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A Unique Approach to Working with Professional Connections

Client referrals from professional connections (accountants and solicitors) can be the business breakthrough you have been chasing and almost every top firm uses this distribution channel as a key source of new business. But there are some problems with the usual approach that advisers take when trying to develop professional introducers. This presentation shows you what they are and how to avoid them.
Recorded Jul 27 2011 40 mins
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Presented by
Brett Davidson, Chief Executive, FP Advance
Presentation preview: A Unique Approach to Working with Professional Connections
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  • Impact Investing: Private Equity to Address Global Problems Sep 8 2021 5:00 pm UTC 60 mins
    Justin Kulla, TZP Group, Partner and Head of Impact Investing and ESG
    The United Nations estimates the world needs $5-7 trillion to address its largest and most challenging problems. While governments and non-profits will have a meaningful role to play, the private market will play the most important role in identifying, developing and scaling effective solutions. Education, medicine, financial inclusion and climate sectors will all be revolutionized by private sector technology and innovation. The purpose of this talk is to describe the ways in which impact investing is set to become the most important economic driver in the 21st Century because, and not in spite of, the social and societal needs.
  • Build-for-Rent: Rising to the Forefront Jul 7 2021 9:00 pm UTC 60 mins
    Jeff Cline, Co-CEO, SVN | SFR Capital Management
    Rising to the forefront, one commercial real estate (CRE) asset class has garnered nationwide interest while thriving through recent economic and social disruptions. Build-for-Rent - this commercial investment segment focused on buying portfolios of five or more newly-built rental homes - is experiencing accelerated growth with incredible growth momentum.

    The course of 2020 brought many new Build-for-Rent (BFR) home opportunities, and we believe it’s just getting started. As home builders are beginning to embrace this concept and are now assigning valuable land pipeline dedicated to BFR communities, we see 2021 as the start of a 10 to 20-year market depth.

    A large new trend in 2021 will be the number of dedicated BFR communities completed and occupied from what was previously a retail lot pipeline by regional and national builders. Between the advance of BFR pre and post-covid, there will be more consideration around the design and functionality of homes and the connectivity in the communities - the latter being even more of a focus on the BFR communities to create a better sense of engagement.

    Join Jeff Cline, Co-CEO of SVN | SFR Capital Management, LLC, a private, commercial real estate investment firm dedicated to the Build-for-Rent asset class, to hear about the sector that is leading the commercial real estate segment.

    Join us as we discuss:
    *A look into the future and what’s to come in 2021 and beyond.
    *An overview of the Build-for-Rent asset class leading the CRE segment and a comparison of these various segments for investment.
    *Financial performance compared with other investment segments.
  • Investing in Emerging Markets Without Investing in Emerging Markets Jul 6 2021 8:00 am UTC 60 mins
    James Whelan, Investment Manager, Head, Global Macro Fund, VFS Group
    The world is emerging from the Covid fog but the new question is not only “how much is already priced in to markets?” It is also “when things get back to normal who will gain the most?”

    The Emerging Market potential is enormous and the chances to profit are the same. However even if things go right for the Emerging Market economy the usual markets may not follow suit. James finds a way to turn the odds more in the investors favour by assessing what could go right, what could go wrong and what should benefit regardless.

    James will run through each major market’s pros and cons and look at the key funds to watch that will help investors gain the best outcome.
  • Hindsight is good, foresight is better: The Outlook for ETFs in 2021 Recorded: Jun 2 2021 64 mins
    Hector McNeil, Anthony Ginsberg, Chris Versace, Greg Taylor & Jane Edmondson
    With Bloomberg predicting thematic ETFs could reach $300 billion in 5 years[1], the outlook for ETFs is positive. Asset managers, banks and insurance companies are looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

    We’ll be joined by Hector McNeil, an ETF veteran and Co-CEO of Europe’s first white-label ETF provider, to discuss the growth of ETFs and what investors can expect to see in the near future.

    We will also be joined by North American asset managers from the cloud computing, healthcare innovation, online retail, digital infrastructure and medical cannabis sectors to discuss the growing adoption of ETFs and the outlook for their respective sectors.

    In this webinar we will explore:
    - The growth of ETFs in Europe
    - ETF liquidity
    - Thematic ETFs
    - Outlook

    Hector McNeil, Co-Founder and Co-CEO of HANetf
    Anthony Ginsberg, Managing Director, GinsGlobal Investment Management
    Chris Versace, Chief Investment Officer, Tematica Research
    Greg Taylor, Portfolio Manager, Purpose Investments
    Jane Edmondson, Co-Founder & Principal, EQM Indexes
  • Navigate the jungle of ESG ETFs: Building Robust Multi-Asset ESG Portfolios Recorded: Jun 2 2021 50 mins
    Pacome Breton, FRM, CAIA. Director Portfolio Research Nutmeg
    With ESG ETFs getting a significant share of the newly created ETF landscape, there is some pretty important differences among the different ETF providers that can be fairly difficult to navigate. With the addition of a much larger offer of Fixed Income ETFs, one can now build pretty robust and attractive diversified and Multi-Asset ETFs.

    Nutmeg has been a pioneer in ESG investing among digital wealth managers in Europe and has currently more than 25% of its asset and customers in ESG.
  • Moat investing: Generating Outperformance With an ETF Recorded: Jun 2 2021 44 mins
    Martijn Rozemuller & Brandon Rakszawski, VanEck
    US Large Cap investing has proven a particular difficult market to generate alpha.

    The VanEck Vectors Morningstar US Wide Moat ETF has generated significantly outperformance compared to the S&P 500 in most years since inception in 2015.

    Join this webcast as Martijn Rozemuller and Brandon Rakszawski explain the underlying philosophy and investment process.

    Martijn Rozemuller, CEO, VanEck
    Brandon Rakszawski, Senior ETF Product Manager, VanEck
  • Passive Pitfalls and Active Alpha in China ETFs Recorded: Jun 1 2021 49 mins
    Phillip Wool, PhD Managing Director & Head of Investment Solutions, Rayliant
    Chinese stocks produced one of the strongest returns of major equity markets in 2020, a welcome result for those betting on China’s rapid economic growth and low correlation with other global markets. On top of a compelling beta story, roughly 85% of trading in China is done by amateur retail investors, leading to rampant mispricings and the potential for intelligent strategies to yield large behavioral alpha. At the same time, mainland China’s markets carry an array of special risks, from questionable accounting and often confusing regulations to state-owned companies with weak governance and poor performance—the quintessential value traps.

    As China’s economy becomes “too big to ignore”, ETF investors looking for exposure will need navigate these unique challenges and opportunities. In this talk, Phillip Wool, Rayliant’s Head of Investment Solutions and a portfolio manager of Rayliant’s Quantamental China Equity ETF (RAYC), will explain why active management is an essential piece of the investing puzzle for Chinese stocks.

    Phillip will cover the pitfalls of passive ETF design in a retail-dominated market with a nuanced investment landscape, and explain how an active approach to building ETFs for China A shares manages risk and exploits behavioral bias to fully capture the benefits Chinese equities have to offer.
  • Fixed Income Funds: Active vs. Passive Recorded: Jun 1 2021 40 mins
    JR Rieger, Owner, The Rieger Report LLC
    Is 2021 the year of actively managed bond funds?

    The growth in choices of bond funds ranging from passive to active continues. What you need to know about the myths and realities of the bond market and fund performance.

    Join this discussion as we cover:
    -The risks in manager selection
    -The hard choice to make: active management or passive?
    -Bond funds or ETFs: strengths & weaknesses of both
    - When bonds go from boring to bad
  • EFTs: the key to future portfolio construction? Recorded: Jun 1 2021 51 mins
    Chris Marshall, Investment Director & Head of Investment Strategy, Dragon Investment Managers
    Traditionally, portfolio construction sees diversification as a problem best solved by a basic mix of asset classes split up by region or country. However the modern world we live in is very different from the one in which these concepts were formed. Geopolitical issues heighten macro-economic effects. Technology has helped reduced home bias in portfolios but also increased global correlations materially.

    At the same time, traditional portfolio hedges yield little in way of return but still subject investors to risk. In this talk, Chris Marshall, head of Investment Strategy at Dragon IM will outline how ETFs and their easy-to-implement offering of style and factor diversification provide an important tool in the new era of strategic portfolio construction.
  • ESG, Factor Exposures and ETF´s Recorded: Jun 1 2021 59 mins
    Ulf Füllgraf, Managing Director, Alpha Centauri
    Sustainable Investing developed from a niche product a few years ago into mainstream investing over the last two years. During and after the COVID crash in 2020, ESG ETF´s attracted billions of inflows as ESG indices outperformed “conventional” equity indices.

    Join this webinar to find out more about:

    *Different approaches to ESG- and Low Carbon investments and their drivers of risk and return with a focus on well-known factor exposures.
    *Passive strategies with a low tracking error to traditional benchmarks and the question, if they can add economic value beyond “doing good”.
    *Data challenges in ESG and the risks of quantitative ESG strategies of index providers delivered via ETF´s.
    *Factor Investing in combination with carbon footprint reduction and if this combination can deliver a better risk-/return trade-off than passive approaches via ETF or active Long Only-strategies
  • How Investors Can Prepare For and Hedge ‘Black Swan’ Risks. Recorded: May 5 2021 60 mins
    Dana Hanby | John Coley | Ioannis Ioannou | Andrew Gates | Nazim Osmancik
    The Global Economy at the beginning of this year was hit by arguably two black swan events. The collapse of OPEC-Russia cooperation on oil production has triggered a financial market shock. This event was however dwarfed by a coronavirus-induced growth shock on an unprecedented scale. Theoretically, we should have been prepared.

    We live in an era of rapidly changing global landscapes and local environments. Viruses with RNA as their genetic material can quickly adapt to and exploit these varying conditions” – This and similar quotes, which were warning us even more explicitly about a potential pandemic, we could have read in books published already five or even 10 years ago. And indeed the risk – the “spread of infectious diseases” - featured as second on the World Economic Forum’s Global Risk by impact register in 2015. Yet, just a year later it went down to 8th position and has featured even lower than that (in 10th place) in the last 3 years. 'Climate action failure' and 'weapons of mass distraction' risks took over the prominent positions on the risk register.

    But how are companies preparing for and hedging against low probability, high impact risks?

    Should black swans events be hedged against or is this an ‘opportunity’ to re-design business models?

    Can these risks be hedged and/or insured? At what cost (if at all)?

    Who ‘owns’ these risks in the organisation and how can Boards add the most value?

    Are issues like Climate Preparedness put aside or are they take on a new meaning?

    These and many more aspects we will be discussing with our excellent panel:

    Andrew Gates – CEO – Macquarie Bank Europe
    Ioannis Ioannou – Associate Professor of Strategy and Entrepreneurship – London Business School
    John Coley – Head of Risk Consulting Practice for EMEA – Norton Rose Fulbright
    Nazim Osmancik – Chief Risk Officer, Energy Trading - Centrica
    Moderated by Dana Hanby – Managing Director – ESG Nexus
  • How Fintechs & Legacy Providers Are Working Together To Offer Value in Market Recorded: Apr 16 2021 59 mins
    Paul Wendee, Managing Director at Northwest Quadrant Opportunity Fund LLC
    This presentation will look at the new investment arena of Fintech and how Fintech and legacy providers are working together to offer value in the market. Fintech is a relatively new and emerging field in finance. This presentation will cover the following topics and more:

    • Fintech - Old and New
    • Artificial Intelligence
    • Crowdfunding Platforms and the Three Types of Crowdfunding
    • Reg CF – Registered Crowdfunding
    • Online Financial Planning Applications
    • Other Topics
  • What to Do When an Investment Strategy Performs Poorly Recorded: Apr 16 2021 57 mins
    Larry Swedroe, Chief Research Officer, Buckingham Strategic Wealth
    In recent years, US stocks have far outperformed international stocks. Growth stocks have far outperformed value stocks. This has led to question the benefits of diversification and ask what they should do when an investment strategy performs poorly.

    The goal of this talk is to answer that very question: what should you do about poor performance? We will discuss the value of patience and how the all-too-human problems of recency bias, relativism and engaging leads many investors to abandon well-thought out plans.
  • Matching investors with African businesses seeking capital of $5m to $50m+ Recorded: Apr 16 2021 36 mins
    Mark Taylor, CEO at Neu Capital Africa
    This presentation will explore the key requirements for capital-raising in Africa primarily from the perspective of a business which is raising capital. In addition, we will make some observations which should be useful to an investor which is considering deploying capital in Africa but is new to the continent.

    There are a number of key issues for a business to consider if it is raising capital. A capital-seeker needs an honest appreciation of how its investment will be assessed by investors and the investment’s level of investor-readiness. Capital-seekers should ensure that they have good quality professional help and be prepared to pay for this. When prosecuting a capital-raise, it is important to maintain momentum and rhythm in the process. To ensure minimum disruption to the operations, it is important to understand the investors’ interests and approval mechanisms accurately. Finally, raising capital from third parties entails that you know your regulatory obligations.

    As a new investor to Africa, it can be daunting to find a safe environment in which you can be confident that you are dealing with quality counterparties, that you avoid expensive mock charges because due diligence reveals fatal flaws which you should have flushed out early in the process, and manage reputational risk as you navigate cultural differences while ensuring sound corporate governance.
  • The Build-for-Rent Rental Home Investment Boom Recorded: Apr 15 2021 23 mins
    Jeff Cline, Co-CEO of SVN | SFR Capital Management, LLC
    Since the start of the pandemic, one commercial real estate (CRE) segment experienced fast and furious acceleration, gaining in both popularity and demand as a result. Build-for-Rent - this growing commercial investment asset class focused on buying a large number of newly-built rental homes - is today rising to the forefront.

    The pandemic has brought many new Build-for-Rent (BFR) home opportunities, and we believe it’s just getting started. As home builders are beginning to embrace this concept and are now assigning valuable land pipeline dedicated to BFR communities, we see 2021 as the start of a 10 to 20-year market depth.

    A large new trend in 2021 will be the number of dedicated BFR communities completed and occupied from what was previously a retail lot pipeline by regional and national builders. Between the advance of BFR pre and post-covid, there will be more consideration around the design and functionality of homes and the connectivity in the communities - the latter being even more of a focus on the BFR communities to create a better sense of engagement.

    Join Jeff Cline, Co-CEO of SVN | SFR Capital Management, LLC, a private, commercial real estate investment firm dedicated to the Build-for-Rent asset class, to hear about the sector that is leading the commercial real estate segment. In this presentation, Cline will discuss:

    An overview of the Build-for-Rent asset class leading the CRE segment.
    Financial performance compared with other investment segments.
    A comparison of all CRE asset classes for investment.
    A look at what’s to come in 2021 and beyond.
  • IM Outlook for 2021: Recovering and Thriving in a Post-COVID World Recorded: Apr 15 2021 63 mins
    Hector McNeil at HANetf, Massy Larizadeh at New Horizons Advisory, Michael Koegler at Market Alpha Advisors LLC
    The COVID-19 pandemic continues to shape the investment management story for 2021. While revenues for investment management firms remained largely intact in 2020, the pandemic still impacted the people, operations, and technology used by investment managers.

    Deloitte forecasts weakness for the economy going forward until the deployment of COVID-19 vaccines. What does the path forward look like for investment management firms?

    In this outlook, join investor managers and other experts as we will explore the current status and plans for achieving success in 2021 and beyond.
    - Industry impact from COVID-19
    - Understanding how 2020 shifted investment preferences
    - Passive funds and private capital
    - Market volatility and price movement at the industry sector and asset class levels
    - How active managers are providing value to investors through the volatility
    - Will a lumpy economic recovery favor some investment managers over others
    - Talent, financial management, and operations emerging stronger than they were at the start of 2020

    Hector McNeil, CEO at HANetf
    Massy Larizadeh, Managing Director/Founder of New Horizons Advisory
    Michael Koegler, Managing Principal and Co-Founder of Market Alpha Advisors LLC
  • Rising Equities, rising Inflation – how should you allocate your portfolio? Recorded: Apr 15 2021 56 mins
    Dr. Sönke J. Siemßen, Head of Client Portfolio Management at Nomura Asset Management Europe KVG mbH
    End of Covid-19 crisis is in sight, equities are up, earnings forecasts exuberant. What could possibly go wrong? Soenke examines the regional differences in the recovery, fiscal policies and monetary policies.

    The divergences in the world are increasing. Who are the winners, who are the losers? Should this not be reflected in market prices? He will also take a close look at the threat of inflation – in the short term as well as the long-term – and the likely reactions of central banks.

    Finally the implications for strategic and tactical asset allocation – how do high valuations, inflation and regional disparities during the Covid-19 crisis as well as the market recovery impact our choices? Does current market volatility yield opportunity?
  • Investing in times of a changing climate Recorded: Apr 15 2021 57 mins
    Tim Bachmann, Vice President, Portfolio Manager Global Equities, Active Equities at DWS Investment GmbH
    Recent months and years have once again highlighted the consequences for society of unchanged climate-damaging actions. That's because the directly measurable damages from natural disasters totaled $160 billion in 2019. And in 2020, the figure already exceeded $200 billion.

    This contrasts with about $915 billion already invested in renewable energy and energy efficiency projects in 2019. But studies have shown that this amount will need to at least triple by 2030-40 to meet the goals of the Paris Climate Agreement.

    And so it is little wonder that the biggest climate sinners are taking decisive and targeted action in 2020 (e.g. the U.S. by re-entering the Paris Climate Agreement). Therefore, "clean technologies" should also offer attractive investment opportunities in the coming decades.

    In today’s webinar you will learn:

    -that climate change should not only be perceived as a financial risk but also as a long-term investment opportunity
    -an update on the latest political and technological progress towards carbon neutrality targets
    -the concept of climate mitigation and climate adaptation as well as a selection of long-term sustainable investment trends with strong growth potential
    -how to unlock value by investing into clean technology stocks while taking into account theme purity as well as ESG criteria

    Investors who consider climate change not only as a major damaging event but also as an opportunity are looking at a broad investment spectrum. The topic of climate change has the potential to demonstrate once again how well investors with dedicated funds can reconcile return and sustainability goals.
  • Digitally Evolving Credit Unions: A Business Case for Evolving Member Experience Recorded: Apr 14 2021 42 mins
    Elizabeth Kaspern, SVP at TruMark Financial Credit Union, Jay Levin, CRO at Relay Network & Karen Diamond, pureIntegration
    Today’s credit union members expect a consistent, personalized experience—no matter how or where they interact with you: in person, by telephone, through a smartphone application, or on your website. Join us to hear from industry leaders who will break down what it really means to evolve the member experience, how to plan your member’s digital journey, and how small changes make a big difference.
  • Thematic Investing: Finding the Right ETF Recorded: Apr 14 2021 61 mins
    Presenters from: HANetf, Sanlam Investments, iClima Earth, and Tematica Research
    The European ETF market continues to grow as asset managers, banks and insurance companies are viewing them as a strategic opportunity. Thematic ETFs, in particular, have soared in the beginning of 2021 as investors look to gain exposure to global trends.

    HANetf, Europe’s first white label ETF provider, will be joined by some of their partners to discuss Q1 performance and what investors can expect going into Q2. The European ETF market is growing rapidly, with HANetf’s AUM increasing 85% during the first 3 months of 2021. The news of vaccine roll-outs and hope of national lockdowns being lifted fueled market activity and influenced many areas.

    We’ll be joined by 3 asset managers to discuss the performance of their industries in the first quarter of 2021. The topics we will be discussing include:

    Global equities
    Decarbonisation and new legislation
    Digital infrastructure and the roll-out of 5G

    Hector McNeil, co-founder and co-CEO of HANetf
    Hannah Gooch-Peters, Global Equity Investment Analyst at Sanlam Investments
    Gabriela Herculano, co-founder and co-CEO of iClima Earth
    Lenore Hawkins, Chief Macro Strategist at Tematica Research
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  • Title: A Unique Approach to Working with Professional Connections
  • Live at: Jul 27 2011 12:15 pm
  • Presented by: Brett Davidson, Chief Executive, FP Advance
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