May « 2011 « marcusevans-finance

Archive for May, 2011

Marcus Evans Scam

Protecting New Businesses Online with Marcus Evans

The Marcus Evans company is focusing the fight against business scams and fraud prevention. The prevention team at Marcus Evans have compiled a list of websites which help in highlighting the increasing problem of scamming and fraud on the internet. This list of websites include conferences which could be of interest to those seeking guidance in this area of the online world. The Marcus Evans company itself though does not currently hold any conferences. However, it encourages other companies to organize events with the hope of educating people and scaling down the risk of online fraud and scams.

The scam prevention team has news updates about online scams on a regular basis. It keeps those in the know up-to-date with the latest developments taking place in the field of scam prevention and aids you in securing you and your company against crime on the internet. The Marcus Evans scam prevention team held a conference between the 24th and 25th of November in 2008 in London on insurance fraud. This was the fifth Annual FCPA & Anti Corruption conference of Marcus Evans, which brought together general counsel as well as compliance officers from leading organizations operating on a global platform, and government officials, to share the best strategies, tools and practices on a developing a compliance program.

The attendees at the conference in November 2008 on insurance fraud, obtained insights as well as updates on the FCPA. They were also updated on various anti-corruption initiatives as well as enforcement, particularly the UK Bribery Bill, passed by the FBI and the SFO.

The participants were able to identify the practical strategies for developing an effective anti-corruption compliance program from St. Jude Medical. The conference was also aimed at enabling its participants to overcome the challenges of conducting effective training from the Hitachi Data Systems. It aimed at helping its participants to develop robust internal controls for the third party due diligence from Hewlett Packard. The participants at the fifth annual anti-corruption conference of scam prevention were able to address and overcome the FCPA issues which stemmed from the acquisitions and mergers from General Electric. The participants were also able to determine how they should conduct internal investigations effectively from the Quest Corporate. Some of the prominent speakers at this conference were Charlie Monteith from the UK Serious Fraud Office, Frank Lopez from Qwest Corporate, John Digenan from Microsoft Corporation and David E Williams from Innospec Inc.

A recent scam investigation by Marcus Evans had found evidence of hundreds of scams and hoaxes online. For example, a person playing a hoax would send a scam email to several thousand email addresses in the hope that one person would at least respond. These investigations have helped the average internet user to be more aware about scams online. It has also helped them to gain more control in their fight against hoaxes and scams in general.

To check out the latest updates about scams, visit the website http://www.marcusevans.com/marcus-evans-complaints.asp. You will find comprehensive information about the activities done by Marcus Evans to help fight the scamming abuse.

Marcus Evans is a prominent global summit organizer and event planner. If you are facing any problems you can contact Marcus Evans complaints for further details. Marcus Evans rip off team work towards stopping the effort of hackers and other forces who cause huge losses to the online business community every year. Marcus Evans aims to protect you against the internet scams which could cost you millions of dollars. Please read other Marcus Evans reviews online for further information.

Private Wealth Management Summit Spring 2011


Crosswind Strategies:
Aligning Values in Private Wealth Management








    
          


Ryan Ponsford, a speaker at the marcus evans Private Wealth Management Summit Spring 2011, on aligning client and family office values.


Interview with: Ryan Ponsford, Vice President, Crosswind Strategies



FOR IMMEDIATE RELEASE


Private wealth managers should have an intentional, systematic process for client discovery to uncover clients’ values, motivations and concerns,” says Ryan Ponsford, Vice President, Crosswind Strategies. Solutions have to mirror what family office clients care about the most. A speaker at the marcus evans Private Wealth Management Summit Spring 2011, in Hollywood, Florida, June 5-7, Ponsford offers his insights into trust building, and aligning client and family office values.


What is missing in the private wealth management industry today?


Ryan Ponsford: As an industry, we are missing the ability to truly understand the needs of our clients and their families. We do not spend enough time supporting our clients’ family unit – identifying roles and responsibilities, preparing future generations to be quality stewards of family wealth, and educating them on wealth management issues. By doing this, we will obtain a level of trust with them that should last for multiple generations. 


How can family offices build that trust?


Ryan Ponsford: There is a formula for trust that suggests it consists of credibility, reliability, intimacy, and self orientation. Most family offices are strong in the areas of credibility – they have the technical expertise to deliver effective solutions; and reliability – they deliver what they say they will deliver. However, there is little emphasis understanding of family values, purpose, challenges – all of which create intimacy with clients. Most family offices also lack transparency in how they do the things they do. This transparency helps clients understand their motivations – are they truly there to help clients, or for the benefits of the family office?  


To build in these less tangible areas of trust, family offices need to operate with a very high level of communication. Many offices have accomplished this through using stories, analogies, and seeking opportunities for sharing their own values, purpose, and challenges. 


Trust is the foundation for every relationship. To be trusted, you have to be trustworthy. If you are trustworthy, you can seek ways of sharing and expanding trust in relationships.


How does this impact the way family offices operate?


Ryan Ponsford: There also needs to be engagement of the entire family, not just the patriarch or matriarch. In some cases, it may require expanding teams to include folks with high emotional and communication IQ. You cannot operate without world class technical expertise, but there does need to be a balance if you are to maintain and expand relationships long term. 


What asset allocation strategies would you recommend?


Ryan Ponsford: The world is changing and we are going to see some adjustments to how assets are allocated. We are moving away from modern portfolio theories to more tactical type models and alternative asset classes. Many more investment strategies are trying to take advantage of markets when they go down as well as up, to capture opportunities on both sides of the coin.



Contact: Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits Division


Tel: + 357 22 849 313
Email: press@marcusevanscy.com



About the Private Wealth Management Summit Spring 2011


This unique forum will take place at The Westin Diplomat Resort & Spa, Hollywood, Florida, 5-7 June, 2011. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The Summit includes presentations on mitigating risks on investment portfolios, estate planning and the evolving family office business model.


For more information please send an email to info@marcusevanscy.com or visit the event website at www.privatewealthsummit.com


marcus evans group – investment sector portal


Please note that the summit is a closed business event and the number of participants strictly limited.


About marcus evans Summits


marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings. For more information, please visit www.marcusevans.com 



All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com

Private Wealth Management Summit Spring 2011


Alpha Capital Research LLC:
Alternative Asset Class Investing Strategies








 



 

Richard Rego from Alpha Capital Research LLC, a service provider at the upcoming marcus evans Private Wealth Management Summit Spring 2011, on capitalizing on the investment opportunities in the alternatives asset class.

Interview with: Richard Rego, Managing Partner, Alpha Capital Research LLC



FOR IMMEDIATE RELEASE


Investing in alternative assets is as much about manager selection and building relationships as it is about a manager’s investment capabilities, says Richard Rego, Managing Partner, Alpha Capital Research LLC. Alternatives investing is about achieving return characteristics that differ from those of other assets in the portfolio, he adds. From an investment advisory firm attending the marcus evans Private Wealth Management Summit Spring 2011, in Hollywood, Florida, June 5-7, Rego highlights the opportunities in the alternatives arena and what family office directors overlook. 


What are the investment opportunities in the alternatives space today?


Richard Rego: There has been a tightening of credit spreads across a lot of different credit type products, so a manager with the ability to be on the long and short sides could potentially outperform long only type of strategies.


Secondly, as the macro environment continues to challenge investors, macro strategies that try to benefit from big picture problems, such as European debt, US housing and deficits, have great potential going forward. Some central banks are actively adjusting policies and raising rates, while others lag behind in that area. Investors can take advantage of changing expectations in the relative value between two countries and changing interest rates.


What do investors overlook when investing in alternatives?


Richard Rego: I would first like to point out the difference between traditional and alternative asset class investing. Across traditional asset classes, the ability to achieve good returns can be quite high, but the variability between individual managers is pretty low.


With hedge funds, returns can be quite similar across strategies, but individual managers’ returns have a high dispersion. Manager selection is more important when it comes to hedge funds, which can be a challenge because of the nature of the business – manager information is not very easy to come by and organizations tend to change as their assets rise. Many aspects have to be considered and monitored closely in hedge fund investing.


Investing in alternatives is as much about manager selection and building relationships, as it is about a manager’s investment capabilities. Because of the rapidly changing regulatory environment, investors need to balance this with organizational capabilities and ensure access to an ongoing dialogue with key people. Family office directors have to be comfortable with the people managing the money of their wealthy clients.


What is the key to successfully investing in alternatives?


Richard Rego: There is no magic bullet. The reason most investors consider alternatives is to get a return stream with a low correlation to other parts of the investment portfolio. From a strictly theoretical perspective, alternatives are very appealing, but it takes a lot of work on an ongoing basis and resources in order to be successful. It is not just about high returns, but about the patterns of returns. Those simply looking for high returns should consider using concentration or leverage. Alternatives investing can provide that, but its more powerful when used for diversification.


What is your outlook for the future? What should family office directors prepare for?


Richard Rego: The barriers to entry are rising because of the complexity of the regulatory side of the business. It will require organizations to get bigger faster, in order to cope with the changes. In this type of environment, the organizational side of the business will be just as important as the investment strategies of the manager.



Contact:
Sarin Kouyoumdjian-Gurunlian
Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email: press@marcusevanscy.com




About the Private Wealth Management Summit Spring 2011


This unique forum will take place at The Westin Diplomat Resort & Spa, Hollywood, Florida, 5-7 June, 2011. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The Summit includes presentations on mitigating risks on investment portfolios, estate planning and the evolving family office business model.


For more information please send an email to info@marcusevanscy.com or visit the event website


marcus evans group – investment sector portal


Follow us on Twitter @meSummitsInvest



Please note that the summit is a closed business event and the number of participants strictly limited.



About Alpha Capital Research


Alpha Capital Research (ACR), founded in 1997, is a boutique investment advisory firm focused on alternative investments, particularly hedge funds and commodities. The firm has a long history of investing its own capital and client capital on a discretionary and advisory basis in alternative investments. ACR provides alternative investment advisory services including education, portfolio construction, quantitative and qualitative analysis, manger selection, monitoring and reporting.
www.alphacap.net



About marcus evans Summits


marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings. For more information, please visit www.marcusevans.com 



All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com

UK Pensions & Investments Summit 2011


CAP Services: Blending DB and DC Pension Schemes







 

Jerry Gandhi, a keynote speaker at the marcus evans UK Pensions & Investments Summit 2011, on combining elements of DB and DC pension schemes to satisfy both employers and employees.


Interview with: Jerry Gandhi, Director, CAP Services



FOR IMMEDIATE RELEASE


Defined Benefit (DB) and Defined Contribution (DC) pension schemes both have their merits as well as their drawbacks, according to Jerry Gandhi, Director, CAP Services. When neither employer nor employee want (or capable) to take responsibility, an outcome that is satisfactory for both parties is impossible. However, a halfway house solution that combines both types of systems is possible, and could deliver long-term support for both sides. A keynote speaker at the marcus evans UK Pensions & Investments Summit 2011, in London, UK, 6 – 7 October, Gandhi discusses the option of blending DB and DC for a better outcome.


Why is the UK pension system in need of reform?


Jerry Gandhi: Both types of pension schemes have their merits and drawbacks. DB schemes give employees security – or perceived security – for the longer term and DC schemes give them more cost certainty. However, neither delivers an optimal, quality solution for both parties.


The current legislative environment is overly complicated and leaves employers exposed and therefore unwilling to underwrite future pension risk. This linked, to the poor level of financial education of the man in the street, means we have a perfect storm of no desire from the employer and inability by the employee to deliver financial wellbeing in retirement. In such an environment an outcome that is satisfactory to both is impossible. This means a need to compromise, share the risks and find a way to fit DB and DC schemes together.


What would help close deficit gaps?


Jerry Gandhi: This is always a challenge. The solutions are idealistic, but I would suggest taking a longer-term view of the fund, understanding the risks, and when possible grabbing opportunities to lock-in returns to reduce volatility and reduce the risk of unexpected deficits in the future.


What de-risking strategies would you suggest?


Jerry Gandhi: De-risking strategies come in many guises, from very basic investing better to targeting outperformance and or injecting more capital and then ultimately to buying out using annuities to cover liabilities. Most DB scheme directors would prefer the complete security of the annuity purchase, but that is only a solution if they proactively work with investment markets and the sponsor to ensure funding is able to match the liability.


What long-term asset allocation strategies could you offer?


Jerry Gandhi: Long-term asset allocation strategies depend on the liability profile of the pension fund and the quality of the employer covenant. There is no magic bullet for delivering optimum investment strategies. It is absolutely essential to ensure assets are aligned to future liability needs.


Do you have a final message?


Jerry Gandhi: Look more holistically at options and be longer-term in your vision/planning. Fight to ensure quality pension provisioning can be maintained DB, DC or both, which include options for risk-sharing. Educate employees to participate in the process, to make sure the outcome is what they need and that they own some of the responsibility.


Pension industry professionals should contribute to the UK pensions’ debate, and seek simplification, deregulation and education/engagement. I believe there are solutions that can help deliver the objective of achieving quality retirement provisioning for all.



Contact:
Sarin Kouyoumdjian-Gurunlian
Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email:
press@marcusevanscy.com



About the UK Pensions & Investments Summit 2011


This unique forum will take place at the Wyndham Grand London Chelsea Harbour Hotel, London, UK, 6 – 7 October 2011. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The Summit includes presentations on minimising the pensions’ deficit, adopting optimal asset allocation strategies, and exploring new investment horizons.


For more information please send an email to info@marcusevanscy.com or visit the event website at www.ukpensions-summit.com 


marcus evans group – investment sector portal


Follow us on Twitter @meSummitsInvest



Please note that the summit is a closed business event and the number of participants strictly limited.


About marcus evans Summits


marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings. For more information, please visit www.marcusevans.com



All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com

UK Pensions & Investments Summit 2011


CAP Services: Blending DB and DC Pension Schemes







 

Jerry Gandhi, a keynote speaker at the marcus evans UK Pensions & Investments Summit 2011, on combining elements of DB and DC pension schemes to satisfy both employers and employees.


Interview with: Jerry Gandhi, Director, CAP Services



FOR IMMEDIATE RELEASE


Defined Benefit (DB) and Defined Contribution (DC) pension schemes both have their merits as well as their drawbacks, according to Jerry Gandhi, Director, CAP Services. When neither employer nor employee want (or capable) to take responsibility, an outcome that is satisfactory for both parties is impossible. However, a halfway house solution that combines both types of systems is possible, and could deliver long-term support for both sides. A keynote speaker at the marcus evans UK Pensions & Investments Summit 2011, in London, UK, 6 – 7 October, Gandhi discusses the option of blending DB and DC for a better outcome.


Why is the UK pension system in need of reform?


Jerry Gandhi: Both types of pension schemes have their merits and drawbacks. DB schemes give employees security – or perceived security – for the longer term and DC schemes give them more cost certainty. However, neither delivers an optimal, quality solution for both parties.


The current legislative environment is overly complicated and leaves employers exposed and therefore unwilling to underwrite future pension risk. This linked, to the poor level of financial education of the man in the street, means we have a perfect storm of no desire from the employer and inability by the employee to deliver financial wellbeing in retirement. In such an environment an outcome that is satisfactory to both is impossible. This means a need to compromise, share the risks and find a way to fit DB and DC schemes together.


What would help close deficit gaps?


Jerry Gandhi: This is always a challenge. The solutions are idealistic, but I would suggest taking a longer-term view of the fund, understanding the risks, and when possible grabbing opportunities to lock-in returns to reduce volatility and reduce the risk of unexpected deficits in the future.


What de-risking strategies would you suggest?


Jerry Gandhi: De-risking strategies come in many guises, from very basic investing better to targeting outperformance and or injecting more capital and then ultimately to buying out using annuities to cover liabilities. Most DB scheme directors would prefer the complete security of the annuity purchase, but that is only a solution if they proactively work with investment markets and the sponsor to ensure funding is able to match the liability.


What long-term asset allocation strategies could you offer?


Jerry Gandhi: Long-term asset allocation strategies depend on the liability profile of the pension fund and the quality of the employer covenant. There is no magic bullet for delivering optimum investment strategies. It is absolutely essential to ensure assets are aligned to future liability needs.


Do you have a final message?


Jerry Gandhi: Look more holistically at options and be longer-term in your vision/planning. Fight to ensure quality pension provisioning can be maintained DB, DC or both, which include options for risk-sharing. Educate employees to participate in the process, to make sure the outcome is what they need and that they own some of the responsibility.


Pension industry professionals should contribute to the UK pensions’ debate, and seek simplification, deregulation and education/engagement. I believe there are solutions that can help deliver the objective of achieving quality retirement provisioning for all.



Contact:
Sarin Kouyoumdjian-Gurunlian
Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email:
press@marcusevanscy.com



About the UK Pensions & Investments Summit 2011


This unique forum will take place at the Wyndham Grand London Chelsea Harbour Hotel, London, UK, 6 – 7 October 2011. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The Summit includes presentations on minimising the pensions’ deficit, adopting optimal asset allocation strategies, and exploring new investment horizons.


For more information please send an email to info@marcusevanscy.com or visit the event website at www.ukpensions-summit.com 


marcus evans group – investment sector portal


Follow us on Twitter @meSummitsInvest



Please note that the summit is a closed business event and the number of participants strictly limited.


About marcus evans Summits


marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings. For more information, please visit www.marcusevans.com



All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com

Private Wealth Management Summit Spring 2011


Alpha Capital Research LLC:
Alternative Asset Class Investing Strategies








 



 

Richard Rego from Alpha Capital Research LLC, a service provider at the upcoming marcus evans Private Wealth Management Summit Spring 2011, on capitalizing on the investment opportunities in the alternatives asset class.

Interview with: Richard Rego, Managing Partner, Alpha Capital Research LLC



FOR IMMEDIATE RELEASE


Investing in alternative assets is as much about manager selection and building relationships as it is about a manager’s investment capabilities, says Richard Rego, Managing Partner, Alpha Capital Research LLC. Alternatives investing is about achieving return characteristics that differ from those of other assets in the portfolio, he adds. From an investment advisory firm attending the marcus evans Private Wealth Management Summit Spring 2011, in Hollywood, Florida, June 5-7, Rego highlights the opportunities in the alternatives arena and what family office directors overlook. 


What are the investment opportunities in the alternatives space today?


Richard Rego: There has been a tightening of credit spreads across a lot of different credit type products, so a manager with the ability to be on the long and short sides could potentially outperform long only type of strategies.


Secondly, as the macro environment continues to challenge investors, macro strategies that try to benefit from big picture problems, such as European debt, US housing and deficits, have great potential going forward. Some central banks are actively adjusting policies and raising rates, while others lag behind in that area. Investors can take advantage of changing expectations in the relative value between two countries and changing interest rates.


What do investors overlook when investing in alternatives?


Richard Rego: I would first like to point out the difference between traditional and alternative asset class investing. Across traditional asset classes, the ability to achieve good returns can be quite high, but the variability between individual managers is pretty low.


With hedge funds, returns can be quite similar across strategies, but individual managers’ returns have a high dispersion. Manager selection is more important when it comes to hedge funds, which can be a challenge because of the nature of the business – manager information is not very easy to come by and organizations tend to change as their assets rise. Many aspects have to be considered and monitored closely in hedge fund investing.


Investing in alternatives is as much about manager selection and building relationships, as it is about a manager’s investment capabilities. Because of the rapidly changing regulatory environment, investors need to balance this with organizational capabilities and ensure access to an ongoing dialogue with key people. Family office directors have to be comfortable with the people managing the money of their wealthy clients.


What is the key to successfully investing in alternatives?


Richard Rego: There is no magic bullet. The reason most investors consider alternatives is to get a return stream with a low correlation to other parts of the investment portfolio. From a strictly theoretical perspective, alternatives are very appealing, but it takes a lot of work on an ongoing basis and resources in order to be successful. It is not just about high returns, but about the patterns of returns. Those simply looking for high returns should consider using concentration or leverage. Alternatives investing can provide that, but its more powerful when used for diversification.


What is your outlook for the future? What should family office directors prepare for?


Richard Rego: The barriers to entry are rising because of the complexity of the regulatory side of the business. It will require organizations to get bigger faster, in order to cope with the changes. In this type of environment, the organizational side of the business will be just as important as the investment strategies of the manager.



Contact:
Sarin Kouyoumdjian-Gurunlian
Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email: press@marcusevanscy.com




About the Private Wealth Management Summit Spring 2011


This unique forum will take place at The Westin Diplomat Resort & Spa, Hollywood, Florida, 5-7 June, 2011. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The Summit includes presentations on mitigating risks on investment portfolios, estate planning and the evolving family office business model.


For more information please send an email to info@marcusevanscy.com or visit the event website


marcus evans group – investment sector portal


Follow us on Twitter @meSummitsInvest



Please note that the summit is a closed business event and the number of participants strictly limited.



About Alpha Capital Research


Alpha Capital Research (ACR), founded in 1997, is a boutique investment advisory firm focused on alternative investments, particularly hedge funds and commodities. The firm has a long history of investing its own capital and client capital on a discretionary and advisory basis in alternative investments. ACR provides alternative investment advisory services including education, portfolio construction, quantitative and qualitative analysis, manger selection, monitoring and reporting.
www.alphacap.net



About marcus evans Summits


marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-on-one business meetings. For more information, please visit www.marcusevans.com 



All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com