Diverse Perspectives from Industry Experts
Our popular #WebinarWednesday series offers practically-focused programs on top-of-mind industry topics.
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A Guide to LIBOR TransitionContains 2 Component(s) Includes a Live Web Event on 11/04/2020 at 10:00 AM (EST)
The transition from LIBOR is gathering pace. Preparedness inquiries from clients and vendors have increased. Regulatory requirements, market dynamics, and business implications have evolved. Join our panel of industry experts to help assess your firm’s transition readiness.
Vendor Selection in the New NormalContains 2 Component(s), Includes Credits Recorded On: 10/28/2020
Join leaders from Ultimus and a panel of industry experts, including trustee, operating officer and general counsel perspectives, for a look at best practices for vendor selection in our new normal. From navigating virtual site visits to enhancing due diligence processes, explore how industry professionals are maximizing the advantages and minimizing disadvantages of virtual vendor selection.
Sales and Asset Forecasting: Modeling in an Evolving Global EconomyContains 2 Component(s), Includes Credits Recorded On: 10/22/2020
Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs.
Modernizing Vendor Management and Strategic Partnership ModelsContains 6 Component(s), Includes Credits Recorded On: 10/21/2020
Industry conversations regarding vendor governance continue to take a front seat as strategic partnership trends continue on an upward trajectory. To what extent are diversity and inclusion policies and metrics factored into due diligence processes? Learn what industry leaders are doing to ensure their vendor governance and oversight models are modernized, effort-efficient, and effective in 2021 and beyond. How has COVID19 impacted outsourcing trends and vendor oversight?
Regulatory Roundtable: New Rules & Existing Regulations Impacting Asset ManagersContains 2 Component(s), Includes Credits Recorded On: 08/26/2020
By highlighting a variety of regulatory changes impacting asset managers, the program will help firms prepare for new and existing regulations. This panel will feature a combination of fund experts, legal professionals and compliance and regulatory executives.
The Advisor Landscape: 2020 and BeyondContains 1 Component(s), Includes Credits Recorded On: 07/29/2020
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors.
A Global View on Alternative InvestmentsContains 1 Component(s) Recorded On: 07/22/2020
Alternative investments continue to attract attention from investors around the globe. To help asset managers plan for the future, we have assembled a panel of global experts to review the likely changes in the alts landscape over the coming years and the key business imperatives to keep on the radar in 2020 and beyond.
The Future of Marketing and Regulatory CommunicationsContains 1 Component(s) Recorded On: 07/15/2020
Join our panel of experts, sponsored by Broadridge, as they dive into the current regulatory environment guiding marketing communications, as well as leading oversight and tracking techniques. Learn from different industry perspectives how firms are approaching and managing their communications strategies.
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