Ben Tuscai, CFP®’s Post

#Storm7Consulting #events #US #investments #equityinvestments EVENT: Selector Spotlight: All eyes on US equity webinar. HOST: CityWire Selector. DATE: Thursday 20 June 2024. TIME: 2:00pm UK / 3:00pm CET. DURATION: 1 hour. ATTENDEES: Open registration. ABOUT THE EVENT ◾ It is hard to operate without some sort of view on United States (US) equity in markets today. From the dominance of the 'Magnificent Seven' to the race for the White House, the importance of the world’s deepest stock market cannot be overlooked. ◾ In this roundtable discussion, fund managers operating in various different parts of the US equity spectrum will outline how their approaches can benefit in the current environment, while being put through their paces by a fund buyer with a focus on the sector. ◾ In this interactive session, viewers will be invited to add their questions to the mix in a bid to better understand how to position for whatever lies ahead. ◾ If you cannot attend the webinar please register to receive a catch-up link. CHAIR ◾ Neil Clare, CFA, BNP Asset Management. PANELLISTS ◾ Oren Shiran, Lazard Asset Management. ◾ Luciano Rubén Lilloy Fedele, CFA, Impax Asset Management. ◾ Justin Streeter, CFA, Comgest. ◾ Jason Kotik, CFA, Rockefeller Asset Management. ◾ Louis Ubaka, CFA, Columbia Threadneedle. LINK 🔹 Webinar: https://lnkd.in/eHq42gxf. To be notified of new posts please follow our new Experiences, Events, and Offers Showcase Page. Thanks.

Great panel on Taking impact management to the next level at the PEI Impact Investor Summit North America, thank you fellow panelists Christina Leijonhufvud, Diane Damskey and Chavon Sutton moderator Anne Matusewicz, CAIA Lots of optimism shared that we have come a long way in the last 5 years with the #ImpactPrinciples and 5 demensions of impact established as foundational to move us forward. #ImpactNASummit23 #ImpactInvestment #CalvertImpact

Discover insights from the 2023 Future Proof Festival in Huntington Beach, California. Leading advisors share strategies to captivate the next-gen investors. https://hubs.la/Q027Vr0z0 #FutureProof2023 #InvestmentInsights #NextGenInvestors #AdvisorsUnite #FinancialFutures

Wondering how bridge financing and team dynamics impact angel investing decisions? Our latest Investor Insights session features Don Duval, CEO of NORCAT, and Bryan Watson, SVP of Business Development at Venbridge, as they delve into these crucial topics and more. From the importance of an A-team driving a venture to navigating regional investment landscapes, Don and Bryan share their insights gained from years of collaboration. Plus, gain valuable perspective on how Northern Ontario's unique investment ecosystem influences angel investing decisions. Discover why angel groups like NOA play a pivotal role in regional funding opportunities! Watch the recording now! https://lnkd.in/gPUi-Ged #InvestorInsights #AngelInvesting #BridgeFinancing #RegionalInvestment #WhyNotNorthernOntario #NOA 

Join us at the Midwest LP Summit on April 18th, 2024, at the Palmer House in Chicago, Illinois. During our “Is There Any Alternative to Alternatives?” panel, experts will explore the burgeoning interest in alternative investments such as private equity, venture capital, real estate, and hedge funds, and how they diversify portfolios beyond traditional assets. Led by Evan Frazier, CFA, CAIA, Senior Research Analyst at Marquette Associates, our panelists include William Marshall, Senior Investment Officer at Northwestern Medicine, and Sud Murugesu, Partner and Head of the West Coast at Partners Capital. Together, they will dissect the risks associated with alternative asset classes and ponder whether the rush into these investments might ultimately erode any excess returns they promise. Don't miss out on this opportunity to gain valuable insights into the dynamic world of investment strategies. Sign up now: https://lnkd.in/dvaUnSR8 See you there! #PortfolioSummits #MidwestLP #Summit #AlternativeInvestments #ChicagoFinance

🎉 Did you know that being an 'accredited investor' comes with some pretty amazing perks? But wait, you might be wondering, "Am I an accredited investor?" 🤔 Well, if you're someone who meets the criteria, you're in for a treat! 🎁 Being an accredited investor means you'll have access to investment opportunities that may not be available to the general public. 🌟 Imagine being part of a select group that gets first dibs on exciting ventures and potentially lucrative investments! ✨ Join our Accredited Investor Community here at Bangerter Financial, and let us help you unlock a world of potentially profitable opportunities. Find out more by clicking the link below 👇 https://hubs.la/Q02599NG0 Or, subscribe and like our YouTube page. https://hubs.la/Q02596k10 #AccreditedInvestor #FinancialOpportunities #ExclusiveBenefits #InvestmentCommunity #BangerterFinancial

🎉 Did you know that being an 'accredited investor' comes with some pretty amazing perks? But wait, you might be wondering, "Am I an accredited investor?" 🤔 Well, if you're someone who meets the criteria, you're in for a treat! 🎁 Being an accredited investor means you'll have access to investment opportunities that may not be available to the general public. 🌟 Imagine being part of a select group that gets first dibs on exciting ventures and potentially lucrative investments! ✨ Join our Accredited Investor Community here at Bangerter Financial, and let us help you unlock a world of potentially profitable opportunities. Find out more by clicking the link below 👇 https://hubs.la/Q024Fmc70 Or, subscribe and like our YouTube page. https://hubs.la/Q024Fn4k0 #AccreditedInvestor #FinancialOpportunities #ExclusiveBenefits #InvestmentCommunity #BangerterFinancial

And NZ’s Purpose Capital is one of them! We’re excited to announce that today, in collaboration with The Global Impact Investing Network, the Financial Times has published a list of 100+ impact investors, including Purpose Capital. This searchable list highlights our impact assets under management and our strategic sectoral and regional focus, alongside those of other leading impact investors globally. 📊 By contributing our data, we're advancing transparency and driving momentum in impact investing towards a better future. This global list marks a significant milestone and: 1️⃣ Showcases where capital is making a difference 2️⃣ Provides a guide prospective investors and inspiring future investments. 3️⃣ Enables investors around the world to accelerate their impact investing Explore the full package on the FT Wealth Management website: https://lnkd.in/ehZAN34A We couldn't do what we do without a strong team: Bill Murphy Matt Currie Nick Pacey Claire Hahnhaussen; our PCL and GP board members: Robb Dorey Beppie Holm John Birch David Plummer David McCallum Riri Ellis; our IC: Steve Howse Terri Eggleton Katie Beith Blake Richardson Ian Greaves; the Enterprise Angels team: Nina Le Lievre Kelly Taylor Jeanette Mindham Jake Hoffart Jordan Cranshaw Xavier Taucher, our cornerstone investors: K1W1 The Tindall Foundation WEL Energy Trust BayTrust TECT; and of course all our LPs and portfolio company teams. We appreciate you all! #ImpactInvesting #SustainableFinance #FinancialTimes #InvestingForImpact #GlobalGoals #ImpactInvestorList2024

Portfolio Summits Massachusetts RIA Summit will be taking place in Boston on March 21st, 2024! Join us for a day packed with invaluable insights and expert discussions aimed at optimizing your financial strategies and elevating your brand to new height.   In the morning you will have the opportunity to hear from:   The Increased Offerings in Financial Planning Panel - Curious about the latest trends in financial planning? Our panelists will delve into strategies that go beyond traditional portfolios, exploring the new frontiers of Tax Strategies, Charitable Giving, Retirement Planning, and more. Gain actionable insights from industry leaders. Among others, speakers include Matt Tucker, Partner and Co-Chief Investment Officer at Bridge Investment Group and Katherine M. Sheehan, J.D., AEP®, Managing Director, Wealth Strategist at Crestwood Advisors. The Defining Your "Why" - A Blueprint to Brand Success Presentation - Ever wondered why some brands stand out while others fade into the background? Join Rachel (Ballatori) Bellman, Founder & CEO of Mill + Co., as she unveils the secrets behind defining your brand's purpose, identity, and positioning. Discover the power of the Blueprint Phase—a strategic process designed to unlock your brand's true potential.   Don't miss this opportunity to gain valuable insights, connect with industry experts, and take your practice to the next level.   Mark your calendars and reserve your spot today: https://lnkd.in/eWkavipm   #PortfolioSummits #RIASummit #FinancialPlanning #InvestmentStrategies #NetworkingOpportunity

The world of ‘sophisticated investing’ has been reserved for the ultra-wealthy.   However, a paradigm shift is coming, facilitating quicker as well as easier access to exclusive investment avenues and empowering individual investors. In last week’s edition of the Create Wealth newsletter, we deep-dived into the Accredited Investor framework—a novel investor classification introduced by SEBI in August 2021—aimed at broadening the investment horizons of affluent investors. The Accredited Investor framework acknowledges a segment of investors with greater financial acumen, capital and risk tolerance to explore beyond conventional investment avenues. Recognising these ‘informed and sophisticated’ investors, regulators have extended them certain privileges commensurate with their capital, risk appetite, and financial understanding. Accredited Investors enjoy two key advantages: 1. Access to exclusive investments: They can invest in private placements, venture capital, private equity, hedge funds, and other alternative options inaccessible to the general public. 2. Enhanced control: Accredited Investors wield greater control over their investment decisions, either directly investing in specific opportunities or collaborating with private investment managers. To qualify as accredited, investors must meet stringent financial stability and experience criteria, ensuring they're equipped to navigate such risks. However, some challenges remain. Here’s a cheatsheet dissecting the Accredited Investor framework to help you understand it better. Subscribe to the Create Wealth newsletter community, with over 2,72,000 subscribers, to read more such interesting stories (LINK IN COMMENTS). #investing #accreditation #CreateWealth #Dezerv