AUGUST 2019

Event Date & Time

Event Type

Event Host

Event Information

*Times indicate PST

Monday

August 19, 2019

6:00 a.m. to 7:00 a.m.

Pershing BrightTalk

Janus Henderson Global Dividend Index: Expert insight – Edition 23

Ben Lofthouse, Head of Global Equity Income will discuss highlights from our latest Janus Henderson Global Dividend Index (#JHGDI) report.

Monday

August 19, 2019

6:30 a.m. to 7:09 a.m.

Pershing BrightTalk

Where are all the Impact Investing Ideas?

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. 

Monday 

August 19, 2019

7:00 a.m. to 8:00 a.m.

Pershing BrightTalk

Reflecting on the EU legislative changes in sustainable finance

Reflecting on the EU legislative changes in sustainable finance: How organisations and individuals can master the educational challenge?

While the EU’s Action Plan for Financing Sustainable Growth and it’s Technical Expert Group have made exceptional progress towards creating a financial market infrastructure that is conducive to a truly sustainable financial market, the exceptional amount, ambition and execution of the work have also led to an unprecedented educational challenge in the sustainable finance space

Tuesday

August 20, 2019

2:00 a.m. to 2:55 a.m.

Webcast

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Pershing BrightTalk

The Artificial Intelligence Investment Opportunity

Investment and adoption of Artificial Intelligence (AI) is on the rise, across all industries. The exponential growth in technology can be explained by the AI Flywheel Effect – the effect in which an AI product continuously improves with use. We believe AI is poised to catalyse economic growth for the next decade.

Tuesday

August 20, 2019

4:00 a.m. to 4:58 a.m.

Pershing BrightTalk

Coaching Tools to Empower Performance

How are your coaching skills? Do you feel you genuinely empower people to come up with ideas and improve performance or could your coaching toolbox do with a bit of brushing up? 

Webcast

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Pershing BrightTalk

Webcast

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Pershing BrightTalk

Webcast

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Pershing BrightTalk

Webcast

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Pershing BrightTalk

Thursday

August 22, 2019

3:00 a.m. to 5:00 a.m.

Pershing BrightTalk

InsurTech 2020: Emerging Trends and Technologies

This panel session will go over the current landscape in the insurance industry and the trends and technologies that are looking to disrupt in.

Tuesday

August 27, 2019

11:00 a.m. to 12:00 a.m.

eMoney

August Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.

Tuesday

August 27, 2019

11:00 a.m. to 12:00 a.m.

eMoney

Career Development – Nudge your way to a mentor network

Success takes teamwork. No one can do it all on their own and interacting with new people is important. We never know who we might meet and the effect they may have on our professional life and career. 

SEPTEMBER 2019

Event Date & Time

Event Type

Event Host

Event Information

*Times indicate PST

Thursday

September 5, 2019

6:00 a.m. to 7:00 a.m.

BrightTalk
Women in Business

Principles of Prioritisation 

In this webinar, the team from Subsector will share some of their core principles of prioritisation. The 6 principles covered in the webinar can be used by anyone, and these 6 are the secret ingredients in their algorithmic decision model, the N2D Method.

Thursday

September 5, 2019

6:00 a.m. to 7:00 a.m.

BrightTalk
Women in Business

Global update on the future of sustainable finance

Responsible Investor is proud to present a new edition in our sustainable finance webinar series focused on the global implications of the European Commission’s Sustainable Finance Action Plan, with updates on developments in Asia and North America. Coming after the G7 meeting in Biarritz, France at the end of August, this webinar will unpack the implications of the sustainable finance regulatory agenda for global investors.

Tuesday

September 10, 2019
Denver

InvestmentsNews

The InvestmentNews Women Adviser Summits

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Monday

September 23, 2019

8:00 a.m. to 9:00 a.m.

Pershing BrightTalk

Banking on ESG: How will the banking sector adapt in an era of global volatility

Sustainable finance and ESG integration are fast becoming a global preoccupation for the banking sector. As ESG reporting shifts from niche to mainstream and begins to have balance sheet implications, investors are raising challenging questions on how ESG performance is assessed, managed, and reported on across core banking business units. From corporate governance and board composition to loan portfolio credit quality, new data is driving a shift in approach to ESG integration and reporting across jurisdictions. 

Monday

September 16, 2019

7:00 a.m. to 8:00 a.m.

Pershing BrightTalk

ESG Integration into Manager Selection & Monitoring

Join us on 23 September at 4pm BST as we explore the topic of ESG integration in manager selection and monitoring. The webinar will feature industry experts from Aon and the San Francisco Employee’s Retirement System (SFERS).

As the effects of climate change shape our world, investors are coming under increasing pressure to integrate ESG into their processes. For asset owners who rely on external managers, it is vital to be able to understand and monitor the integration process. For those selecting funds on behalf of their clients, it is important to validate how ESG is being incorporated and if it is being done on a consistent basis.

Responsible Investor and Style Analytics are holding this webinar to discuss real examples of ESG integration, including a review of the key challenges faced and lessons learned from a public pension fund.

Tuesday

September 24, 2019

11:00 a.m. to 12:00 a.m.

eMoney

September Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.

Tuesday

September 24, 2019
New York, NY

Conference

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InvestmentsNews

Excellence in Diversity & Inclusion Awards Luncheon

Celebrating Differences, Inspiring an Industry

Attend an event celebrating diversity and inclusion as well as recognizing those who are leading the financial services profession in this important endeavor. Join InvestmentNews, as we strive to raise awareness, educate and inspire an industry to embrace diversity.

OCTOBER 2019

Event Date & Time

Event Type

Event Host

Event Information

*Times indicate PST

Tuesday

October 22, 2019

San Francisco

InvestmentsNews

The InvestmentNews Women Adviser Summits

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Tuesday

October 29, 2019

11:00 a.m. to 12:00 a.m.

eMoney

October Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.

Wednesday

October 30, 2019

8:00 a.m. to 9:30 a.m.

Pershing BrightTalk

Moving the dial on ESG in Real Estate

Amanda Young, Head of Global ESG Investment Research, and Dan Grandage, Head of ESG in Real Estate, discuss how and why it is important to include ESG into your portfolio construction and how it has been incorporated with Real Estate investing at Aberdeen Standard Investments.

NOVEMBER 2019

Event Date & Time

Event Type

Event Host

Event Information

*Times indicate PST

Tuesday

November 19, 2019
New York City

InvestmentsNews

The InvestmentNews Women Adviser Summits

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Thursday

November 21, 2019

10:00 a.m. to 11:00 a.m.

Pershing BrightTalk

U.S. Banks and Data Privacy: CCPA, GDPR, and Beyond

Gartner includes data ethics and privacy on their list of the top 10 strategic technology trends of 2019, placing these issues on the same level as AI-driven development, blockchain, and edge computing.With the enforcement of GDPR in May 2018, the enactment of the California Consumer Privacy Act (CCPA) one month later, and other state and federal data privacy proposals not far behind, financial institutions of all sizes are having to devote time, personnel, and resources to the task of getting a handle on their data practices.

Tuesday

November 26, 2019

11:00 a.m. to 12:00 a.m.

eMoney

November Product Release Update

Learn about the latest eMoney features, enhancements coming soon, and how to incorporate them into your practice.

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