved with this investment approach. Correlations between asset classes, for example, can change over time, and a traditional multi-asset portfolio may therefore not provide the initial diversification benefits hoped for. That is why the Invesco Perpetual Multi Asset team believes that the only way to achieve true diversification is to break away from the focus on asset class constraints. Instead, the team focuses on great investment ideas, identifies the best way to invest in them and then combines them into a risk-managed portfolio.

During this webinar, Clive Emery, Multi Asset Product Director at Invesco Perpetual, will cover the following:

*The challenges of multi-asset investing
* Where we believe opportunities lie in today’s market environment
* How an all-weather portfolio can be created by investing in ideas

Joining this webinar will help you understand the challenges of today’s market environment, and how investing in ideas can help provide diversification benefits to a multi-asset portfolio.

“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
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

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.

The popularity of alternative risk premia (ARP) is growing and strategies that focus on ARP are increasingly being incorporated into portfolios. The attraction of this approach is that ARP can mimic strategies that have historically only been available through hedge fund vehicles, but with more favourable liquidity and cost characteristics, whilst retaining a low correlation to traditional equities and bonds.

In multi-asset investing the search for non-correlated returns leads to Alternative Risk Premia. Key topics that will be covered in this session include:

* What benefits do alternative risk premia (ARP) bring to a multi-asset portfolio?
* How can investors construct a portfolio that is diversified to weather key macroeconomic regimes?
* How can dynamic allocation in the alternative risk premia universe be used to manage downside risk?

Joining this webinar will help you to understand how alternative risk premia strategies can help provide diversification benefits to your multi-asset portfolios as well as providing you with the knowledge to better understand how to differentiate between the various risk premia strategies available and to select the ones most appropriate for your needs.