The Secrets to Leverage LinkedIn - What Every IFA Needs to Know
Philip Calvert is the founder of IFA Life and a leading expert on using Social Media in Financial Services. Philip runs several groups on LinkedIn, including the largest IFA group. He helps IFAs to significantly raise their profile on the well-known business networking site, and in this eye-openin
Philip Calvert is the founder of IFA Life and a leading expert on using Social Media in Financial Services. Philip runs several groups on LinkedIn, including the largest IFA group. He helps IFAs to significantly raise their profile on the well-known business networking site, and in this eye-opening webcast he will reveal many of the techniques that he personally uses to make valuable new connections and to win new business.
RecordedMar 14 201149 mins
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Sarah Francis (Polymath), Cillian Leonowicz (Deloitte), Sandra Freeman (Accuity), Ollie Purdue (Loot)
Is Regtech the new Fintech? The definition of Regtech differs depending on who you speak with. New fintech companies are now finding themselves having to comply with regulations for the first time. How will these affect them and how does this differ from incumbent organisations?
In this panel session, we will discuss:
-what are the existing regulated entities?
-how do new regulations affect banks vs. fintech start-ups
-how should fintech start-ups prepare for these regulations?
-the difference between new regtech companies and existing tech companies providing regulation services
-do regulators have the scope to accommodate Fintech companies?
Spend an hour with George Kinder as he leads a group meditation and discusses how to develop a mindfulness practice for yourself. There will be time for Q&A and discussion.
Can’t Miss Takeaways -
- You will:Learn the daily practice of Mindfulness and how it delivers practical benefits.
- Have access to an audio guide to a daily Mindfulness practice.
- Receive a free on-line copy of George Kinder’s book, Transforming Suffering into Wisdom: Mindfulness and The Art of Inner Listening.
Felix Lam, Portfolio Manager, Asia Pacific Equities
Picking the ‘Winners’
through our Structural Market Development research
The performance gap of ‘Winners’ and ‘Losers’ in the Asia region has in recent years widened and we believe this trend will continue in the years ahead. Globalisation forces, technological advancements, and domestic factors are all contributing to an accelerated pace of structural shifts in world economies, including those in Asia. For nearly a decade, our Asian Equities Investment team has been analyzing these “Structural Market Development’ trends, focusing on demand and supply factors which they believe will largely influence the future growth prospects of industries and companies in the region. This unique research framework provides strong empirical data to support the team’s strong-conviction stock ideas, with a portfolio consisting of Asia’s Top 50 future ‘Winners’.
Anik Sen, Managing Director; Elizabeth Soon, Managing Director; Cynthia Chen, VP, Investment Analyst, PineBridge Investments
Ongoing volatility continues to reveal compelling investment opportunities in Asian equities, as valuations look more attractive, China’s growth rate stabilises and domestic consumption soars.
The PineBridge Asia Equity team follow a pure bottom-up approach that seeks under-valued, globally competitive companies with significant growth potential. This time-tested approach has stood the 18-strong investment team in good stead during times of volatility.
Please join our team to hear their thoughts on the current outlook, potential bumps in the road and where they are finding growth opportunities for the rest of 2016 and beyond.
Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting
Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free ‘Better Business’ webcasts to support and educate advisers.
If you have clients who use your business on a regular basis find out how retainers can establish real and lasting value for your business and create customer loyalty.
Whilst retainers are commonplace in many service professions their adoption has been slow in financial services.
Panacea and Glassagh Consulting will explore with you:
- What a retainer programme could look like for your business
- The power of retainers in establishing long term client loyalty
- Why retainers makes you attractive as a strategic alliance for other professionals
- Why retainers can be your Trail of the future
A powerful tool to help you establish your retainer model now
Louise Beaumont, Matthew Hinkley (AltFi Advisory), Paul Sullivan (Modedaweb), Charlotte Petris (Timelio),Tania Ziegler (CCAF)
Whilst it is no longer a new idea, P2P lending still has a lot of hype around it and the opportunities within it for the future. Investment in this sector is increasing and SMEs are benefiting greatly from it.
In this panel session we will discuss:
-the alternative lending sector and how it can help SMEs obtain the capital they need for growth
-benefits for SMEs to sustain a healthy cashflow
-what role do government agencies play in AltFin?
-recent developments when it comes to AltFi in the real estate market
Johanna Pugh (Misys), Taylor Gerring (Ethereum), Hugh Halford-Thompson (Blockchain Tech Ltd), Kush Patel (Tallysticks)
Whilst many are familiar with blockchain technology, it has not made as big of a splash in the lending industry yet. Blockchain’s part in lending is not limited to securing a bitcoin loan. Join our panel of experts as they discuss the following:
-how blockchain can help small businesses and organisations in emerging markets
-can lending really be 100% transparent when on the blockchain?
-what are some of the reasons why businesses are still hesitant to lend and borrow on the blockchain?
-what are the regulations and compliance restrictions with this technology?
-who are some of the start-ups that are using this technology successfully?
Watch Part 1 of Blockchain: The Last Chance for Banks to Reinvent Themselves - http://bit.ly/24QmXXK
Watch Part 2 of Blockchain: A reality check: blockchain in financial services - http://bit.ly/1R6gCx9
Charles Zerah, Fund Manager and Keith Ney, Fund Manager, Carmignac
Carmignac Bond Fund managers Charles Zerah and Keith Ney will present their views on fixed income markets in terms of risks and opportunities. In the context of the challenges faced by the asset class, namely higher volatility and lower liquidity, they will provide a glimpse into their unique investment philosophy, that includes an extremely flexible and non-benchmarked, conviction driven approach as well as its application in their Funds.
In this webinar, we will answer some of the big questions ahead for bond investors. These include:
1. As central banks around the world try out negative interest rates, how effective will the experiment be?
2. How will the new policy package from the European Central Bank (ECB) impact on European and also global bond markets?
3. What safe haven options are left when so many high-quality government bonds offer ultra-low or negative yields?
4. How about opportunities in corporate debt?
5. In particular, is it time to reconsider battered energy and commodity bonds?
Konstantin Rabin (Kontomatik), Michael Ping (BlackHawk Investments), Philip Rakhou (CLSA)
Lenders today can benefit from a much wider range of the data to conduct credit scoring and KYC. Even though the technological backbone of lending certainly helps to perform better, the competition is on the raise too.
Attend this panel session where we will take a look at the main technological, operational and marketing KPIs for a successful online lender.
JS Gourevitch, Nathan Naidoo (Vodafone), Louise Holden (Mastercard), Chris Denny (Loot), Kyai Mullei (M-Changa), Maxim Thorne
Fintech has demonstrated in emerging countries that it can contribute efficiently to financial inclusion and sustainable development. Mobile payments, Mobile lending and savings and other services/products are providing new ways for excluded people to be better integrated and reach a better financial and social position.
Join this webinar where the key points that will be tackled include:
-Issues existing in developed countries despite an attempt to develop new solutions through regulation/legislation (e.g. universal bank accounts) and fintech could be providing new tools to address considerable needs in the US and Europe
-P2P lending could unlock some market segments that are very badly addressed by incumbent banks (e.g. SMEs/SMBs Lending, Mortage markets)
-Easy to use mobile/digital banks targeting the unbanked markets or markets such as students and foreign students that are either left unaddressed or badly addressed by incumbent banks would bring new positive contributions to financial inclusion.
Pierre Suhrcke (Pascal Capital), Tom Meredith (SmartToken Chain), Florent Roulet (NOR Capital)
With P2P lending being hailed as the future of lending, one has to ask, what are the risks involved, what are the challenges one might face in this realm, and ultimately, what are the limits of P2P lending?
Join this panel session where we will answer:
- Is the P2P Lending space not getting overcrowded ?
- What is the next phase in P2P lending ?
- The big awakening – once interest rates start to raise.
- Will Alternative lenders not eventually end up in the hand of the banks ?
Three months ago inflation was closer to zero than to target. Today it is closer to target than to zero, and is trending higher. The bond market is clearly taking notice. Although a lot depends on the oil price in the near term, we believe inflation breakevens have scope to rise further. Continued strength in the US labour market and recent Fed rhetoric indicate the FOMC could well be prepared to tolerate some temporary overshoot of its 2% inflation target.
Nadja Schlossel (Figo), Sergio Chalbaud (Fintonic), Joel Perlman (OakNorth)
The mobile world and mobility in general has opened many doors for small businesses and regular individuals who want to benefit from the P2P trend.
Join this session where we will discuss:
-Understanding individual customers' needs and how to create a product for the user
-The does "going mobile" really mean?
-Discussion of use cases with mobile lending
-Mobile banking adoption rates, APIs, Big Data, Biometrics, security concerns
David Brear (TDG), Kathryn Petralia (Kabbage), Sophie Guibaud (Fidor), Shaun Ledgerwood (Niu), Richard Sunman (Nostrum)
The lending industry has definitely been disrupted, with P2P lending leading the way. But with recent developments and incumbent organisations trying to play catch up, will Fintech be the main or alternative solution for the lending industry?
In this panel, we will discuss:
-Why consumers are choosing fintech lending platforms over more traditional ones
-What are some of the benefits that banks still offer in this space?
-What does the lending environment look like in 2016?
-What are some of the things new fintech companies can do to become the main lending solution?
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.