Breakwater Capital Markets’ Post

Watch the replay of our latest webinar! Cambridge Associates thought leaders explored the current trends in private investing and shared the perspectives they are hearing from Limited Partners (LPs) and General Partners (GPs). See more here: https://ow.ly/aQaP30sGeV8

Watch the replay of our latest webinar! Cambridge Associates thought leaders explored the current trends in private investing and shared the perspectives they are hearing from Limited Partners (LPs) and General Partners (GPs). See more here: https://ow.ly/NK7V30sGne6

Such a powerful panel of financial and wealth managers! Wow! This will be such a valuable session. Tune in to learn from the best. 💪 💪💪 #WeAreStrategicCoach

As always, great insights from Scott Jones, our very own Managing Director, in his recent PitchBook feature. Long-term strategy and operational excellence are crucial for sustained success in a climate marked by evolving financial dynamics. Dive deeper into Scott's insights and our Private Equity Performance Improvement practice at https://lnkd.in/eAhnqcax Alvarez & Marsal #PrivateEquity #Performance Improvement #OperationalExcellence #ValueCreation

🚀 Join us at the IR Magazine Forum – Small Cap in New York! On behalf of Alliance Advisors, Alyssa Barry, CPIR, President — Investor Relations, will be sharing insights on navigating today’s volatile market. Don’t miss this opportunity to hear how to adapt quickly, find new investors and stand out in the capital markets. Looking forward to connecting with CEOs, CFOs, and IROs to explore strategies for success despite today’s economic challenges. See you there! When: Friday, September 13, 2024 Where: TD Offices, New York #IRMForum #InvestorRelations #SmallCap #MarketInsights

What do Board Members need to know about top-of-mind investor issues? I dive into the PwC investor survey through the board's lens with Diligent's Dottie Schindlinger. Surprise, there are also areas of alignment with PwC's CEO survey. https://lnkd.in/e7UENzE5 #governance #pwc #survey #boardofdirectors #diligent #investor

On behalf of the Rivel, Inc. team, we would like to thank the 75 IR executives who joined our IR roundtable discussions yesterday to address the leading trends and issues impacting the investor relations profession. We hope that the insights shared will help you navigate today's dynamic financial landscape. 📈 We have a lot of upcoming events so, stay tuned! #Rivel #Roundtable #InvestorRelations #InvestmentCommunity

U.S. Securities and Exchange Commission Commissioner Mark Uyeda, Trian Fund Management, L.P.'s CEO Nelson Peltz and ValueAct Capital Co-CEO & CIO Mason Morfit confirmed for Spring Conference. The Council of Institutional Investors (CII) spring conference, "Governance as a Guidepost," begins in just three weeks. With more than 500 registered attendees, the conference is shaping up to be our largest post-Covid event and the agenda covers all the hottest topics for #investment and #governance professionals. Session topics will range from the #proxy fight at Disney to the changing landscape for climate finance to AI in investment #stewardship to diversity, equity and inclusion initiatives in Corporate America. And, member-hosted sessions on Tuesday, March 5 take a deep dive into a plethora of topics ranging from highlighting director accountability in proxy voting to private equity in healthcare, to the high cost of poor #humancapitalmanagement, and much more. Registration closes February 28. While CII events are closed to the public, prospective new members may be eligible to attend the conference. Visit https://lnkd.in/eCtWwctZ for agenda and registration information.

Are your clients anxious about the upcoming Major US Event and its impact on their investments?  This is your opportunity to shine! Investor anxiety often stems from uncertainty, especially around significant events like major US events in Nov. As financial advisors, we can turn these worries into meaningful conversations by providing clarity and confidence. Use this time to engage with your clients, share insights, and offer strategies tailored to their concerns. During the 2020 major US market event, my proactive approach and proven framework helped clients navigate market volatility, propelling me to be the 2nd top advisor in my organization of 200+ advisors. By being informed and strategic, you can do the same. Position yourself as the trusted advisor your clients need during times of uncertainty. Transform their anxiety into confidence and opportunities. Ready to elevate your advisory business? Reach out to learn more about how my strategies can help you grow your client base and navigate market volatility. #FinancialAdvising #InvestmentStrategy #MarketVolatility #ClientSuccess #AdvisorGrowth #FinancialCoaching

Great article. It is interesting to see Boston referenced as a location where firms have strict no-feedback policies. Many of QuantiFire’s clients do get plenty of feedback from investors in Boston. The main issue here is really with ‘no-broker feedback policies’ rather than no feedback per se. We have found that location is not the most important variable for investors’ willingness to give feedback through direct or independent channels.