Finance Webinars

Are you looking for tips on managing the complexity of intragroup financing in Asia?This webinar will provide you with the top practical tips for success! We’ll discuss best practices for intragroup financing in the region, including regulatory and risk management issues and potential pitfalls. You’ll learn how to structure deals and how to navigate the unique challenges of Asia. Our expert panel will share their insights and experience on how to manage transfer pricing risks for intragroup financing in Asia. They’ll also share the latest trends and tips in managing intragroup financing moving forward. Don’t miss out! Join us for this informative webinar and learn how to manage intragroup financing in Asia.Speakers: Shannon Smit - Director, Transfer Pricing Solutions Australia; Adriana Calderon - Director, Transfer Pricing Solutions Asia; Hong Chuan Tan - Director, Transfer Pricing Solutions Malaysia.

After a tough 2022 year for stocks and bonds because of record interest rate hikes which impacted markets bearishly, where will markets go from here for the remaining of 2024 and early 2025?What are the potential strategies needed for this pivot in interest rates in addition to the expected changes in global geopolitics and its risk with the change in presidency in the USA?Join us in this webinar "Bond Market Outlook 2H 2024: The Road Ahead for Fixed Income" as we invite Mr Michael Chang, Chief Investment Officer, Fixed Income of RHB Asset Management Sdn Bhd, Malaysia to share with you on the outlook for bond markets in the second half of 2024 given the shift in the US rate action going forward.In this 1-hr webinar, you'll learn:✅ What is the latest development coming from the US Fed who is key in setting global interest rates?✅ What does it mean for investors who will be experiencing this pivot point in interest rates?✅ Learn about bonds as an asset class that is important in a global rate cutting cycle✅ Learn about the benefits of bond investments. Most times, bonds take a back seat in most investors’ mind despite its consistency in returns over a period of time✅ What are main economic indicators that are relevant for bond investments?After the presentation by the speaker, a question and answer session will follow. Seats are limited. Log in to the webinar early to secure yourself a spot!Speakers: Michael Chang Wai Sing - Chief Investment Officer, Fixed Income, RHB Asset Management Sdn Bhd, Malaysia; Shane Choo - Moderator, LifeChamp.

Did you know that with Contracts for Difference (CFD), you can take advantage of declining markets through short selling?Want to learn more about CFDs? Join us online on 29 Aug, Thu, at 6.30pm as we cover the following topics:• Grasp the fundamentals of Contract for Differences (CFDs).• Understand leverage and effective risk management strategies.• Discover the key benefits and costs of trading CFDs with POEMS.Speaker: Daryl Bin - Senior Dealer | Contract for DifferencesDaryl is a securities dealer in the the largest dealing team in Phillip Securities that specialises in Equities, ETFs and CFDs. Prior to joining Phillip Capital, he helped various clients in financial planning in one of the biggest global insurance firm.During his free time, Daryl enjoys exploring trading strategies to generate new investment ideas.

Join Oracle Experts to Learn MoreThe macroenvironment in 2024 has impacted the banking industry with a unique mix of challenges and opportunities – from inflation to supply chain impediments, ongoing geopolitical tensions, new technologies such as artificial intelligence (AI) and severe weather-related events causing economic disruption. Each of these impacts bank's ability to generate income and manage costs.Elevated interest rates continue to push funding costs higher and squeeze margins, especially for regional and midsized banks. Banks need a multidimensional view of profitability drivers to combat costs and drive revenue growth to empower management with instant access to a wide range of intelligence and analysis. Experts will explore how AI or Gen AI fit into this picture.Key Takeaways• Establish the ideal intersection of revenue generation and cost-efficiency• Assess the return on investment (ROI) and key performance indicators (KPIs)• Develop proper risk mitigation strategies to safeguard profitability• Set realistic goals and make data-driven decisionsFeatured Oracle SpeakersChris Graham, Director, Risk and Finance Sales ConsultingChris Spofford, Senior Director, Profitability and Balance Sheet Management Product StrategyPaolo Ernest Paolucci, Director, Business Intelligence Product Strategy

You only get to sell the farm once. Let’s get it right and make retirement awesome!Early planning before selling the farm can put you in the position to reduce stress and tax, both now as part of the sale and into the future through a well-planned retirement. From managing your last few years’ income to planning for life post-farming, ensure you have the investment advice and income that allows you to live a retirement that you will love.Speaker: Robert Goudie, Financial Adviser Consortium Private Wealth

There is a perception that End-to-End Automation and Awesome User experience can only be delivered by Neo Banks and Banks with large purse strings. The new corp of technologies are not able to deliver these features, but their technology stack and architecture is so different that they are able to deliver these at affordable cost to Credit Unions of all sizes.Join us on August 22, 10:00-11:00 a.m. (PST) for this presentation, reviewing what these new technologies are able to deliver, and the art of possible.Speaker Information:• Deepak Polamarasetty, CEO of CreditSnap Inc.• Tyler Kuhn, VP Marketing of Service Credit Union

Our upcoming webinar, ABLE to Save with CalABLE, will explore financial literacy with CalABLE. Included in the webinar will be:• CalABLE Basics• Saving and investing with CalABLE• Financial LiteracyThe 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.

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.