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6 Rules for More and Better Referrals

This easily digestible referrals webinar for IFAs will share practical advice and tips to ensure you maximise your reach to engage and grow new prospects.
Recorded Jan 18 2012 45 mins
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Presented by
Matt Anderson, The Referral Authority
Presentation preview: 6 Rules for More and Better Referrals
  • Channel
  • Channel profile
  • ETF resilience through recent market volatility Jul 9 2020 12:00 pm UTC 60 mins
    Ivan Gilmore, London Stock Exchange and Jason Warr, BlackRock
    Financial markets had to navigate a huge market shock in Q1 this year, where some equity indices fell 30% in a little over 20 trading days. During this time of unprecedented volatility, London Stock Exchange and other European exchanges witnessed new records for ETF trading. Join this talk with Ivan Gilmore from London Stock Exchange and Jason Warr from BlackRock on ETF resilience throughout this turbulent period.

    They will discuss the impact on primary and secondary market trading and how they expect the ETF ecosystem to evolve with new innovative products, new functionalities such as RFQ 2.0 with order book sweep, as well as post trade enhancements.

    - Ivan Gilmore, Head of Exchange Traded Products & Global Product Development, London Stock Exchange
    - Jason Warr, Managing Director, EMEA Head of EII Markets, BlackRock
  • What ETFs are telling us about market trends and where we may be going Jul 9 2020 10:00 am UTC 60 mins
    Amanda Rebello, Head of Passive Sales, UK, Ireland & Channel Islands, DWS
    In this webinar, Xtrackers will:

    - Give an overview of recent market flows,

    - Dive deeper into the incorporation of sectors, factors and ESG in portfolios during the COVID-19 global crisis,

    - Touch on valuations and momentum, and

    - Conclude on where product development is heading.
  • Investment Strategies to Capture China’s Growing Importance In Global Portfolios Jul 8 2020 12:00 pm UTC 45 mins
    Sjef Pieters, Head of European Sales, KraneShares
    The size, increased international access, and differentiated performance characteristics of China's equity and fixed-income markets make having a sound investment strategy around China more critical than ever before.

    KraneShares offers core and thematic strategies for our clients to gain strategic access to China's markets.​

    Our core equity strategies include access to China A-shares and ESG opportunities. Our thematic strategy offers exposure to China's booming domestic consumption trend, which is increasingly taking place online. Our most recent fund provides exposure to China's bond market, which may provide a meaningful, uncorrelated source of yield for fixed income investors.

    Our strategies are formed based on our in-depth knowledge of investing and are differentiated through strong partnerships within China and around the world. We help investors stay up to date on global market trends and aim to provide meaningful diversification.

    About the speaker:

    Sjef Pieters joined KraneShares as the Head of European Sales in 2018 to build and expand the firm’s business and client base in Europe. He is responsible for managing relationships with a broad range of investor types including pension funds, (private) banks, wealth and asset managers and family offices.

    Prior to KraneShares, Sjef held a number of different business development and sales roles at different asset managers representing a range of investment solutions and strategies range such as ETFs, managed accounts, mutual funds and hedge funds.

    Sjef is excited to bring KraneShares’ insights in investing in China and other markets to investors in Europe.

    For clients interested in UCITS please contact Sjef Pieters directly: Phone: +31 (6) 492 496 89 Email: sjef.pieters@kraneshares.com
  • What does the future of Exchange Traded Funds Hold? Jul 8 2020 11:00 am UTC 31 mins
    Scott Bewley, Managing Director, Enterprisesaas.co
    When it comes to investing in ETFs, there is a balance between investing in a Fund that offers the
    greatest return at the lowest cost, without additional risk.

    So, what does the future hold post Covid19 pandemic?

    Join this webinar with Scott Bewley, Founder at Enterprisesaas.co to learn:
    - How to define value today
    - How to measure value
    - How to ensure enduring value in the future
  • Funds to Watch: Investing EM Ecommerce, Cloud Computing, Gold and Bitcoin Using Jul 8 2020 10:00 am UTC 45 mins
    Hector McNeil, Co-CEO and Co-Founder, HANetf
    We will cover HANetf’s unique product range, discussing how our thematic emerging markets ecommerce and cloud technology ETFs provide investors exposure to global megatrends. Hector will also talk about The Royal Mint’s first financially listed product, as well as the recently launched Bitcoin ETP.

    - Introduction to HANetf

    - Emerging Markets Internet and Ecommerce UCITS ETF (EMQQ): thematic exposure aligned with long-term global demographic and technological changes that expanding internet accesses and increasing affluence and consumerism in the developing world.

    - HAN-GINS Cloud Technology UCITS ETF (SKYY): a thematic ETF providing exposure to companies active in the field of cloud computing, such as service providers or producers of equipment or software focused on cloud computing.

    - The Royal Mint Physical Gold ETC (RMAU): introducing the first financial product to be sponsored by The Royal Mint and the first gold ETC custodied with a European Sovereign mint. Investing in responsibly sourced gold bars through an ETC with reduced systemic risk.

    - BTCetc Bitcoin Exchange Traded Crypto (BTCE): Physical bitcoin exposure, exchange traded, and the first crypto ETP to be centrally counterparty cleared globally. Own and trade bitcoin through a regulated exchange. Bitcoin as an asset class.

    - Q&A
  • Active Asset Allocation + Passive Building Blocks = Superior Net Returns Jul 8 2020 8:00 am UTC 30 mins
    Simon McConnell, Portfolio Manager, Netwealth Investments
    Join Netwealth’s investment manager, Simon McConnell, as he shares insights into how to ensure you have the best combination of active and passive in your investment approach.

    The webinar will explore:

    - How combining active asset allocation with cost efficient implementation can enhance client outcomes

    - Why a holistic approach to considering clients’ wealth can combine both active and passive holdings within their total portfolio

    - Key future developments we envisage for the ETF investment landscape

    About the speaker:
    Before joining Netwealth in 2016, Simon was a portfolio manager in the Multi Asset team at UBS Asset Management, both in London and Hong Kong. He is a key contributor in the Netwealth investment committee, focusing on idea generation, instrument selection and portfolio construction. Simon is responsible for ongoing portfolio management, monitoring and trade implementation.
  • Smart Investing - China Insight & Solutions Recorded: Jul 1 2020 48 mins
    Shuang Cai – President, China Post Global
    Shuang Cai - President, China Post Global provides insight on the China markets and discusses smart beta investment solutions.
  • What does the future of Exchange Traded Funds Hold? Recorded: Jun 25 2020 32 mins
    Scott Bewley, Managing Director, Enterprisesaas.co
    When it comes to investing in ETFs, there is a balance between investing in a Fund that offers the
    greatest return at the lowest cost, without additional risk.

    So, what does the future hold post Covid19 pandemic?

    Join this webinar with Scott Bewley, Founder at Enterprisesaas.co to learn:
    - How to define value today
    - How to measure value
    - How to ensure enduring value in the future
  • Global Capital Markets and the Economic Outlook with Todd Buchholz Recorded: Jun 18 2020 61 mins
    Sonal Patel, Ocorian
    Todd Buchholz, renowned economist, White House adviser and best-selling author, joins James Maitland and Sonal Patel from Ocorian to discuss the adaptability and resilience of global capital markets following the world’s lockdown. Topics covered will include: global economic and capital market trends, distressed debt, the return to growth and opportunities in the credit sector.


    Todd Buchholz, Former White House Director of Economic Policy, Economist and Author
    Sonal Patel, Managing Director, Head of Sales - Americas, Bermuda, Caribbean - Ocorian (moderator)
    James Maitland, Regional Head of Americas and Global Capital Markets Service Line Leader - Ocorian
  • China during Covid-19: Creating Opportunities for Aubrey Global Emerging Market Recorded: Jun 17 2020 46 mins
    Rob Brewis, Fund Manager | John Ewart, Fund Manager | Andrew Dalrymple, Investment Director
    Join Rob Brewis, Fund Manager, Andrew Dalrymple, Investment Director, and John Ewart, Fund Manager as they explore challenges that Covid-19 has uncovered, and share investment solutions that Aubrey Capital Management is offering

    Topics covered include:
    - What is the outlook for EM now?
    - Why focussing on the EM consumer is important.
    - Why China has been key to this Fund’s success through the Covid-19 crisis
    - What makes the Aubrey approach different?
  • Thematic Investing: Technological Transformation Recorded: Jun 9 2020 60 mins
    Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

    In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics.

    Our Panel includes:
    [Moderator] Justin Simler of Tatton Investment Management
    Richard Lightbound, CEO, EMEA of Robo Global
    Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
    Christopher Gannatti, Head of Research, Europe for WisdomTree
  • Global Real Estate: 2020 Q2 Update Recorded: Jun 9 2020 57 mins
    Antonio Curia, Wimmer Family Office | Simon Wallace, DWS | Lars Flaoyen, Aberdeen Standard | Matthew Burnham, Greystar
    As markets react to COVID-19, this panel brings together leading real estate professionals to discuss the outlook for the global real estate market.
  • ETFs in 2020: A Global Outlook Recorded: Jun 3 2020 61 mins
    Rochelle Antoniewicz, ICI | Igor Tsukerman, Passed Pawn Advisors | Irene Bauer, Twenty20 Investments
    Markets are still reeling from the impacts of Covid-19 on the global economy. What has this done to the ETF market? Is liquidity an issue? What industries have shown more promise than others? And, what is the outlook moving forward?
    In this webinar, you'll learn:
    - Performance of the ETF marketing thus far in 2020
    - How different sectors have been performing
    - What areas of opportunity are
    - How to communicate these learnings with clients
  • ETF, A Fantastic Investment Tool Recorded: Jun 3 2020 23 mins
    Laure Peyranne, Head of ETF for Iberia, Latin America and US Offshore, Invesco
    Join this talk with Laure Peyranne on how fixed Income ETFs have held up during the March drawdown and how they have passed the liquidity test there were due for.

    We are seeing more demand for ESG investment solution and regulation is also pushing. ETFs are easy tools to use from an allocation perspective and from a regulatory approach.

    About the speaker:
    Laure is a professional with 15 years of experience in the asset management industry, with very strong expertise in the ETF field, together with an in-depth knowledge of clients’ needs. Prior to joining Invesco in 2018, Laure worked for 6 years as Head of Amundi ETF & Smart Beta strategies for Iberia and Latin America, boosting Amundi from scratch to become the 3rd ETF provider in the region. Before that, she was Senior Sales Manager for Societe Generale for 6 years, covering France, Iberia and Latin America.
  • New Normal or New Now in a Pandemic World - Economic and Societal Change Recorded: Jun 3 2020 44 mins
    Kaleem Hussain (LLB, LLM, Level 4 DipFA, PDLGM, Prince 2), Managing Director, Guidance Consultancy
    This talk with Guidance Consultancy's Kaleem Hussain will cover:

    Economic Contraction – Fall in GDP and Increase in Unemployment,

    Financial Services Change – Increase in debt, state dependency, Universal Income Proposition

    Legal & Regulatory Changes – Covid-19 Secure workspaces, compliance, business continuity

    Working Patterns Shift – Increase scope for remote working, health and well being, collaboration meetings, less dependency on business office space, automation.

    Education & Learning – Increase in distance learning and online learning. Impact on higher education, international students, fees. Learning provider adjustments.

    Society – Role of the state, Big Society, localism and regionalism

    Risk Management – Cyber attacks, threats, Covid-19 mitigation, fraud, crime, Brexit impacts

    Winners and Losers in a Pandemic World – Amazon, Tesco, Netflix, Zoom, Youtube, Markets, Sports, Theatre, Arts, Movies, Charities.

    Kaleem has a multi-disciplinary public and private sector background working on regulatory change and transformation programmes for the major financial services and government organisations in the UK.
  • Liquidity in a Crisis: Using Passive And Active ETFs To Protect Your Portfolio Recorded: Jun 2 2020 61 mins
    Paul Ellis | Martina Macpherson | Mona Naqvi | Linda Zhang
    Understand how Active and Passive ETFs are faring in the current market, and learn how to employ them in a portfolio to reduce volatility.

    Paul Ellis, Impact Investing Marketing & Social Media Consultant, Advisor Education and Founder, The Sustainable Finance Podcast (moderator)
    Martina Macpherson, Senior Vice President, Strategic Partnerships & Engagement, Moody's Corporation
    Mona Naqvi, Head of ESG Product Strategy, North America at S&P Dow Jones Indices
    Linda Zhang, CEO and Founder, Purview Investments
  • Active Investing via Passive ETFs Recorded: Jun 2 2020 44 mins
    John Leiper, Head of Portfolio Management, Tavistock
    Tavistock Wealth is a leader in the ETF asset management industry with a track record approaching 6-years – “one of the longest in the world” to the best of our knowledge.

    ETFs have become increasingly popular over the last few years and their unique characteristics make them ideal for top-down, asset allocation driven investing. Which is what we do.

    We adopt a top-down view of the world. This allows us to determine the broad macroeconomic and geopolitical trends that drive markets. We then allocate risk as appropriate around the globe and across asset classes including equity and bond ETFs and commodity ETCs via a mixture of traditional market cap weighted indices as well as smart beta strategies.

    In addition, our ESG range adheres to a best-in-class environmental, social, governance investment policy which is a data-driven framework designed to distinguish between ESG leaders and laggards.
  • How Investors Can Prepare For and Hedge ‘Black Swan’ Risks. Recorded: May 21 2020 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
  • Founders Spotlight: Marc Randolph, Founder & First CEO of Netflix Recorded: May 19 2020 66 mins
    Marc Randolph, Founder & First CEO, Netflix | Ryan Ross
    In the late 1990s, the internet was just emerging as the place to sell things, the video rental market was a $3 Billion dollar market, and the DVD was only used by fringe film enthusiasts. In this environment, Marc Randolph, supplied with startup funding from friends (including Reed Hastings) & family, began building Netflix the company that exploited the convergence of these forces and has become a driving force in our cultural lexicon.

    In this interview, Ryan Ross will interview Marc Randolph about starting & growing a lasting company, from inception to IPO.

    How to recruit for something that doesn't exist yet
    The difference & similarity between starting a company in 2000 and 2020
    Marketing concepts consumers don't understand
    The right way to brainstorm ideas
    How to figure out where the puck is going
    How to deal with the emotional burden of responsibility
    How to look at failure productively
    When to cede power to people with other skill sets
    Identifying the important metrics to focus on - even if they are vanity metrics.

    Link to "That Will Never Work": https://www.amazon.co.uk/dp/B07QRVWBX2/ref=dp-kindle-redirect?_encoding=UTF8&btkr=1
  • Global Real Estate: 2020 Q2 Update Recorded: May 14 2020 58 mins
    Antonio Curia, Wimmer Family Office | Simon Wallace, DWS | Lars Flaoyen, Aberdeen Standard | Matthew Burnham, Greystar
    As markets react to COVID-19, this panel brings together leading real estate professionals from to discuss the outlook for the global real estate market.
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  • Title: 6 Rules for More and Better Referrals
  • Live at: Jan 18 2012 3:00 pm
  • Presented by: Matt Anderson, The Referral Authority
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