Managing Multi Asset Portfolios in Uncertain Times

Join this webinar to hear: Psigma’s views on financial markets, how we believe a traditional approach to asset allocation no longer works, how we look to be dynamic in our asset allocation, what a modern balanced portfolio looks like
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Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi

OTHER ON-DEMAND WEBINARS

COMPLEX CREDIT, THE “AGE OF THE UNLENDABLES”

thefintech.info

Bluestone Mortgages exist to serve borrowers that are typically deemed ‘Unlendable’ by the high street, whether it be due to a life event that has led to financial difficulty or due to incomes being complex. We will begin by examining the four key drivers that the FCA has identified regarding potential financial vulnerability along with the types of industry sectors that are driving clients toward complex credit lenders. This will identify and shape a picture of a typical Bluestone customer. To highlight the key reasons to consider placing business with Bluestone Mortgages, we will then move on to explore the adverse approach, specifically paying attention to key differences when compared to other lenders and how criteria on completion can allow an intermediary to submit a case without waiting for it to fit criteria.
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Is the Venture Capital Process Right for Your Startup?

Lorman

In 2016, capital raised by venture funds hit a 10-year high, and venture capitalists invested nearly $70 billion across almost 8,000 companies. Robust VC activity presents an attractive opportunity for startups seeking capital and strategic advice. However, this opportunity can be lost without adequate preparation. Emerging companies rely on counsel to help determine if VC financing is appropriate and, if so, to guide them through the process. Attracting and successfully negotiating VC investments does not begin with a pitch deck and term sheet.
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ADVANCED SALES AND USE TAX

thefintech.info

An increasing multistate and international marketplace has resulted in significant sales and use tax issues. Recent statutes, regulations, and case law may have a significant effect on the applicability of sales and use tax and related exemptions for businesses operating in a multistate environment. Accountants, controllers, accounts payable professionals, CFOs, tax managers and officers, presidents, vice presidents, bookkeepers, and enrolled agents who operate in a multistate business environment face frequent questions regarding multistate taxation, which states can impose a tax, and how to document multistate exemptions. This course is designed to update professionals on advanced sales and use tax issues facing businesses operating in a multistate environment.
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Payment Cycle Management: A New Frontier

iofm.com

Automate every piece of your invoice-to-cash process and boldly go where your AR department hasn’t gone before! Find out how to dramatically reduce DSO while increasing transparency, flexibility, scalability and efficiency. The next generation of AR solutions can help you improve customer relationships and make employees happier at the same time. Join Billtrust and learn about the new frontier of Payment Cycle Management.
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Spotlight

As digital transformation strategies take hold and organizations embrace a philosophy of data-driven decision-making, many functions that have traditionally communicated little with each other are coming together around a shared need for current and relevant information. In this environment, IT and tax departments have a signifi

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