WSD

𝗧𝗲𝗮𝗺 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁👨💻 𝐌𝐞𝐞𝐭 𝐭𝐡𝐞 𝐓𝐞𝐚𝐦 𝐁𝐞𝐡𝐢𝐧𝐝 𝐖𝐒𝐃: David Hasieb Say hello to David Hasieb, our 𝗦𝗮𝗹𝗲𝘀 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿 𝗗𝗔𝗖𝗛 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗗𝗮𝘁𝗮 𝗟𝗲𝗮𝗱, who brings extensive expertise in Structured Products, Process & Document Automation, Data Modeling & Dissemination, and more. 📢“𝘛𝘩𝘦 𝘣𝘦𝘴𝘵 𝘱𝘢𝘳𝘵 𝘰𝘧 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘢𝘵 𝘞𝘚𝘋 𝘪𝘴 𝘩𝘦𝘭𝘱𝘪𝘯𝘨 𝘤𝘭𝘪𝘦𝘯𝘵𝘴 𝘴𝘰𝘭𝘷𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘹 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘤𝘩𝘢𝘭𝘭𝘦𝘯𝘨𝘦𝘴 𝘢𝘯𝘥 𝘴𝘵𝘳𝘦𝘢𝘮𝘭𝘪𝘯𝘪𝘯𝘨 𝘵𝘩𝘦𝘪𝘳 𝘱𝘳𝘰𝘤𝘦𝘴𝘴𝘦𝘴.” 🌟𝗗𝗮𝘃𝗶𝗱 𝗮𝘁 𝗮 𝗚𝗹𝗮𝗻𝗰𝗲: • 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: Process automation, data connectivity & structured products. • 𝗣𝗮𝘀𝘀𝗶𝗼𝗻: Creating efficient solutions for sell-side & buy-side clients. • 𝗛𝗼𝗯𝗯𝗶𝗲𝘀: Running, gym, walking with his dog, reading financial literature, and exploring blockchain & AI. 💼 𝗔𝘁 𝗪𝗦𝗗, 𝗗𝗮𝘃𝗶𝗱 𝗳𝗼𝗰𝘂𝘀𝗲𝘀 𝗼𝗻: • 𝗦𝗶𝗺𝗽𝗹𝗶𝗳𝘆 structured product document generation. • 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁 automation tools to eliminate bottlenecks. • 𝗘𝗻𝗵𝗮𝗻𝗰𝗲 data dissemination, reducing complexity for clients. 💬 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗗𝗮𝘃𝗶𝗱 𝘁𝗼 𝗲𝘅𝗽𝗹𝗼𝗿𝗲 𝗵𝗶𝘀 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗼𝗻 𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀, 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗺𝗮𝗿𝗸𝗲𝘁 𝗱𝗮𝘁𝗮: #TeamSpotlight #MeetTheTeam #WSD #StructuredProducts #Automation #FinTech #Innovation #MarketData  

🗓️ 𝗦𝗮𝘃𝗲 𝘁𝗵𝗲 𝗗𝗮𝘁𝗲: 𝗦𝗣𝗶 𝗘𝘂𝗿𝗼𝗽𝗲 𝟮𝟬𝟮𝟱 🗓️ We are delighted to announce 𝗦𝗣𝗶 𝗘𝘂𝗿𝗼𝗽𝗲 𝟮𝟬𝟮𝟱, taking place on 𝗠𝗼𝗻𝗱𝗮𝘆, 𝗠𝗮𝘆 𝟭𝟮, at the iconic 𝗣𝗮𝗹𝗮𝘇𝘇𝗼 𝗠𝗲𝘇𝘇𝗮𝗻𝗼𝘁𝘁𝗲 𝗶𝗻 𝗠𝗶𝗹𝗮𝗻, 𝗜𝘁𝗮𝗹𝘆! This premier event will bring together industry leaders, experts, and innovators to dive into the latest trends, opportunities, and challenges shaping the future of structured products. 𝗘𝘃𝗲𝗻𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀 📌 Keynote Presentation: The Future of Structured Products in Europe 📌 Panel Discussions: AI, Regulatory Challenges & Market Trends 📌 Interactive Workshops: Sustainable Finance & Innovation 📌 Exclusive Networking: Lunch, Cocktail Reception & Awards Dinner With a full day of insightful sessions and unparalleled networking opportunities, this is the must-attend event for professionals in the structured products industry. 📅 𝗗𝗮𝘁𝗲: May 12, 2025 📍 𝗟𝗼𝗰𝗮𝘁𝗶𝗼𝗻: Palazzo Mezzanotte, Milan, Italy 𝗦𝗲𝗰𝘂𝗿𝗲 𝗬𝗼𝘂𝗿 𝗦𝗽𝗼𝘁 𝗧𝗼𝗱𝗮𝘆! https://lnkd.in/dwQrhr5T Don’t miss the chance to be part of the conversation shaping the future of structured products. We look forward to welcoming you to the event. #SPiEurope2025 #StructuredProducts #Networking #Innovation #FinanceEvents

✨ As we come to the close of another year, we at WSD want to extend our heartfelt thanks to our community, partners, and clients for their support and collaboration 💼🤝 💡 This year has demonstrated our resilience and innovation, and we are proud of the milestones we've achieved together🚀 🎄 We wish you and your loved ones a joyous holiday season filled with peace, happiness, and memorable moments🌟 🎉 May the New Year bring you continued success and prosperity. Warm wishes, Mathias Strasser and the WSD Team💙

🚀 Throwback to an insightful evening at our AI Showcase on Tuesday, October 1st, at The Hilton Canary Wharf, co-hosted with NVIDIA and Boston Limited. A key highlight was the live demonstration of Melody, WSD's Virtual Agent for structured products, presented by Mathias Strasser, our CEO. Thank you to all attendees—the event’s success was greatly enhanced by your energy and engagement. We look forward to future engagements and continuing our dialogue on AI. Learn more about Melody by reaching out to us or please comment below.  #AI #MachineLearning #StructuredProducts #Innovation #VirtualAgent #AIShowcase #TechEvents #NVIDIA

🚨 Upcoming Webinar Alert! 🚨 Join us on October 29th at 11am EST for an insightful session where we’ll unpack the key trends shaping the financial markets and dive into the evolving landscape of Impact Investing. What to Expect: 📊 US Q3 Market Review: A deep dive into Q3 performance, trends, and key opportunities. 📅 2024 Market Outlook: Projections and strategies to navigate the year ahead. 🌍 Impact Investing White Paper: Exclusive insights from our latest paper, "Bridging Profit and Purpose: The Role of Structured Products in Impact Investing", showcasing how structured products can drive both financial returns and societal good. 🗓 Date: October 29th ⏰ Time: 11am EST 🕒 Duration: 1 Hour Don’t miss out! Stay ahead of the market trends and gain valuable insights to help shape your 2024 strategy. 🔗Reserve Your Spot Now! https://lnkd.in/ePhHmYzH #ImpactInvesting #StructuredProducts #MarketInsights #Webinar #Finance #InvestmentStrategies

🚀 It was a pleasure to host the AI Showcase event last Tuesday, October 1st, at The Hilton Canary Wharf, in collaboration with NVIDIA and Boston Limited. The evening was an enriching experience, filled with insightful presentations and discussions on the advancements in artificial intelligence. The event highlighted the ongoing partnership between WSD, NVIDIA and Boston Limited, featuring the live demonstration of Melody, the world’s first structured products Virtual Agent by WSD. Thank you to all attendees for their participation and engagement which presence and contributions were crucial in making the event a success. We look forward to future engagements and continuing our dialogue on AI innovations. 👉🏽Find out more about Melody by reaching out to our team #AI #MachineLearning #StructuredProducts #AIShowcase #Innovation #VirtualAgent #LondonTech #Melody #NVIDIA

🚀 We’re excited to host another AI Showcase in London on October 1st, where we’ll spotlight Virtual Agent Melody—an innovative product born from our partnership with NVIDIA. 🤖✨ Additionally, Boston Limited will introduce their insights on making AI useful, providing a comprehensive understanding of AI's potential and practical applications. If you're passionate about AI and tech advancements, join us! The event is complimentary to attend and we'd love to see you there. 📅 Save your spot: https://lnkd.in/eE-PDkCB #AIShowcase #Innovation #NVIDIA #VirtualAgent #LondonTech

🌐 Ready to elevate your structured product filings? WSD Filing offers cutting-edge features like Versatile Integration, Automated Conversion, Customized Templates, Easy Viewing and Editing and Manual Proofing Support. Our product expert, Fuad Rahman, is a Silicon Valley technologist with 20+ years of experience in fintech and the mind behind innovations like the first automated EDGAR conversion software that has been pivotal in developing WSD EDGAR, our cloud-based filing solution. Discover how WSD can streamline your workflow and enable straight-through processing, set up a call with our Fuad or a member of our team today. #Fintech #StructuredProducts #EDGAR #Automation #DocumentManagement #WorkflowSolutions #Innovation #SiliconValleyTech 

In just over 3 weeks we'll be hosting the SPi Canada Conference and Awards in Calgary. Get ready to connect with industry leaders as we dive into the latest solutions shaping Canada’s investment landscape and explore how providers can better meet and exceed investor expectations. You'll meet speakers including: - Benoit Belanger, CFA, Managing Director, Structured Products, Desjardins - Grant Borcharding, CFA, Head of Structured Product Solutions – Canada, RBC Capital Markets - Todd Chalmers, Head of Sales, Investor Solutions Canada Scotiabank, Global Banking & Markets - Christopher C. Cafley, Senior VP Head of Private Client Solutions, Raymond James - Jerome Cloutier, Managing Director & Co-Head Global Sales, BMO Global Markets - Dominic D'Aoust, M.Sc. CIM, Head, Independent Agent Business, Wellington-Altus Private Wealth - Sébastien Hébert, CFA, Senior Analyst & Team Leader Structured Products, Desjardins - Meric Koksal, Managing Director, Wealth Solutions Group Deputy Head and Head of Structuring, Innovation & Private Markets, CIBC - Vincent Marquis, CFA, Managing Director, Structured Solutions Group, National Bank of Canada - Jamie McGuigan, CFA, MBA, CFA, M.D. & Head, Canada Investor Solutions, Scotiabank Global Banking and Markets - Wayne McNeill, Senior Wealth Advisor, Raymond James - James Neals, CFA, Director, Structured Products, Desjardins - Martin Pelletier, CFA, Senior Portfolio Manager, Wellington Management-Altus Private Counsel - Mathias Strasser, Chief Executive Officer, WSD - Matthew K. Thomas MBA, Director, Structured Solutions Group, National Bank of Canada - Maria Tihotchi, CFA, Managing Director, Cross Asset Solutions, BMO Capital Markets - Bob Thompson, CIM®, Senior Portfolio Manager, Raymond James - Aaron Unger, Principal, Bayline Capital Partners Inc. - Matt Wallace, Executive Director, CIBC Capital Markets Look for insightful content and valuable connections? Head over to our website to find out more: https://lnkd.in/ePTTt73R #SPiCanada2024 #InvestmentStrategies #FinanceInnovation #IndustryLeaders

As part of our upcoming SPi Canada event, we've just announced our 2024 Hall of Fame winner, Jerome Cloutier! We look forward to congratulating Jerome in person on 19 September in Calgary. To find out more about the award and how to register for the event head to: canada.sp-intelligence.com #SPiCanada2024 #HallofFame #Canada #Event