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What is STRUCTURED PRODUCT? What does STRUCTURED PRODUCT mean? STRUCTURED PRODUCT meaning
 
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What is STRUCTURED PRODUCT? What does STRUCTURED PRODUCT mean? STRUCTURED PRODUCT meaning - STRUCTURED PRODUCT definition - STRUCTURED PRODUCT explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ In structured finance, a structured product, also known as a market-linked investment, is a pre-packaged investment strategy based on derivatives, such as a single security, a basket of securities, options, indices, commodities, debt issuance or foreign currencies, and to a lesser extent, swaps. The variety of products just described is demonstrative of the fact that there is no single, uniform definition of a structured product. A feature of some structured products is a "principal guarantee" function, which offers protection of principal if held to maturity. For example, an investor invests $100, the issuer simply invests in a risk-free bond that has sufficient interest to grow to $100 after the five-year period. This bond might cost $80 today and after five years it will grow to $100. With the leftover funds the issuer purchases the options and swaps needed to perform whatever the investment strategy. Theoretically an investor can just do this themselves, but the cost and transaction volume requirements of many options and swaps are beyond many individual investors. As such, structured products were created to meet specific needs that cannot be met from the standardized financial instruments available in the markets. Structured products can be used as an alternative to a direct investment, as part of the asset allocation process to reduce risk exposure of a portfolio, or to utilize the current market trend. U.S. Securities and Exchange Commission (SEC) Rule 434 (regarding certain prospectus deliveries) defines structured securities as "securities whose cash flow characteristics depend upon one or more indices or that have embedded forwards or options or securities where an investor's investment return and the issuer's payment obligations are contingent on, or highly sensitive to, changes in the value of underlying assets, indices, interest rates or cash flows". The Pacific Stock Exchange defines structured products as "products that are derived from and/or based on a single security or securities, a basket of stocks, an index, a commodity, debt issuance and/or a foreign currency, among other things" and include "index and equity linked notes, term notes and units generally consisting of a contract to purchase equity and/or debt securities at a specific time". Structured product business, as a key part of customer-driven derivatives business, has changed dramatically in recent years. Its modern setup requires comprehensive understanding of: Prevailing regulatory environment, the impact of existing and forthcoming regulations including MIFID II, KYC, PRIIPs - KIDs, etc; Principles of risk-based capital/liquidity requirements specified by Basel 3, FRTB, etc; Structured product manufacture process, effective derivatives business value chain linking trading, structuring, quantitative modelling and risk management; Structured product distribution channels, product wrappers, impact of e-platforms; Structured product payoff features and their risk characteristics; Real-life quantitative pricing models able to handle multi-curve environments, volatility smile/skew, etc. The risks associated with many structured products, especially those that present risks of loss of principal due to market movements, are similar to risks involved with options. The serious risks in options trading are well-established and customers must be explicitly approved for options trading. The U.S. Financial Industry Regulatory Authority (FINRA) suggests that firms "consider" whether purchasers of some or all structured products should be required to go through a similar approval process, so that only accounts approved for options trading would also be approved for some or all structured products.
Views: 8083 The Audiopedia
Structured products vs. absolute return products in volatile markets
 
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Investec Structured Products: Watch this live debate on the role of structured products and absolute return funds in volatile markets. Disclaimer: This material has been produced for financial advisers only. It is not to be issued to retail clients. This material is issued by Investec Bank plc ( Investec”), and is provided for information purposes only. It is not to be construed as a solicitation or an offer to buy or sell any financial instruments and has no regard to the specific investment objectives, financial situation or particular needs of any recipient. It is not intended to provide legal, tax, accounting or other advice and recipients should obtain specific professional advice from their own, legal, tax, accounting or other appropriate professional advisers before embarking on any course of action. Investec Structured Products is a trading name of Investec Bank plc which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Registered under Financial Services Register reference 172330. Investec Bank plc changed its name from Investec Bank (UK) Limited pursuant to a certificate of re-registration as a public company dated 23 January 2009. Registered and incorporated in England No. 00489604. Registered address is 2 Gresham Street, London EC2V 7QP.
Views: 336 Investec
Simplifying structured products
 
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http://www.scmp.com/video/ The head of structured product sales at financial services company Société Générale Asia-Pacific, Yann Garnier, joins me in the studio for today's White Collar. The popularity of structured products has taken a hit since the financial crisis and the collapse of Lehman Brothers a year ago. Many investors complained about minibonds and other structured products that were issued or guaranteed by Lehman Brothers. They alleged that their banks or brokers misled them about the risk levels of these products. In this video, we speak to the structured products specialist about the outlook for these kinds of products in the current financial climate and proposed regulations for the market.
Episode 1: Overview of Phase 4 and 5 of the Uncleared Margin Rules
 
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Requirements to post initial margin (IM) on uncleared OTC derivative trades are being implemented in many of the world’s major economies. Welcome to our new series: Initial Margin for Uncleared Derivatives in 2019 and 2020. Episode 1: Edmund Parker, Mayer Brown’s Global Head of Derivatives & Structured Products, provides a detailed overview of the background and documentation requirements for Phase 4 and 5 of the Uncleared Margin Rules. If you are involved in implementing uncleared derivatives margin requirements, this is a must-see.
Views: 2627 Mayer Brown
Aquila's Lunch and Learn   Using SPL Structured Product Labeling
 
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Learn what an SPL is, who needs them and what you need to create them.
Views: 243 Josh Boutwell
Best Practices: Structured Product Labeling & ACA 6004 - DCL Learning Series
 
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Whether you are new to Structured Product Labeling or an old hand, this session will help you avoid some common pitfalls that can slow your process, compliance, and time to market. Join Data Conversion Laboratory's Howard Shatz as he guides you through some of the common problem areas with Establishment Registration, NDC Labeler Code Request, Label Conversion, and Gateway Submission. In this informative session Howard will cover some of the SPL gotchas such as Active Moiety, Label Image Sizing and Legibility, and DUNS Numbers. Howard will also speak to some of the emerging trends in SPL, keeping you informed as to what's coming in the future. As a separate discussion point we will cover aspects of the Draft Guidance the FDA recently released on the compliance policy for the Patient Protection and Affordable Care Act's (ACA) Prescription Drug Sample Transparency Program (ACA 6004). The Program mandates that starting April 1, 2012, and annually thereafter, manufacturers and distributors of prescription drugs must track and report certain information regarding the distribution of drug samples to licensed practitioners, hospital pharmacies, or other healthcare entities. FDA has extended the deadline for 2011 reporting until October 1, 2012. DCL is working with clients in preparing and submitting this required information and we will discuss best practices around maintaining and submitting in order to meet the compliance deadline. Don't wait to deal with this important regulatory issue...DCL can help today!
Views: 373 DataConversion Lab
New Regulatory Framework on Structured Products In CEE
 
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For more information please visit Website: www.eelevents.co.uk Twitter: https://twitter.com/Emerging_Equity LinkedIn: http://www.linkedin.com/groups/CEE-Structured-products-3797058?trk=myg_ugrp_ovr 3rd Annual Poland and CEE Strutured Products (16/05/2012). The Warsaw Stock Exchange What will the new legislation mean for the SP industry in CEE? by Andrzej Stosio & Jakub Wieczorek, Clifford Chance, Poland How to adjust the new regulatory framework and regulatory scrutiny. For more information on Structured Products and investment events, please visit here for more information: www.eelevents.co.uk
Views: 112 eellondon
EU GDPR Compliance | A Structured Approach To Protect Your Critical Data Assets | Webinar
 
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See how you can start to prepare for the EU GDPR by establishing the right foundations, and why adopting a data-centric security approach will help you apply data governance, reduce the risk of data violations, and lower compliance costs. We will also look at how to achieve and accelerate compliance using erwin’s product portfolio. LinkedIn: http://bit.ly/2hhtoAO Twitter: http://bit.ly/2iINWCP Website: http://erwin.sandhill.co.uk/ Phone: +44 (0) 1476 568 708 Email: [email protected]
Views: 6413 SandhillConsultantsUK
Part I: Explanation of PRIIPs Methodologies for Structured Products | Numerix Video Blog
 
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http://www.numerix.com/numerix-blog | In this video blog, Tim Mortimer, Keith Styrcula, and Jim Jockle discuss the debate surrounding the four Packaged Retail and Insurance-based Investment Product (PRIIPs) methodologies being considered for determining structured investment product risk ratings.
Views: 794 numerixanalytics
Prequel: The New Margin Requirements and Risk Mitigation Techniques for Uncleared Swaps under EMIR
 
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Welcome to the Prequel Episode of Initial Margin for Uncleared Derivatives in 2019 and 2020, presented by Edmund Parker, Mayer Brown’s Global Head of Derivatives & Structured Products. This prequel episode covers the Margin Requirements and Risk Mitigation Techniques for Uncleared Swaps under EMIR, and was originally released in March 2016.
Views: 5072 Mayer Brown
Episode 2: Navigating the Legal Documentation Process
 
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Requirements to post initial margin (IM) on uncleared OTC derivative trades are being implemented in many of the world’s major economies. Welcome to Episode 2 of our new series: Initial Margin for Uncleared Derivatives in 2019 and 2020. Episode 2 is presented by Edmund Parker, Mayer Brown’s Global Head of Derivatives & Structured Products, and Jonathan Martin CEO of DRS. Episode 1 covered the breadth of what IM projects involve, but what happens when you need to get your hands dirty negotiating the documents. How do you set up an infrastructure to do that? And that is what this episode 2 focusses on: successfully navigating, negotiating and executing the legal documentation in an IM project.
Views: 784 Mayer Brown
Fixed Income Structured Products Compliance, NYC
 
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This video is about Fixed Income Structured Products Compliance, NYC
Views: 192 CompliancEX
Enhanced Return Structured Products
 
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Enhanced Return Structured Products. Gives you leverage in the direction that makes you money, not in the reverse. Offered on major stocks, sectors, and commodities. Can transform mild or moderate markets into bull markets for you. Turbocharge your returns. Weakness is that there is a maxim return that you can make. Best for mild to moderate bull markets. Team up with experienced money management team.
Iuliia Palamar: The Mathematics of Valuing Structured Securities in the Secondary Market
 
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Iuliia Palamar, Research Analyst, R&R Consulting http://jsf.iprjournals.com/content/17/3/42 Since the publication of U.S. SEC Regulation AB in 2005, the securitization market has made substantial progress in accepting the need to standardize collateral data. However, to revive the market, the valuation framework for ABS, RMBS, and their derivatives also needs to be standardized. The authors argue that the most data-responsive valuation framework for structured securities is based not on Black--Scholes (where the risk analysis is circular, being reliant on ratings) but on classical fixed income mathematics—both the price of a bond and Taylor series approximations—with an adjustment for endogenous shifts in the credit quality of seasoning structured securities.
Views: 296 IPR Journals
What is Trade Finance?
 
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http://www.tradefinanceglobal.com/finance-products/trade-finance/ What is Trade Finance? Transcript: Hi, I’m Sam, and I want to tell you all about trade finance, and along the journey, this might even help your clients. Did you know, around 80-90% of global trade is reliant on trade and supply chain finance, which is estimated to be worth around $10 trillion US dollars a year. We want to help explain some of the concepts behind trade finance, should it ever be useful for you to explain or help your clients. Sometimes banks might not be the best funding option. We’ve seen increasing regulation, reduced standard lending, and SMEs finding it difficult to access finance from traditional means. Is this really the case? Absolutely not! At Trade Finance Global, we help companies find debt funding. We’re impartial, flexible and work with most funders on the market to ensure SMEs really do get the most appropriate source of funding to help them grow. So what do we offer? In a nutshell, we offer business finance solutions, through our network of lenders to companies. This video covers trade finance – which is one type of debt finance, how it works, and everything you need to know to explain it. What is trade finance? Trade finance is an umbrella term encompassing many types of debt finance, including those which we offer, such as, invoice finance, factoring, letters of credit, forfaiting, export credit, open account, cash advance, documentary collections, guarantees and structured finance– some of which we will discuss in later videos. Today we’ll be talking to you about core ‘trade finance’ and how it works. Most people think that trade finance involves international trade, however, it often just involves domestic or internal trade. So, how does it work? A trade finance transaction will require a seller of goods and services as well as a buyer. A lender would come in and fund this trade. Trade finance is relevant where a seller requires a buyer to prepay for goods shipped. In traditional long-standing relationships, there is often a lot of trust between the seller and the buyer, where they may trade on open account terms. However, in most trading relationships, trade finance will be used. What is needed? As an example, the buyer wants to reduce their risk by asking the seller to document that the goods have been shipped. The buyer’s bank assists by providing a letter of credit to the seller (or the seller’s bank) providing for payment upon presentation of certain documents, such as a bill of lading. The type of document used in the process depends on the nature of the transaction and how evidence of performance can be shown (i.e. bill of lading to show shipment). Trade finance is the type of finance used by buyers and sellers to assist with the trade cycle funding gap. So, if you’re a UK buyer purchasing clothes from China, you might use a trade finance facility to mitigate and reduce risk. Lenders who assist with bridging this finance gap will normally require a number of elements to make sure that the transactions are safe, effective and secure. They will ensure: - Control the financial elements of the transaction - Monitor the trade cycle throughout the trade - Security of the goods and the debt, which is also known as a receivable What’s the risk? When trading goods, either the buyer or the seller will have to take some form of risk. A seller wants payment upfront, whilst a buyer would want to defer payment by receiving some form of credit terms. So how does trade finance help? It’s often difficult to convince a seller to provide extended payment terms, as they normally want the cash upfront. This is particularly difficult when trading with unfamiliar partners. Paying sellers up front for goods can be difficult when businesses are under pressure to sell products on to their end customers. With trade finance, payments are made directly to UK or overseas sellers, which bridges the funding gap between paying suppliers and being paid by customers. At Trade Finance Global, we know that standard forms of debt don’t work, and most business owners are not keen to put up standard security. Within trade finance, instead, it’s possible to use purchase orders, invoices, insurance and goods to be used as security. So, how does it work? Using a Trade Finance facility is straightforward: 1. Firstly, an order is placed with a supplier; 2. The funder then pays the seller upon guarantee of the goods being shipped. 3. Goods are shipped and delivered to the end customers of the company and 4. Finally, the buyer repays the lender. Depending on what is agreed, this may be within 90 days from the transaction date
Views: 60353 Trade Finance Global
Mark Neale FSCS "We are not the regulator" "structured product investors should prepare for worst"
 
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BBC Rip-Off Britain December 2011 challenges Mark Neale Chief Executive of UK's Financial Services Compensation Scheme on the confusion surrounding structured product compensation. For full report see http://bit.ly/vvBz0p Anyone with an interest in Lehman-backed structured products please visit the action group web site missoldinvestments.co.uk
Views: 410 Missold Investments
Automated RFQs in Exotics and Structured Products Help Banks Get with the Flow | Numerix Video Blog
 
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http://www.numerix.com/numerix-blog | With a flood of regulations and new margin rules, the resurfacing of electronification couldn’t happen any sooner. Robert Gray, OTC Derivatives and Market Expert, breaks down the recent role electronification plays in exotics and structured products and gives his take on how electronification will continue to assist businesses.
Views: 96 numerixanalytics
Potential regulatory risks arising under national regulations.
 
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For more information please visit Website: www.eelevents.co.uk Twitter: https://twitter.com/Emerging_Equity LinkedIn: http://www.linkedin.com/groups/CEE-Structured-products-3797058?trk=myg_ugrp_ovr 3rd Annual Poland and CEE Strutured Products (16/05/2012). The Warsaw Stock Exchange What will the new legislation mean for the SP industry in CEE? by Andrzej Stosio & Jakub Wieczorek, Clifford Chance, Poland Potential regulatory risks arising under national regulations. For more information on Structured Products and investment events, please visit here for more information: www.eelevents.co.uk
Views: 37 eellondon
Legal Help for Raymond James Structured Product Clients Call 312-332-4200
 
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Did you lose money investing in structured products with Raymond James? If so, you can sue Raymond James to recover those losses in the FINRA arbitration forum. Large fees and commissions caused brokerage firms to take a "round hole square peg" approach to making these recommendations. In many instances, the full risks of the securities were not made known to investors. Unsuitable investment recommendations, fraud, and misrepresentations of the true risks of these structured products were very common practices at major brokerage firms. In the video below we discuss how to sue Raymond James to recover structured product investment losses.
Views: 57 Andrew Stoltmann
COINDAQ
 
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COINDAQ brings transparency, regulation and security to digital currency and assets through; proof of identity, company profiles and simple reporting obligations. CDAQ is an international blockchain based indice which covers multiple asset classes, including equities, derivatives, debt, commodities, structured products, utility tokens and exchange-traded funds. Bringing transparency, regulation and security to digital currency and assets through; proof of identity, company profiles, corporate announcements and simple reporting obligations. What does COINDAQ and The Blockchain Mean For Public Companies and Issuers? 1. 24/7 trading, faster listings and liquidity. 2. No international barriers for issuers or investors. 3. Eliminating fraudulent shorting that destroy companies. 4. Saying goodbye to traditional brokers and middle men. 5. Allows fractional buying of securities that smaller investors could not previously afford. 6. Issuers are now able to permanently time stamp and imprint important filings as well as combat and eliminate fake news releases from source accounts with our IPFS Blockchain based system. 7. Preventing dangerous HFT (High Frequency Trading) flash crashes. 8. Reduces harmful reverse split practices which hurt investors and their finances. 9. Creates an exact Blockchain ledger of shareholders which can never be cheated. www.coindaq.co
Views: 1601 CDQ
IPPCR: FDA Product Regulation
 
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IPPCR: FDA Product Regulation Air date: Tuesday, February 16, 2016, 5:00:00 PM Category: IPPCR Runtime: 01:12:37 Description: The Introduction to the Principles and Practice of Clinical Research (IPPCR) is a course to train participants on how to effectively conduct clinical research. The course focuses on the spectrum of clinical research and the research process by highlighting epidemiologic methods, study design, protocol preparation, patient monitoring, quality assurance, and Food and Drug Administration (FDA) issues. For more information go to http://clinicalcenter.nih.gov/training/training/ippcr1.html Author: Chris Joneckis, Ph.D., FDA Permanent link: http://videocast.nih.gov/launch.asp?19488
Views: 1812 nihvcast
What is STRUCTURED INVESTMENT VEHICLE? What does STRUCTURED INVESTMENT VEHICLE mean?
 
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What is STRUCTURED INVESTMENT VEHICLE? What does STRUCTURED INVESTMENT VEHICLE mean? STRUCTURED INVESTMENT VEHICLE meaning - STRUCTURED INVESTMENT VEHICLE definition - STRUCTURED INVESTMENT VEHICLE explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. SUBSCRIBE to our Google Earth flights channel - https://www.youtube.com/channel/UC6UuCPh7GrXznZi0Hz2YQnQ A structured investment vehicle (SIV) is a non-bank financial institution established to earn a credit spread between the longer-term assets held in its portfolio and the shorter-term liabilities it issues with high leverage. They are simple credit spread lenders, frequently "lending" by investing in securitizations, but also by investing in corporate bonds and funding by issuing commercial paper and medium term notes, which were usually rated AAA until the onset of the financial crisis. They did not expose themselves to either interest rate or currency risk and typically held asset to maturity. SIVs differ from asset-backed securities and collateralized debt obligations (CDOs) in that they are permanently capitalized and have an active management team. They do not wind-down at the end of their financing term, but roll liabilities in the same way that traditional banks do. They are generally established as offshore companies and so avoid paying tax and escape the regulation that banks and finance companies are normally subject to. In addition, until changes in regulations around 2008, they could often be kept off the balance-sheet of the banks that set them up, escaping even indirect restraints through regulation. Due to their structure, the assets and liabilities of the SIV was more transparent than traditional banks for investors. SIVs were given the label by Standard & Poors -- Moody's called them "Limited Purpose Investment Companies" or "LiPICs". They are considered to be part of the non-bank financial system, which has two parts, the shadow banking system comprising the "bank sponsored" SIVs (which operated in the shadows of the bank sponsors balance sheets) and the parallel banking system, made up from independent (i.e. non bank aligned) sponsors. Invented by Citigroup in 1988, SIVs were large investors in securitisations. Some SIVs had significant concentrations in US subprime mortgages, while other SIV had no exposure to these products that are so linked to the financial crisis in 2008. After a slow start (there were only 7 SIVs before 2000) the SIV sector tripled in assets between 2004 and 2007 and at their peak just before the financial crisis in mid 2007, there were about 36 SIVs with assets under management in excess of $400 billion. By October 2008, no SIVs remained active. The strategy of SIVs is the same as traditional credit spread banking. They raise capital and then lever that capital by issuing short-term securities, such as commercial paper and medium term notes and public bonds, at lower rates and then use that money to buy longer term securities at higher margins, earning the net credit spread for their investors. Long term assets could include, among other things, residential mortgage-backed security (RMBS), collateralized bond obligation, auto loans, student loans, credit cards securitizations, and bank and corporate bonds.
Views: 2175 The Audiopedia
2014 ISDA Credit Derivatives Definitions in detail - Part One by Edmund Parker
 
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Edmund Parker, Global Co-head of Derivatives & Structured Products at Mayer Brown, discusses the 2014 ISDA Credit Derivatives Definitions in further detail incorporating Governmental Intervention Credit Event, Financial Reference Entity Terms and Related Asset Package Delivery Provisions.
Views: 3784 Mayer Brown
FSCS Lehman structured product case study 3
 
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Case study of the Financial Services Compensation Scheme handling of claims against defunct UK savings plan providers NDFA, DRL and ARC following an investigation by the Financial Services Authority into the mis-selling of these plans
Views: 145 Missold Investments
PRIIPs and liquidity bond markets
 
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PRIIPs less than one year in the application and still concerns on negative consequences. Call for input issued by the UK FCA for feedback on PRIIPs application Scope of Regulation Cost and risk disclosure FCA believes that less non-structured products will be issued after PRIIPs due to: Intrinsic ambiguity in the definition of PRIIPs Costs and burden of producing PRIIPs Mandatory nature of PRIIPs and penalties for non-compliance FCA believes that as a consequence there will be: More limited options of investment for retail investors Distorted behaviour of bond markets and effects on liquidity Association for Financial Markets in Europe (AFME) raised similar concerns in December 2017 letter to the vice president of the European Commission: Rationale for PRIIPs remains valid with regards to investors protection Less non-structure products on the market due to compliance with PRIIPs Financial products concerned are the ones which make up for the majority of plain vanilla bond issuances: Issuers will not be able to tap on these retail markets; Investors will have to obtain exposure through more expensive or riskier products Bond markets will have less liquidity Conflict of PRIIPs with Capital Markets Union Preventing issuers to tap into retail markets Limiting investment options for retail savers who can get exposure to bonds only via more expensive or riskier products The PRIIPs definition is applicable to two sets of different products: the Packaged Retail Investment Product, which is any product, irrespective of the legal form, where the repayment can fluctuate due to its linkage to reference values or performance of underlying assets, not directly purchased by the retail investor; as well as insurance-based investment products. There are clear exclusions from the definition of PRIIPs and blanket definition for what is in scope PRIIPs in scope products assessment to be carried out by product manufacturers and entities in charge of sale and distribution Plain vanilla bond issuer concerned with PRIIPs compliance, with reduction of overall issuance.
Smart technology enables a holistic, data-driven approach to EU MDR/IVDR
 
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The European Union’s Medical Device Regulations (EU MDR) and an associated set of new regulations for In Vitro Diagnostics (IVDR) are aimed at increasing the safety and oversight of medical devices and diagnostics marketed in the EU. The new requirements represent the most important shift in patient and product safety regulations in over a decade. As organizations and its units—business, PMO, risk, quality, finance, marketing—encounter these changes, they will experience a fundamental realignment in how they approach clinical evaluation, risk and quality management, post-market surveillance and other areas that will greatly influence how medical device companies design, develop, market and sustain innovative products in the EU. Grant Thornton’s SmartMDR and SmartIVDR are cloud-based project management tools that unite functional groups and data for a holistic view into compliance efforts. It provides a structured way to estimate costs and pioritize remediation, and provide for robust project tracking of your remediation efforts. Watch our video to learn how these solutions can help your organization meet the compliance deadline and achieve positive business outcomes.
Views: 199 Grant Thornton US
Global Capital Markets 2019
 
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Since markets came to a violent halt during the fourth quarter of 2018, and then quickly bounced back, investors continue to wonder if the bull has the strength to continue its run. Join some of the most outstanding managers and financiers as they tackle today's pressing questions: How will markets evolve as passive investment continues its rise and technology takes an ever-larger role in decision-making? Have equity markets become dependent on annual stock buybacks that have run up to a record-high $800 billion in the US alone? And how important have socioeconomic issues, specifically around values, become for modern-day capitalism? Moderator Alison Mass Global Head, Financial and Strategic Investors Group, Goldman Sachs Speakers Mark Attanasio Co-Founder and Managing Partner, Crescent Capital Group LP Elif Bilgi Zapparoli Co-Head of Global Capital Markets, Bank of America Merrill Lynch Sir Michael Hintze Group Executive Chairman and Senior Investment Officer, CQS Mark Machin President and CEO, Canada Pension Plan Investment Board Joseph Naggar Partner and Head of Structured Products, GoldenTree Asset Management LP #MarketOutlook #Investment #Finance
Views: 3080 Milken Institute
INVESTING & REGULATION CPD COURSES | BASIC PACKAGE | CPD HUB
 
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The Investing and Regulation CPD course provided by Black Onyx, an accredited CPD service provider in South Africa. Under the basic package you will receive unlimited access to CPD course content, including Ethics and Practice Standards, access to online assessments and certificates after completing each mini-course. Learn more about the Basic Package CPD ➤ http://bit.ly/2CLIusE Find out more about CPD Hub and our courses ➤ http://bit.ly/2AWD51Z ➤ https://blackonyx.co.za/ ➤ https://fundhub.co.za/ ➤ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx.
Investment Banking and Structured Finance 06/16
 
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Investment Banking and Structured Finance 06 - Cash securitization and asset-backed securities overview of the market and criteria for evaluation (Pt. 1) Prof. Andrea Fabbri The course focuses on the business of structured finance from the financial intermediaries' standpoint. The course pays constant attention to the pratical aspects of each structured finance transaction. The repeated use of case studies analyzed by teams of students allows to link the theoretical background to real-life situations. For each transaction, the issues discussed are: 1. definition of the transaction; 2. deal structuring; 3. the trend of demand at both international and domestic level; 4. the situation of the offer (internationally and at the domestic level). Request your welcome kit at http://www.unibocconi.eu/welcomekit
Views: 4038 UniBocconi
INVESTING & REGULATION CPD COURSES | OPTIMAL PACKAGE | CPD HUB
 
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The Investing and Regulation CPD course provided by Black Onyx, an accredited CPD service provider in South Africa. Under the Optimal package you will receive unlimited access to CPD course content, including Ethics and Practice Standards, access to online assessments and certificates after completing each mini-course. Learn more about the Optimal Package CPD ➤ http://bit.ly/2FZj6mI Find out more about CPD Hub and our courses ➤ http://bit.ly/2AWD51Z ➤ https://blackonyx.co.za/ ➤ https://fundhub.co.za/ ➤ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx.
FREE INVESTING & REGULATION CPD COURSE | CPD HUB | South Africa
 
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The Investing and Regulation CPD course provided by Black Onyx, an accredited CPD service provider in South Africa. Under the free trial package you will receive unlimited access to CPD course content, including Ethics and Practice Standards. Learn more about the free trial CPD ➤ http://bit.ly/2sKQENi Find out more about CPD Hub and our courses ➤ http://bit.ly/2AWD51Z ➤ https://blackonyx.co.za/ ➤ https://fundhub.co.za/ ➤ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx.
Mark Wahlstrom, regulation of structured settlements and suitability issues
 
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In this edition of Speaking of Settlements Mark Wahlstrom looks at the issue of increasing regulation and scrutiny of the sale of annuity products. For decades structured settlement brokers and agents have largely avoided many of the compliance issues commonly faced by sellers of registered products or variable annuities, but as Mark points out in this video, the tide is shifting and structured settlement agents need to be increasingly vigilant regarding their sales practices, particularly related to suitability and fiduciary standard issues. Learn more about Mark Wahlstrom, one of the nations leading experts in structured settlements, by going to his web page at http://www.wahlstromandassociates.com or viewing his weekly commentary on http://www.thesettlementchannel.com
Views: 39 SettlementChannel
Part II: PRIIPs Update | Numerix Video Blog
 
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http://www.numerix.com/numerix-blog | In this Part II video blog Tim Mortimer, Managing Director for Future Value Consultants, Keith Styrcula, Chairman and Founder of the Structured Products Association and Jim Jockle, CMO of Numerix discuss the latest regulatory developments surrounding the incoming packaged retail and insurance-based investment products (PRIIPs) regulation.
Views: 221 numerixanalytics
CTRISKSOLN EER Simulation Demo
 
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Potential Future Exposure (PFE) that is subject to bank regulation under Basel III and Dodd Frank is a measure of counterparty credit risk on the maximum expected credit exposure over a specified period of time calculated at some level of confidence. CTRISKSOLN has elaborated its notably adaptable Expected Exposure Ratio (EER) Simulation to measure the average exposure of structured products on specific future date. Traditionally, risk managers have still relied on current exposure measurement (i.e. current mark-to-market exposure plus outstanding receivables) and collateral management, which fails to provide an acceptable indication of credit risk on structured products at some point in the future. EER Simulation can offer a sophisticated tool for risk management on structured products of heterogeneous product types and help to illustrate the respective expected returns in terms of the specifications of the products to their investors.
Views: 244 CT Risk Solutions
PRIIPs KIDs software platform - Lawson Conner
 
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Lawson Conner PRIIPs KIDs generator Packaged retail investment and insurance-based products (known as PRIIPs) make up a broad category of financial assets that are regularly provided to consumers in the European Union (EU) through banks or other financial institutions as an alternative to savings accounts. Those producing or selling packaged retail investment and insurance-based investment products (PRIIPs) have to provide Key Investment Documents (KIDs). Lawson Conner’s PRIIPs-KIDs software platform can help you comply with EU regulations Lawson Conner can provide full support in producing and delivering comprehensive KIDs (Key Information Documents). LC software delivers a robust solution to comply with the Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation, including: 1. Bespoke KIDs production 2. Bespoke wording for key sections of the KIDs 3. Creation of bespoke benchmarks 4. Advisory on the correct use of input data 5. Drafting guides based on the latest guidance 6. Verification checks 7. Monthly monitoring services in line with EU regulations, including: o Monthly report and updated EPT (European PRIIPs Template) o Re-publication of KID (if thresholds are met) 8. Producing EPT (European PRIIPs Template) and EMT (European MIFID Template) if required 9. Documentation and audit trail (6 years) for any regulatory inquiries (regulatory documentation) This service is available to you, either as: • a standalone software solution (SaaS); or • mSaaS solution (managed compliance solution) – where the Lawson Conner team do the work for you. PRIIPs KIDs Webinar Join our webinar to learn how we can reduce your regulatory burden and be assured of a robust, accurate and timely KIDs production process. Registration - Follow this link to register for the Webinar https://www.lawsonconner.com/priips-kids-webinar/ on the 14 November 2018 at 2.30 pm (GMT). – Even If you cannot attend on the date/time we encourage you to register anyway – and we’ll send you a link to the recording after the event so you can watch at your convenience. For more information: www.lawsonconner.com Phone +44 (0)203 696 1302 ---------------------------------------------
Views: 255 Lawson Conner
Investment Banking Areas Explained: Capital Markets
 
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Capital markets are one of the most fascinating areas of investment banking. Companies need these services when they are about to go public or want to issue debt sold to the public. When a company wants to raise equity, we talk about ECM, standing for Equity Capital Markets, and when it wants to raise debt, we talk about DCM, standing for Debt Capital Markets. On Facebook: https://www.facebook.com/365careers/ On the web: http://www.365careers.com/ On Twitter: https://twitter.com/365careers Subscribe to our channel: https://www.youtube.com/365careers
Views: 126293 365 Careers
INVESTING & REGULATION CPD COURSES | CORPORATE | CPD HUB
 
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The Investing and Regulation CPD course provided by Black Onyx, an accredited CPD service provider in South Africa. Under the corporate package you will receive unlimited access to CPD course content, including Ethics and Practice Standards, access to online assessments and certificates after completing each mini-course. You will also have the ability to upload 10+ users with one payment and we handle the on boarding through a simple registration process. Learn more about the Corporate Package CPD ➤ http://bit.ly/2HuIeUx Find out more about CPD Hub and our courses ➤ http://bit.ly/2AWD51Z ➤ https://blackonyx.co.za/ ➤ https://fundhub.co.za/ ➤ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx.
Episode 3: The Custodian's Guide to Initial Margin Segregation and Asset Transformation
 
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Episode 3 is presented by Edmund Parker, Mayer Brown’s Global Head of Derivatives & Structured Products, and Mark Higgins, Senior Product Manager of BNY Mellon. In Episode 3, we consider the margin segregation options available for Phase 4 and Phase 5 counterparties. How to source the right collateral to meet IM regulatory obligations; the differences between Triparty and Third Party collateral management and what may be right for you; as well as collateral transformation – how can you convert assets when needed to meet market obligations?
Views: 487 Mayer Brown
Global Capital Markets: New Risks, New Opportunities
 
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Changes in regulation, technology and money policy are shaking up the financial services industry, creating new risks and new opportunities. Newcomers provide services once claimed exclusively by banks, leading to new market dynamics. For example, many equity markets are electronic, and algorithmic strategies allocate more and more capital. Also, few new offerings are available to offset a surge in companies going private. On the other end of the spectrum are the corners of the market where human touch and judgment still rule. These include high-yield bonds and structured financial products. Challenges include the risk that panic selling because of a minor dislocation will overwhelm the market. Factors that might cause this include low interest rates, surging bond issuance, large capital flows into bond mutual funds and shrinking dealer inventories. What implications does this have for global capital markets? How will human management evolve as technology plays a larger role in decision-making? How are recent developments affecting capital structure? In this session, leaders from financial services will share their perspectives on what lies ahead for issuers, traders and investors. Moderator Michael Milken, Chairman, Milken Institute Speakers Marisa Drew, Co-Head of EMEA Investment Banking and Capital Markets, Credit Suisse Luke Ellis, CEO, Man Group Thomas Finke, Chairman and CEO, Barings Nobel Gulati, CEO, Two Sigma Advisers Jonathan Nelson, Founder and CEO, Providence Equity Partners
Views: 2544 Milken Institute
Introduction to regulatory changes in banking - 1/3 (MiFID, MiFID II)
 
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Hi, I am a London-based management consultant working in financial services. In videos of a few minutes in length, buzzwords in the business world are explained simply. These videos should be starting points for your own research on these topics if they spark your interest. Enjoy!
Views: 3024 In 3 Minutes
Glen Copans - Investec Specialist Investments (ISI) - Part 2 -  Background on ISI
 
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In this interview, Andrew Ludwig from BLACK ONYX asks Glen Copans from Investec Specialist Investments (ISI), who runs the Investec Specialist Investments Hedge Funds: • Some detail on Investec Specialist Investments (ISI) If you wish to learn more about this fund or the manager being interviewed, please contact us via: https://blackonyx.co.za/ https://fundhub.co.za/ https://thecpdhub.co.za/ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. Register for our new service: https://fundhub.co.za/ We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. Please visit www.blackonyx.co.za for more detail. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx. #AlternativeInvestments, #Hedgefunds, #Fundoffunds, #Absolutereturns, #Multimanager, #Boutiquemanager, #Fundhub, #thecpdhub, #financialplanning, #wealthmanagement, #assetmanagers, #fais, #cpd, #productspecifictraining, Interests: Alternative Investments, Boutique Asset Managers, Hedge Funds (RIHF / QIHF), Multi Managers, Fund of Hedge Funds, Equity Long Short, Long Only, General Equity, Market Neutral, Money Market, Fixed Income, Multi-Asset, Multi-Strategy, Property Portfolios, Real Estate Investment Trust (REIT), Private Equity, Section 12j (S12j), Discretionary Fund Management (DFM / DIM), Investment Portfolios, Collective Investment Schemes (CIS), Unit Trusts, Exchange Traded Funds (ETF), Balanced Funds, Flexible Funds, Dividend Income, Structured Products, Fund Hub, FAIS Act, CPD Points, The CPD Hub, Fit and Proper, Product Specific Training, Flipboard, LinkedIn.
How Is Your Fund Different? Murray Winckler - Laurium Capital
 
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In this interview, Andrew Ludwig from BLACK ONYX asks Murray Winckler from Laurium Capital "How is the fund different from other mainstream and asset managers?" If you wish to learn more about this fund or the manager being interviewed, please contact us via: https://blackonyx.co.za/ https://fundhub.co.za/ https://thecpdhub.co.za/ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. Register for our new service: https://fundhub.co.za/ We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. Please visit www.blackonyx.co.za for more detail. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx. #AlternativeInvestments, #Hedgefunds, #Fundoffunds, #Absolutereturns, #Multimanager, #Boutiquemanager, #Fundhub, #thecpdhub, #financialplanning, #wealthmanagement, #assetmanagers, #fais, #cpd, #productspecifictraining, Interests: Alternative Investments, Boutique Asset Managers, Hedge Funds (RIHF / QIHF), Multi Managers, Fund of Hedge Funds, Equity Long Short, Long Only, General Equity, Market Neutral, Money Market, Fixed Income, Multi-Asset, Multi-Strategy, Property Portfolios, Real Estate Investment Trust (REIT), Private Equity, Section 12j (S12j), Discretionary Fund Management (DFM / DIM), Investment Portfolios, Collective Investment Schemes (CIS), Unit Trusts, Exchange Traded Funds (ETF), Balanced Funds, Flexible Funds, Dividend Income, Structured Products, Fund Hub, FAIS Act, CPD Points, The CPD Hub, Fit and Proper, Product Specific Training, Flipboard, LinkedIn.
The wonderful and terrifying implications of computers that can learn | Jeremy Howard | TEDxBrussels
 
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This talk was given at a local TEDx event, produced independently of the TED Conferences. The extraordinary, wonderful, and terrifying implications of computers that can learn Jeremy is the CEO of Enlitic, which uses recent advances in machine learning to make medical diagnostics faster, more accurate, and more accessible. The company's mission is to provide the tools that allow physicians to fully utilize the vast stores of medical data collected today, regardless of what form they are in - such as medical images, doctors' notes, and structured lab tests. He is a serial entrepreneur, business strategist, developer, and educator. He is also the youngest faculty member at Singularity University, where he teaches data science, and is a Young Global Leader with the World Economic Forum. He advised Khosla Ventures as their Data Strategist, identifying the biggest opportunities for investing in data driven startups, and helping their portfolio companies build data driven businesses. Previously he was the President and Chief Scientist of Kaggle, a community and competition platform for over 150,000 data scientists. Before working at Kaggle, he was the top ranked participant in data science competitions globally, in 2010 and 2011. He founded two successful Australian startups (the email provider FastMail, and the insurance pricing algorithm company Optimal Decisions Group), both of which grew internationally and were sold to large international companies. He started his career in management consulting, working at the world’s most exclusive firms, including McKinsey & Co, and AT Kearney (becoming the youngest engagement manager world-wide, and building a new global practice in what is now called “Big Data”). He is also a keen student, for example developing a new system for learning Chinese, which he used to develop usable Chinese language skills in just one year. Jeremy has mentored and advised many startups, and is also an angel investor. He has contributed to a range of open source projects as a developer, and was a regular expert guest on Australia's most popular TV morning news program "Sunrise". About TEDx, x = independently organized event In the spirit of ideas worth spreading, TEDx is a program of local, self-organized events that bring people together to share a TED-like experience. At a TEDx event, TEDTalks video and live speakers combine to spark deep discussion and connection in a small group. These local, self-organized events are branded TEDx, where x = independently organized TED event. The TED Conference provides general guidance for the TEDx program, but individual TEDx events are self-organized.* (*Subject to certain rules and regulations)
Views: 154485 TEDx Talks
Derivatives Clearing: What Does It Mean for Buy-Side Participants: January 16, 2013
 
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Shearman & Sterling's Derivatives & Structured Products and Financial Institutions Advisory & Financial Regulatory groups hosted seminars on January 16, 2013 in Greenwich, CT and New York, NY to discuss regulatory developments affecting the derivatives clearing space. Attended by financial institutions and others in the "buy-side" community, the seminars featured guest panelist Jiří Krόl, Director of Government and Regulatory Affairs for the Alternative Investment Management Association (AIMA).
Views: 268 Shearman Sterling
Heated exchange as CEO of investment bank testifies, protest
 
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(28 Apr 2010) TRUE DATE CREATED = 28-04-2010 1. Goldman Sachs CEO Lloyd Blankfein being sworn in for testimony at a Capitol Hill hearing, push in to Senator Carl Levin 2. Wide shot of Senate panel 3. SOUNDBITE: (English) Lloyd Blankfein, Goldman Sachs CEO: "The people who were coming to us for risk in the housing market wanted to have a security that gave them exposure to the housing market, and that''s what they got. The unfortunate thing, and it''s unfortunate but it doesn''t, is that the housing market went south very quickly after some of these securities, not all of them because some of them were done early, but they went. And so people lost money in it, but the security itself delivered the specific exposure that the client wanted to have." 4. SOUNDBITE: (English) Senator Carl Levin, Subcommittee Chairman of Homeland Security Committee: "You don''t believe it''s relevant to a customer of yours that you are selling a security to that you are betting against that same security. You just don''t think it''s relevant and needs to be disclosed. Is that the bottom line?" 5. SOUNDBITE: (English) Lloyd Blankfein, Goldman Sachs CEO: "Yes, and the people who are selling it in our firm wouldn''t even know what the firm''s position is." 6. Blankfein sitting before Senate panel 7. SOUNDBITE: (English) Senator Carl Levin, Subcommittee Chairman of Homeland Security Committee: "You are taking a position against the very security that you are selling and you are not troubled?" Blankfein: "Senator, again." Levin: "And you want people to believe to trust you?" Blankfein: "Senator I think people do trust us." Levin: "Why, I wouldn''t trust you. If you came to me and wanted to sell me securities and you didn''t tell me that you have a bet against that same security, you don''t think that affects my thinking?" 8. Wide shot of protesters in prison uniforms with Goldman officials'' names around their necks 9. SOUNDBITE: (English) Senator Claire McCaksill, Homeland Security Committee: ++starts on pan of witnesses++ "We have spent a lot of time going through all these documents, and let me just explain in very simple terms what synthetic CDOs are. They are instruments that are created so that people can bet on them. It''s the la-la-land of ledger entries. It''s not investment in a business that has a good idea. It''s not assisting local governments and building infrastructure. It''s gambling, pure and simple, raw gambling." 10. Witnesses seated at table 11. SOUNDBITE: (English) Michael Swenson, Managing Director, Structured Products Group Trading, Goldman Sachs: "We did not cause the financial crisis, specifically to the mortgage desk, which is what I''m here to speak about. You have two panels in subsequent meetings to speak about that, about the Goldman Sachs and our businesses. We, I do no think that we did anything wrong." 12. Mid shot of clerk taking notes STORYLINE: Defending his company under blistering criticism, the CEO of Goldman Sachs testily told sceptical US senators on Tuesday that customers who bought securities from the Wall Street giant in the run-up to a national financial crisis came looking for risk. Lloyd Blankfein and other Goldman executives were lambasted by lawmakers for "unbridled greed" in an often-electric daylong showdown between Wall Street and Congress - with expletives frequently undeleted. Unrepentant, five present and two past Goldman officials unflinchingly stood by their conduct before a Senate investigatory panel and denied helping to cause the financial near-meltdown that turned into the worst recession since the Great Depression. "Unfortunately, the housing market went south very quickly," Blankfein told sceptical senators. "So people lost money in it." You can license this story through AP Archive: http://www.aparchive.com/metadata/youtube/b26ad6044e5469084381560537c68384 Find out more about AP Archive: http://www.aparchive.com/HowWeWork
Views: 347695 AP Archive
INVESTING & REGULATION CPD COURSES | PLATINUM PACKAGE | CPD HUB
 
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The Investing and Regulation CPD course provided by Black Onyx, an accredited CPD service provider in South Africa. Under the Platinum package you will receive unlimited access to CPD course content, including Ethics and Practice Standards, access to online assessments and certificates after completing each mini-course. The primary difference to the CORPORATE PACKAGE is aggregating CPD points from THE CPD HUB into a central register for the firm to monitor their Teams' activity with a comprehensive report. Learn more about the Platinum Package CPD ➤ http://bit.ly/2Wfo2t4 Find out more about CPD Hub and our courses ➤ http://bit.ly/2AWD51Z ➤ https://blackonyx.co.za/ ➤ https://fundhub.co.za/ ➤ https://www.linkedin.com/in/andrewjohnludwig/ BLACK ONYX began as an alternative investment consultancy and has since evolved to become an advisory, distribution specialist and RegTech provider. As a distribution consultancy and alternative investment advisory, we partner with award-winning asset managers (traditional & alternative), and generate high-quality video content for financial professionals and investors (independent & institutional), who wish to be better informed and remain digitally connected to the investable universe. Our digital solution assists the asset managers’ distribution function and financial professionals’ CPD regulatory requirements while supporting economic transformation and financial literacy. We believe investors need to be better informed to achieve the best risk-adjusted returns. Therefore we work harder at identifying the best ideas with the least correlation to a cluttered investment environment. In doing so, we represent award-winning, regulated alternative investments and cost-efficient structures, while running no public funds of our own. BLACK ONYX is a registered FSP (47701) and accredited CPD provider. BE BETTER INFORMED. BLACK ONYX gives you accessibility to strictly researched strategies that include: • Balanced Funds • Dividend Income • Exchange Traded Funds (ETFs) • Fixed Income • Flexible Funds • General Equity • Global Equity • Global Property • Indexation • Long Short Hedge • Market Neutral • Money Market • Multi-Asset • Multi-Manager • Multi-Strategy • Private Equity • Section 12j • SA Property • Structured Products Disclaimer. BLACK ONYX Alternative Investments, trading as BLACK ONYX is an authorised Financial Services Provider (FSP 47701) and warns that there are risks associated with financial products and past returns do not guarantee future performance. The purpose of this content is to present different regulated asset management strategies, overseen by regulated firms and individuals, who's opinion may not necessarily be shared by BLACK ONYX and or members of the public. No information or opinions contained in these interviews constitute a recommendation or invitation in any jurisdiction to invest or otherwise deal in the alternative and traditional investments as represented by BLACK ONYX. The content of this video is the property of BLACK ONYX, who has exclusive distribution rights for such material. The asset manager being interviewed may freely distribute the video in its original form, while no other party, other than BLACK ONYX and its affiliates may distribute the content for commercial gain unless contracted to do so with Black Onyx.
The Drive You Demand
 
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UBP Corporate movie - www.ubp.com We are focused on one activity we excel at – wealth management for private and institutional clients. We apply our steadfast vision, our entrepreneurial spirit and our investment expertise to bring significant added value and long-term performance to our clients’ wealth management strategies. Disclaimer This video constitutes marketing material and is not the result of a financial analysis or research and therefore not subject to legal requirements regarding the independence of investment research. It is furnished for general information purposes only and does not constitute an offer or recommendation to enter into any type of financial transaction or to conclude any type of mandate with Union Bancaire Privée, UBP SA, or any entity of the Group (hereinafter «UBP»). This video is not directed to, or intended for distribution to or use by, any person or entity who is a citizen or resident of, or is located or incorporated in, any jurisdiction where such distribution, publication, availability or use would be contrary to applicable laws or regulations, or which would subject UBP and/or its subsidiaries or affiliates to any registration or licensing requirement within such jurisdiction. This video may not be distributed, reproduced or referred to (in whole or in part) without the express written consent of UBP. This video reflects the opinion of UBP as of the date of issue. The information, opinions and analysis contained herein have been based on sources believed to be reliable. However, UBP does not guarantee their timeliness, accuracy, or completeness. All information, analysis and opinions are subject to change without notice at any time and with no obligation to update. This video is not intended to provide a sufficient basis on which to make an investment decision and is not a personal recommendation or investment advice. It is intended only to provide observations and views, regardless of the date on which the reader may receive or access it. Each person is urged to determine whether any investments suit their particular circumstances and to independently assess, with professional advisors, the specific risks incurred, including without limitation at the financial, regulatory, legal, accounting and tax levels. Past performance and/or financial market scenarios are no guarantee of current or future returns. Where these materials contain statements about future performance, such statements are forward looking and subject to a number of risks and uncertainties. The opinions, analysis and information herein do not take into account circumstances, objectives, or needs of any specific person. Investments may be subject to risks that are difficult to quantify and to integrate into their valuation and significant fluctuations in their value or return may occur. Products with a high degree of risk, such as derivatives, structured products, or alternative/non-traditional investments (hedge funds, private equity, real estate funds, etc.) are suitable only for sophisticated investors who are capable of understanding and assuming the risks involved. Investments in foreign securities or currencies involve additional risk as the foreign security or currency might lose value against an investor’s reference currency. This video is without express or implied warranties or representations of any kind and UBP will not accept any liability whatsoever for any loss or damage resulting from the use of, or reliance on, the information, analysis or opinions contained herein. Copyright UBP. All rights reserved.
Matheson Asset Management and Investments Funds Group
 
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Matheson’s Asset Management and Investment Funds Group is the number one ranked funds law practice in Ireland, acting for 28% of Irish domiciled investment funds by assets under management as at 30 June 2014. We advise on asset management law and regulation, and fund products including undertakings for collective investment in transferable securities (UCITS); alternative investment funds (AIFs); money market funds; exchange traded funds (ETFs); manager platforms; private equity and property funds; and Shariah compliant UCITS and AIFs. We provide a comprehensive and professional service to our clients drawing on the considerable breadth and depth of expertise not only in our Asset Management and Investment Funds Group but also in our taxation, structured finance and commercial litigation departments. We act for the world’s leading institutional fund managers including 6 of the top 10 global promoters of Irish funds, 7 of the top 10 US asset managers and the world’s two largest asset managers. Our specialist team is led by 10 partners and comprises over 60 asset management and investment fund professionals in total. We have the strongest Irish law firm presence in the US through our offices in Palo Alto and New York, and the largest operation of any Irish law firm in London. We have dedicated asset management partners based in both our London and New York offices.
Views: 1028 Matheson Law
The Applied Structured Trade & Commodity Finance Programme
 
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March 26th-28th 2014, Hong Kong
Views: 254 MILSTE