Bridget MacDonald’s Post

🙌 Who's excited for The HMO Awards 23/24 & summit next Friday? The theatre-style Awards Ceremony hosted by the fabulous ⭐ Helen Chorley will create ecstatic memories for sure! You've seen her on Sky TV's Property Elevator Live as a "Dragon," angel investor, and market commentator, and she's also one of the the brains behind Property Sisters - UK. Helen's positive energy on stage is contagious, but that's not all. She knows her numbers, which is why we also asked her to judge the Best Financial Service award. As a former investment banker with over 25 years working in finance, she knows the financial game inside out. We're brining together some of the most prolific property investors and managers under one roof, in one day. This is an event not to be missed! 👉👉👉 Check out the Guest Pack, and book your tickets now to avoid disappointment as we have limited tickets left! https://lnkd.in/eSK_tBke This event is organised by COHO, the "Property Management Software of Choice" and a special mention to our 💫 Lead Sponsor Octane Capital #hmo #property #coho #hmoawards #propertyinvestors #hmowards #propertydevelopment #propertymanagers #propertymanagement #systemising #propertyinvestment #landlords #coliving #lettings #R2R #BTR #studentlets #socialhousing #professionallets #sharedliving

📢 I'm delighted to be hosting a webinar on "Key Valuation Themes You Can’t Ignore before 2025" with my friends at Valutico. On September 17th I'll be joined by Paul Resch and Greg Brown to informally (and hopefully entertainingly⚡) talk through essential valuation themes, case studies and tech insights. This is a Financa platform event which, alongside hosting live events such as this, offers over 60 middle market bespoke technical M&A courses and 15 integrated learning pathways covering the end to end deal process. In my experience, what can be missing from some valuation exercises is a truly commercial approach, and we'll be exploring more what this means during the webinar in addition to how the valuation process can be Tech-ified. If you're an M&A advisor, investor or intermediary and would like to join this webinar, please just give me a shout and you'll receive the registration link. Financa subscribers can sign up in the Platform under the Live Events page. For ICAEW ACAs, this will count towards your CPD. So sit back and accrue those hours. #corporatefinance #investmentbanking #privateequity

Excitement is building for the RELPI | Interests Aligned® for the "RELPI | Boardroom Credit Forum", a one day event* helping to facilitate in-depth discussions on specific topics of significance in today's market place on Credit and Debt. Join this exclusive and immersive event tailored for institutional investors and fund managers seeking to dive deeper into the nuances of the Credit and Debt asset class offering exclusive networking opportunities and an experience tailored specifically for attendees who have debt funds or are considering developing one. With a true 1:1 LP/GP ratio, this event has limited seating allowing only one representative from a fund manager and will fill up quickly. Heather Fernstrom Border and Jennifer Stevens, Alliance Global Advisors are joining the RELPI Boardroom Credit Forum as presenters and facilitators. Thank you Gila Cohen, Ryan R. Harding, and the entire Vanbarton Group LLC team for making this event happen. Dates: October 29-30, 2024 Day One; Pre-event networking social 5:30 PM - 7:30 PM ET, Rooftop- 292 Madison Ave, NYC Day Two; Full day meeting 8:30 AM - 4:30 PM ET; LX Club- 425 Lexington Ave, NYC Host: Vanbarton Group LLC *Plus prior evening networking social Additional Information: https://lnkd.in/gWEvPbyb If you're interested in learning more about the RELPI | Boardroom Credit Forum, please contact us at info@relpi.org. "Interests Aligned ®" is not just a tagline, it's what we do." For Investor and Consultant engagement, please contact Leigh Ann Hochman at la.hochman@relpi.org. #RELPI #InterestsAligned® #Community #institutionalinvestment #debtfunds #modernmedia

Well worth reading this detailed post to get a better feel for LP's perspectives.

BVCA is 40 years

Today marks the 1st anniversary of the FAAA, formed with the overwhelming support (and votes) of members of both heritage organisations. Reflecting on the past 12 months, it feels as though a lot has happened and changed (but when doesn’t it in our profession?) * We now have a unified credible voice speaking for the lion’s share of professional advisers in this country * Policy and advocacy has been busy with 34 submissions made in the last 12 months and we have see some wins o  Reduction in ASIC levy (But it is still too high) o  Recognition by ATO of broader deductibility of financial advice fees o  Recognition of our profession with ANZSCO o  Tranche 1 release of legislation for QAR which represents a start to reducing the unnecessary burden on financial advisers. o  I acknowledge it’s early days and the work isn’t done by any stretch, but the signs of engagement from both sides of politics and regulators is heartening * Membership renewal was strong with 10,700 members, including nearly 9000 practitioners * We also have almost 1000 student members as the FAAA continues to focus on the now, but also the future of our profession as well * The inaugural Congress was a smash in Adelaide with over 1300 delegates * Our communities have come together and created grassroots events and connections for members right across the country. A massive thank you to all community/chapter leaders right across the country. I should at this point acknowledge the herculean effort of Sarah Abood Philip Anderson and the whole Financial Advice Association Australia (FAAA) team for making the above happen. To execute the merger in a matter of months which included massive updates to IT systems, policy changes, membership renewals and not to mention speaking directly to thousands of members around the country during roadshow. On behalf of the board (and members) a massive thank you. I’d also like to acknowledge the work of Sam Perera and my predecessor at FPA Marisa Broome CFP® for their incredible contribution to the merger’s success. So where to from here? We will release the new policy platform at roadshow (developed with members for members) and the new strategic vision will be released at Congress in Brisbane. We continue to advocate fearlessly for our members, not the least of which is continued reduction of red tape with QAR (and beyond), the opposition to current CSLR implementation and importantly a focus on rebuilding numbers in financial advisers as this represents future staff members to support business growth, succession and the overall health of our profession. Yes there will be challenges and frustrations, but so to is there much to be optimistic about. We work in a profession that gets to see positive and meaningful change in the lives of our clients and the FAAA board (see below) is absolutely united and committed to serving and supporting our members and our profession. To the next 12 months and beyond…  #faaa #financialadvice

Did you know that we won two awards this year? 🌟 Good Money Award – Better Society Awards 2023, which aims to champion financial services firms that excel in innovation, product, and customer service. 🌟 Wealth Management Company of the Year – City of London Wealth Management Awards 2023 While it’s not all about awards, it is nice to be recognised for doing a good job. #WealthManagement #Awards #FinancialEducation #MoneyMatters

{Prof Invest only} LTAF Masterclass Lunch at Mansion House Hosted by Mobius Life*, Carne Group* and Natixis Investment Managers. We are pleased to invite you to our LTAF Masterclass Lunch scheduled to take place on: Date: Thursday June 20, 2024 | 12:00 - 14:30 Location: Old Ballroom, Mansion House – City of London LTAF’s are really gaining momentum now, but the jury is out as to whether they will be able to solve the real issue at hand which is getting a good allocation and spread of private assets into the hands of pension scheme members and retail investors. Whether you believe the LTAF is indeed the panacea, or not perhaps the silver bullet you thought it might be, join us for a thought-provoking lunch where we will: • Discuss the merits of private markets for DC, small DB schemes, and for retail platform investors and why this makes so much sense. • Hear from those closest to the regulation, and how they see this evolving from their viewpoint, and what they have learnt so far from those going through the authorisation process. • And listen to LTAF and platform experts - how they are structuring and managing these through the FCA for their clients. Physical event, lunch included. Seats limited. Asset Owners and Consultants only. Subject to approval. #MarketingCommunication | Capital at Risk *Mobius Life and Carne Group are not affiliated companies of Natixis Investment Managers.

🎥 We sat down with our CPA Al Meyers CPA, MBA to get the inside scoop on their experience at the SelectUSA 2024 Summit! 🏢 ✨ Hear about the highlights and what investors can expect from this prestigious event. 🌐 💼 #SelectUSA #InvestmentOpportunities #CPAFirm #BusinessGrowth #ManayCPA #SummitInsights

{Prof Invest only} LTAF Masterclass Lunch at Mansion House Hosted by Mobius Life*, Carne Group* and Natixis Investment Managers. We are pleased to invite you to our LTAF Masterclass Lunch scheduled to take place on: Date: Thursday June 20, 2024 | 12:00 - 14:30 Location: Old Ballroom, Mansion House – City of London LTAF’s are really gaining momentum now, but the jury is out as to whether they will be able to solve the real issue at hand which is getting a good allocation and spread of private assets into the hands of pension scheme members and retail investors. Whether you believe the LTAF is indeed the panacea, or not perhaps the silver bullet you thought it might be, join us for a thought-provoking lunch where we will: • Discuss the merits of private markets for DC, small DB schemes, and for retail platform investors and why this makes so much sense. • Hear from those closest to the regulation, and how they see this evolving from their viewpoint, and what they have learnt so far from those going through the authorisation process. • And listen to LTAF and platform experts - how they are structuring and managing these through the FCA for their clients. Physical event, lunch included. Seats limited. Asset Owners and Consultants only. Subject to approval. #MarketingCommunication | Capital at Risk *Mobius Life and Carne Group are not affiliated companies of Natixis Investment Managers.