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FINSIGHTS | The Financial Webcast Series

Brought to you by FactSet Canada
Live Every Thursday in May, 12:00-12:30 p.m. EDT | Or On-Demand at Your Leisure



With many of us working remotely, creativity has sparked. We see dining tables turned into desks and Zoom is for happy hours and coffee dates. The new normal has shown us how technology enables us to work productively, stay connected, and learn.

That’s why we’re excited to fuel your work-from-home experience with FINSIGHTS, FactSet's new webcast series, coming to your home-headquarters this May.

Join us LIVE over lunch or watch the recording of our 30-minute webcasts at your leisure. If you prefer enjoying your choice of content with your favorite takeaway, then make sure you are one of the first 100 people to sign up by May 27 to receive a complimentary SkipTheDishes voucher on us. 


Due to popular demand, we have already reached our limit! If you just missed out, we are sorry but hope you can still join us online to enjoy our webcasts.

Watch Live or On Demand

Register for the series and get access to all sessions, whether joining us live or watching later on demand.


Exploring Your Fixed Income Exposure

May 7 | 12:00-12:30 p.m. EDT

Join Pat Reilly and Lee Souter, FactSet to investigate the true exposure, risk, and return profile of the Canadian fixed income market. Better understand your portfolio’s issuer exposure and ESG profile. Measure drivers of performance and risk implications and discover quantitative techniques to optimize your positioning.

Pat Reilly, CFA, Director of Analytics - Americas, FactSet
Lee Souter, VP, Analytics Specialist, FactSet

Digital Wealth Part 1: The 5 C's for a new decade of wealth management

May 14 | 12:00-12:30 p.m. EDT

If you haven’t already embraced digital technology, you are already behind as 2020 ushers in a new decade of wealth management. The global pandemic is acting as a catalyst for innovation, forcing businesses to explore and leverage the newest technologies to stay connected and advance. With everybody putting their foot on the gas when it comes to digital wealth, demonstrating your value as an advisor just became even more competitive. Join our experts as they dive into the 5 Cs of Wealth, advising the advisor on how to pivot their workflows for the new decade of wealth management.

Michael Medvinsky, Director of Wealth Solutions - Americas, FactSet
Sebastian Dovey, Expert and Consultant to Wealth Management Industry

Digital Wealth Part 2: Elevating the Client Experience through API's

May 21 | 12:00-12:30 p.m. EDT

What do APIs and Lego have in common? The sky’s the limit with what you can build with them! Both enable you to combine their blocks in creative and endless ways, boosting your engagement, experience and overall satisfaction. Isn’t that what you want for your clients? Be inspired by this 30-minute discussion as we look at the power of APIs for elevating the client experience. Hear how these building blocks unlock potential for better usability, customization and innovation offering clients insight into their wealth where and how they want it. If you liked Lego as a kid, you will love APIs as a financial professional!

Andrew Amon, Director, Digital Solutions - Americas, FactSet
George Wang, Senior Director of Product Development and API Strategy, FactSet
Justin M. Deardorff, Digital Product Strategy
Gwen Jorgens, Director, Client Digital Experience

Data Governance & Distribution: A Volume Game

May 28 | 12:00-12:30 p.m. EDT

From asset data, company data, ESG data, alternative datasets and more, a data-intensive approach has become the new normal with practitioners recognizing the impact that more insight can have. But data overload can become a pain point when workflows around its governance and distribution are not secure. In this 30-minute webcast, hear our experts’ views on the challenges around data-(overload), cost and investment tradeoffs, solutions deployed to meet firm needs, and the value-add from a robust governance and distribution framework.

Pat Reilly, CFA, Director of Analytics - Americas, FactSet
Wei Cai, CFA, CIPM, Director, PMAR & Institutional Analytics, CI Investments
Alexander Kuzmin, AD, Security Master & Pricing/Data Management, CI Investments