LinkBridge Investors

Juan Sebastian Agudelo, Director within our Client Solutions Group, moderated a panel at the LinkBridge Investors Global Investors Annual Meeting on December 3rd. The discussion included opportunities for institutional investors and an outlook for 2025. We look forward to seeing everyone as we kick off the 2025 events and conference schedule!

Thank you Abe Minkara for inviting me to LinkBridge Investors annual meeting in NYC last week. The panelists provided great insight into the immediate future for PE, private wealth and MFO allocation, as well as some discussion of the upcoming impact of a new administration and AI. Looking forward to many more of these events representing Willow Lake Strategic Advisors

Thank you to LinkBridge Investors and Pablo Patrick for the great opportunity to participate on the Investment Advisors roundtable discussion at Global Investors Annual Meeting in New York. Had the pleasure to be with an esteemed group of professionals Robert Picard, Nidhi Chadda, Larry Chiarello and Thomas J. Haug and moderated by Floyd Kephart, discussing investment strategies, growth opportunities in both public and private markets and how investors can navigate in 2025 and beyond. It was also great catching up with Anthony Scaramucci again!

Was a pleasure to attend the LinkBridge Investors Global Investors Annual Meeting on December 3rd 2024 in New York City to discuss #studenthousing opportunities and how it’s a good diversifier. A very informative exchange was had by all! #wealth #wealthmanagement

Reuniting After a Decade: Catching up with former colleague Lindsey Sichel Rubinstein at the LinkBridge Investors Global Annual Meeting! Loved participating as a panelist in the Investment Advisor Roundtable on behalf of Hightower Advisors. We discussed the current market landscape and emerging trends with industry leaders. Exciting times ahead highlighting the Power of Private Markets with fellow panelists Thomas J. Haug , Larry Chiarello, Nidhi Chadda, and Michael Dehal, MBA, CPA, CMA, CIM - and moderator extraordinaire Floyd Kephart.

Hiho: Please come and heckle us at Linkbridge's Global Investors Annual Meeting. As a follow up to this post: Our rantipole group bickered non stop (ok, maybe just me feeling "hangry" from skipping lunch): We could not get consensus on any issue from alternative energy, next investment trend or even as simply as nomenclature for investment vehicles. I was comfortably sandwiched between 2 monarchs Marco Antonio Soriano IV and Daniel Galvanoni both gave as good as they got. Marco was quick to observe Ira J. Perlmuter can't help but sell. Marco was right as Ira happily continued to sell. John Kwaak as den dad patiently shepharded this crew, and when Simon Littlewood retold of someone lamenting about what to do with $200M, without missing a beat came back with "I'll give you my business card". I don't think Simon ever got to finish introducing himself (Simon's CV is forever long) as I kept interrupting him. I really shouldn't have skipped lunch. LinkBridge Investors Pablo Patrick Naira Trassi

Fun sharing the Family Office Allocation panel at the NYC LinkBridge Investors event with friends Lindsey Sichel Rubinstein , Dr. Victoria Grace Vysotina , Aaron Manoucheri. Great job moderating Bill Snider ! Pablo Patrick Naira Trassi Matthew Ryan

Frank Valle, CFA, CAIA is speaking at LinkBridge Investors’ Global Investors Annual Meeting today, joining the Institutional Investor and Investment Consultant Roundtable Discussion.  https://bit.ly/FVlb2024

Harnessing Unicorns in 2025! NY and East Coast Friends Come Join LinkBridge Investors Global Investors Conference Tomorrow, Excited to Moderate this Fascinating Panel covering sourcing, the outlook and opportunity set, return expectations and the opportunity for a real open Q&A dialogue. See you there! Ratan M. Dougal Cameron Pablo Patrick Naira Trassi #alternativeinvestments #vcopportunities #linkbridge #2025outlook

Looking forward to speaking at the LinkBridge Investors Global Annual Meeting in New York this week. We will be discussing the performance of different markets and strategies across the globe and the type of investment structures investors are looking for and where the greatest potential for growth are. #publicmarkets #privatemarkets #economy #financialmarkets #AI