Past Issues

• 8

  The Financial Advisor Retirement Wave

  John Turner, Vp - Investment Advisor Lending, Live Oak Bank

• 14

  Information Security: Enabler Of Technological Transformation And Cloud Adoption

  Olegario Prieto, Chief Information Security Officer And Head Of It Operations, Bupa Global Latinoamérica

• 21

  Role Of Investment Funds In The Fight Against Climate Change

  Dr. Constanze Jacobs, Head Of Transactions, Structuring & Asset Advisory, Commerz Real Ag

• 24

  The Revolutionary Impact Of Ai In The Valuation Advisory Space

  Ioannis Michopoulos, Vice President, Complex Securities & Financial Instruments, Stout

• 26

  Digital Transformation/Modernisation, It Is A Continuous Journey

  Fahad Najeeb, Head Of Data Platforms And Engineering, Latitude Financial Services

• 28

  Decades Long Battle For Lead-Time Shrinkage In The Furniture Industry And Its Impact On Global Supply During A Pandemic – What’s Next?

  Matthew Waugh, Executive Director Of Finance & Operations, Furnitureland South, Inc

• 30

  Why Your Clients Aren’t Getting Tax Advice From Their Tax Professional

  Gary Watts, Vice President, Financial Advisor, Wealth Enhancement Group