Australian Investment Summit’s Post

Our 15th annual Global Investment Summit is about to kick off at the London Stock Exchange. Looking forward to welcoming our clients and sharing perspectives from our global managers and other expert thought leaders. Stay tuned for some highlights over the next two days. #GlobalInvestmentSummit #GlobalInvestmentConference #InvestmentInsights

Market conditions in recent years have sparked a surge of interest in private markets. But what’s driving this appetite, and how can a wider range of private wealth and other investors tap into the potential? Michael Hutten, Partner and Head of Pantheon’s US Private Wealth division, and Victor Mayer, Managing Director, recently shared their perspectives on how innovation is driving demand for private markets in an exclusive keynote interview with Private Equity International. Among other things, Michael and Victor discussed why evolution in product offerings is one of the fundamental drivers of increased private wealth appetite for private markets, with more products offering lower investment minimums, mitigating the J-curve and providing periodic liquidity. They also touched on how and why Pantheon incorporates secondaries investments into our evergreen asset allocations to benefit from potential discounts, earlier distributions and increased diversification, and why investors should examine evergreen experience alongside track records on performance when assessing managers. To read the full keynote interview click here: https://lnkd.in/eHqR_Kdv To read more about how we are opening access to private markets through our $7bn private wealth platform, click here: https://lnkd.in/emZE4QHf For more information on Pantheon click here: https://lnkd.in/eahSMD-A #privatemarkets #privatewealth #secondaries

📈 June Equities Summit: Uncover High-Value Investment Opportunities 📈 Register to watch and earn 1 CE point: https://lnkd.in/eT77KvTu Join us for a series of five presentations exploring small and mid-cap stocks, market predictions surrounding the U.S. presidential election, and an in-depth analysis of earnings strength, the economy, and the equities outlook. Register now to watch industry experts from Thrivent Asset Management, J O Hambro Capital Management, O'Leary Ventures, CFRA Research, and Hightower Advisors share their insights and strategies. #EquitiesSummit #InvestmentStrategies #MarketAnalysis #RegisterNow #Finance #StockMarketInsights

Listen in as I navigate the private equity landscape with Professor David Wessels at The Wharton School. We discuss the current state of the private equity deal environment - including trends, challenges, and opportunities - as well as the industry outlook for 2024. For the full webcast, please visit: https://lnkd.in/ezYrBEtX Special thanks to Adriana Muñoz and Wharton Executive Education! #PrivateEquity #2024Projections #InvestmentInsights

🌍 Keynote Panel: Global Private Equity Investing 🌍 As global attention shifts to inflation, geopolitical conflicts, and the possibility of a recession, the landscape of private markets is evolving. At today's panel discussion, we explored how private equity is responding across different regions and how top fund managers are taking proactive measures in this new climate. We delved into the emerging opportunities in diverse markets and discussed strategies to better prepare for future global challenges. Moderator: Siew Kam BOON, Partner, Dechert LLP Panelists: Pete Vo, Senior Managing Director, CVC Capital Partners Jean-Baptiste Feat Co-Chief Investment Officer & Co-Head of Asia, Tikehau Capital Anjana Sasidharan, Partner, L Catterton Shantanu Mukerji, Managing Director, Private Equity, Gulf Capital For the latest updates, stay connected with us on LinkedIn at Markets Group and subscribe to our newsletter at www.marketsgroup.org/news. 💼 #PrivateEquity #GlobalInvesting #marketsgroup #Geopolitics #InvestmentStrategies #FutureOpportunities #PEAsiaForum #Finance #EconomicTrends #marketsgroupPE

Excited to share that our CEO & Chief Investment Strategist, David Waddell, continued his media tour this week with a panel on Nasdaq TradeTalks! Joined by Brian Joyce and Maddie Radner from Nasdaq’s Market Intelligence Desk, and hosted by Jill Malandrino, they explored the fascinating dynamics between global markets and US equity performance, plus the impact of US dollar movements. Catch the highlights and join the conversation! #FinanceTalks #GlobalMarkets #USEquities #InvestmentInsights #NasdaqTradeTalks #MarketIntelligence #FinancialLeadership https://lnkd.in/epE36XV5

In today's investment landscape, where passive strategies are gaining traction, Paul Markham, GAM Investments’ Investment Director of Global Equities, stands firm on the value of active management. He advocates that, particularly in the current market environment with its focus on a handful of large-cap stocks, active management has the potential to yield more favourable outcomes for investors over the long haul. You can read the article by clicking the link in the comments. #AssetManagement #ActiveManagement #GlobalEquities #InvestmentStrategy For professional investors only. Capital at risk.

In the latest episode of “Taking Stock After The Bell” our hosts Jonathan Raymond CFA and James Hughes are joined by Investment Manager Poppy Fox Chartered FCSI to take stock of where we are in markets and the economy, following a positive start to the year for investors. Listen now: https://bit.ly/3V2pjEd #QuilterCheviot Capital at risk

Focus on french equity market opportunities "The French stock market is made up of companies of all sizes, enabling us to take a differentiating stock-picking approach, regardless of the economic context." Discover the analysis of Ariane Hayate, CFA and Guillaume Laconi, our French equity portfolio managers. #EdREquity #FrenchMarket #Investment

On January 23rd, our audience will gather for a day of insightful panel discussions (for which CFP credits are available!), presentations, Q&A, and over two hours of networking. You can expect 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Arizona. To kick off the morning, the first speaker of the day David B. Perkins, CAIA, Chief Executive Officer, Founder at Gondola Partners will present a keynote presentation. Following this presentation, the “Recalibrating the 60/40 Asset Allocation Model” panel will take the stage: After interest rates have hovered near a historic low, the classic 60/40 portfolio has come under substantial strain with both an inflationary and higher interest rate environment. Jeff Chang, CFA President at Vest and Samantha Lee, Associate at Goldman Sachs will explore the shift in the increasingly complex investment landscape and how to adapt to keep risks low while increasing ROI for your clients, even during periods of market volatility. Panelists discuss creating opportunities to diversify solutions when allocating to fixed income securities and how to cope with market shocks and recovery in the short and long term. You can secure your spot at the summit by clicking here: https://lnkd.in/esAJNNQG #PortfolioSummits #RIA #Arizona