Investing Webinars

Discover how Solver xFP&A can transform your organization by providing actionable insights and accelerating decision-making. We’ll dive into the meaning and impact of xFP&A, showcase real-life use cases and demonstrate xFP&A’s capabilities with a live demo. Don’t miss this opportunity to learn how Solver Cloud’s Planning, Reporting, Consolidation, and Analysis capabilities can be leveraged beyond the walls of finance and accounting. Topics include:• What xFP&A means for finance and beyond.• Use cases for xFP&A outside of traditional Finance functions.• Best practices and red flags for non-accounting data warehouse configuration.Presenters: Patrick B. Armknecht CPA, CITP – Shareholder, SD Digital, Robert L. Morgan – Senior Manager, SD Digital.About SD Digital: SD Digital helps organizations translate technology to transformative change and realize the best version of themselves. With a forward-thinking cap and digital lens, we empower organizations to realize the art of the possible with the power of digital through business-focused and technology-enabled solutions, built on an unwavering commitment to practicality, speed to market and the user experience. Learn more on our dedicated Schneider Downs Digital page or contact the team directly at contactsd@schneiderdowns.com.

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.

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.

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.

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.

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.