Alera Group, Inc.’s Post

Prashant Doshi, Stephen Isaacs, Matteo Dattilo, CFA, Andrew Velasco, CFA, and special guest Donatella Ceccarelli had great discussions during the European Investor Roundtable. The panelists discussed critical areas that investors often overlook, sharing their perspectives on current market trends and innovative strategies for informed decision-making. #OpalGroup #GAISummit #InvestmentStrategies #MarketInsights #finance

Congratulations to Alex Roig, Senior Partner and Wealth Advisor, for being named this month's Market Maker by ONESCO! The award recognizes top producers for individuals and agencies. #familyfinancialpartners #financialadvisor #financialplanning #lexingtonky #wealthadvisor

On this #SBIA webinar, Mark Miller and Chris Fameree of FORVIS explore ways to add value to your investments as well as the client trends in Private Equity value creation. Discover now.

On behalf of Carne Group and our co-hosts Dechert LLP and PwC Luxembourg we are looking forward to welcoming attendees to our annual #FundsCongress event in the QEII, London. We have a packed agenda including a special edition of The Rest is Politics with Alastair Campbell and Rory Stewart, a fireside chat with author and journalist Bryony Gordon, and leading industry experts discussing the topics set to dominate the funds industry in 2024. #fundscongress #carne #assetmanagement #assetmanagement #carne #networking

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Here's an opinion piece written by Sandon Capital CIO Gabriel Radzyminski addressing concerns being raised by some directors about the possibility that super funds might nominate directors to the boards of listed companies they invest in. Gabriel discusses how some countries deal with director appointments and whether independence is really a directors' "superpower"

Thrilled to be part of ROTH Capital Partners (ROTH MKM) Conference in California diving into the dynamic world of capital markets and IPOs. Let's connect if you're keen on exploring strategies, trends, and insights in this ever-evolving landscape. Looking forward to insightful conversations! #CapitalMarkets #IPOs #ConferenceNetworking #california

Great hosting Robert Arnold, CFA on the Calamos campus today meeting with members of our investment and product management teams. I had the pleasure of conducting our LinkedIn for Financial Advisors program with him in 2023. Having our clients on campus and showing them the full capabilities of Calamos Investments and how we can potentially assist their clients in reaching their investment goals and objectives is a distinct advantage. If you would like to learn more about our LinkedIn program or possibly visiting our campus, please reach out today to learn more! #wealthmanagement #teamwork

🎥 We sat down with our CPA Al Meyers CPA, MBA to get the inside scoop on their experience at the SelectUSA 2024 Summit! 🏢 ✨ Hear about the highlights and what investors can expect from this prestigious event. 🌐 💼 #SelectUSA #InvestmentOpportunities #CPAFirm #BusinessGrowth #ManayCPA #SummitInsights

Are you grappling with performance reporting challenges for Alternatives? Trust Meradia's expertise to guide you through. In this carousel, uncover best practices for producing reports when final valuations are unavailable and how to approach final valuations for accurate reporting. Interested in hearing more about this topic? Join us at PMAR XXII on May 23rd at 1 PM for the session "Performance Challenges with Private Equity and Alternatives." #PerformanceMeasurement #Alternatives #PrivateEquity