Finance Webinars

End-to-end visibility, for both payments and securities, a recurring and resounding ideal that has particularly positive ramifications within the context of cross-border transactions is the key ambition of the payments and securities industry. This concept entails enabling all transaction stakeholders to comprehensively monitor the entire payment and securities settlement journey, from initiation to completion and reconciliation. By ensuring transparency regarding transaction status, particulars, fees, intermediaries, and potential obstacles, end-to-end visibility emerges as a cornerstone for navigating the complexities of modern global financial transactions.Due to the already busy road maps for financial institutions, the ambition of comprehensive control and transparency can only be achieved by the industry working together and using the expertise of trusted third-party providers. All too often, financial institutions try to juggle multiple projects and mandatory implementations themselves without having the in-house resources, and expertise. The end goal is to support efficiency through digital payments, securities settlement transformation, and corporate action flow, especially with the market drive towards real-time transactions for an improved customer experience. However, it will be those players that solve for the foundational elements of success —precise data, exception management, visibility, scalability, high availability, robust and flexible infrastructure, and collaborative partnerships—that will realise the fastest route to achieving the holy grail of end-to-end financial transaction visibility.• Swift connectivity via SaaS vs. On-Premise• Achieving end-to-end visibility with reconciliation• Managing corporate actions• Reducing failure in securities settlement• Harnessing the potential of ISO 20022 for payments, securities, and matching• What are the next steps?By following these steps, banks and financial institutions can confidently navigate the evolving financial industry. As the industry propels towards real-time payments, enhanced monitoring of securities, prioritising end-to-end visibility ensures a robust foundation for future innovations.Speakers: Sharon Toh, Head of ASEAN Region, SWIFT; Zennon Kapron, Managing Director, Kapronasia; Sumedha Thomare, Head of Client Delivery, Invartis Consulting; Frédéric Viard, Head of Commercial Product Management – Financial Messaging, Bottomline.

Join us for an upcoming presentation about Alumni Ventures’ Foundation Fund. The discussion will be led by Chief Investment Officer Mark Edwards and Deputy CIO Andy Ervin.During the session, we will discuss:• The goal and structure of the fund• The value of the Alumni Ventures' model• The benefits of diversifying into venture capital• The minimum requirements needed to invest in the fundAbout your presenters:Mark D. Edwards, Chief Investment OfficerMark Edwards is the Chief Investment Officer at Alumni Ventures. A seasoned private equity executive who was an early investor in AV, Mark has served on the investment committees of Green D Ventures and Spike Ventures since inception. Mark has over 20 years of direct investing experience, having served in leadership roles at Five Peaks Capital Management, JLL Partners (~$4B of capital under management), and DLJ Merchant Banking Partners (~$10B of capital under management). He holds an AB with honors from Stanford University and an MBA with distinction from Tuck (Tuck Scholar).Andy Ervin, Deputy Chief Investment OfficerAndy is Deputy Chief Investment Officer at Alumni Ventures, where he supports investment operations, analytics, and portfolio management. Previously, Andy held several executive roles at a VC-backed start-up in Boston called MiniLuxe, where he led finance and operations during a period of significant growth. Andy was also a consultant at The Parthenon Group and began his career as an actuary at the Liberty Mutual Group. Andy holds a bachelor’s degree from Penn State University and an MBA from the Tuck School of Business at Dartmouth.Note: You must be accredited to invest in venture capital. Important disclosure information can be found at av-funds.com/disclosures.

Join us on Saturday, July 13, 2024, for a free estate planning webinar with Natalie Spiwak, President of Affinity Trusts. Natalie will speak to the importance of establishing a plan and how to get started. At this informative session Members will learn:Why a Living Trust is so important for homeowners;What is the difference between a Living Trust and a Will;How to avoid the costly, public and time consuming probate process;How to plan for incapacity, protect your family and your assets.How to safeguard minor children and special-needs dependents.

Payments are an essential part of the student account profile and the operational efficiency of staff and administrative processes. The payment solutions you use can make or break the student experience at your institution. Because the landscape of payment methods on campus, student expectations, and compliance requirements are constantly changing, it is important to select a solution and partner that stays ahead of these shifts and trends.With Ellucian Payment Center by TouchNet, tuition, disbursements, and campuswide payments are an integrated and seamless part of the overall student experience within your Ellucian SIS. Student account information is updated in real time ensuring that students and administrators always see an accurate picture of the student account.In this webinar, we will explore:Why securing your digital payments is importantHow payment solutions fit into the Ellucian ecosystemHow the features of the Ellucian Payment Center by TouchNet support premium student experiences and streamlined administrative processesAbout TouchNet’s integration with Banner SaaS and Colleague SaaSThis session will conclude with a live Q&A.If you cannot make this date/time, all registrants will receive access to the webinar on-demand afterwards.Speakers: John Mealy (Sr. Product Manager, Student Accounts, TouchNet), and Emily Fitts (Director, Implementation, TouchNet).

Presented by Mr Andrew Reilly.Pension Analyst, Social Policy Division, Directorate for Employment, Labour and Social Affairs, OECDPension systems have had to continually evolve since they were introduced. Initially they were commonly available only to government workers or they were intended to provide income only for a very short period of time. As life expectancy has improved significantly over the last century pensions now need to cover over 20 years in retirement on average. Financial crises and global recessions have all had an impact in recent decades. Now, we are faced with continued population ageing, with Asian countries being particularly affected. Social protection schemes are facing a major challenge with population ageing – pension systems are being squeezed from two directions, as rising life expectancy typically means more aggregate expenditure on pensions, and lower fertility means fewer working-age people to pay contributions. It is also expected to increase spending in the health and the long-term care system and add to unpaid work obligations, threatening gender equality. While immigration can slow down the shrinkage of the working age population, migration at levels necessary to meaningfully counteract the trend might not be politically palpable. What can be done to ensure both adequate and sustainable pension systems globally and for Singapore specifically?

Which investment vehicles have the potential to make the best ETFs? Hear from the ETF community about the various products that can convert to an ETF, as well as the ins and outs of the conversion process.We’ll also discuss the possible impacts of the multi-share class proposals to allow ETF share classes of mutual funds, as well as mutual fund share classes of ETFs.

Futures trading presents a leveraged opportunity to capitalize on price movements of commodities, indices, and other financial instruments. However, achieving consistent profitability in futures trading requires more than just intuition and luck; it demands a solid understanding of technical indicators and how to effectively apply them.Technical indicators are important tools that help traders interpret market data, identify trends, and make informed trading decisions. They can provide valuable insights into potential future market behavior, giving you an edge in your trading strategy.Join us in this webinar "Mastering the Market: Maximise Your Futures Trading Profit Potential with Technical Indicators".In this 1.5-hr webinar, you'll learn:Understanding of Indicator Types: You'll learn the fundamental differences between leading and lagging indicators, including when and why to use each type based on their trading style and the specific market conditions.Proficiency in Using Major Technical Indicators: You'll gain hands-on experience with some of the most widely used technical indicators such as Moving Averages, RSI, MACD, and Bollinger Bands.Skill in Parameter Customisation: You'll learn how to customise the parameters of various technical indicators according to different commodities and market conditions.Combining Indicators for Enhanced Market Analysis: You'll learn how to integrate different types of indicators to confirm each other's signals and reduce the likelihood of false positives, thereby improving the accuracy of your trade entries and exits.Adaptive Techniques for Changing Markets: You'll learn how to adjust indicator settings and trading approaches to adapt to different market environments, including high volatility periods.Challenge yourself by joining our webinar to learn about futures trading.This webinar is brought to you by Bursa Malaysia Derivatives in partnership with CGS International Futures Malaysia, and managed by LifeChamp.

How Estate Planning Can Help You Drive More Meaningful Conversations, Build Stronger Relationships, and Expand Your Service OfferingEstate planning is a hot topic. It is consistently one of the highest performing campaign topics for Snappy Kraken clients (2nd highest performing in all of 2023), and yet many advisors don’t offer it as a service for their clients.Join Andres Mazabel, Head of Advisor Sales at Trust & Will and Robert Sofia, CEO of Snappy Kraken, on this live webinar to learn:How to start more conversations, win more clients, and grow AUM by adding Estate Planning to your service offeringWhy estate planning is key for moving towards a family office with stronger client relationshipsHow estate planning can help you uncover opportunities you weren’t aware of beforeThe importance of education in estate planningPLUS an exciting announcement about a partnership between Snappy Kraken and Trust & Will that will make it easier than ever to launch estate planning content for your firm.Save your spot for the webinar today!

Ryan Mahon, TAMIM’s Global Mobility Fund Portfolio Manager, will talk about electric and autonomous vehicles, and the impact of Chat GPT, Nvidia, and Artificial Intelligence on transportation.Key Discussion Points: > US and Global Stimulus (CHIPS Act) > Our Investment Philosophy > Global Equities on our Radar > Q&A Session Can’t Attend Live? No problem! Register anyway, and we'll send you a link to watch the recording at your convenience.

Our upcoming webinar, CalABLE and Social Security, will have guest presenters from the Social Security Administration to answer frequently asked questions. Included in the webinar will be:CalABLE Basics SSI, SSDI, and CalABLE Social Security ResourcesThe webinar will conclude with a Q&A session to give participants an opportunity to ask additional questions. If you are new to CalABLE and would like to explore the basics of the program, please visit our YouTube channel for replays of some of our earlier webinars that discuss the fundamentals of CalABLE.