Bruder Consulting & Venture Group’s Post

Capital Market Day at PVA TePla on May 16, 2024 in Wettenberg: The management explains PVA TePla's overall strategy as a focused technology company. Together with the PVA TePla team, institutional investors and analysts will be given deep insights into the relevant technologies for the megatrends digitization, decarbonization and mobility. #PvaTePla #CapitalMarketDay #Innovation #Technology #InvestorRelations #CapitalMarkets #ListedInFrankfurt #DeutscheBoerse

How should you respond to client’s and investors different preferences? Our expert panel will discuss how #assetmanagers and asset owners are overcoming challenges around meeting next-gen #investor demands through new #sustainability solutions. Get valuable insights from Hortense Bioy, CFA, Mia Söderberg and George Latham. It’s not just about the ‘E’ but also on the ‘S’ to support evolving society! See more>>http://spr.ly/6042Za0gG

Our Head of Funds Commercial, ROSEMARY MCCOLLIN, discusses the implications of regulatory and policy trends for investing in key markets. Understanding these changes is crucial for staying ahead and maintaining a competitive edge that supports your growth ambition. At Vistra, our experts are best placed to support fund managers in navigating regulatory complexities, helping to enhance efficiencies and making your fund operations flow: https://hubs.li/Q02FdzzC0 #progresswithoutfriction #vistrafundsolutions #vistra

Wishing all a prosperous and successful Financial Year 2024-25!  May this year bring new opportunities, growth and financial stability. May we achieve all our financial goals and aspirations. Here's to a year of smart investments, wise financial decisions and fruitful collaborations. Happy Financial Year 2024-25! #financialyear #opportunities #growth #stability #collaborations #investments #healthbiotech #hbl

Get Ready for the Nueconomy Briefing for SelectUSA 2024! 🌍 We're excited to share insights on identifying near-term US expansion opportunities for investment promotion teams. More details are coming soon! #EconomicDevelopment #InvestmentPromotion #SelectUSA2024 #NueconomyInsights #USExpansion #econdev

At SouthCol Advisors, we talk a lot about Empowering Portfolios. What does that mean? Empowering Portfolios means that we invest with the intent to provide competitive, market-based returns AND in ways that help achieve mission. We build customized portfolios that are aligned with our clients’ values. Our three key tenets: – We believe asset allocation is the primary determinate for overall investment performance. – We seek broad market, index-based exposure and invest in companies that reflect institutional priorities. – We understand that low fees contribute to long-term performance. Learn more: contact James W. Lumberg or Jeanne Elliott Enright #EmpoweringPortfolios #MissionInvesting #CEFEXCertified #BCorp

There's no question that Direct Indexing is a powerful way to deliver personalized portfolios to a diverse set of clients. But, the looming question is how to leverage this technology to help grow your practice. As part of our recent webinar with XYPN, Gabe Rissman, Co-Founder and President of YourStake, and Theresa Gusman, Chief Investment Officer at First Affirmative Financial Network, discuss how the VADIS (Values-Aligned Direct Index Solution) is empowering advisors to deliver personalized, values-driven portfolios to their clients, endowments, and more by aligning financial goals and values with their investments. Key Takeaways: 1️⃣ VADIS enables advisors to construct custom portfolios that perfectly align with clients' unique values, without compromising on diversification or performance. 2️⃣ By leveraging cutting-edge technology, VADIS streamlines the process of winning foundation prospects and managing portfolios for clients with smaller account sizes. 3️⃣ Real-life case studies demonstrate how advisors are utilizing VADIS to manage over $80M in socially responsible investments, attract mission-driven foundations, and differentiate their services in a competitive market. Whether you're a seasoned advisor or just starting out, watch the clip below to see how VADIS can be a good fit for your practice. Learn more about the solution: https://lnkd.in/eqBNt7D6 #ValuesAlignedInvesting #DirectIndexing #FinancialAdvisors #YourStake #VADIS #SociallyResponsibleInvesting

Looks like it's 28 degrees with a 30% chance of rain. So should I carry an umbrella?   Forecasting is crucial in everyday decisions, from weather to follow-ons into invested companies. But how much data is currently being used for decision-making in the VC and PE space?   During SuperVenture, ACE Alternatives alongside EUVC and Tactyc hosted a side event with 2 panels, the first focused on Data-Driven Portfolio Forecasting, Recycling & Reserve Optimization.    Swipe below to see what we discussed. A special thanks to Anubhav Srivastava, Andreas Munk Holm, and David Cruz e Silva 🎙 for co-hosting the event, and to Marc Penkala (āltitude), Tom Henriksson (OpenOcean), Jon Coker (Eka Ventures) for their valuable contributions to the panel.    Stay tuned for insights on our second panel on Secondaries & Realization Strategies. Curious to know more about our work at ACE? Contact Matias or Johanna for more information! #PortfolioManagement #VC #PE #DataDrivenInvesting #SuperReturns2024

Wonderful insights shared by ACE Alternatives from the Data-Driven Portfolio Forecasting, Recycling & Reserve Optimization side-event we had during #SuperVenture. Make sure to check them out here! 🔽 #venturecapital #portfoliomanagement #fundraising #startupfunding #europe

Last week, it was great to see clients and peers in Berlin as we participated in SuperReturn International 2024, where PGIM Private Alternatives CEO & President Eric Adler shared in panel on day 2 insights on filling funding gaps and navigating valuation mismatches during periods of market uncertainty. #Alternatives #PGIM Investments