Aristotle’s Post

In this episode of The Power of Patience, we speak with Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management, who shares insights on identifying catalysts and their potential impact when investing in companies. https://bit.ly/4bIEd8i

In this episode of The Power of Patience, we speak with Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management, who shares insights on identifying catalysts and their potential impact when investing in companies. https://bit.ly/4bIEd8i

In this episode of The Power of Patience, we speak with Dustin Haygood, Client Portfolio Manager at Aristotle Capital Management, who shares insights on identifying catalysts and their potential impact when investing in companies. https://bit.ly/4bIEd8i

What is the Wealth Enhancement Group approach to private investments? Check out this podcast with my colleague Douglas Huber on alternative investments, #portfolio #diversification and more. https://lnkd.in/gsZSgSmG WealthManagement.com

In the latest episode of Rosemont Roundtable: Exploring the Business of Investment Management, Brad Mook sits down with Jim DeWolfe, managing member and president of Northside Capital Management, LLC. Tune in to explore Northside's unique investment philosophy, their approach to ultra-high-net-worth client management and their strategic partnership with Rosemont. https://buff.ly/4aGyJd9 #InvestmentManagement #WealthManagement #Rosemont

Great framework thinking for anyone thinking to start or meaningfully scale a business

On the latest Wealth Management Invest podcast, I sat down with Blackstone's Joan Solotar to discuss the evolving landscape for private market investments in the wealth space. It has been an active year of asset managers debuting new products focused on private equity, private credit, real estate and infrastructure. #alts #alternativeinvestments #wealthmanagement https://lnkd.in/eRWacZNb

Insightful session with Mike Gitlin, CEO of Capital Group, at #FutureProofFestival! Key takeaways: 1. Evolution in action: Capital Group is adapting to industry changes, embracing new vehicles beyond traditional mutual funds. Gitlin highlighted their move into ETFs, SMAs, Collective Investment Trusts, and alternative investments. 2. Advisor focus: Gitlin emphasizes the importance of advisors acting as “lifetime financial coaches” for clients. Their research shows advisors who spend more time on client relationships than portfolio management tend to be more successful. 3. Content strategy: The “Capital Ideas” podcast, featuring conversations with Gitlin and key investment professionals, aims to demystify the company and showcase the expertise behind the prospectus names. 4. Holistic approach: Capital Group is moving from product-pushing to providing comprehensive investment solutions. They’re focusing on being both an investment solutions partner and a business partner to advisors. 5. Partnership innovations: Collaboration with KKR to offer alternative investments, showing adaptability to client needs. First strategies expected in the first half of 2025. 6. Practice management: Ranked #1 in practice management and thought leadership, Capital Group conducted 22,000 portfolio construction discussions with advisors in the first half of this year alone. 7. Personal touch: Gitlin shares personal anecdotes in company-wide emails, like his evolving music taste, to connect with associates and illustrate the importance of embracing change. Excited to see how these insights shape the future of asset management! #AssetManagement #FinancialAdvice #InvestmentStrategy

On the 'M&A Talk' Podcast with Jacob Orosz, Kimberly Ann Flynn, CFA discusses the growing popularity of alternative investments among individual investors. The episode examines how asset managers are developing products that provide investors access to private markets and the impact this is having on capital raising from an M&A perspective. To listen to the full conversation, click the link below. https://lnkd.in/gu9yCENd #XAInvestments #Alternatives #M&A #PrivateMarkets

When it comes to portfolio construction, what considerations do private equity firms take when managing investments over time?   In a conversation with Philipp Hemmersbach, Tim van Delden reflects on the fundamentals of investing and key elements that are needed to create a balanced and diversified portfolio structure.    For Tim, it is essential to remember the fundamentals of investing and staying disciplined when constructing and managing a private equity’s portfolio at all times.    Not only it is important to evaluate and select potential investment opportunities that mitigate risk across different sectors and geographies, but also be able to actively and dedicatedly coach tech leaders so they can efficiently drive growth of their scaleups with great success.   Many thanks to Philipp and Private Markets Unleashed for our lively conversation.    Listen to the full episode – link in the comments 🎧 👇