Pragmatic AI for asset management

Designed for bankers new to call report preparation, this series will cover basic reporting requirements, operational schedules, loan schedules, maturity and repricing, and Basel III risk based capital, plus recent accounting changes affecting the Call Report. FFIEC 041 and 051 forms will be used during the presentation.

Among an increasing number of investors and portfolio managers, cryptocurrency is considered a legitimate and distinct asset class. Many institutions are entering the market for varying reasons as they look to diversify their exposure and maximise returns. The investment thesis for the wider crypto market has gathered momentum, however how these large firms enter the market is constantly evolving. Institutions may purchase crypto through an algorithm, gain exposure through derivatives, or invest directly in protocols. There are a host of unique challenges that new entrants must navigate before allocating capital to crypto or DeFi markets. We take a look at the trends of 2021, the performance of this infrastructure to date, and where it can improve to facilitate the next wave of entrants.

This virtual compliance bootcamp is designed to assist banks, FinTechs, and cryptoasset firms alike in identifying strategies for managing financial crime risks in this new climate of cryptoassets.

The financial services industry is built on client and customer relationships. Today, you can forge deep, long-lasting connections by delighting customers, clients and partners with intelligent, contextual experiences.