Ariel Alternatives’ Post

Dive deeper into the world of Public and Private Investments with CFA Society Chicago! Hosted by the CFA Women's Advisory Group, everyone is invited to join us for a lively panel discussion where we'll explore critical topics such as portfolio investment implementation, asset management realignment, and balancing illiquidity. This event is being hosted at The Chicago Club, 81 E Van Buren. Register here: https://bit.ly/3T6my2P "

"Delighted to unveil our latest endeavor in Investment Portfolio Management! Explore how we're leveraging data-driven insights and cutting-edge strategies to optimize returns and manage risk effectively. Join us in reshaping the future of investment management. #InvestmentPortfolio #DataDriven #Finance"

At Aurora Investment Counsel, we believe in disciplined decision-making not just when buying, but also when selling securities in your portfolio. Our sell decisions are based on quantitative factors, ensuring optimal portfolio management. Learn how we navigate sell situations when valuations become excessive or fundamentals deteriorate. Trust Aurora for strategic investment decisions. https://hubs.li/Q02zFgMd0 #SellDiscipline #PortfolioManagement #AuroraInvestmentCounsel

Davis Polk partner and Investment Management practice head Leor Landa and partner Sijia Cai discussed developments in the secondaries market as well as what to expect for the rest of the year in an interview with Private Equity International. Read more: https://lnkd.in/gQ4MH2Dd   #InvestmentManagement #PrivateEquity 

(𝘞𝘩𝘦𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨, 𝘺𝘰𝘶𝘳 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘴 𝘢𝘵 𝘳𝘪𝘴𝘬) What do our portfolio managers actually do? 🤔 Our Investment Manager, Goncalo Machado, breaks down the key roles our team plays in managing your investments 📈 Explore our Managed Portfolios here: https://lnkd.in/dTe3sNVC

Un-rapping Wealth Management EDGE 2024… 🎬 Get hyped for the only wealth management conference powering investment, productivity and growth, taking place in just 6 weeks time! 👀 2,000 attendees. 1,000 advisors. 22,000+ meetings. Register by April 12 to save up to $200 on your booking! >> http://spr.ly/6044ZZBv4 #WMEDGE #wealthmanagement #investment #productivity #growth

The AIC's Annabel Brodie-Smith recently caught up with Christian Pittard of abrdn Investment Trusts to get his perspective on the structure of investment trusts, the way the industry is evolving at the moment and where he's seeing opportunities. Watch the full interview here: https://lnkd.in/ekMVMFhY Vanessa Booth Nick Britton ACSI Nick Gardner Richard Stone Juliet Webber Louise Bouverat Eleanor Mitchell abrdn Octo Members Group Debbie Greenfield #investmenttrusts #investing #investmentcompanies

The allure of alternative investments is growing – but are they right for your portfolio? CEO and Founder, Lori Van Dusen, CIMA®, recently spoke with InvestmentNews about rising investor demand for alternatives and the critical need for advisors to truly understand this booming asset class. “You can’t just throw them in a portfolio and expect magic to happen. It’s not how it works. You really do have to unpack and understand the sources of return and the risks and how those marry with your stock and bond or real estate portfolio,” says Lori. Read the full story here https://lnkd.in/eM8n3ZMW #WealthManagement #FinancialPlanning #PortfolioManagement #PrivateMarkets

As institutional investors increasingly grapple with the choice between an Outsourced Chief Investment Officer (OCIO) model and traditional advisory services, Cambridge Associates sat down with four Investment Committee Chairs who opted to delegate investment management. They candidly shared their decision-making process, the challenges they encountered, and their advice for those considering a similar path. Read the full conversation here: https://ow.ly/eEUR30sCObx