Aura Group’s Post

A lot of emphasis on fund manager moves can be about the shiny/new onward direction, but what happens to the team and strategies being left behind? Philipp Fischer, editor of Citywire Deutschland, sat down with Christian Schneider, CIO for global growth at Allianz Global Investors, to better understand how the German giant has responded and reacted to the shock exit of five senior portfolio managers towards the end of last year. Great piece of analysis and conversation below. https://lnkd.in/ewaWNGiV

Well Boston you were amazing! Very insightful last few days at the Tiburon Strategic Advisors CEO Summit. Was fantastic to spend time meeting new friends and catching up with old ones. #wealthmanagement #wealthtech #thoughtleadership #networking Shared the Eclipse experience with the Nebo Wealth team (pictured below) A few insights from this week…with all of the M&A activity and breakaways from the wire houses in the news 📰 most of the assets are still there 🤔 Wealth Mgmt Investors Panel: ➡️People sobering on valuations ➡️What’s the end game with PE Buyouts ➡️If you have a good business there will always be a home Large RIA’s: Growth, Technology and Operating Margin walk into a bar…yes that’s how this very insightful panel started and it didn’t disappoint 🙌🙌🙌… Fantastically moderated panel by Jeff Schwantz ➡️Collaborating with Competitors ➡️6*10+1…you had to be there to understand this one ➡️Perfecting the client experience ➡️Don’t get mesmerized by the shiny new objects, meet the needs of advisors and focus on clients ➡️Addressing the generational wealth transfer and aligning advisor teams with different generations of clients Robert J. Sofia dropped the last few nuggets of gold on getting better results from outreach: ➡️Solid SEO strategy ➡️Incorporating text messaging ➡️Utilizing video Boston ✈️ DFW ✌️ Shannon Spotswood Abby S. Ryan Eisenman Cody Barbo Joe Stensland Joseph Mrak Charles Almond Andy Finnegan, CFA, CAIA Adam Scully-Power, CIMA®, CPWA® Matthew Kadnar, CFA Martin Tarlie Ray Hennessey Christine Simone Stephen Chen Pamela Cytron April Rudin VRGL Andrew Cedar Catherine (“Cat”) Davies Amacher, CFP®

What were the asset allocation and investment trends in 2023 and what can investors expect for 2024? Join Nico Katzke, Head of Portfolio Solutions at Satrix as he gets BlackRock’s views from Laura Cooper, Senior Investment Strategist at BlackRock. Watch the video below to listen to the full interview: Link to article: https://bit.ly/4btW7vj #OwntheMarket

I get a lot of questions about impact investing--what is it? isn't it just philanthropy? (hint: no) why does it matter? how to do it? Priya Parrish answers these questions and more with her new book, The Little Book of Impact Investing (Wiley). Strongly recommend ordering a copy! Fun to be a part of the process and to partner with her and the field building team at Impact Engine #impactinvesting #socialimpact #dowellbydoinggood #privateequity #publicmarkets #DAF

Many if not most #HNWIs, including via their #familyoffices, #advisors, #fundmanagers and #trustees etc, do genuinely want to do their part to address global #climate issues and #sustainability. However...the tools on offer currently are too few, costly and inefficient. Whilst there are others globally focusing on ESG-type 'raw' data & time-based/consuming consulting work, I haven’t yet seen Etcho’s unique tech driven, scalable and investor-personalised offering, led by a very passionate & smart management team.  I’m a big believer that the most efficient and timely way to address this world’s real climate and sustainability challenge(s) is via #ClimateCapitalism and related (re)allocation of capital, a new ecosystem being driven by great new companies like Etcho and it's my pleasure to join their board advisory team. If you're intrigued (how can you not be!) and/or simply want to know more, let me know.

What a treat this week to meet with Katie Stockton, CMT for the Coffee and Conversation.   Katie is the founder and Managing Partner of Fairlead Strategies where Katie and her team employ a systematic approach to technical analysis to deliver tactical insights and research that help their clients identify investment opportunities and manage risk. Katie is also a Portfolio Manager of their own Fairlead Tactical Sector ETF (TACK.)   Many, many highlights in talking with Katie. One of them was to hear about Katie’s unwavering focus on developing her very specialized and narrow high-level expertise while navigating adversities and challenges associated with it to find opportunities and growth.   And one of my favorite from Katie that deserves to be a quote: “Looking back at my path, I cannot remove any of my experiences to be where I am today.”   Being an advisor and consultant in financial markets is a challenge in and of itself. Add to that being and leading as an expert in a space highly represented by men and doing so with elegance and confidence.   Katie is a true inspiration. I’m deeply grateful for you and appreciate you, Katie. Thank you for your time, your inspiring presence, your wisdom and light! Can't wait to share our full conversation. ============================================ Coffee and Conversation is an experience with a mission to inspire the world with my guests' gifts, talents, reflections, exciting projects, and professional paths. At the end of our conversations, I take my guests through my Bloomtica® method on any topic of my guest's choice: expansion, gaining clarity, breakthrough, growth, balance, anything.. The topic stays private :). My guests also get to nominate guests for the future Coffee and Conversations. #personalgrowth #peaceonearth #limitlesspotential #edelweissacademyofmastery #bloomtica

Registration is now open for Dynamic LIVE: The Active Advantage at the Royal York Hotel in Toronto (June 11). Get the latest market insights along with new product news and in-depth perspective from Dynamic's portfolio managers and Chief Investment Strategist Myles Zyblock. From interest rates and the economy to key sectors and asset classes, we'll cover it all. DynamicFunds DynamicLIVE InvestwithAdvice #DynamicFunds #DynamicLIVE #InvestwithAdvice

Touchdown in Atlanta! As I gear up for the Industrial Asset Management Council (IAMC) board meeting, I proudly carry the banner for Fairview Economic Development Corporation and the innovative approach we champion at Day One Experts. Even my workout gear is in sync with the #iamcforum spirit - a happy accident that reminds me of the interconnected paths we tread in #economicdevelopment. I believe that every #citymanager and economic development organization should have access to the tools and expertise to tap into that growth. That’s where Day One Experts and our fractional economic development services come into play. With #d1experts, you’re not just hiring a consultant; you’re gaining a dedicated partner committed to your community’s success from Day One. Whether it’s navigating expansion complexities or crafting a compelling story for your city, we’re here to amplify your impact. Are you curious about how this model can transform your economic development journey? I’m here in Atlanta reflecting on success stories, and I’d love to share how we can write yours. Let’s connect! Find out if our fractional services are the perfect fit for your big vision. (Link in the comments) #SuperDaveQuinn #TexasEconDev #TexasEDConnection #SuperDave #D1Experts #EconomicGrowth #CommunityDevelopment #citymanagement #econdev #texasedc #tcma

The New America Alliance membership is comprised of American Latino and diverse #entrepreneurs and business #leaders who are committed to giving back to the community and increasing #accesstocapital for Latino, Latina, and diverse #assetmanagers. The #CDMX International Symposium would not have been possible without the support of our sponsors who share that commitment. We’d like to thank our Gold, Silver, Connector, Partner, and Support #Sponsors. If you would like to learn how to partner with the organization to advance its mission, please contact Marisol Reyes. #GoldSponsors 65 Equity Partners Akin Gump Strauss Hauer & Feld LLP Alpha Impact 8 Ventures Ceiba Capital Partners Dux Capital FTI Consulting NDS Cognitive Labs The Ardory #SilverSponsors Act One Ventures AUA Private Equity Partners Kirkland & Ellis Palladium Equity Partners, LLC Xponance, Inc. #ConnectorSponsors Apollo Global Management, Inc. Artemis Real Estate Partners Baker McKenzie Cabrera Capital Markets Cleary Gottlieb Steen & Hamilton LLP GCM Grosvenor GenNx360 Capital Partners Searchlight Capital Partners #PartnerSponsors Avante Capital Partners Citrin Cooperman Fondo de Fondos Goldman Sachs Asset Management HarbourVest Partners Kingbird Investment Management L2 Point Telsey Advisory Group #SupportSponsors Lenox Park Solutions QuantumIQ Capital TrustServe LP

🚀✨ Today marks a monumental day for us at The von Group – our official launch day! ✨🚀 As we step into this new chapter, we're not just launching a business; we're igniting a revolution in the REI space. 💡🏡 With a commitment to transparency, integrity, and unparalleled service, we're here to transform the game. Our mission? To empower investors and real estate agents alike with seamless, cash-based transactions, making every step from discovery to resale smooth and straightforward. With over $40 million in transactions and a drive to build lasting relationships, we're not just your service providers; we're YOUR partners in growth.  Why choose us? Because at The von Group, we believe in making a difference—one property, one investment, one community at a time. We're local, we're experienced, and we're ready to do business 💪 Cheers to new beginnings, to profitable partnerships, and to creating success stories together. 🥂🔑 Let's make this journey unforgettable. Welcome to The von Group – where your investment goals become reality. #TheVonGroup #RealEstateRevolution #LaunchDay #InvestmentSuccess #PartnersInGrowth #HereWeGrow #atlantarealestateinvestor #atlantarealestateinvesting #fixandflip #fixeruppers #buyandholds #atlantainvestor #realestateinvesting #realestateinvestor #atlantaga #TvG #wealthbuilding #realestate #financialfreedom