WealthChat Presented by CGI: Recent Episodes
CGI - Global Wealth and Capital Markets
In this episode, Lubna speaks with Wayne Farmer, Managing Partner at Islemount Capital Advisors. They discuss the Canadian ASEAN Business Council, what Asia was like in the 1990s, how the Covid pandemic impacted business in Asia, and the lessons that North America can learn from Asia, the impact of Gen AI on business, and Wayne shares the industries he's most excited about. What strategies can be employed for risk mitigation when dealing in foreign markets? What's the status of ESG in Asia? How can we effectively import knowledge and new age methodologies from different regions of the world to improve our nation?
In this episode Lubna speak with Jamie Read, CEO of BriteBirch Collective. They discuss the methods firms and individuals can employ to establish and maintain their brands in the current environment. They also speak about social media, VR, GenAI, data literacy, changing consumer behaviors, and marketing techniques large firms use. How can we protect our identities online? How effective are ads? How can we best leverage social media and technology? and how can we keep ourselves centered in an ever evolving technology driven world?
Lubna speaks with Murtaza Haider, professor at Toronto Metropolitan University. They speak about Gen AI; what it is and how it's currently impacting our everyday lives. Murtaza shares his thoughts on the risk of AI, and how it can be used to solve some of the big problems we're currently facing. AI Bias is a real problem, how can it effectively be eliminated? They also discuss the various ways in which AI can assist such as healthcare, onboarding, training, and allowing people to focus on meaningful tasks and activities. Do the AI pros outweigh the cons? How can we effectively leverage technology to create a better and more just world for everyone?
In this episode Lubna speaks with Jamie Holland, Senior Vice-President of Canada Industry Solutions at CGI. They discuss the major wealth trends for 2023, the Voice Of The Advisor survey, the launch of myAutoPlus, and Jamie's expectations for 2024. What does the future hold for digital assets? How will advisors adapt their business to the changing demographics, and how will women impact the industry? In 2023 AI dominated the conversations, the question now is; how will these discussions translate into actions?
In this episode Lubna speaks with Dan Richards, professor of marketing at University of Toronto, Rotman School of Management. They discuss effective strategies advisors utilize to establish trust with their clients, the new era of expectations being ushered in by tech firms, cases for GPT 3 & 4, results from our Voice of the Advisor Survey, and the impacts of financial wellness on advisors and clients.
In this episode Lubna speaks with Michael Simonetta, Chairman of Evolve ETFs. They discuss the trends impacting the ETF industry, how Evolve ETFs differentiate themselves, and decisions involved when launching new funds. Michael also speaks about his past experiences with start-ups, and what drives him to pursue new ventures. They also discuss Drive for Dreams, Michael's charitable foundation, and the importance of giving back. Michael talks about the importance of mentorship and how young professionals can establish themselves. Where is the financial industry headed? What are the benefits of being in the office? What's the future of bitcoin?View Episodes - https://youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM&feature=shared
In this episode Lubna speaks with Ebrahim Bagheri & Naimul Khan, both professors at Toronto Metropolitan University. They speak about AI language models, robots, VR, and the progress that's been made in a relatively short amount of time. They also discuss the implications of bias data being used to train language models and how the industry can improve the practices currently being employed. Ethics is an important topic of discussion when it comes to these types of technologies, Ebrahim leads a technology ethics lab and he shared his insights and best practices being taught to students. Naimul shared his insights when it comes to VR technologies and social media, and how we can effectively utilize these technologies. How can we ethically have technology advancements? What are the systematic issues that cause gender biases in search engine results and how can this be resolved? What is VR immersion and what are the consequences of it?
We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future. In this segment, Lubna speaks with Lance Lehman. Lance is a Wealth Advisor, he provides comprehensive services to his clients. They discuss the impact the pandemic had on advisory practices and their clients. They also speak about the shifting client demands and expectations in the face of the hyper-personalization era. How can advisors effectively serve their clients? How is technology changing the way clients interact with their advisors and how can advisors leverage these changes?
We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future. In this segment, Lubna speaks with Matt Sommer. Matt is Head of Specialist Consulting Group, Janus Henderson Investors. They discuss the top 3 trends affecting the U.S market and the ripple effects being experienced by different sectors. Matt also discusses the work he's doing around fraud awareness and prevention and how advisors can have effective conversations with clients. How can the needs of the next generation be met? What impacts are incoming regulatory changes having on investors?
We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future. In this segment, Lubna speaks with Daniil Shapiro. Daniil is a Director for Product Development at Cerulli Associates. They discuss the prevalence of alternative assets and the market conditions that have allowed this to occur. They also discuss the innovation and democratization that have taken place in the alternatives market. Why have alternative products become so attractive? How can advisors effectively incorporate them into their models?
We have a special WealthChat Series from the IWI ACE conference in San Diego. Lubna sat down with industry experts to discuss the current environment and expectations for the future. In this first segment, she speaks with Stephen Horan. Stephen is an Executive Director for Financial Planning Review, and Director for Master of Science in Finance & Investment Management at the University of North Carolina Wilmington. They speak about the practical approach that can be taken for ESG investing, they also discuss ESG ratings. Why are ESG ratings unreliable? How can advisors have an effective conversation with their clients?
In this episode Lubna speaks with Chris Juryn & James Aricibasi, both senior leaders at CGI. They speak about AI language models and the progress that's been made in a relatively short amount of time. They also discuss the implications of using language models such as ChatGpt, how will our lives change? How can language models be employed for activities such as portfolio management, taxation, and retirement planning? How can bias be eliminated or at least greatly reduced? What's the difference between ChatGpt 3 & 4? How far away are we from Artificial Generalized Intelligence (AGI)?View our content on YouTube - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM
In this episode Lubna speaks with Roy Kao & David Hooper, both senior leaders at CGI. They speak about Open Banking (OB) and the progress that's been made in the Canadian Market. They also discuss how OB was implemented in other geographies, data protection and consumer rights, as well as how the market can become more competitive with OB. What is the hybrid model approach being taken by Canada? What lessons can we learn from the UK & Australia? How will consumers ultimately benefit?View on YouTube - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM
In this episode Lubna speaks with Len Brooks & Taje Mohabir, both senior leaders at CGI. They speak about Business Process Outsourcing (BPO) & Intellectual Property (IP), and CGI's capabilities in these areas. They also discuss automation, streamlining processes, modernization, smart bots/chats, and the potential of ChatGPT. Is it possible to modernize existing technology while mitigating risk? What does the future back office look like?YouTube Channel - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM
In this special Year-In-Review episode, Lubna speaks with Jamie Holland, Senior Vice-President of Canada Industry Solutions at CGI. They discuss the current states of the Wealth Management and Insurance industries, and the trends that have led to the events that occurred in 2022 along with their future impacts. Jamie was able to provide a unique lens when speaking about prevalent topics such as platformization, data, AI/ML, blockchain, regtech, and financial planning. How will the wealth industry continue to evolve? What does the future hold for the insurance industry?WealthChat videos are available on YouTube, check out our playlist - https://www.youtube.com/watch?v=iEOT3fSixtA&list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM&ab_channel=CGI
In this episode, Lubna speaks with Bob Willard from Sustainability Advantage, Eric Wetlaufer from TwinRiver Capital, and Dirk Matten from Schulich Business School. They discuss the issues surrounding ESG and how they can be resolved. It's a comprehensive discussion that addresses issues such as regulatory frameworks, greenwashing, ESG scoring, technology, government involvement, and the goals of developed and developing nations. Are governments responding appropriately? What part do businesses play and how can impactful changes be made?
In this episode, Lubna speaks with Dr. Mathieu Lajante, a professor from Toronto Metropolitan University. He is an expert in customers' emotions and psychophysiology applied to marketing research. They discuss trends affecting consumer behaviours, how neuroscience informs consumer behaviours, the role emotions play on our purchase decisions and everyday life, and how digitization is changing the way we perceive our world and our daily standards.
In this episode, Lubna speaks with Lewis Bateman from Bateman Capital Inc. Lewis has extensive C-level experience with direct day-to-day management at digital asset and stock exchanges, as well as buy-side and sell-side organizations both in public and private sectors. They discuss trends affecting the digital assets market, the current happenings with cryptocurrencies and their potential future, the many utilizations of blockchain beyond cryptocurrencies, the many uses of NFTs, and the future outlook for these technologies and our world.
Video episode available on YouTube - https://www.youtube.com/playlist?list=PLJ8nM0Tn1J4hQDuZgi-VCwcKwVmnEwBkM
In our concluding Voice of the Advisor (VOA) series episode, Lubna speaks with Tom Hayko, Jay Thakore, and Aimee Mendez. Tom & Jay are senior members of our Global Wealth & Capital Markets group. They discuss the action firms need to take to implement the solutions that would meet the needs of current and future advisor and clients. They also speak about data security, personalization, and the partnership ecosystem.
In part 2 of our Voice of the Advisor (VOA) series, Lubna speaks with Bryan Waldeva and Maulik Vora, both senior members of our Product group within Global Wealth & Capital Markets. They discuss the actions firms need to take in order to meet current and future advisor needs. They also highlight some of the obstacles companies face when introducing new technologies and how they can be overcome.
In Part 1 of our special Voice of the Advisor (VOA) series, Lubna speaks with Kelly Walsh, Drew Brown and Marcel Schroder, all senior members of our Consulting Services group within Global Wealth & Capital Markets . They discuss survey results with a focus on what advisors want from their firms in terms of technology and support. They also speak about the main differences in male and female advisory practices, digital enablement, and financial wellness.
In this episode, Lubna speaks with Nidhi Laroiya. Nidhi is a Director for consulting Services within Global Wealth and Capital Markets. Nidhi spoke about Human Centric Design (HCD) and a variety of subtopics such as; the value HCD provides, how firms and advisors can incorporate HCD into their businesses, and how HCD can accelerate innovation.
In this episode, Lubna speaks with Gilly Green and Alain Egre from Sionic. Gilly and Alain are both located in the UK, and are wealth management experts for that market. They discuss trends affecting the UK market, the digitization journey firms are on, and how blockchain and gamification can improve firm offerings and create a better client experience. It was a very insightful conversation, and we would like to give a big thank you to Gilly and Alain for joining us.
In this episode, Lubna speaks with John Tirpak and Kenneth Bachulis, both directors for consulting services in the U.S. within Global Wealth. They discuss the unified managed account structure, the home office providing more portfolio management services to their advisor force, and the potential for banks with multiple channels to leverage data to create a one firm experience.
In this episode, Lubna speaks with Marcel Schroder, Director Consulting Services within Global Wealth. They discuss trends in the industry, digital adoption, what it takes to be innovative and more importantly how to retain innovation.
In this episode, Lubna speaks with Kelly Walsh, Director Consulting Expert within Global Wealth. They discuss some of the interesting trends Kelly observed during the COVID-19 pandemic, innovations in advisor technologies and growth in philanthropy.
In this episode, Lubna speaks with Bryan Sachdeva, VP of CGI's Wealth360 Digital Wealth Platform. They discuss trends in advisor technology solutions, Platformization, innovations being pursued for CGI's Digital Wealth Platform, and how AI and machine learning can help firms achieve hyper-personalization.
In this episode, Lubna speaks with Drew Brown - CGI's Global Wealth VP of Consulting Services. They discuss the upcoming VOA initiative, the origins of VOA, and insights gained from the survey. They also talk about the MMI conference, platformization, advisor adoption, and the social megatrends influencing FinTech.