Clinton McGarvin, CFA spoke on a panel alongside colleagues Evan Sowers, Riverview Trust Company and Andrew Bennison, JGP Wealth Management, for a recent Markets Group Private Wealth PNW forum. The panel discussed how they are working to navigate the market and their processes to building a sturdy equity portfolio with the following questions/topics in mind: • Growth vs. Value: Which equity sectors are likely to lead the economic recovery? • Active vs. passive management? • How to incorporate a long-term perspective in equity investing? https://lnkd.in/gUd3_Qan
Allen Trust Company’s Post
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The voting season represents an opportunity for Carmignac to make our voice heard. During the 2024 voting season , we increased our support for shareholder-led resolutions, with 64% of them being supported. We cast a vote against management in 61% of the meetings we voted. In the interest of transparency, we share how we voted at the shareholder meetings of the companies in our portfolios, with a focus on the following key topics: • Executive pay • Technology advancements • Future of nutrition • Climate transition • Protection of minority shareholders’ interests • Empowerment of employees 🔎 Find out more about our 2024 voting activity: https://okt.to/F9t8xe #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest
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It’s debate time! 💬 In today’s panel session Fund Manager of The Marlborough Group, David Walton, and Portfolio Manager of Janus Henderson, Thomas O'Hara, join us to discuss European Equity, hosted by our Head of Personal Finance, Laura Suter. Let’s see what our experts have to say about performance, the pros and cons of investing and, most importantly, their views on and outlook predictions for this asset class. Share your thoughts below.👇🏼 #AJBellInvestival
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The voting season represents an opportunity for Carmignac to make our voice heard. During the 2024 voting season , we increased our support for shareholder-led resolutions, with 64% of them being supported. We cast a vote against management in 61% of the meetings we voted. In the interest of transparency, we share how we voted at the shareholder meetings of the companies in our portfolios, with a focus on the following key topics: • Executive pay • Technology advancements • Future of nutrition • Climate transition • Protection of minority shareholders’ interests • Empowerment of employees 🔎 Find out more about our 2024 voting activity: https://okt.to/N93HrO #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest
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Did you know that private markets have outperformed public markets over time and can offer significant diversification vs. public equities? Did you know that there are options for all types of investors now? Curious to learn more about investing in Private markets? Please join us on Jan. 18 at 2:00 EST for a webinar with Andrea Coleman of Hamilton Lane. Andrea Coleman is a Principal in the Private Wealth Solutions Group for Hamilton Lane where she is responsible for intermediary distribution in the Northeast Region of the United States. Hamilton Lane has been investing exclusively in the private markets for over 32 years and has $818B assets under management/ supervision with ~1500 clients across 45 countries. Click here to register today! https://lnkd.in/gC2Eb_3i #privateequity #alternativeinvestments #hamiltonlane #investing #MBWealth
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This week, our Managing Director Anne Duggan, CAIA will take the stage at Portfolio Summits Fiduciary Investor East Summit to reflect on how interest rates have impacted asset allocation decisions and opportunity set. Anne will discuss recent trends, including whether fixed income is more attractive to investors than private equity in the current environment, and how these trends will affect decision making in 2024. To hear Anne’s thoughts, stop by the panel on 15th Feb at 1:45pm EST. For more information, see here: https://lnkd.in/e7wjQ4Gt #PortfolioSummits #FiduciaryInvestor #EastCoast
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The voting season represents an opportunity for Carmignac to make our voice heard. During the 2024 voting season , we increased our support for shareholder-led resolutions, with 64% of them being supported. We cast a vote against management in 61% of the meetings we voted. In the interest of transparency, we share how we voted at the shareholder meetings of the companies in our portfolios, with a focus on the following key topics: • Executive pay • Technology advancements • Future of nutrition • Climate transition • Protection of minority shareholders’ interests • Empowerment of employees 🔎 Find out more about our 2024 voting activity: https://okt.to/UIDkcK #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest
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The voting season represents an opportunity for Carmignac to make our voice heard. During the 2024 voting season , we increased our support for shareholder-led resolutions, with 64% of them being supported. We cast a vote against management in 61% of the meetings we voted. In the interest of transparency, we share how we voted at the shareholder meetings of the companies in our portfolios, with a focus on the following key topics: • Executive pay • Technology advancements • Future of nutrition • Climate transition • Protection of minority shareholders’ interests • Empowerment of employees 🔎 Find out more about our 2024 voting activity: https://okt.to/q6D9S0 #assetmanagement #marketingcommunication #finance #investment #investinginyourinterest
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Market sell-offs can be unsettling, but they might also be the perfect time to discover hidden gems. For Nicolò Bragazza, CFA, CAIA, Associate Portfolio Manager at Morningstar Investment Manaagement, there are plenty of sector opportunities he is spotting amidst the volatility 📊✨ #MarketSellOff #InvestmentOpportunities #StockMarket #MarketVolatility #WealthBuilding #BuyTheDip #SmartInvesting #FinancialPlanning #RiskAndReward #InvestmentStrategy #WealthManagement #LongTermInvesting #EconomicTrends #MarketInsights #PortfolioManagement #StockMarketTips #MarketAnalysis #FinancialFreedom #ValueInvesting #PersonalFinance #InvestmentGoals #MarketTrends #StockMarketNews #FinancialSecurity #SmartMoney https://lnkd.in/e3MkV6VH
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Growth Venturist | Consultant | Innovation | Fintech | Banking Products | CFA Level 3 Candidate
📊 Exciting News! Together with Gavin Ryan we have successfully concluded an in-depth analysis on the Private Equity Market in the region. 🌐 Stay tuned for highlights and more details, coming soon!
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Michael Landsberg, CIO, Landsberg Bennett Private Wealth Management provides a comprehensive overview of the current economic landscape, focusing on key areas such as #interestrates, #inflation, and #investmentstrategies. Amidst a complex #financial environment characterized by rising #rates and inflation concerns, Landsberg offers insights into effective portfolio management and #investment opportunities. The update serves as a crucial guide for investors navigating the challenges and dynamics of today's market. Hightower Advisors, LLC is an SEC registered investment adviser.
